#AI chips

Cadence Design Systems' strong earnings reveal the accelerating trend of system companies designing their own chips. Apple and Google lead the way, but who wins and loses in this shift?

Nvidia's multi-billion dollar Meta deal reveals a strategic shift from GPU dominance to full-system computing. The move signals broader changes in AI infrastructure and competitive dynamics.

Nvidia quietly sold its entire ARM stake worth $155.8M, ending a complex relationship that began with a failed $40B acquisition attempt.

Meta strikes massive multi-year deal with Nvidia for millions of chips, abandoning in-house development after technical setbacks. What this means for AI chip market dynamics and big tech strategies.

Arista Networks CEO reveals shocking shift in AI chip deployments. Nvidia's market share falls from 99% to 80% in just one year as AMD captures 20-25% of new installations.

Taiwan's chipmaking giant expands advanced semiconductor production to Japan amid soaring AI demand that overwhelms existing Taiwan and US facilities

Amazon's AWS leadership faces its biggest test as Microsoft and Google gain ground. The answer lies in Trainium chips that promise 50% cost savings but risk customer lock-in.

TSMC shifts strategy to produce advanced 3nm AI chips at its second Japan plant. A deeper look at the geopolitical chess game reshaping global semiconductor supply chains.

AMD shares fell 9% in premarket trading despite beating Q4 revenue expectations, as first-quarter guidance failed to meet some analysts' sky-high AI boom expectations

Positron's massive Series B funding signals a new front in the AI chip wars, with Qatar's sovereign wealth fund backing alternatives to Nvidia's dominance in the booming inference market.

US security review stalls Nvidia's AI chip sales to China, reshaping global AI supply chains and intensifying tech competition between superpowers.

Five months after announcing a $100 billion investment intent, Nvidia and OpenAI's deal remains unsigned as performance issues and alternative chip searches reveal cracks in AI's power structure.