…Windows PCs for the agentic AI era. Building a full product and partner ecosystem is a much larger challenge than simply building and shipping a chip. It's clear that Nvidia has…
…million of Google’s chips. Another covers Facebook owner Meta Platforms. Blackstone is one of the cocaine nose jobs of Wall Street’s most active investors in AI. It reckons it is…
…This investigation is part of Taiwan’s push to investigate the alleged smuggling of Nvidia AI chips into China through its territory. The island does not have any laws that echo the…
…The Keelung District Prosecutors' Office announced earlier this week that three suspects had submitted fraudulent shipping declarations to export Super Micro servers containing Nvidia AI chips to China, Hong Kong, and Macau…
President Donald Trump has said that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips, telling reporters aboard Air Force One after the conclusion of a two-day…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
…Year-to-date, Amazon is the clear laggard among the four tech-and-AI titans as investors mark down the company most for losing momentum in AI. Today, SemiAnalysis is back with…
…In 2026 alone, NVIDIA-driven AI demand will contribute $485 billion to the U.S. GDP, and AI infrastructure powered by NVIDIA chips is supporting over 100,000 jobs. The new TSMC…
…Chip maker Marvell, which like Nvidia has essentially become an AI datacenter company, is the latest to get a $2 billion investment from Big Green. The investment is being made to help…
Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case
