AI Chips

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged. What Happened: As a result of this development, chips...

Nvidia Corporation's (NASDAQ:NVDA) stock has dropped 17.34% year-to-date, but the company has now reportedly seen a reversal of planned export restrictions on its H20 artificial intelligence chips. What Happened: The Donald Trump administration had been considering a ban on the export of Nvidia's...

In the past 12 months, Intel Corp's (NASDAQ:INTC) shares are down by 49.82. However, now the company has made a crucial step forward and announced that its 18A process node has entered risk production. What Happened: At Intel's Vision 2025 conference, the company revealed that it had entered the "...

Billionaire Elon Musk broke down the positives and negatives from the growth of robots and artificial intelligence in a new interview, including a fearful projection of the potential of robots taking over the world in an interview with Sen. Ted Cruz. Growth of AI, Robots: Musk had plenty of answers...

Last week, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang said Huawei Technologies Co. has become the "single most formidable technology company" in China. What Happened: In an interview with the Financial Times, Huang spoke about Huawei’s rapid advancement in AI, particularly highlighting...

On Wednesday, SoftBank Group (OTC:SFTBF) (OTC:SFTBY) announced that it has acquired Ampere Computing in a $6.5 billion deal, with the transaction expected to close in the second half of 2025. What Happened: Ampere, backed by Oracle Corp (NYSE:ORCL) and Carlyle Group Inc. (NASDAQ:CG), designs high-...

OpenAI CEO Sam Altman spoke candidly at a private Morgan Stanley event, revealing what he believes investors are still underestimating about artificial intelligence. What Happened: At a closed-door tech conference hosted by Morgan Stanley last week, Altman shared several insights into the future of...

Despite initial delays with its Blackwell AI chip, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang has reassured investors that Blackwell Ultra remains on schedule for the second half of 2025. What Happened: During Nvidia's fourth-quarter earnings call, JPMorgan analyst Harlan Sur asked Huang...

Chinese tech giants Tencent Holdings (OTC:TCEHY), Alibaba Group Holdings Ltd (NYSE:BABA), and ByteDance have significantly increased orders for Nvidia Corporation's (NASDAQ:NVDA) H20 AI chips, as the rise of DeepSeek's low-cost AI models drives a surge in demand for AI computing power. What...

Broadcom Inc. (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) are reportedly considering deals that could lead to the breakup of Intel Corp. (NASDAQ:INTC). What Happened: ​​Broadcom has been analyzing a potential bid for Intel's chip design and marketing business, reported the...

British chip designer Arm Holdings Plc (NASDAQ:ARM) is reportedly entering the chip sales market, directly competing with its own clients, including Qualcomm Inc. (NASDAQ:QCOM) and Nvidia Corporation (NASDAQ:NVDA), for AI and data center chip deals. What Happened: Arm, traditionally known for...

Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su has addressed DeepSeek's AI advancements and their potential impact on the semiconductor market. What Happened: During AMD's fourth-quarter earnings call on Tuesday, Su expressed optimism about the innovations in AI. “The fact that there...

TikTok-parent ByteDance is reportedly gearing up to invest over $12 billion in artificial intelligence infrastructure by 2025. What Happened: The Beijing-based tech giant has allocated approximately RMB 40 billion ($5.5 billion) for AI chip acquisitions within China, effectively doubling its...

Microsoft Corp. (NASDAQ:MSFT) has reportedly acquired nearly twice as many Nvidia Corp. (NASDAQ:NVDA) AI chips as its closest competitors. This strategic investment is aimed at bolstering its AI capabilities, particularly for its Azure cloud services. What Happened: Analysts at technology...

On Monday, China launched an antitrust investigation into Nvidia Corporation (NASDAQ:NVDA). However, a top analyst maintains that the case may go unresolved. What Happened: The investigation, reported by Chinese state media, centers on Nvidia's acquisition of Israeli networking company Mellanox...