AI chips
-
Oracle’s Near-Full GPU Utilization Signals Enduring AI Chip Shortages
Oracle reported 97.9% utilization of its GPU fleet, signaling that demand for AI hardware continues to outpace supply despite record-breaking infrastructure expansion.
-
Alibaba Open-Sources AI Software Stack to Challenge Nvidia’s CUDA Dominance
Alibaba’s T-Head unit open-sourced its SAIL software stack to help developers migrate from Nvidia’s CUDA to its proprietary Zhenwu AI processors.
-
Bank of Korea Ends Three-Year Rate Freeze as AI Chip Boom Stokes Inflation
South Korea’s central bank hiked rates to 2.75% as record AI chip exports and rising oil prices pushed inflation past 3%, ending a 14-month policy pause.
-
Cerebras IPO: AI Infrastructure Giant Debuts with $95 Billion Valuation
Cerebras Systems (CBRS) completed a high-profile Nasdaq IPO, pricing shares at $185 and hitting a $95 billion market valuation as investors bet on the future of AI hardware and cloud services.
-
ByteDance Secures Access to High-End Nvidia AI Chips Via Malaysia
TikTok’s parent company, ByteDance, is reportedly investing over $2.5 billion in Nvidia’s Blackwell AI chips, deploying them in Malaysia through a partnership with Aolani Cloud for global AI development.
-
Nvidia Pivots from China-Bound H200 AI Chips to Next-Gen Hardware
Nvidia has halted H200 AI chip production for the Chinese market, redirecting manufacturing capacity at TSMC to its upcoming Vera Rubin hardware.
-
Nvidia’s New AI Inference Chip Integrates Groq LPU Technology
Nvidia will unveil a new AI inference chip at its GTC conference, featuring integrated LPU technology from Groq. This strategic move aims to boost AI processing and strengthen Nvidia’s market leadership.
-
Intel Shares Plunge 14% on Disappointing Q1 Forecasts
Intel Corporation’s shares experienced a significant 14% drop after the company issued weak revenue forecasts for the first quarter of 2026, signaling investor concerns amid global competition for AI chips and production challenges.
-
Nvidia’s $20B Groq Licensing Deal: How AI’s Titan Moves to Close the Speed Gap
Nvidia has struck a landmark $20 billion licensing deal with Groq, aiming to boost AI inference speed and efficiency. The strategic move includes hiring key Groq engineers and signals Nvidia’s intent to maintain dominance in the AI chip sector amid…
-
Nvidia in 2025: AI Boom, Market Shocks, and the Road Ahead
Nvidia’s record-breaking performance in 2025 has been matched by intense volatility and new risks, as the AI chip leader navigates regulatory headwinds, memory shortages, and evolving competition. The story of Nvidia now is one of high stakes, strategic pivots, and…
-
TSMC Stock 2025: AI Capex Turbulence Meets Solid Growth, Nvidia-China Tailwinds
TSMC stock faces short-term volatility amid AI capex jitters, but strong fundamentals and rising demand from Nvidia’s China business reinforce its long-term growth story.
-
Nvidia’s Earnings Loom: What Investors Need to Know Amid AI Market Volatility
With Nvidia set to report its third-quarter earnings, investors are bracing for high volatility as the company’s dominant role in AI chip supply shapes market sentiment. While analysts anticipate robust growth, concerns over valuation, sector concentration, and potential risks persist.
-
Nvidia Stock Price Surges Amid AI Boom, But Billionaires and Analysts Warn of Risks
Nvidia’s stock price continues to climb as AI demand surges, buoyed by major orders and government partnerships. Yet, high-profile investors like Peter Thiel are pulling out, warning of an overheated market and potential risks.
-
Intel Stock Surges Amid Musk Partnership Hints and Major Institutional Moves
Intel shares climbed after Elon Musk discussed a potential partnership for Tesla’s next-gen AI chips, while institutional investors bolstered their stakes, highlighting both industry anticipation and strategic repositioning.
-
Jensen Huang on Nvidia’s US Chip Revolution, China Access, and the Real Meaning of Work
Nvidia CEO Jensen Huang reveals how a pivotal US–China trade deal, strategic manufacturing moves, and a grounded philosophy about work are shaping the future of AI and global tech leadership.