China warns Dutch away from Nexperia as it lets chip exports resume
Brandon Vigliarolo / theregister - Netherlands court still overseeing governance at the chipmaker Tensions between China and the Netherlands over the state of chipmaker Nexperia have begun to ease, but the battle for company control doesn't appear to be entirely resolved yet. …
Back to Top / Friday, November 7, 2025, 2:21 pm / permalink 15770 / 3 stories in 3 months
Elon Musk's Road to $1 TRILLION Paved by Tesla Robots and Robotaxis video
Jesse Orrall / cnet - Flanked by a couple of Optimus Robots, Elon Musk took to the stage at Tesla's Annual Shareholder Meeting after investors voted to award him a $1 trillion performance award, provided he hits some very ambitious goals.
Back to Top / Thursday, November 6, 2025, 10:21 pm / permalink 15756 / 11 stories in 4 months
AI Chips: Google’s Ironwood TPU and New Axion Chips Are Now Generally Available
Markus Kasanmascheff / winbuzzer - Google's powerful Ironwood TPU is now generally available together with new Axion CPUs, heatubg up the AI hardware arms race against Nvidia.The post AI Chips: Google’s Ironwood TPU and New Axion Chips Are Now Generally Available appeared first on WinBuzze…
Back to Top / Thursday, November 6, 2025, 10:21 am / permalink 15727 / 6 stories in 4 months
‘China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
tomshardware - Nvidia CEO Jensen Huang said that China will win the AI race because of its abundance of power and the fact that the U.S. is losing out on the chance for its hardware to become the standard tool that Chinese AI developers use.
Back to Top / Thursday, November 6, 2025, 6:21 am / permalink 15719 / 10 stories in 4 months
Qualcomm and Arm beat expectations, but investors’ reactions are mixed
Mike Wheatley / siliconangle - Chipmakers Qualcomm Inc. and Arm Holdings Plc both delivered strong numbers today as they posted their latest financial results, beating Wall Street’s expectations. But their stocks were heading in opposite directions in the wake of today’s reports. In th…
Back to Top / Wednesday, November 5, 2025, 6:21 pm / permalink 15710 / 4 stories in 4 months
AMD’s revenue and profit jumps again, but stock falls as margins disappoint
Mike Wheatley / siliconangle - Advanced Micro Devices Inc. delivered sharp increases in both profit and revenue today as it pushed deeper into the artificial intelligence data center market. However, its stock was headed lower in late-trading after disappointing investors with its marg…
Back to Top / Tuesday, November 4, 2025, 7:21 pm / permalink 15670 / 4 stories in 4 months
Trump says Nvidia can't sell its most powerful AI chips to China
Alex Daniel / qz - The president's comments are a change from several months ago, when his administration released a plan for expanding AI exports to U.S. allies
Back to Top / Monday, November 3, 2025, 9:20 am / permalink 15615 / 4 stories in 4 months
Microsoft gets a rare U.S. export license for UAE AI chips
Robert Brown / implicator - Microsoft won the first Trump-era export license to ship advanced Nvidia chips to the UAE, clearing a path for billions in data center spending. The trade: chip access for binding oversight that converts private infrastructure into alliance architecture.
Back to Top / Monday, November 3, 2025, 7:20 am / permalink 15607 / 5 stories in 4 months
Where the Nexperia auto chip crisis stands now as the U.S., China and EU race to contain fallout
cnbc - The Nexperia crisis is still threatening vehicle production worldwide.
Back to Top / Saturday, November 1, 2025, 12:20 pm / permalink 15591 / 2 stories in 4 months
Apple’s First Foldable iPhone Nears Production as Company Stockpiles Parts: Report
Nehal Malik / iphoneincanada - Apple is reportedly building up inventory for its long-rumoured foldable iPhone ahead of the device’s anticipated launch next yearThe post Apple’s First Foldable iPhone Nears Production as Company Stockpiles Parts: Report first appeared on iPhone in Canad…
Back to Top / Friday, October 31, 2025, 12:21 pm / permalink 15572 / 3 stories in 4 months
Nvidia to invest up to $1B in French AI startup Poolside as its valuation soars to $12B
Abhinaya Prabhu / techfundingnews - Nvidia is preparing to invest up to $1 billion in Poolside, whose valuation is set to leap to…
Back to Top / Friday, October 31, 2025, 8:20 am / permalink 15565 / 3 stories in 4 months
Samsung Electronics, Nvidia to Build AI Factory in New Chip Deal
Kimberley Kao / wsj - Samsung Electronics will deploy more than 50,000 Nvidia graphics processing units, embedding artificial intelligence throughout the semiconductor manufacturing flow.
