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AI Chips

Nvidia Market Trends Manufacturing Market Competition Export Controls Market Dynamics NVIDIA Market Demand Nvidia H20 Market Impact

Groq Confirms Nvidia Licensing Deal, Disputes Reports of $20 Billion Acquisition

Groq says it will remain independent under incoming CEO Simon Edwards, with its cloud unit excluded from the deal.

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

U.S. Allows Licensed Nvidia H200 Sales to China as Nvidia Weighs Production Increase

Broadcom Beats in Q4 and Lifts Outlook on AI Chips, Flags Margin Pressure, Raises Dividend

Intel Signs SambaNova Term Sheet as CEO’s Deal Ties Draw Governance Scrutiny

AMD Wins Licenses to Ship MI308 AI Chips to China, Says It Will Pay 15% Fee

Moore Threads Soars Fivefold in Shanghai Debut After $1.1 Billion IPO

Senate Bill Seeks 30-Month Freeze on Advanced AI Chip Exports to China and Other Adversaries

White House Weighs Allowing Nvidia’s H200 Sales to China, Boosting AI Stock Sentiment

Microsoft and Amazon Line Up Behind GAIN AI Act to Curb AI Chip Exports to China

Microsoft Will Fold OpenAI Chip Designs Into Its Own Silicon Through 2030

Broadcom Rally Deepens on AI Deals, Upgrades, and Fresh Institutional Buying

South Korea Steps Up AI Buildout as Big Tech Bets Grow, Stirring a Debate Over Sovereignty and Power Limits

Broadcom’s AI Surge Faces Valuation Test After Record Quarter

Nvidia Rules Out China Sales for Blackwell as Strong Demand Spurs TSMC Ramp

New Analysis Names TSMC the Top AI Stock, Citing Potential 2030 Upside

Pat Gelsinger Praises Nvidia’s Arizona Production of Blackwell AI Chips

Nvidia and TSMC Make First U.S.-Built Blackwell Wafer at Arizona Fab

Nvidia Writes Off China AI Chip Sales After Market Share Plunges to Zero

Teardowns Find TSMC and Samsung Parts in Huawei AI Chips as Company Targets Major 2026 Ramp