#AI chips
Total 61 articles
South Korean AI chip startup Rebellions raised $400M at a $2.34B valuation, backed by Samsung, SK Hynix, and the Korean government. Here's what it means for Nvidia's dominance and the global AI chip race.
At GTC 2026, Nvidia CEO Jensen Huang doubled his chip demand forecast to $1 trillion through 2027. Here's what that number actually means — and what it doesn't.
Oracle's CEO named Cerebras alongside Nvidia and AMD on its earnings call. For a startup that nearly botched its IPO over a single-customer problem, this could change everything.
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Trump administration drafts rules requiring US approval for all AI chip exports worldwide. While aimed at control, the move might accelerate global tech fragmentation.
Broadcom's CEO predicts AI chip revenue will significantly exceed $100 billion by 2027, but can the company deliver on this massive bet against Nvidia's dominance?
Broadcom CEO projects AI chip revenue exceeding $100 billion by 2027, driven by tech giants designing custom silicon. What does this shift mean for the semiconductor landscape and your investment portfolio?
Trump administration considers limiting Chinese companies to 75,000 Nvidia H200 chips each, less than half what Alibaba and ByteDance want to buy. The move could reshape AI development globally while Nvidia shares slip on the news.
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WSJ reports Nvidia plans new AI processing chip. What this means for competition, pricing, and the broader AI ecosystem.
Nvidia stock drops 6% this week despite 77% revenue growth forecast. Meta and OpenAI's shift to alternative AI chips signals end of Nvidia's monopoly era.
Meta signs massive deal to rent Google's TPU chips, potentially reshaping the AI hardware landscape. Is this the beginning of the end for Nvidia's dominance?
Nvidia crushed Wall Street expectations with 73% revenue growth, but shares rose just 1%. Here's why investors are growing cautious despite the AI boom.
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Despite Trump allowing H200 chip sales to China with 25% US cut, Nvidia reports zero revenue while Chinese AI rivals surge with cheaper alternatives and IPO funding.
