China Approves Import of Nvidia H200 AI Chips
China authorizes the import of hundreds of thousands of Nvidia H200 AI chips for major domestic buyers.
ai chips
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Microsoft Unveils New AI Chip to Reduce Reliance on Nvidia
Microsoft unveils a new AI chip designed to reduce reliance on Nvidia as demand for AI computing continues to grow.
Nvidia CEO Jensen Huang Says Early Share Sale Became His Costliest Purchase
Nvidia CEO Jensen Huang says selling shares early to buy a car became his most expensive financial decision.
Intel Shares Drop 14% on Supply Constraints and Weak Outlook
Intel shares slide 14% after supply constraints and cautious guidance raise concerns about near-term growth.
Nvidia Agrees to Buy AI Chipmaker Groq for $20 Billion in Record Deal
Nvidia has agreed to acquire AI chip startup Groq for about $20 billion, marking the largest acquisition in its history as it accelerates its push to dominate next-generation AI hardware.
Nvidia Plans First Shipments of H200 AI Chips to China by Mid-February
Nvidia aims to start shipping H200 AI chips to China by mid-February amid strong demand.
Nvidia Weighs Boosting H200 AI Chip Output as China Demand Outpaces Supply
Nvidia is exploring higher H200 chip output as Chinese demand exceeds current production capacity.
U.S. to Approve Nvidia H200 Chip Exports to China Despite 18-Month Tech Lag
The U.S. is set to allow exports of Nvidia’s H200 chips to China, even though the model is about 18 months behind the company’s most advanced AI semiconductors.
Micron Exits Consumer Memory Business to Focus Entirely on AI Data Centers
Micron exits the consumer memory market to focus solely on AI data-center products, tightening an already constrained retail supply.
Microsoft Denies Lowering AI Sales Targets After Report of Missed Foundry Goals
Microsoft pushed back against a report claiming it reduced growth targets for its AI products, even as multiple sales teams reportedly missed aggressive goals for Azure’s Foundry platform.
Amazon Shares Rise After Launch of New AI Chip Promising Major Efficiency Gains
Amazon shares rise after the company launches its Trainium3 AI chip, offering up to 4.4× more compute power and higher efficiency.
Nvidia Quarterly Revenue Surges Twelvefold Since ChatGPT’s Release
Nvidia revenue has surged twelvefold since ChatGPT’s release, reaching $57 billion in Q3 2025.
Baidu Emerges as China’s Key AI Chip Player as Domestic Demand Surges
Baidu strengthens its position as China’s leading AI chip supplier as domestic demand rises and access to Nvidia hardware remains limited.
Nvidia Says Its AI GPUs Remain a Generation Ahead of Google’s TPUs
Nvidia says its Blackwell GPUs remain a generation ahead of rivals as Google’s TPUs gain traction with major AI customers.
Nvidia Shares Drop as Meta Explores Google AI Chips in Potential Multi-Billion Deal
Nvidia shares fell after reports that Meta is considering buying Google’s AI chips, raising concerns that the industry’s largest GPU buyer may diversify away from Nvidia.