#ai-chips

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fromTechzine Global
2 hours ago

China tries its hand at advanced AI chips without Nvidia: will it succeed?

Nvidia is virtually unbeatable as a supplier of AI chips. Its Graphical Processing Units (GPUs) are by far the most powerful, scalable, and easy to use, especially for training large language models. This has propelled Nvidia to a market value of over $4 trillion. Although AMD in particular touts a cheaper yet mostly similar equivalent, Nvidia's ecosystem of software layers and partners forms an impregnable fortress.
Artificial intelligence
#nvidia
fromFortune
3 days ago
Artificial intelligence

Don't envy Nvidia CEO Jensen Huang-he's hamstrung by Washington and Beijing

Artificial intelligence
from24/7 Wall St.
5 days ago

The Shocking Number in Nvidia's Q2 Earnings the Market Is Missing

Nvidia beat Q2 revenue and EPS and gave strong Q3 guidance, but a minor $41.1B data center shortfall and China concerns triggered a stock selloff.
Artificial intelligence
fromFortune Asia
5 days ago

Nvidia still isn't sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

Nvidia faces uncertainty selling AI chips to China due to a proposed 15% U.S. revenue cut and regulatory, competitive, and legal risks.
fromFortune
3 days ago
Artificial intelligence

Don't envy Nvidia CEO Jensen Huang-he's hamstrung by Washington and Beijing

fromFortune Asia
5 days ago
Artificial intelligence

Nvidia still isn't sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

fromFortune
3 days ago

Nvidia is facing its biggest challenge yet: The law of large numbers

For the three months ended July 28, Nvidia beat analysts' already Brobdingnagian forecasts for sales, revenue, and guidance, though a shortfall in data-center sales proved a slight disappointment that sent shares around 1% lower in midmorning trading on Aug. 28. Some Wall Street analysts also expressed concerns over a disclosure in Nvidia's 10-Q that for its trademark franchise-chip sales to data centers-it's collecting 44% of its revenues from just two hyperscalers, assumed to be Microsoft and Meta Platforms.
Artificial intelligence
Artificial intelligence
fromFast Company
3 days ago

Chinese tech giant Alibaba aims to fill Nvidia void with its new AI chip

Alibaba has developed a domestically manufactured, more versatile AI inference chip now in testing to serve broader inference tasks amid Nvidia export restrictions.
#intel
fromFortune Asia
6 days ago

China AI chip leader Cambricon sees record earnings boost from DeepSeek

Cambricon Technologies Corp. swung to a record profit in the first half, reflecting a wave of demand for Chinese chips after Beijing encouraged the use of homegrown technology in a post-DeepSeek AI boom. The Chinese AI chip designer, which competes with Huawei Technologies Co. to provide accelerators for developing and hosting AI models, posted a 1.03 billion yuan profit ($144 million) versus a year-earlier loss of 533 million yuan. That's off a roughly 44-fold surge in revenue to 2.9 billion yuan. Its shares climbed more than 8% in Shanghai.
Artificial intelligence
#export-controls
fromMedium
1 week ago
US news

U.S. Embeds Trackers in AI Chip Shipments to Prevent Illegal Diversion to China

fromMedium
1 week ago
US news

U.S. Embeds Trackers in AI Chip Shipments to Prevent Illegal Diversion to China

Tech industry
fromTechCrunch
3 months ago

US imposes new rules to curb semiconductor design software sales to China | TechCrunch

The Trump administration has tightened export controls on chip design software targeting China, impacting major EDA firms and the U.S. chip industry.
New controls aim to restrict AI chip advancements in China, but may adversely affect U.S. companies' market shares.
fromTheregister
1 week ago

EU-US deal confirms 15% tariff cap on semiconductors, more

The pact, announced on Thursday, confirms that Brussels intends to buy at least $40 billion worth of US AI chips for its computing centers, guaranteeing business for American suppliers and giving the EU the silicon it needs for its AI and cloud ambitions. Both sides also promised to align technology security standards to prevent "leakage to destinations of concern," with Washington pledging easier export approvals once safeguards are in place.
World news
#semiconductors
fromTheregister
2 weeks ago

Dodgy Huawei chips nearly sunk DeepSeek's next-gen R2 mode

The failure to utilize Huawei's chips forced DeepSeek to shift to Nvidia's H20 GPUs for the training of its next-gen LLMs due to instability and performance issues.
Artificial intelligence
fromTechzine Global
2 weeks ago

