Latest in Nvidia Ai Chips
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Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.MarketWatch - 1h -
FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024
Also in today’s newsletter, Brazil’s currency comes under pressure while carmakers Honda and Nissan hold merger talksFinancial Times - 3h -
Chinese AI chip firms blacklisted over weapons concerns gained access to UK technology
Imagination Technologies had licences with two Chinese firms – but said it had not ‘implemented transactions’ that would enable the use of technology for military purposes. Chinese engineers ...The Guardian - 4h -
Nvidia and DataStax just made generative AI smarter and leaner — here’s how
Nvidia and DataStax launch new AI tool that reduces enterprise data storage costs by 35x while enabling multilingual retrieval, transforming how companies like Wikimedia process and access massive ...VentureBeat - 22h -
Nvidia Introduces Device Aimed at Small Firms, Hobbyists for AI Use
The $249 version of its Jetson computer for artificial-intelligence applications is half the price of its predecessor.The Wall Street Journal - 1d -
Geopolitics and AI will affect the chip industry in 2025 | KPMG
AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.VentureBeat - 1d -
Biden Prepares to Target Chinese Legacy Chips With Trade Investigation
The investigation could result in tariffs on older types of chips from China, though the decision would ultimately fall to Trump.The New York Times - 1d -
Microsoft acquires twice as many Nvidia AI chips as tech rivals
OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systemsFinancial Times - 9h -
England chip away at New Zealand in Hamilton
England's seamers leave New Zealand 315-9 after the opening day of the third and final Test in Hamilton.BBC News - 4d -
After Nvidia’s boom, what’s next for AI-related stocks?
Investor attention is likely to spread to companies actually using the technologyFinancial Times - 4d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 4d -
U.S. Prepares New AI Chip Restrictions to Close China's Backdoor Access
Washington plans rules limiting semiconductor shipments to some countries accused of supplying Beijing.The Wall Street Journal - 4d -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - 5d -
Xi prioritises consumers over chips as concerns over growth mount
Readout from key policy meeting indicates government’s realisation of economic challengeFinancial Times - 5d -
Protected: Nvidia unveils next-gen AI and industrial digitalization capabilities at Microsoft Ignite
Together, Nvidia and Microsoft are helping businesses unleash the full potential of AI, driving more efficiencies and transformation.VentureBeat - 5d -
Rep. Chip Roy reacts to Trump's call for deal to protect "Dreamers"
President-elect Donald Trump says he wants a deal to protect "Dreamers," undocumented immigrants brought into the country as children. That's despite his plans to conduct mass deportations when he ...CBS News - 6d -
Supreme Court dismisses Nvidia’s appeal in securities lawsuit
The Supreme Court on Wednesday dismissed an appeal from Nvidia in a securities lawsuit against the chipmaking giant, allowing the case to move forward. The court dismissed the appeal as ...The Hill - 6d -
Google’s new Trillium AI chip delivers 4x speed and powers Gemini 2.0
Google unveils Trillium, its breakthrough AI chip powering Gemini 2.0, delivering a 4x performance boost and reshaping AI economics.VentureBeat - 6d -
Alphabet shares jump 6% after Google touts 'breakthrough' quantum chip
Google shares rose on Tuesday after the company's unveiling of "Willow," its latest quantum computing chip.CNBC - Dec. 10 -
Lam Research launches collaborative robots to optimize critical maintenance in chip factories
Lam Research introduced Dextro, the chip industry’s first collaborative robot designed to optimize maintenance in chip factories.VentureBeat - Dec. 10 -
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly lawsABC News - Dec. 9 -
Nvidia Faces Antitrust Investigation in China
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China.The New York Times - Dec. 9 -
Nvidia Probed in China Over Possible Antimonopoly Violations
Beijing opened the investigation a week after the U.S. placed additional export controls on China’s access to high-end semiconductors.The Wall Street Journal - Dec. 9 -
Nvidia reportedly facing China antitrust probe. Why that matters for the stock.
Nvidia’s stock heads for a third-straight decline after report of China’s investigation due to antitrust concerns.MarketWatch - Dec. 9 -
Google unveils 'mind-boggling' quantum computing chip
It solves in five minutes a problem computers now would need 10,000,000,000,000,000,000,000,000 years to work out, Google says.BBC News - Dec. 9 -
Google unveils ‘mindboggling’ quantum computing chip
Chip takes minutes to complete tasks that would otherwise take 10,000,000,000,000,000,000,000,000 years. It measures just 4cm squared but it possesses almost inconceivable speed.. Google has built ...The Guardian - Dec. 9 -
China launches antitrust probe into Nvidia
Move comes as tensions deepen between Washington and Beijing over development of AIFinancial Times - Dec. 9 -
This is the best-performing AI stock this year and it isn’t even close (and it’s not Nvidia)
This company may not have spent as much time in the spotlight as AI chip powerhouse Nvidia, but its stock has soared in 2024.MarketWatch - Dec. 6 -
Nvidia Partner Ooredoo Eyes Data Center Acquisitions Amid AI Push, CEO Says
Qatari telecom group Ooredoo is on a hunt to acquire data centers because it can’t build them fast enough to house Nvidia’s latest-generation of artificial-intelligence chips, its chief executive ...The Wall Street Journal - Dec. 6 -
How the chip war could turn under Trump
From tariffs to AI demand, US companies are pondering what comes nextFinancial Times - Dec. 6 -
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How Jensen Huang, CEO of Nvidia, Is Avoiding Billions in Taxes
The chief executive of Nvidia, Jensen Huang, has taken advantage of popular loopholes in the federal estate and gift taxes, which have quietly been eviscerated.The New York Times - Dec. 5 -
Marvell’s stock skyrockets as it’s dubbed the next hot AI chip name
Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.MarketWatch - Dec. 4 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
Apple says it uses Amazon's custom AI chips
Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.CNBC - Dec. 3 -
China retaliates against latest US chip restrictions
Beijing bans export of materials used in semiconductors and batteriesFinancial Times - Dec. 3 -
China responds to US chip sanctions, banning exports of key minerals
China has banned exports of some rare minerals to the United States as tensions over trade heat up after the U.S. issued new restrictions on exports of certain semiconductor chips and equipment to ...The Hill - Dec. 3 -
U.S. announces new export controls on China's chip industry
The United States on Monday launched its third crackdown in three years on China’s semiconductor industry, curbing exports to 140 companies.NBC News - Dec. 3 -
Chip war ramps up with new US semiconductor restrictions on China
Biden administration broadens limits on Chinese access to advanced microchip technology, with Donald Trump expected to go even further . The US has announced new export restrictions targeting ...The Guardian - Dec. 3
