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Now that Trump’s newest tariffs are live, what it means for you — and which countries and sectors ar...
The implementation of the recent tariffs is likely to impact various industries and international trade relationships, potentially influencing prices and supply chains across multi...
Read Full Article →Bitmain to launch first U.S. Bitcoin mining chip factory by 2026: Bloomberg
Bitmain’s establishment of a U.S. manufacturing plant and regional headquarters is expected to boost domestic production capacity and potentially strengthen its position in the com...
Read Full Article →Samsung will make AI chips for Tesla in a $16.5 billion deal
The partnership between Samsung and Tesla, valued at $16.5 billion, highlights a major investment in AI technology that could enhance both companies' market positions and drive fut...
Read Full Article →Arm’s stock is rising as analysts say an intriguing move could be on the horizon
Investors are responding positively to the chipmaker’s potential shift toward developing proprietary AI processors, which analysts believe presents a significant growth opportunity...
Read Full Article →Nvidia is back in China. Its banned chips were already there
Despite ongoing debates over export regulations, a substantial unofficial trade of high-tech components in China continues to impact market dynamics and complicate the enforcement...
Read Full Article →Nvidia CEO Jensen Huang wants to sell more advanced chips to China after H20 ban is lifted
Nvidia’s potential to increase chip sales in China could significantly impact the company’s revenue and market position following the recent regulatory approval for the H20 product...
Read Full Article →Nvidia is back in China — and the stock pops
Nvidia's approval to sell advanced AI chips in China has positively influenced its market value, reflecting investor confidence following recent high-level discussions involving th...
Read Full Article →Trump permits Nvidia to sell advanced chips in China, CEO says
Nvidia’s newly authorized ability to export sophisticated AI chips to China is expected to enhance the company’s revenue streams amid ongoing US-China trade tensions.
Read Full Article →Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania
CoreWeave’s recent announcement of a major $6 billion investment in an AI data center in Pennsylvania has contributed to increased investor interest and a significant rise in the c...
Read Full Article →Nvidia teases a win for its China business, and big money could be on the line
Nvidia anticipates resuming sales of H20 chips in China, which could significantly impact their quarterly revenue projections previously lowered due to sales limitations in the reg...
Read Full Article →US probes imports of drones and critical material in chips and solar panels
The United States is examining the influx of unmanned aerial vehicles and essential components used in semiconductors and renewable energy, which may result in the imposition of ad...
Read Full Article →Nvidia boss knows how to work Trump but what about the AI jobs carnage?
Nvidia's CEO navigates complex trade tensions while managing the economic impact of AI advancements, which are expected to significantly disrupt labor markets and reshape global te...
Read Full Article →Nvidia CEO downplays U.S. fears that China's military will use his firm's chips
Nvidia's CEO suggested that concerns about the company's chips being utilized for military purposes in China may be overstated, potentially influencing market perceptions related t...
Read Full Article →Trump to host Jensen Huang at White House as Nvidia tops $4 trillion market cap
The meeting between Trump and Jensen Huang highlights the growing economic impact of Nvidia, which recently achieved a market valuation exceeding $4 trillion despite ongoing export...
Read Full Article →AMD's Latest AI Chips Are on Par With Nvidia's Blackwell GPUs, HSBC Says
HSBC reports that AMD's new artificial intelligence processors demonstrate comparable performance and market potential to Nvidia's recently released Blackwell graphics units, indic...
Read Full Article →IBM launches next-gen Power11 servers to power the AI era
IBM’s introduction of advanced Power11 servers represents a significant investment aimed at enhancing computing capabilities, potentially impacting the company’s revenue and compet...
Read Full Article →AMD’s stock jumped 9%. Here’s what could be driving the optimism.
Investors appear encouraged by the recent introduction of AMD’s advanced AI chip technology, leading to a notable increase in the company’s market value as confidence in future gro...
Read Full Article →AMD just showed signs of progress. But can it really take on Nvidia?
AMD’s recent advancements in chip technology may enhance its market position, offering customers additional options and potentially increasing competition within the semiconductor...
Read Full Article →AMD’s efforts to chase Nvidia have fallen flat. Can its new chips help?
AMD’s launch of the Instinct MI350 Series GPUs represents a strategic move to enhance its position in the competitive AI hardware market, potentially impacting its revenue and mark...
Read Full Article →AMD Unveils Its Latest Chips, With ChatGPT Maker OpenAI Among Its Customers
The introduction of AMD’s new processors is expected to impact the tech industry’s market dynamics, potentially influencing sales and partnerships with prominent AI developers like...
Read Full Article →Nvidia's first GPU was made in France — Macron wants the country to produce cutting edge chips again
French President Emmanuel Macron emphasized the importance of reviving domestic semiconductor manufacturing capabilities to boost the technology sector and reduce reliance on inter...
Read Full Article →Xi plots next move in trade war with chips, tariffs at stake
Xi’s strategy in the ongoing trade dispute aims to secure economic benefits such as lower tariffs and relaxed export restrictions, which could positively influence market stability...
Read Full Article →China calls out Trump for 'abuse' of semiconductor export controls
Restrictions on advanced semiconductor technologies by the U.S. have impacted trade dynamics, potentially influencing supply chains and investment decisions within the global techn...
Read Full Article →Nvidia CEO Jensen Huang hammers chip controls that 'effectively closed' China market
The restrictions on chip technology have significantly impacted Nvidia's access to the Chinese market, potentially influencing the company's revenue and growth opportunities in a m...
Read Full Article →Nvidia plans to make cheaper AI chips for China: Report
By introducing a more affordable AI chip tailored for China, Nvidia aims to recover market share and sustain revenue growth despite export restrictions on its premium products.
Read Full Article →AMD’s stock is worth a fresh look, Bank of America says
Bank of America highlights AMD's potential to gain a notable share in the AI chip industry, suggesting its stock may offer valuable investment prospects despite current market perc...
Read Full Article →Elon Musk says Tesla, xAI expect to keep buying chips from Nvidia and AMD
Tesla and xAI plan to continue purchasing semiconductor components from major suppliers Nvidia and AMD, reflecting ongoing investment in advanced computing technology for their pro...
Read Full Article →Tesla and xAI Plan to Keep Buying Chips From Nvidia and AMD, Musk Says
Tesla and xAI intend to continue purchasing semiconductor components from Nvidia and AMD, highlighting ongoing investments in advanced hardware to support their artificial intellig...
Read Full Article →China's Xiaomi will spend $7 billion on homegrown chips amid the trade war
Xiaomi plans to allocate nearly $7 billion over the next ten years to enhance its domestic semiconductor production, aiming to reduce reliance on foreign suppliers during ongoing t...
Read Full Article →What TSMC's April chips sales tell us about Nvidia and the AI investment trade
TSMC's chip sales in April provide insight into Nvidia's market position and highlight broader trends influencing investment decisions within the rapidly evolving artificial intell...
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