A broad rally in semiconductor shares pushed the Philadelphia Semiconductor Index up 4% and the Nasdaq up 1.18%, with memory and optical-communications names leading. The move came as Oracle expanded partnerships with Google, Intel and Nvidia, and solar stocks also jumped.
Microsoft says Advanced Shader Delivery will expand to Qualcomm, Intel and Nvidia hardware this month, completing coverage of all four major GPU makers after AMD led the way. The feature downloads precompiled shaders from the cloud to cut loading times and stutter.
AMD has agreed to buy World Labs, the world-model startup co-founded by AI pioneer Fei-Fei Li, in an $8.2 billion all-stock deal. The purchase, coming weeks after Nvidia bought Hugging Face, has unsettled Chinese robotics and embodied AI founders.
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