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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 two years ago — and the many competitive generative AI services that have launched since. And its stock price soared. During that period, the world’s leading high-performance GPU maker…
It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan to CEO — who wasted no time getting to work…
To comply with the U.S.’ restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources. NVIDIA plans to sell a stripped-down AI GPU, code-named “B20,” while AMD is looking to target AI…
As Nvidia reports earnings for the first quarter of its fiscal year 2026, which closed on April 28, the company has released numbers on how the Trump administration’s recent chip-export restrictions are affecting business. Nvidia reported that it incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell its…
After the market closes on Wednesday, Nvidia will report earnings for the first quarter of its fiscal year 2026, which ended on April 27. While many in the industry are likely eager to hear how the recent whiplash surrounding U.S. chip export controls will impact Nvidia’s international chip business and future guidance, not everyone thinks…
It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan — who wasted no time getting to work trying to…
The Trump administration is considering new restrictions on the Chinese AI lab DeepSeek that would limit it from buying Nvidia’s AI chips, and potentially bar Americans from accessing its AI services, The New York Times reported on Wednesday. The restrictions are part of the Trump administration’s effort to compete with China on AI. Months after…
Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips. In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government…
Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips. In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government…
Kraken launches stock and ETF trading for US users, expanding beyond crypto as it pushes for a borderless, all-in-one trading platform. Kraken is expanding beyond cryptocurrencies by offering US-listed stocks and exchange-traded funds (ETFs) in a move aimed at appealing to more traditional investors. Kraken, the world’s 13th largest centralized cryptocurrency exchange (CEX) by volume,…