Back to Top / Friday, October 31, 2025, 2:20 am / permalink 15564 / 10 stories in 4 months
Trump and Xi dial back tariffs, dodge the Blackwell question
Marcus Schuler / implicator - Trump and Xi cut tariffs 10% and paused rare earth controls for a year. Soybean orders resumed. Nvidia's Blackwell speculation collapsed. The one-year truce relieves immediate pressure but sidesteps structural forces driving U.S.-China decoupling.
Back to Top / Thursday, October 30, 2025, 11:21 am / permalink 15547 / 9 stories in 4 months
Nvidia Poised to Become First $5 Trillion Company
Hannah Erin Lang / wsj - The company’s shares have been boosted by the AI boom and a flurry of new deals.
- China Trade & Expansion (3)
- Leadership & Event Dynamics (2)
- Nvidia's $5 Trillion Milestone (14)
- All Other Stories
China Trade & Expansion
Leadership & Event Dynamics
Nvidia's $5 Trillion Milestone
All Other Stories
Back to Top / Wednesday, October 29, 2025, 8:21 am / permalink 15512 / 21 stories in 4 months
AMD, Department of Energy announce $1 billion AI supercomputer partnership
Stevie Bonifield / theverge - AMD has sealed a $1 billion deal with the US Department of Energy to develop two supercomputers, Lux and Discovery, in collaboration with Oracle and Hewlett Packard Enterprise (HPE). Both supercomputers will live at Oak Ridge National Laboratory (ORNL) in…
Back to Top / Monday, October 27, 2025, 6:21 pm / permalink 15473 / 4 stories in 4 months
Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 15%
cnbc - The AI200, expected in 2026, and the AI250, planned for 2027, both can come in a system that fills up a full, liquid-cooled server rack, Qualcomm said.
- Investor Reactions: Stock surges stir market excitement (4)
- Market Expansion & Deals: Strategic partnerships and global moves (1)
- Tech Innovations: New AI chips reshape data center power (9)
Investor Reactions: Stock surges stir market excitement
Market Expansion & Deals: Strategic partnerships and global moves
Tech Innovations: New AI chips reshape data center power
Back to Top / Monday, October 27, 2025, 10:20 am / permalink 15456 / 14 stories in 4 months
Apple iPad Pro M6 to feature vapor-chamber cooling
Kerem Gülen / dataconomy - Apple plans to introduce vapor-chamber cooling in the next iPad Pro, which will feature the M6 chip, according to Bloomberg reporter Mark Gurman. This upgrade aims to enhance cooling and performance for demanding tasks on the larger tablet device. The vap…
Back to Top / Monday, October 27, 2025, 4:20 am / permalink 15433 / 2 stories in 4 months
Apple’s Houston AI Server Initiative Accelerates Ahead of Schedule
Apple is fast-tracking its domestic manufacturing push with a Houston-built AI server facility that is now shipping ahead of schedule. CEO Tim Cook’s announcement underscores the company’s strategic move to localize production amid geopolitical pressures, marking a bold step in its AI infrastructure roadmap.
Back to Top / Friday, October 24, 2025, 7:21 pm / permalink 15390 / 2 stories in 4 months
Apple Begins Shipping U.S.-Made AI Servers From Houston Plant
Apple has accelerated production of its domestically manufactured AI servers, now shipping from a new Houston facility. This strategic move not only boosts local manufacturing but also responds to political pressures for U.S.-based production as the company scales its in‐ecosystem AI services amid surging demand.
Back to Top / Thursday, October 23, 2025, 10:21 pm / permalink 15368 / 6 stories in 4 months
Intel delivers first profit in six quarters as turnaround gains momentum
Mike Wheatley / siliconangle - Intel Corp.’s turnaround continued making progress, as the company repored strong sales growth in its core personal computer chip business and lower costs from layoffs and other cuts implemented over the past year. The struggling chipmaker, which has fall…
- Foundry turnaround and AI push (3)
- Government-backed investment boost (1)
- Mixed investor sentiment (1)
- Strong Q3 earnings turnaround (5)
Foundry turnaround and AI push
Government-backed investment boost
Mixed investor sentiment
Strong Q3 earnings turnaround
Back to Top / Thursday, October 23, 2025, 7:22 pm / permalink 15365 / 10 stories in 4 months