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Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- Huawei touts new chipmaking technology to sidestep US restrictionsChinese tech giant Huawei said on Monday it had developed a new way of making semiconductors that could get around its US-enforced lack of ...
- Nvidia's outlook will be a test of its strategy to maintain AI dominanceNvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a mark...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- SoftBank profit more than triples to $12 billion on OpenAI stake gainsTechnology investor SoftBank Group reported a net profit of 1.9 trillion yen ($12.05 billion) for the January-March quarter, a significant ...
- The rapid embrace of AI in China, its biggest testing ground, may shape how AI is used globallyChina is rapidly adopting artificial intelligence tools. Ordinary citizens and businesses are using AI for daily tasks and work. Chinese co...
- Cerebras targets $26.6 billion valuation in US IPO as AI chip demand surgesChipmaker Cerebras is aiming for a significant valuation in its US initial public offering. The company's advanced AI chips are in high dem...
- Cadence lifts annual revenue forecast on sustained AI chip-design boomCadence Design Systems anticipates strong revenue growth. The company expects higher earnings for fiscal 2026. This optimism stems from inc...
- Broadcom hits $2 trillion valuation: How AI chip surge, Google and Meta deals, and ETF buzz is driving AVGO rallyBroadcom (AVGO) market capitalization surged past $2 trillion, fueled by soaring demand for custom AI chips and cloud networking infrastruc...
- Giant leap, or a stretch? Musk’s Terafab plan bets big on space energy for AI, but execution risks cloud its promiseElon Musk plans Terafab to meet AI's massive energy needs. This venture involves building chips and generating power in space. Other compan...
- China's DeepSeek releases new AI model a year after viral riseChinese AI firm DeepSeek unveiled a new model with significantly lower costs and a massive one million word context. This development promi...
- DeepSeek-V4, the Chinese AI model adapted for Huawei chipsChinese AI startup DeepSeek has launched V4, a new model designed for Huawei chips. This move strengthens China's drive for an independent ...
- ASML layoffs: the king of advanced chip-making machines cuts 1,700 jobs in major shake-up—but is China ready to lure them all and forge its own ASML empire?ASML layoffs hit global headlines after the chip giant confirmed 1,700 job cuts, nearly 4% workforce, despite record AI-driven demand. The ...
- Nvidia rival Cerebras discloses US IPO filing as AI boom drives listingsCerebras Systems revealed its filing for a US initial public offering on Friday, bringing the Nvidia rival closer to the public markets as ...
- Waiting for DeepSeek: new model to test China's AI ambitionsDespite reports and rumours about its imminent release, DeepSeek's next-generation "V4" model is nowhere in sight. Speculation is also swir...
- Nvidia eyes $1 trillion in revenue through 2027: What's driving this growth?This signals Huang's confidence that Nvidia will remain the biggest company in the market for AI chips even as competition grows. Investors...
- ASML launches technical academy in Phoenix to train in-demand engineersLocated within a few minutes of the Phoenix airport, the facility is designed to train more than 1,000 engineers a year to repair and servi...
- Tokyo Electron prepares India expansion as Modi lures chipmakersTokyo Electron Ltd. plans to hire and train chip engineers in India by 2026, aligning with the Modi government's push for semiconductor man...
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