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Chips

Tesla Tapes Out AI5 as Terafab Effort Accelerates

Supplier outreach plus Taiwan recruiting signal a long, costly push toward in-house chip capacity on a multi-year timeline.

Samsung Named Preferred HBM4 Supplier for AMD’s Next AI GPU as Foundry Talks Open

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Puts Vera Rubin Into Production and Launches Alpamayo to Advance Physical AI

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

DOJ Charges Four in Alleged Scheme to Smuggle Nvidia AI Chips and Supercomputers to China

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia

Nvidia Buys $5 Billion Stake in Intel and Agrees to Co‑Design Future PC and Data‑Center Chips

Trump Administration to Clear Nvidia H20 Chip Exports to China, Faces Bipartisan Backlash

AMD Eyes China AI Exports as Wells Fargo Raises Price Target to $185

AMD Unveils Instinct MI350 and MI400 Series GPUs, Previews Open-Standard Helios Rack Server