Nvidia is building a new business unit focused on designing bespoke chips for cloud computing firms and others.
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Nvidia on the cusp of becoming more valuable than Amazon.com, and is not far behind Alphabet either.
Meta Platforms plans to deploy a new version of a custom chip aimed at supporting its AI push and reducing its reliance on Nvidia.
Microsoft’s early lead in AI has the company’s stock market value poised to pull decisively ahead of Apple’s in the coming years.
From underperformance in AI chips for data centres to soft demand for CPUs for PCs, Intel just can’t seem to catch a break.
Converging technologies are shaping the future of industrial operations. Welcome to the industrial metaverse.
The visit was a low-key tour that coincided with growing concerns about Beijing’s ability to get around US chip restrictions.
AMD just had its best week since November, outpacing even AI darling Nvidia.
Higher demand for AI chips prompted Wall Street analysts to hike their price targets for the semiconductor giants.
Chinese institutions, including the military, have bought small batches of Nvidia chips banned by the US from export to China.