Semiconductors

Semiconductors

Nvidia H200 Exports Boost Odds of a World That ‘Runs on Chinese AI’

Photo via Bill Clark/CQ Roll Call/Newscom

The Chinese government has discouraged companies and government-funded data centers from buying Nvidia’s chips.

1 min read

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Big Tech

Can Google Conquer Its Nvidia Dependency?

Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read
Photo via Yonhap News/YNA/Newscom

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

2 min read
Photo via Koichi Mitsui/AFLO/Newscom

Artificial Intelligence

SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

2 min read

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

Photo via Aflo/ZUMAPRESS/Newscom

The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

Artificial Intelligence

Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

Photo via Tom Williams/CQ Roll Call/Newscom

Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

2 min read

CIO Upside

In Quantum Computing Investment, ‘The Race is On’

Photo via Galina Nelyubova

‘It will require a lot of R&D investment to unlock that potential.’

2 min read

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