AI Chip

Broadcom Inc’s (NASDAQ:AVGO) post-earnings sell-off may have disappointed shareholders, but it highlighted a bigger story brewing across the artificial intelligence ecosystem. The earnings commentary highlighted the growing importance of custom AI chips, or application-specific integrated...

Broadcom‘s (NASDAQ:AVGO) AI machine is running at a pace that makes even the most bullish semiconductor forecasts look conservative. AVGO stock is moving. See the chart and price action here.  The company reported $8.4 billion in AI semiconductor revenue in Q1 FY2026, up 106% year over...

Microchip Technology Inc. (NASDAQ:MCHP) shares climbed in Monday’s extended trading after the chipmaker dropped a closely-watched press release breaking out its Data Center Solutions Business Unit revenue for the first time with specificity — and the numbers are hard to ignore....

Snowflake Inc. (NYSE:SNOW) dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com Inc. (NASDAQ:AMZN) AWS that signals the company is making a clear strategic bet on where the AI infrastructure war will be won. SNOW stock is soaring after earnings....

Laura Loomer, a far-right political activist, has raised concerns over NVIDIA (NASDAQ:NVDA) CEO Jensen Huang‘s access to the White House due to his connections with a Chinese university. Loomer took to X late Wednesday to say that she has sent an exclusive report to the White House and...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has announced its plan to invest about $150 billion annually in Taiwan, positioning the country as the “epicentre” of the AI revolution. Nvidia’s investment in Taiwan has seen a substantial increase over the years. “Four ...

Sen. Chris Coons (D-Del.) has demanded answers from the Commerce Department after conflicting statements by Secretary Howard Lutnick and Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang raised fresh concerns about whether advanced U.S. AI chips are reaching China. Senator Questions Commerce Department...

The ongoing scandal involving SuperMicro Computer Inc. (NASDAQ:SMCI) poses a significant challenge to its longstanding partnership with Nvidia (NASDAQ:NVDA), but the impact may not be too harsh, says one expert. Sachin Ohal, CTO at International Systems Technologies, told Fortune that Nvidia'...

Tesla Inc‘s (NASDAQ:TSLA) CEO Elon Musk just offered a rare glimpse into how he actually allocates his most valuable currency: time. And no, it's not campaign rallies, social media, or culture-war sparring. His Saturdays, he said, are booked solid with silicon. "If I'm spending my Saturdays...

Amazon.com Inc. (NASDAQ:AMZN) CEO Andy Jassy announced Tuesday that artificial intelligence will reduce the company’s corporate workforce due to efficiency gains, prompting immediate criticism from employees across internal communication channels. What Happened: Jassy told employees that AI...

The renewed US-China trade truce reached in London left critical military-use rare earth export restrictions unresolved, threatening comprehensive deal prospects as global supply chain disruptions continue. What Happened: Beijing has not committed to granting export clearance for specialized rare-...

Singapore authorities have initiated an investigation into potential fraudulent activities related to the shipment of Nvidia Corp. (NASDAQ:NVDA) chips. The chips, which are banned in China, were reportedly shipped to Malaysia via servers from Dell Technologies Inc. (NYSE:DELL)...

NVIDIA Corp (NASDAQ:NVDA) has grown to being among the largest companies in the world due to its AI chip dominance. One analyst sees the Santa Clara, California-based company’s lead expanding. The Nvidia Analyst: In a note published Thursday, Bank of America analyst Vivek Arya reiterated a...

AMD (NASDAQ:AMD) CEO Lisa Su emphasized the importance of diverse computing solutions in the face of competition with Nvidia (NASDAQ:NVDA) led by her cousin Jensen Huang. What Happened: Su stated on Wednesday that there is “no one size fits all in computing.” “There's no, you...

In a recent development, Nvidia Corp. (NASDAQ:NVDA) has begun supplying its advanced chips to Saudi Arabia, a move that has positively influenced market sentiment in the Middle East and Asia. What Happened: On Thursday, Brett McGonegal, chairman and CEO at Capital Link, discussed the impact of...