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Morningstar News source @morningstar.com · United States 🇺🇸· 1w

#ChipSmuggling #ExportControls #SemiconductorIndustry

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Jensen Huang once said there was 'no evidence' Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise.
Experts say the case highlights how the industry appears to not have taken the issue of chip smuggling seriously Super Micro's stock fell 33% on Friday in the wake of an export-control scandal.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· 2w

#Nvidia #ArtificialIntelligence #Chips

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Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027
SAN JOSE, California, March 17 (Reuters) - Nvidia CEO Jensen Huang said on Tuesday at a press conference that the revenue opportunity for the company's Blackwell and Rubin artificial intelligence chips is "likely to be larger than $1 trillion" by the end of 2027.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· 2w

#Nvidia #AI #Chips

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Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026
Nvidia (NVDA) kicked off its GTC event in San Jose, Calif. , on Monday, debuting a number of chips and platforms ranging from its all-new Nvidia Groq 3 language processing unit (LPU) to its massive Vera central processing unit (CPU) rack, designed to go head-to-head with offerings from Intel (INTC) and AMD (AMD).
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Business Insider News source @businessinsider.com · New York City 🇺🇸· 4w

#Nvidia #AI #Chips

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5 biggest takeaways from Nvidia's Q4 earnings -- from the new Vera Rubin chips to an emerging risk
Nvidia shipped its first Vera Rubin chips, promising faster performance and better energy efficiency. Nvidia moved quickly to calm investor nerves during its earnings call on Wednesday.
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New York Post News source @nypost.com · New York City 🇺🇸· Feb 24

#AI #Chips #TechIndustry

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AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg's Meta
Advanced Micro Devices said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm.
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Bloomberg Business News source @bloomberg.com · New York City 🇺🇸· Feb 17

#MetalsMarket #ChipShortage #AIIndustry

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Industrial Metals Decline in Thin Lunar New Year Holiday Trading
Copper and aluminum edged lower as rising stockpiles of the red metal and tariff uncertainty weighed on sentiment, with many Asian traders away from their desks for the Lunar New Year break.
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Bloomberg Business News source @bloomberg.com · New York City 🇺🇸· Feb 16

#Coal #ChipShortage #EnergyCrisis

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European Coal Futures Extend Gain After Strike on Russian Port
Indonesia is looking to slash output by almost a quarter this year to push up prices, fueling speculation that exports could tighten in coming months.
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Bloomberg Business News source @bloomberg.com · New York City 🇺🇸· Feb 16

#AI #ChipShortage #DataCenter

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AMD Takes on Nvidia in India With Expanded Tata AI Partnership
Advanced Micro Devices Inc. is partnering with Tata Consultancy Services Ltd. to deploy the US chipmaker's latest AI data center technology in India, challenging Nvidia Corp.
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Živě.cz News source @zive.cz · Feb 14

#ChipsAct #Polovodiče #EvropskáUnie

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Evropa spouští nejvyspělejší výrobní linku na čipy na světě. Má určovat další milníky v oboru
Projekt za 2,5 miliardy eur v rámci chips actu má upevnit roli Evropy ve výzkumu a nastartovat nový ekosystém firem.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· Jan 23

#Intel #Chips #AI

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Intel stock sinks as company's Q1 outlook falls short of Wall Street expectations
Intel (INTC) stock fell as much as 16% Friday after its first quarter financial outlook fell short of Wall Street's expectations and after executives said the company struggled to keep up with demand for chips used in AI data centers.