Latest in Geopolitics Chips
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Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated
Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it can make.Business - CNBC - 6 days ago -
Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king
Don't be fooled by the sellers: Nvidia's future is as healthy as ever.Business - CNBC - 6 days ago -
AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place
Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.Tech - The Wall Street Journal - 4 days ago -
Former Startup Rocket Lab Wins Chip Making Grant, Along with BAE Systems
The Commerce Department is hurrying to finalize federal subsidies to semiconductor manufacturers to ensure domestic sources of the vital computer processors.Business - Inc. - 2 days ago -
Samsung Electronics appoints co-CEO in leadership shuffle focused on chip divisions; shares drop
Samsung Electronics announced a change in leadership for its memory and foundry chip divisions.Business - CNBC - 15 hours ago -
AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place
Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.Tech - The Wall Street Journal - 4 days ago