nvidia

AMD takes aim at Nvidia’s AI hardware dominance with Brium acquisition

AI /

AMD’s latest acquisition could help reduce Nvidia’s market dominance when it comes to AI hardware. Semiconductor giant AMD on Wednesday announced it acquired AI software optimization startup Brium. Terms of the deal were not disclosed. Brium is a startup that appears to be in stealth mode. The startup builds machine learning applications to enable AI […]

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Elon dips from DOGE, and Silicon Valley enters the ‘find out’ stage

Government & Policy /

Elon Musk has officially announced he’s stepping down as a U.S. special government employee and the de facto head of the Department of Government Efficiency, better known as DOGE.  The move follows Musk’s cooling relationship with the Trump administration and slumping Tesla sales tied to his political advocacy. Despite his announced departure, Musk gave a

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NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions

Hardware /

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

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Nvidia expects to lose billions in revenue due to H20 chip licensing requirements

Government & Policy /

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

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Why export restrictions aren’t the only thing to pay attention to in Nvidia’s earnings

AI /

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

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Nvidia takes aim at Anthropic’s support of chip export controls

Enterprise /

Nvidia clearly doesn’t agree with Anthropic’s support for export controls on U.S.-made AI chips. On Wednesday, Anthropic doubled down on its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which would impose sweeping AI chip export restrictions starting May 15. The next day, Nvidia responded with a very different take on

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Trump administration reportedly considers a US DeepSeek ban

AI /

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

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