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AI Chips

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Soros Fund Shifts Into AI Chips, Trims Software in Q4 Filing

The portfolio changes emphasize AI chip demand over traditional software.

China Approves First Batch of Nvidia H200 AI Chips for Internet Giants

Wall Street Ends Mixed as Intel Plunge Caps Volatile Week

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

U.S. Approves Conditional Nvidia H200 Sales to China as Beijing Curbs Imports

Nvidia Requires Full Upfront Payment for China H200 Orders as Beijing Weighs Conditional Imports

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

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

Broadcom’s AI Surge Faces Valuation Test After Record Quarter