News

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...

Billionaire David Tepper Is Selling Nvidia and AMD for a Cutting-Edge Company With an Addressable Market in Excess of $200 Billion

Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing ...

Trump Demands a Cut for Nvidia and AMD’s Access to China

The Trump administration has forced Nvidia and AMD to share their profits in exchange for access to the lucrative Chinese ...

The semiconductors costing Nvidia, AMD dearly

Nvidia and other US chip companies have lobbied against the tough restrictions in recent years on selling cutting-edge ...

Lisa Su Runs AMD—and Is Out for Nvidia’s Blood

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as ...

Letter: China’s Communist party is real Nvidia deal beneficiary

Nvidia and AMD may well be willing to accept a 15 per cent kickback as the cost of doing business in Trump’s Washington. But as American companies that generate the plurality of their revenue in the ...

China cautions tech firms over Nvidia H20 AI chip purchases, sources say

Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...