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NVIDIA SUPPLIER NEWS
TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...- Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AIGlobal semiconductor stocks fell sharply as Micron and Intel dropped up to 8%, tracking weakness in Asian peers despite strong Samsung earn...
- Meta’s compounding India woes; HCLTech’s mega AI dealUnion minister Ashwini Vaishnaw has asked to summon Meta over child sexual abuse material on Instagram. This and more in today’s ETtech Top...
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- Intel CEO who won over Donald Trump and Elon Musk now needs a breakthroughIntel CEO Lip-Bu Tan is entering his second year with renewed optimism, securing interest from tech giants like Apple and Tesla, and seeing...
- Is the AI boom eating its own tail? The strange economics of billion-dollar dealsTech giants like Google and Amazon are investing billions in AI rivals like Anthropic, creating a 'Circular Capitalism' loop. Companies fun...
- China's Alibaba teams up with Nvidia on AI robot techAlibaba and Nvidia have announced a significant collaboration in AI technology to accelerate the development of humanoid robots. This partn...
- Nvidia stocks in focus as Jensen Huang asks suppliers to halt H20 chip workNvidia shares slipped in early trading Friday as investors reacted to reports that CEO Jensen Huang has asked suppliers to halt work on its...
- Nvidia and AMD shares jump, leaving DeepSeek impact behind; here's what happened and what investors should knowNvidia and AMD stocks surged after landing major AI chip deals with Saudi Arabia’s Humain, a subsidiary of the Public Investment Fund. The ...
- Japan's Nikkei sags as Nvidia curbs drag down chip sharesJapan's Nikkei share average fell for the first time this week on Wednesday as chip-sector shares sank after Nvidia said the U.S. governmen...
- Singapore charges three with fraud that media link to Nvidia chipsThe Singapore case is part of a broader police investigation of 22 individuals and companies suspected of false representation, amid concer...
- Big bang Nvidia Q4 earnings today; here's what you need to watch out forNvidia's fiscal year 2025 fourth-quarter earnings will be released on February 26, 2025. Analysts predict record revenue and strong perform...
- US mulls capping Nvidia AI chips exports to some countriesU.S. officials are considering restricting sales of advanced AI chips by Nvidia and other American companies on a country-specific basis, p...
- Nvidia gets subpoena from US DoJThe company said last week it has received requests for information from regulators in the U.S. and South Korea, regarding its investments,...
- AI titan Nvidia ramps up collaboration with Chinese auto giantsNvidia on Monday announced a major expansion of its collaboration with world-leading BYD and other Chinese electric car makers, including o...
- Nvidia stock surges as revenue forecast tops estimates, AI demand continuesThe already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to ex...
- Semiconductor index surges with Nvidia leading race to AI ‘gold rush’Nvidia late on Wednesday announced a second-quarter revenue target more than 50% above Wall Street estimates with plans to boost supply to ...
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