AI Chips

Apple Inc. (NASDAQ:AAPL) is reportedly looking to harness the power of generative artificial intelligence to accelerate the development of the custom chips that power its devices, according to senior executive Johny Srouji. What Happened: During a speech in Belgium last month, Apple's senior vice...

On Sunday, Taiwan added Chinese tech giants Huawei Technologies and Semiconductor Manufacturing International Corp. (SMIC) to its strategic export control list, signaling escalating efforts to restrict Beijing's access to advanced chip technologies. What Happened: Taiwan's Ministry of Economic...

On Thursday, Advanced Micro Devices, Inc. (NASDAQ:AMD) unveiled a new server, signaling a direct challenge to Nvidia Corporation's (NASDAQ:NVDA). What Happened: At a development conference called "Advancing AI" in San Jose, AMD CEO Lisa Su introduced the Helios AI server, set to launch in 2026....

Chip giant Nvidia Corporation (NASDAQ:NVDA) has revised its financial strategy after U.S. export controls blocked AI chip sales to China, resulting in a multibillion-dollar revenue shortfall in the first quarter of 2025. What Happened: Speaking to CNN in Paris on Thursday, Nvidia CEO Jensen Huang...

On Tuesday, David Sacks, the White House AI czar, downplayed concerns over AI chip smuggling, arguing that over-regulating U.S. AI exports could stifle innovation and allow China to gain a technological edge. What Happened: Speaking at the AWS summit in Washington, Sacks dismissed the idea that U.S...

In March, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang praised Huanwei Technologies as China's "most formidable technology company." On Tuesday,  Huawei's founder and CEO, Ren Zhengfei, downplayed the hype, stating that the company's chip technology still trails that of the U.S. What Happened: In an...

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) revealed that even with a projected $8 billion revenue loss due to U.S. export curbs on China, the chipmaker's guidance and AI momentum remain stronger than expected. What Happened: During its first-quarter earnings call, Nvidia executives disclosed...

Nvidia Corporation’s (NASDAQ:NVDA) blockbuster quarter has drawn reactions from top investors, with Ross Gerber slamming U.S. policy on China. At the same time, Deepwater Asset Management's Gene Munster has urged Wall Street to focus on the chipmaker's explosive AI growth. What Happened:...

Nvidia Corp.'s (NASDAQ:NVDA) long-awaited Blackwell AI servers are finally shipping after supply chain partners resolved critical technical issues that had delayed production. What Happened: Suppliers, including Foxconn, also known as Hon Hai Precision Industry Co. Ltd. (OTC:HNHAF), Inventec Corp,...

Japan is reportedly planning to import nearly $7 billion worth of U.S.-made semiconductors in a move that could significantly benefit chipmakers like Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) amid ongoing trade negotiations with the Donald Trump administration. What...

Oracle Corp. (NYSE:ORCL) reportedly plans to spend approximately $40 billion to purchase 400,000 of Nvidia Corp.'s (NASDAQ:NVDA) GB200 AI "superchips" to power a massive new data center for OpenAI in Abilene, Texas. What Happened: The site is part of Stargate, a $500 billion AI infrastructure...

On Tuesday, Deepwater Asset Management's managing partner, Gene Munster, noted that Elon Musk's AI enterprise xAI's plans for a massive investment could result in Nvidia Corporation (NASDAQ:NVDA) as the biggest beneficiary.  What Happened: In a post on X, formerly Twitter, Munster highlighted...

As criticism mounts over the Donald Trump administration's AI chip deals with Gulf states, David Sacks and Sam Altman are pushing back, calling the partnerships a strategic win over China. What Happened: Trump announced multibillion-dollar AI partnerships between U.S. companies and Gulf nations,...

Nvidia Corporation (NASDAQ:NVDA) is reportedly expanding its research footprint in China with a new Shanghai-based R&D center, signaling a strategic push to retain AI dominance in the region amid tightening U.S. export restrictions. What Happened: Nvidia CEO Jensen Huang met with Shanghai Mayor...

On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) warned that President Donald Trump's support for exporting sensitive U.S. artificial intelligence chip technology to Persian Gulf allies could benefit China. What Happened: On the Senate floor, Schumer criticized Trump for greenlighting...