US authorities trace AI servers with hidden trackers

US authorities have secretly placed location tracking devices in specific shipments of advanced AI chips to enforce export restrictions on semiconductors to China.
Privacy professionals
#tesla
#tsmc
fromTechzine Global
3 weeks ago
Tech industry

TSMC reports revenue growth but remains under US scrutiny

TSMC's revenue rose by 26% in July 2025, driven by AI chip demand, while facing increased pressure from the US government for domestic investments.
fromBusiness Insider
2 months ago
Tech industry

Why the world's largest contract chipmaker isn't concerned about AI chip competition

TSMC is thriving amid strong demand for AI technology and chips, seeing significant revenue growth despite external challenges.
Tech industry
fromBusiness Insider
2 months ago

Why the world's largest contract chipmaker isn't concerned about AI chip competition

TSMC is thriving amid strong demand for AI technology and chips, seeing significant revenue growth despite external challenges.
fromTheregister
3 weeks ago

US charges 2 with illegally shipping Nvidia AI to China

Federal authorities in the US have charged two Chinese nationals with secretly exporting advanced AI chips to China, allegedly sending Nvidia's H100 and RTX 4090 chips.
Artificial intelligence
#amd
fromFortune
4 weeks ago

The 5 biggest global business rivalries to watch, and how their outcomes will shape the future

Power in business attracts competition, as seen in rivalries across various industries.
Tech industry
fromTechzine Global
4 weeks ago

TSMC investigates major data breach involving 2-nanometer technology

TSMC is taking legal action over a leak of trade secrets related to its upcoming 2-nanometer chip production.
fromTechCrunch
1 month ago

A timeline of the US semiconductor market in 2025 | TechCrunch

The U.S. semiconductor industry is adapting amid efficiency reforms and evolving trade policies regarding AI chips.
Venture
from24/7 Wall St.
1 month ago

TSMC: A Hedge Fund Favorite That Could Be Headed to $290

Taiwan Semiconductor is favored by hedge funds due to its role in the semiconductor industry and effective risk management strategies.
fromTheregister
1 month ago

How AI chip upstart FuriosaAI won over LG

"RNGD provides a compelling combination of benefits: excellent real-world performance, a dramatic reduction in our total cost of ownership, and a surprisingly straightforward integration."
Artificial intelligence
from24/7 Wall St.
1 month ago

Nvidia (NVDA) CEO Jensen Huang Could Pilot The First $6 Trillion Company

Nvidia commands an estimated 92% share of the global AI chip market, earning the title of 'backbone of the AI industry' and fueling its rise to a $4 trillion market cap.
Artificial intelligence
fromTechCrunch
1 month ago

UAE's deal to buy Nvidia AI chips reportedly on hold | TechCrunch

Concerns regarding potential smuggling of AI chips to China have led to the U.S. putting a hold on the UAE's billion-dollar AI chip deal, despite UAE assurances.
Artificial intelligence
fromTheregister
1 month ago

Malaysia closes back door China could use to buy AI chips

Malaysia mandates permits for exporting US AI chips to China, aiming to enhance regulation and compliance.
fromTechCrunch
1 month ago

Malaysia will require trade permits for U.S. AI chips | TechCrunch

Malaysia's Ministry of Investment, Trade and Industry has enforced new export restrictions on U.S. AI chips, requiring a 30-day notification for exporting or transshipping.
US politics
fromFortune Asia
1 month ago

Samsung projects a 56% plunge in operating profit, blaming U.S. chip controls on China

Samsung Electronics expects a 56% drop in Q2 operating profits due to U.S. export controls on AI chips to China.
#huawei
fromTheregister
3 months ago

GPU tracking bill gains bipartisan support in US House

Proposed legislation mandates location-tracking for high-end GPUs and AI chips to prevent export violations and safeguard national security.
fromwww.nytimes.com
4 months ago

U.S. Chipmakers Fear They Are Ceding China's A.I. Market to Huawei

The fallout has set off a scramble among chipmakers to reset expectations for a future with less sales to China and prompted fears that their retreat could turn the Chinese tech giant Huawei into a global chip-making powerhouse.
Tech industry
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