Technology ❯ Artificial Intelligence

AI Chips

Nvidia Market Trends Market Competition Market Demand Semiconductors Market Impact Data Centers Export Controls Export Regulations Chip Design

Taiwan Export Surge Bolsters Nvidia Outlook as U.S. Tightens China Chip Rules

Fresh Taiwan export figures point to stronger AI hardware demand that could lift Nvidia’s data‑center results.

Baron Funds’ Q4 Letters: Partners Fund Beats Benchmarks as Durable Advantage Tracks S&P

Reports Point to Exynos 2700 Mass Production in H2 2026, Bigger Role in Galaxy S27

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

Nvidia Reportedly Halts 2026 GeForce Launches as DRAM Shortage Forces Production Cuts

UAE Royal’s Vehicle Bought 49% of Trump Family Crypto Firm for $500 Million Days Before Inauguration

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Tesla Revives Dojo3 After AI5 Chip Progress, With Musk Targeting Space-Based Compute

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

China Customs Hold Leaves Nvidia H200 Shipments in Limbo After U.S. Clearance

Apple Scrambles to Secure Scarce Glass Cloth as AI Demand Squeezes Supply

U.S.–Taiwan Tariff Deal Nears as TSMC Secures Arizona Land for Potential Expansion

Qualcomm Confirms Talks With Samsung to Build 2nm Snapdragon Chips

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Nvidia Puts Rubin AI Platform Into Full Production, Open-Sources Alpamayo for Autonomous Vehicles

Baidu and Huawei Cement Lead in China’s GPU Cloud as IPO Wave Accelerates

China’s AI IPO Boom Tests Public Markets as U.S. Model Leaders Stay Private

Samsung Touts HBM4 Customer Praise as SK hynix Calls AI Demand Permanent

Baidu Moves to Spin Off AI Chip Unit Kunlunxin With Confidential Hong Kong Filing