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DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say
DeepSeek has excluded U.S. chipmakers Nvidia and AMD from early access to its latest AI model, granting Chinese firms like Huawei a head start on optimization.
Nvidia forecasts first-quarter sales above estimates
Nvidia forecasts first-quarter revenue of $78 billion, surpassing estimates, driven by strong demand for AI processors amid Big Tech's heavy investments.
AMD clinches second mega chip supply deal, this time with Meta
AMD said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years.
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.
S&P 500 hits new highs as AI fuels market rally
U.S. stocks climb on AI momentum with AMD-OpenAI deal, while global markets react to political shifts in Japan and France.
Trump administration eyes 10% stake in Intel amid US chip push
The Trump administration is negotiating a 10% stake in Intel by converting CHIPS Act grants. The move deepens U.S. government involvement in semiconductors as Trump pressures chipmakers to boost domestic production.
US will get a 15% cut of Nvidia and AMD chip sales to China under a new, unusual agreement
Nvidia and AMD have agreed to share 15% of their revenues from chip sales to China with the U.S. government, as part of a deal to secure export licenses for the semiconductors.
A rally for Apple leads Wall Street higher
Wall Street rose Wednesday with Apple jumping 6% ahead of a White House event. Strong earnings from McDonald's and Shopify helped lift stocks.
