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AI Chips

Nvidia Leans Into AI 'Industrial Revolution' After Record Quarter, Eyes Trillion-Dollar Buildout

CEO Jensen Huang says agentic AI will require far more compute, creating a $3–$4 trillion infrastructure opportunity.

US Conditions China AI Chip Licenses on 15% Revenue Share from Nvidia and AMD

Tesla and Samsung Lock In $16.5 Billion AI6 Chip Deal at Texas Fab

Tesla and Samsung Seal $16.5 Billion AI6 Chip Deal for Texas Plant

Nvidia Faces Stock Decline and Downgrade Amid Pricing and Market Pressures

Chip Stocks Face Mixed Outcomes as Qualcomm and AMD Report Diverging Results

AMD Stock Downgraded as AI Competition and PC Market Risks Loom