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CNBC Business • 03/11/2026 • Free

Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals

Meta's development of in-house AI chips aims to reduce reliance on external suppliers, potentially lowering costs and enhancing performance for its ex...

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The Guardian – Business • 03/10/2026 • Free

Musk’s xAI wins permit for datacenter’s makeshift power plant despite backlash

Approval to operate additional methane gas turbines at xAI’s Mississippi datacenter will increase energy capacity, potentially supporting expanded AI...

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BBC Business • 02/25/2026 • Free

Chip giant Nvidia flouts AI scepticism with record revenue

Nvidia's strong revenue growth highlights the rising market demand for advanced semiconductors, reinforcing its strategic investment in AI technology...

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The Guardian – Business • 02/24/2026 • Free

Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

Meta's $60 billion agreement with AMD represents a significant long-term investment in AI technology, potentially strengthening its hardware capabilit...

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CNBC Business • 02/04/2026 • Free

Broadcom, Nvidia shares rise on surging Google capital expenditures for AI

The increase in Google's AI spending benefits Broadcom and Nvidia, reflecting how Broadcom's role in producing custom chips and Nvidia's industry-stan...

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The Guardian – Business • 01/17/2026 • Free

China blocks Nvidia H200 AI chips that US government cleared for export – report

The blockage of Nvidia’s AI chip shipments to China and the imposition of a 25% US tariff have disrupted supply chains, potentially affecting sales re...

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Decrypt • 01/14/2026 • Free

China's Z.AI Releases First Major AI Image Generation Model Trained Without American Chips

Z.AI’s launch of an AI image generation model developed using Huawei hardware highlights China’s strategic efforts to reduce dependence on American te...

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City A.M. • 01/12/2026 • Free

AI and defence demand for chips sends IQE shares soaring

The strong growth in AI and defense sectors has boosted demand for semiconductor wafers, contributing to a significant increase in IQE’s stock value a...

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CNBC Business • 01/06/2026 • Free

Huang says Nvidia seeing ‘very high’ Chinese customer demand for H200 AI chips

Nvidia is experiencing strong interest from Chinese buyers for its latest AI hardware, which could positively impact the company’s revenue and market...

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The Guardian – Business • 01/06/2026 • Free

Nvidia CEO reveals new ‘reasoning’ AI tech for self-driving cars

Nvidia’s introduction of advanced AI capabilities for autonomous vehicles, alongside the upcoming release of enhanced Vera Rubin chips, is expected to...

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CNBC Business • 12/26/2025 • Free

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Investors are closely monitoring Oracle’s ability to fund and implement advanced data centers with Nvidia technology amid leadership changes, impactin...

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CNBC Business • 12/23/2025 • Free

U.S. pushes additional tariffs on Chinese chips to June 2027

The extension of the tariffs on Chinese semiconductor products is expected to influence trade dynamics and potentially alter the cost structure for bu...

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Investopedia • 12/21/2025 • Free

AI Stocks Could Stay 'The Place to Be' Next Year. Here Are Two Banks' Top Chip Picks

Investors may consider technology-focused equities as promising opportunities in the coming year, with financial institutions recommending specific le...

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Euronews Business • 12/09/2025 • Free

President Trump gives Nvidia green light to sell H200 chips to China

The US government's authorization for Nvidia to export advanced chips to China, accompanied by a 25% tariff, may impact the semiconductor market and i...

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The Guardian – Business • 12/09/2025 • Free

Trump clears way for Nvidia to sell powerful AI chips to China

The decision to permit Nvidia’s advanced AI chips to enter the Chinese market could lead to increased revenue opportunities and strengthen the company...

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Euronews Business • 12/05/2025 • Free

China’s bet on home-grown chips pays off with Moore Threads blockbuster debut

The strong market performance of a domestic semiconductor company highlights China’s growing investment in technology, reflecting increased competitio...

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Euronews Business • 11/25/2025 • Free

Nvidia shares slip as AI accelerator race shifts interest to Google chips

Investors reacted to news of Meta potentially allocating substantial AI budgets to Google's processors, indicating a possible challenge to Nvidia's do...

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CNBC Business • 11/25/2025 • Free

Nvidia shares fall 3% on report Meta will use Google AI chips

Nvidia's stock declined as investors reacted to news that Meta might opt for hardware solutions developed by Google, potentially impacting future sale...

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CNBC Business • 11/24/2025 • Free

Jim Cramer: This stock will skyrocket if its chips are approved for China sales

Approval for the company’s chips to enter the Chinese market could substantially boost its revenue potential, leading to increased investor interest a...

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City A.M. • 11/19/2025 • Free

AWS and HUMAIN Expand Partnership with NVIDIA AI Infrastructure and AWS AI Chip Deal to Drive Global AI Innovation

The collaboration between AWS, HUMAIN, and NVIDIA involves significant investment in advanced AI hardware and cloud services, aiming to enhance scalab...

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CNBC Business • 11/06/2025 • Free

China's key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy

China’s approach to advancing artificial intelligence involves utilizing extensive Huawei chip networks combined with low-cost energy sources, impacti...

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Investopedia • 11/04/2025 • Free

AMD's Earnings Blow Past Estimates on Strong Demand for Data Center Chips

The company reported higher-than-expected revenue growth driven by increased sales in its data center segment, positively impacting its overall financ...

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The Guardian – Business • 10/30/2025 • Free

Volkswagen indicates shortage of Chinese chips would hit profits

Volkswagen’s financial outlook is challenged by potential disruptions in chip supply from China, which may impact earnings despite efforts to manage e...

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CNBC Business • 10/30/2025 • Free

Samsung’s third-quarter profit more than doubles, beating estimates on strong demand from AI chips

Samsung Electronics experienced a substantial increase in operating income during the third quarter, surpassing analyst expectations due to heightened...

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CNBC Business • 10/23/2025 • Free

Tesla 'not about to replace Nvidia' as EV maker develops chips for cars, robots, Musk says

Tesla's development of AI chips aims to enhance its automotive and robotics capabilities, while potentially generating additional revenue by utilizing...

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CNBC Business • 10/06/2025 • Free

Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win'

Brad Gerstner highlighted that strategic partnerships between leading technology firms underscore the ongoing importance of advanced semiconductor per...

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CoinDesk • 10/06/2025 • Free

AI/HPC Bitcoin Miners Rally as AMD Soars 30% on OpenAI Deal

The recent multi-billion-dollar partnership between OpenAI and AMD has driven substantial increases in stock prices within the artificial intelligence...

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CNBC Business • 09/30/2025 • Free

Nvidia's market cap tops $4.5 trillion after string of AI infrastructure deals

Nvidia's valuation has surged past $4.5 trillion in 2025, reflecting strong investor confidence driven by its expanding role in AI technology and stra...

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CNBC Business • 09/23/2025 • Free

Chinese EV giant BYD says it has a backup plan if it's cut off from Nvidia chips

BYD’s readiness with an alternative strategy highlights the company’s efforts to maintain production stability and manage potential supply chain disru...

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The Guardian – Business • 09/22/2025 • Free

Nvidia to invest $100bn in OpenAI, bringing the two AI firms together

The agreement between the two AI companies involves a substantial capital investment from the chipmaker and a reciprocal purchase of hardware, undersc...

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