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AI Chips

Nvidia Market Trends Manufacturing Market Competition Export Controls Market Demand Market Dynamics Nvidia H200 NVIDIA Export Regulations

Broadcom Targets $100 Billion in AI Chips as Analysts Raise Price Goals

Strong Q2 guidance signals confidence in AI demand.

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

TSMC Sets Quarterly Sales Record as AI Chip Orders Lift Revenue 35%

Japan Adds ¥631.5 Billion to Rapidus, Backing 2nm Push to 2027

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

U.S. Lawmakers Unveil MATCH Act to Curb China’s Access to Chipmaking Tools

Broadcom Names Alphabet Veteran Amie Thuener as Next CFO

Rebellions Raises $400 Million in Pre-IPO Round Led by Mirae Asset and Korea Growth Fund

ByteDance, Alibaba Poised to Order Huawei's 950PR AI Chip, Sources Say

TSMC Posts 30% Jan–Feb Sales Gain on AI Chip Demand

U.S. Drafts 'Gatekeeper' AI‑Chip Export Plan Tying Mega Orders to U.S. Investment

U.S. Drafts Tiered AI Chip Export Rules Linking Mega Shipments to U.S. Investment

Apple Reportedly Taps Google Servers in Its Data Centers to Power Gemini‑Backed Siri Overhaul

SK hynix Adds 21.6 Trillion Won to Complete First Yongin Fab, Targeting 2027 Start

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

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

Nvidia Nears $20 Billion Stake in OpenAI as Giant Funding Round Advances

OpenAI Broadens Inference Chip Sourcing as Reports Highlight Push for Lower Latency

Meta’s Strong Q4 Fuels $115–$135 Billion AI Spending Plan for 2026

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