Nvidia said it was filing applications with the US government to allow the company to resume sales of its H20 GPU in China.

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

Jensen Huang, Nvidia's CEO, secured US approval for H20 chip sales to China. This reversed a ban and protected billions in ...

I rate Broadcom a buy due to its pivotal role in AI infrastructure, leveraging strengths in networking chips, custom ASICs, ...

Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...

Washington China hawks are slamming the approval by US President Donald Trump’s administration of resumption of the sale of ...

The artificial intelligence (AI) market expanded rapidly in recent years as new generative AI platforms like OpenAI's ChatGPT ...

Everybody wants their hands on NVIDIA's GPUs, with the AI favorite continuing to ink fresh deals and collaborate with many notable companies. Has the fun just started?

Third Point's billionaire chief is loading up on shares of a company that's staring down an estimated $4.8 trillion global ...

One of the most dizzying pivots in American policy toward China happened just last week, when two chipmakers — Nvidia and AMD — said that Donald Trump’s White House had effectively given its blessing ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

The latest earnings season will be another test for the "Magnificent 7" tech behemoths, some of which have recovered more ...