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Intel shares tumble as supply chain snarls hamper turnaround
Intel shares fell sharply after the chipmaker warned supply constraints would limit its ability to meet AI-driven demand.
Intel results to spotlight turnaround efforts as AI data centers boost chip demand
Intel shareholders are increasingly optimistic as CEO Lip-Bu Tan’s turnaround plan boosts data center demand and shares.
US approves Nvidia H200 chip exports to China with some conditions
The Trump administration approved Nvidia’s H200 AI chip sales to China under new restrictions, drawing concern from national security hawks.
Nvidia says next-gen Rubin AI chips in full production
Nvidia CEO Jensen Huang says the new Rubin chip platform delivers up to five times more AI computing power.
Nvidia, joining Big Tech deal spree, to license Groq technology, hire executives
Dec 24 (Reuters) – Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet’s Google, Groq said in a blog post on Wednesday. The deal follows a familiar pattern in recent years where the world’s biggest technology firms pay large sums in deals with promising startups […]
Google works to erode Nvidia’s software advantage with Meta’s help
Dec 17 (Reuters) – Alphabet’s Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening Nvidia‘s longstanding dominance of the AI computing market, according to people familiar with the matter. The effort is part […]
Trump allows limited Nvidia chip sales to China
Trump will allow Nvidia to sell H200 AI chips to approved buyers in China, sparking praise from industry leaders and objections from Democratic senators.
Nvidia sales soar as AI chip demand beats forecasts
Nvidia’s AI chip sales surged past expectations, easing tech market jitters and lifting the stock more than 5% after its quarterly results.
Microsoft to ship 60K Nvidia AI chips to UAE
Microsoft won U.S. approval to send over 60,000 Nvidia GB300 AI chips to the UAE under strict safeguards despite Trump’s export remarks.
Samsung Electronics in talks with Nvidia to supply next-generation HBM4 chips
Samsung is in talks with Nvidia to supply next-gen HBM4 chips, aiming to close the gap with SK Hynix in the booming AI chip market.
AI chipmaker Nvidia is the first $5 trillion company
Nvidia becomes the first $5 trillion company as AI demand drives record growth, partnerships and concerns of a tech bubble.
OpenAI partners with Broadcom to design custom AI chips
OpenAI and Broadcom will co-develop custom AI chips set to launch in 2026, expanding OpenAI’s efforts to build its own hardware.
