It’s 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 trying […]
A timeline of the US semiconductor market in 2025 Read More »
The massive AI deal between the U.S. and the United Arab Emirates (UAE) is reportedly on hold before it can be finalized due to national security reasons. The deal, which gives the green light to the UAE to buy billions of dollars worth of AI chips from Nvidia and other semiconductor companies, is on hold
UAE’s deal to buy Nvidia AI chips reportedly on hold Read More »
Rare earth elements appear to be behind Nvidia’s stance on China. After announcing in June plans to essentially withdraw from the Chinese market, the semiconductor chip and AI giant reversed course and said it was filing an application to restart sales of its H20 AI chip to China. U.S. Commerce Secretary Howard Lutnick said Tuesday that
Nvidia’s resumption of H20 chip sales related to rare earth element trade talks Read More »
Nvidia announced Monday that it’s filing applications to restart sales of its H20 artificial intelligence chips to China, capping a spasmodic few months that saw the Trump administration impose restrictions, then quickly reverse course after a high-profile dinner meeting. The company expects to receive U.S. government licenses soon and begin deliveries shortly after, according to
Nvidia is set to resume China chip sales after months of regulatory whiplash Read More »
Malaysia is taking on a bigger role in helping the U.S. prevent advanced AI chips from ending up in China. The Malaysian Ministry of Investment, Trade and Industry announced new restrictions on exporting AI chips of U.S. origin out of its country on Monday. Individuals and companies are now required to notify Malaysian authorities at
Malaysia will require trade permits for U.S. AI chips Read More »
Nvidia seems determined to find a way to sell AI chips in China despite U.S. export restrictions. The semiconductor giant is planning to launch an AI chip specifically for the Chinese market as early as September, as originally reported by the Financial Times. This AI chip would be based on Nvidia’s Blackwell RTX Pro 6000
Nvidia reportedly plans to release new AI chip designed for China Read More »
CoreWeave co-founder and CEO Michael Intrator’s net worth has skyrocketed to about $10 billion in the three months since the AI firm went public, Bloomberg reports. His company’s debut was both the biggest tech IPO so far of 2025 – raising $1.5 billion – and also somewhat of a clunker: its founders had reportedly hoped
In just 3 months, CoreWeave CEO, once a crypto-mining bro, becomes a deca-billionaire Read More »
TerraPower, the nuclear startup founded and backed by Bill Gates, announced a new $650 million funding round this week. The investment will help the company build its first commercial power plant. Like other nuclear startups, TerraPower has been riding a wave of interest from hyperscalers, data center developers, and, now, chip designers. Nvidia’s venture arm,
Nvidia wants in on the nuclear renaissance, invests in Bill Gates-backed TerraPower Read More »
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
A timeline of the US semiconductor market in 2025 Read More »
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
Nvidia’s AI empire: A look at its top startup investments Read More »
