AI chips

June 4, 2025

Nvidia Surpasses Microsoft as World’s Most Valuable Company

Nvidia has regained its position as the most valuable publicly traded company, surpassing Microsoft with a market cap of $3.45 trillion on Tuesday. This milestone comes after a 3% surge in Nvidia’s

July 21, 2025

U.S. Rare-Earth Magnet Imports from China Surge 660%

Beijing’s Export Curbs Ease Following Trade Framework China’s exports of rare-earth magnets to the U.S. soared in June, climbing 660% month-over-month to reach 353 metric tons, according to customs data. The jump

August 11, 2025

Trump and Nvidia set 15 percent levy on China sales

Negotiations reshape export policy for AI chips President Donald Trump said Monday that the U.S. government and Nvidia reached a revenue sharing arrangement tied to sales of the company’s China specific AI

Broadcom Beats Estimates, Secures $10B AI Chip Deal

by Jamie Spencer

Strong quarterly earnings and bullish outlook Broadcom exceeded Wall Street expectations for its fiscal third quarter and issued strong guidance for the next quarter, signaling confidence in its custom AI chip business.

September 4, 2025

Nvidia Responds to Smuggling Claims, Defends Chip Policy

by Jamie Spencer

Unauthorized Chip Use in China Sparks Firm Rebuke Nvidia issued a strong statement denouncing the illegal use of its chips in Chinese data centers, calling it a “losing proposition” for companies trying

July 24, 2025

CoreWeave to Acquire Core Scientific in $9B AI Deal

by Jamie Spencer

AI infrastructure firm targets energy assets CoreWeave has agreed to acquire data center operator Core Scientific in an all-stock deal valued at approximately $9 billion, aiming to fast-track its expansion into AI

July 7, 2025

AMD Unveils Next-Gen MI400 AI Chips, Competing with Nvidia

by Jamie Spencer

AMD’s New Chips and AI Strategy Advanced Micro Devices (AMD) announced details of its next-generation AI chips, the Instinct MI400 series, which will be available in 2025. These chips will be assembled

June 12, 2025

Nvidia Beats Expectations with Strong Data Center Growth

by Jamie Spencer

Nvidia reported better-than-expected earnings and revenue on Wednesday, driven by the company’s booming data center business, which saw a remarkable 73% year-over-year growth. The stock rose about 6% in extended trading following

May 28, 2025

Tencent and Baidu Tackle U.S. Chip Curbs in AI Race

by Jamie Spencer

As the U.S. tightens restrictions on key semiconductor exports, Chinese tech giants Tencent and Baidu are adapting their strategies to remain competitive in the global artificial intelligence (AI) race. Both companies are

May 26, 2025

Intel Faces Challenges Amid Trade Wars and AI Competition

by Jamie Spencer

Intel, once a towering force in the semiconductor world, finds itself grappling with a significant decline in market value. From a $500 billion market cap in 2000, the chipmaker is now worth

April 25, 2025

ASML Crushes Q4 Expectations with 169% Surge in Bookings

by Jamie Spencer

ASML (NASDAQ: ASML) delivered a blowout earnings report, posting a 169% surge in Q4 net bookings to $7.09 billion—nearly double analyst predictions. Despite concerns surrounding Chinese AI startup DeepSeek, which recently shook

January 29, 2025

Amazon Expands AI Ambitions with New Custom Chips to Challenge Nvidia

by Jamie Spencer

Amazon is gearing up to unveil its latest artificial intelligence (AI) chips as it intensifies its push to reduce dependency on Nvidia and maximize returns from its substantial semiconductor investments. The Big

November 12, 2024

Nvidia Nears Record Stock Price as AI Boom Fuels Surge

by Jamie Spencer

Nvidia (NVDA) is on the verge of a historic milestone, with its stock price surging amid growing investor confidence in the company’s stronghold in artificial intelligence (AI). Shares jumped more than 3%

October 14, 2024

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AI chips