Searched for
SEMIANALYSIS
CoreWeave shares jump 12% on deal with Anthropic; stock surges 40% in unbeaten five-session rallyCoreWeave shares surged after a multi-year deal with Anthropic to power Claude AI models, extending a five-session rally. The agreement boo...
SemiAnalysis sues former employee over misconduct, trade secret claimsPer Dylan Patel, founder of the semiconductors and AI infrastructure intelligence and research firm, the unnamed employee had indulged in r...
How China built its 'Manhattan Project' to rival the West in AI chipsCompleted in early 2025 and now undergoing testing, the prototype fills nearly an entire factory floor. It was built by a team of former en...
Why AI-assisted coding firms are top value picksAI-assisted coding is revolutionizing software development, with its economic potential reaching $3 trillion annually. The market has seen ...
Competition heats up to challenge Nvidia's AI chip dominanceNvidia continues to dominate the AI chip market, leveraging its integrated hardware and software ecosystem. While cloud giants like Google ...
Chinese AI firms form alliances to build domestic ecosystem amid US curbsChinese AI companies are forming alliances to build a domestic ecosystem and reduce reliance on foreign technology amid U.S. export restric...
Huawei shows off AI computing system to rival Nvidia's top productThe CloudMatrix 384 system made its first public debut at the World Artificial Intelligence Conference (WAIC), a three-day event in Shangha...
Trump's AI power play: Deep dive into US-Middle East dealsThe deals signed during US President Donald Trump’s visit to the Middle East go beyond just exporting technology—they aim at bringing Gulf ...
Was it a lie by the Chinese startup? Industry analyst says DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUsChinese startup DeepSeek’s claims of cost-efficient AI development have been debunked. Industry analysts revealed that DeepSeek invested $1...
Is tech industry already on cusp of AI slowdown?Interviews with 20 executives and researchers showed a widespread belief that the tech industry is running into a problem many would have t...
Nvidia to launch China-focused AI chip in second quarter of 2024US chipmaker Nvidia plans to begin mass production in the second quarter of 2024 of an artificial intelligence (AI) chip it designed for Ch...
Nvidia launches new gaming chip for China to comply with US export controlsThe chip, which the company says offers a "quantum leap in performance, efficiency and artificial intelligence-driven graphics", will be av...
Nvidia delays launch of new China-focused AI chipNvidia has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply with U.S. export r...
In OpenAI-Sam Altman conflict, Microsoft emerges as big winnerMicrosoft's shares rose about 1.5%, with the company on track to add nearly $30 billion to its market value at current levels. That was nea...
Microsoft emerges as clear winner from OpenAI turmoil with Altman on boardMicrosoft's shares rose as much as 2% to a record high before paring some of the gains. The company was on track to add nearly $30 billion ...
Tencent says has Nvidia AI chip stockpile but seeking to buy domesticPresident Martin Lau, on an analyst call following Tencent's third-quarter earnings report, said the US decision last month to ban the expo...
Intel confirms more layoffs as it looks to reduce costsIntel announced plans to cut staff as it aims to reduce costs and boost efficiency amid a challenging macro-economic environment. The semic...