A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
Billionaire Stanley Druckenmiller Sells Nvidia Stock and Buys Another Stock-Split AI Stock. Does He Know Something Wall Street Doesn't?
Billionaire Stanley Druckenmiller Sells Nvidia Stock and Buys Another Stock-Split AI Stock. Does He Know Something Wall ...
Nvidia slapped with a Chinese antitrust probe as Beijing collects ‘bargaining chips’ ahead of Trump’s return
Last year, Intel abandoned its plans to acquire Israeli foundry Tower Semiconductor when the U.S. company failed to get ...
Global Finance2d
Nvidia In Trade Tug-Of-War
Although Nvidia tries to adhere to export control restrictions, the chipmaker is at the center of the ongoing US-China trade ...
Forbes18d
The AI Chip Race: Who Can Compete With Nvidia?
Companies like Google and Amazon, with their in-house chips, could erode Nvidia’s market share. Nvidia’s reliance on TSMC for manufacturing makes it vulnerable to supply chain disruptions.
Microsoft surges ahead in AI race with massive Nvidia chip acquisition
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
TSMC begins mass-producing chips at newly opened fab in Japan
TSMC, the world’s largest contract chipmaker, launched a semiconductor manufacturing business called JASM Inc. in Japan three ...
Nvidia and Supermicro Crack Down on AI Chip Smuggling to China
Nvidia has asked key server manufacturer and distributor Supermicro to confirm that customers hold such servers containing ...
Digi Times9d
Nvidia fends off rising tide of ASIC challengers in AI chip arena
Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in ...