Google's $12.2B share purchase right in Marvell underscores AI chip demand and strategic partnership, boosting Marvell's outlook.
Cerebras (CBRS) announced a new computer it says boosts AI speed over Nvidia (NVDA), intensifying competition in AI chips and putting both…
Groq's $3.5 billion funding round following an Nvidia partnership highlights surging investor appetite for AI chip startups, signals continued momentum in AI…
Nvidia's call on Wall Street to finance AI chip expansion highlights the capital demands of the artificial intelligence boom and points to…
Japan's Nikkei 225 is on track for its best weekly performance since June as AI chip shares rally on easing US rate-hike…
Cerebras Systems shares fell after hardware sales declined, exposing lumpy demand for its AI chips and raising investor concerns over revenue predictability…
CoreWeave flagged that shifting from Nvidia chips would be difficult, highlighting the AI cloud provider's dependence on Nvidia hardware and reinforcing the…
Microsoft’s reported AI chip production boost threatens Nvidia’s dominance and reshapes semiconductor dynamics as cloud giants move toward custom silicon.
AI chip demand drives South Korea's semiconductor exports, propelling Samsung, SK Hynix, and the KOSPI to record levels, while won appreciation underscores…
Elizabeth Warren questions whether the UAE's investment in a Trump crypto venture secured preferential US AI chip access, adding regulatory risk to…
Nvidia is approaching a critical chip limit, Huawei's top scientist warns, raising growth concerns for the AI chip leader.
Anthropic's new initiative turns up competitive pressure on Nvidia, threatening its AI chip lead and potentially impacting its stock trajectory amid a…