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Last year was a tumultuous one for the U.S. semiconductor industry. From leadership changes at legacy companies to continuously changing dialogue around AI chip export controls, a lot has happened. If the first few weeks of 2026, which saw new chip tariffs and international semiconductor deals, are any indicator — this year will be as unexpected as the last. But before we…
Last week, after reversing an earlier ban, the U.S. administration officially approved the sale of Nvidia’s H200 chips, along with a chip line by AMD, to approved Chinese customers. Maybe they aren’t these chipmakers’ shiniest, most advanced chips, but they’re high-performance processors used for AI, making the export controversial. And at the World Economic Forum…
CES 2026 is in full swing in Las Vegas, with the show floor open to the public after a packed couple of days occupied by press conferences from the likes of Nvidia, Sony, and AMD and previews from Sunday’s Unveiled event. As has been the case for the past two years at CES, AI is at the forefront of…
No company has capitalized on the AI revolution more dramatically than Nvidia. Its revenue, profitability, and cash reserves have skyrocketed since the introduction of ChatGPT over three years ago — and the many competitive generative AI services that have launched since. Its stock price has soared, making it a $4.6 trillion market cap company. The…
Nvidia has struck a non-exclusive licensing agreement with AI chip competitor Groq. As part of the deal, Nvidia will hire Groq founder Jonathan Ross, president Sunny Madra, and other employees. CNBC reported that Nvidia is acquiring assets from Groq for $20 billion; Nvidia told TechCrunch that this is not an acquisition of the company and…
Nvidia is allegedly testing software that can track the location of its AI chips as reports of its chips being smuggled into China are on the rise. Nvidia has built location verification technology that would allow it to track which country a chip is located in, Reuters originally reported, citing anonymous sources. This software tracks…
SoftBank Group and Nvidia are in talks to lead an investment of over $1 billion at a $14 billion valuation in Skild AI, a software company building a foundational robotics model, Reuters reported. The nearly three-year-old startup was last valued at $4.7 billion in May when it raised $500 million in a round led by…
Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! Another week, another round of announcements about robotaxis either launching or planning to in cities. Let’s take stock. Waymo started testing…
Can any company, big or small, really topple Nvidia’s AI chip dominance? Maybe not. But there are hundreds of billions of dollars of revenue for those that can even peel off a chunk of it for themselves, Amazon CEO Andy Jassy said this week. As expected, the company announced during the AWS Re:Invent conference the…
Amazon announced a new product Tuesday called “AI Factories” that allows big corporations and governments to run its AI systems in their own data centers. Or as AWS puts it: Customers supply the power and the data center, and AWS plunks in the AI system, manages it, and can tie it into other AWS cloud…