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ASML and TSMC highlight strong AI chip demand as global investment in semiconductor infrastructure accelerates.
ASML and TSMC highlight strong AI chip demand as global investment in advanced computing continues to rise.
Chinese chipmakers post record revenue as AI demand and export restrictions drive domestic adoption.
Marvell shares rise after Nvidia’s $2 billion investment boosts its position in AI infrastructure.
Nvidia expects cumulative revenue from AI chips to reach $1 trillion by the end of 2027, according to CEO Jensen Huang. The forecast doubles the company’s previous projection for the fast-growing AI market.
Nvidia reported record fourth-quarter revenue of $68.1 billion, up 73% year over year, as artificial intelligence demand continued to fuel explosive growth. Net income surged 94% to $43 billion, well above analyst expectations.
Nvidia posts strong earnings driven by AI chip demand, reinforcing its leadership in high-performance computing infrastructure.
China authorizes the import of hundreds of thousands of Nvidia H200 AI chips for major domestic buyers.
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 selling shares early to buy a car became his most expensive financial decision.
Intel shares slide 14% after supply constraints and cautious guidance raise concerns about near-term growth.
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 aims to start shipping H200 AI chips to China by mid-February amid strong demand.
Nvidia is exploring higher H200 chip output as Chinese demand exceeds current production capacity.
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.