NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Saudi Arabia and the United Arab Emirates, despite committing tens of billions of dollars to become artificial intelligence powers, remain dependent on Nvidia because alternatives are either far weake…
Global chip stocks have lost roughly $2.7 trillion in market value since the PHLX Semiconductor Index peaked on June 22, but Wall Street still expects Micron, Nvidia, and the rest of the industry to g…
China's exports surged 27% in June to a record $412 billion, driven by a 57% jump in electronic components and AI hardware trade, the General Administration of Customs reported. The AI infrastructure …
A new analysis contrasts the leadership styles of Chinese and US tech executives, arguing that China's quiet, disciplined approach—exemplified by figures like Wang Chuanfu, Ren Zhengfei, Robin Li, and…
Samsung Electronics' foundry division has reportedly agreed to manufacture custom AI chips for Anthropic, according to local media sources cited by social media account @WhaleInsider. The deal, if con…
Neura Robotics closed a $1.4 billion Series C at a ~$7 billion valuation backed by Amazon, Nvidia, Qualcomm, Bosch, and the European Investment Bank, marking the first time a European government-backe…
China's integrated circuit exports surged more than 96% year-on-year to US$177.28 billion in the first half of 2024, according to data from the General Administration of Customs, driven by global AI d…
Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to report a fifth consecutive record quarterly profit of T$632.6 billion ($19.65 billion) for the second quarter, a 59% surge from a year earl…
Nvidia has slashed its list of Asian buyers for advanced AI chips by more than half, implementing a stringent new 'white list' after tightening compliance checks to block shipments from reaching China…
TSMC and ASML, the two companies that form the foundational infrastructure layer of the AI boom, report Q2 2026 earnings on July 15 and 16 respectively, with TSMC posting NT$442.68 billion in June rev…
GMI Cloud, a GPU cloud provider operating over 30,000 Nvidia H100, H200, and Blackwell chips in US data centers, is seeking $635 million in GPU-backed financing with Nvidia's reported support. The dea…
Nvidia has cut its list of approved Asian AI chip buyers by more than half, targeting Chinese companies using Southeast Asia as a side door to bypass US export controls, according to the Financial Tim…
Oil prices jumped early Tuesday as fighting intensified in the Middle East, with Brent crude climbing to just over $84 a barrel after soaring nearly 10% on Monday, while Asian shares declined led by l…
Nvidia is halving its list of approved customers across Asia and tightening distributor vetting as US export controls squeeze its China market share, which is projected to collapse from 66% in 2024 to…
TSMC is on track for a fifth consecutive quarter of record profit, driven by surging demand for AI chips, with Q2 2026 revenue expected at roughly $39.6 billion, up nearly 36% year-over-year. The Taiw…
SK Hynix's American Depositary Receipts fell nearly 8% to around $157.28 in their first full trading session on Nasdaq on Monday, as investors booked profits after the South Korean memory chipmaker's …
Sharon AI chief executive James Manning says Australia does not need to change its copyright laws to attract billions in data centre investment, contradicting industry peers who argue reform is necess…
OpenAI's Codex has reached 6 million active users, surpassing Anthropic's Claude Code at 2 million, with roughly 5 million weekly active users as of early June 2026, a sixfold increase since the deskt…
SK Hynix shares swung wildly in Seoul as a sweeping selloff in AI memory stocks erased approximately $1.5 trillion in combined market value from semiconductor stocks, with Micron alone losing nearly $…
Nvidia on July 1 announced software optimizations that boost token throughput by up to 5x for DeepSeek V4 on Blackwell systems, with throughput improvements reaching 20x compared to baseline configura…