AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Lawmakers question Trump administration's handling of AI chip exports, raising concerns about national security and potential conflicts of interest. Source: thehill.com
Nvidia cut Asian AI chip buyers via a new whitelist to block diversion to China, tightening checks in Singapore, Malaysia & Japan. Source: seekingalpha.com
The AI semiconductor boom is no longer simply a contest to buy more GPUs. It is becoming a competition for access to advanced logic, HBM, packaging,... Source: tspasemiconductor.substack.com
Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of Nvidia AI server chips, it has also been developing its own... Source: theinformation.com
Nvidia has more than halved the number of Asian customers authorized to buy its AI chips after creating a new "white list" of companies that have passed... Source: reuters.com
Nvidia has more than halved the number of Asian customers authorised to buy its AI chips after creating a new “white list” of companies that have passed... Source: ft.com
The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers. Source: finance.yahoo.com
Company after company has lined up to challenge Nvidia's grip on AI chips. No two of them are actually chasing the same prize. Source: qz.com
Apple's new Mac chip road map represents the company's latest move to rebuild its operations for the artificial intelligence world. Also: The company is... Source: bloomberg.com
(Corrects figure in paragraph 11 to 2.5 gigawatts by end of year, not 5.5 gigawatts.) By Katie Paul, Max A. Cherney and Stephen Nellis. Source: investing.com
AI performance comes down to three dimensions: Deployments must balance all three: High accuracy is wasted if responses are slow, and raw throughput means… Source: developer.nvidia.com
The AI fab CapEx supercycle is shifting from thesis to invoice, and the picks-and-shovels names sit directly under that spending fire hose. Source: 247wallst.com
Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal... Source: thestreet.com
Intel is increasing prices on key server and laptop CPUs as demand for its server chips exceeds available supply. The company is currently negotiating... Source: finance.yahoo.com
Investing.com -- Nvidia's expanding customer base beyond traditional AI hyperscalers is emerging as the key theme investors should watch, Morgan Stanley... Source: investing.com
A reported September production date hints at how the company plans to get more out of its massive AI budget. Source: finance.yahoo.com
Nvidia stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September. Source: barrons.com
The U.S. loosened export controls on the United Arab Emirates on Friday, making it easier to export Nvidia AI chips, military equipment,... Source: reuters.com
AI's next battleground isn't just models—it's silicon. From OpenAI's Jalapeño to IBM's sub-1nm chip, here's why AI giants are racing to build their own... Source: ibm.com
The Trump administration plans to ease export restrictions on the United Arab Emirates, clearing the way for the Gulf state to buy a broad range of advanced... Source: bloomberg.com