Browsing: AI chips

Nvidia CEO Jensen Huang cautions that Washington’s efforts to restrict China’s access to advanced AI technology are having the opposite effect

AMD CEO Lisa Su introduces new AI server Helios for 2026, featuring 72 MI400 series chips, as OpenAI partners with AMD on latest processors

AMD launches Instinct MI400 series AI chips with ‘rack-scale’ system capabilities, competing with Nvidia in the AI hardware market

Nvidia’s stock price has surged, adding $1 trillion in value over two months as investor confidence returns following concerns about U.S. restrictions and AI spending.

AMD’s data center business is gaining traction in the AI chip landscape, with significant revenue growth and expanding operating margins. The stock’s current valuation presents a buying opportunity.

Tensions between the US and China have intensified over Huawei’s advanced AI chips, threatening to derail recent trade talks

Research institute Epoch AI warns that AI supercomputers may hit power constraints by 2030 despite having necessary chips and capital

Intel’s new CEO, Lip-Bu Tan, outlined a comprehensive strategy to challenge Nvidia’s dominance in the AI chip market, focusing on developing in-house capabilities and optimizing existing products for emerging AI trends.

Taiwan Semiconductor Manufacturing Co. highlights challenges in ensuring export control compliance by its customers after AI silicon was found to have reached US-sanctioned Huawei via intermediaries

The Trump administration’s tariff policies have injected uncertainty into the stock market, affecting Nvidia’s stock. Despite potential short-term challenges, Nvidia’s long-term growth prospects remain strong due to its leadership in AI chips.