Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai chips", collected in one continuously updated archive.
Micron exits the consumer memory market to focus solely on AI data-center products, tightening an already constrained retail supply.
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 the company launches its Trainium3 AI chip, offering up to 4.4× more compute power and higher efficiency.
Nvidia revenue has surged twelvefold since ChatGPT’s release, reaching $57 billion in Q3 2025.
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 Blackwell GPUs remain a generation ahead of rivals as Google’s TPUs gain traction with major AI customers.
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.
Nvidia’s Q3 report is emerging as a key test of whether the AI hardware boom can maintain momentum.
Nvidia CEO Jensen Huang announced an order backlog of roughly $500 billion tied to new AI-chip generations, setting intense focus on the company’s upcoming Q3 earnings and growth outlook.
NVIDIA signs a potential $2 billion memorandum with Kazakhstan to supply AI chips and accelerate the country’s digital transformation.
Nvidia slumps by $450 billion in market-cap loss across three days amid a U.S. tech sell-off.
Qualcomm announced a bold push into AI infrastructure with two new chips AI200 and AI250 targeting rack-scale data-center workloads and rivaling leaders like Nvidia and AMD.
Broadcom stock jumped after OpenAI announced a partnership to co-develop 10 gigawatts of custom AI accelerators, expanding the chipmaker’s foothold in next-generation data infrastructure.
Nvidia will invest as much as $2 billion in xAI’s $20 billion funding round, backing the startup’s purchase and rental of its own GPUs.
OpenAI and AMD agreed on a multi-gigawatt GPU deployment that could award OpenAI up to 160 million AMD shares. AMD stock surged while rivals cooled.