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CUSTOM AI CHIPS
Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond NvidiaGoogle's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hyn...- CoreWeave beats quarterly revenue estimates as AI demand defies growing doubtsCoreWeave reported revenue of $3.66 billion for the third quarter ended September, up from $1.37 billion a year earlier, compared with anal...
- AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPONYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights ...
- How China gets the Nvidia chips it needs to develop AINvidia's dominance in the global AI chip market has come under scrutiny as US export restrictions fail to fully prevent China from accessin...
- Jensen Huang row gives US lawmakers fresh ammo on chip controlsMembers of the US Congress have urged for for tighter congressional oversight of advanced chip exports to China and legislations mandating ...
- 'The end customer is Alibaba': Anonymous claim links Malaysia’s YTL AI Cloud to Nvidia–Megaspeed scandal - what’s actually provenNvidia Jensen Huang Megaspeed investigation: An anonymous employee cited by short seller Culper Research has claimed Alibaba was the end cu...
- Human, all too human: More than whether Jensen Huang can survive the scandal, can Nvidia survive Jensen Huang?Nvidia's co-founder Jensen Huang has acknowledged an extramarital affair which has raised security concerns. He reportedly engaged with a C...
- 'No ordinary CEO': Why the AI race cannot do without Nvidia's Jensen HuangNvidia CEO Jensen Huang’s influence extends beyond chip supply, making him a central figure in the global AI industry. The company’s domina...
- 'No ordinary CEO': Why the AI race cannot do without Nvidia's Jensen HuangThe star power that 63-year-old Huang draws as the gatekeeper to Nvidia's chips shows how badly the AI industry is leaning on him for the g...
- Nvidia scandal: The AI arms race puts human spies back into the gameThe Nvidia controversy involving CEO Jensen Huang and a woman suspected by US intelligence of having links to Beijing has renewed concerns ...
- Google to introduce two variants of in-house chips: Bloomberg NewsThe search giant's shares were up more than 2% in premarket trading. Through last close, the stock has fallen 9% so far this year. Alphabet...
- Alice in Nvidia CEO's secret world: Jensen Huang's personal affair matters far beyond than what meets the eyeConcerns about national security have emerged regarding Nvidia CEO Jensen Huang and a Chinese businesswoman, Alice Huang. US intelligence s...
- Singapore confirms a probe into Megaspeed but denies investigating Alice Huang over spy claims; how is Nvidia CEO Jensen Huang linked to the controversy?US media reports have alleged that Nvidia CEO Jensen Huang developed a 'close relationship' with an alleged Chinese spy. US intelligence be...
- AI boom turns chip packaging into the next battleground for semiconductorsBillions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to...
- Nvidia chips pile up in Hong Kong as China withholds import approvalAbout 600,000 of Nvidia's advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people fa...
- Arm beats second-quarter revenue estimates on AI and data-center demandArm said its server-chip architecture accounted for more than 50% of deployments at major cloud providers in 2025 and is expected to exceed...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- Marvell to buy Lumentum in $115 billion deal in AI data-center betMarvell Technology is poised to acquire Lumentum in a groundbreaking all-stock transaction worth $115 billion. This strategic acquisition i...
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