Category: Computer Chips

Did Nvidia Do Enough to Chill A.I. Bubble Fears?

The chipmaker at the center of the artificial intelligence boom reported blowout results. But that hasn’t resolved some key questions behind the tech rally.
Nvidia Earnings Fuel Rally in Global Technology Stocks

The chipmaker’s profit surge and strong revenue forecast helped to ease fears that spending on A.I. infrastructure might be outpacing demand.
Saudi Arabia Backs Elon Musk’s xAI With Data Center Deal

Mr. Musk’s xAI will work with the Saudi artificial intelligence company Humain on a new data center, part of Crown Prince Mohammed bin Salman’s effort to diversify his country’s economy.
Netherlands Hands Back Control of Chipmaker Nexperia

Uncertainty over the availability of the Chinese-owned company’s chips, which are used in cars and electronics, had added to concerns of a global shortage.
Europe’s Chip Dreams Confront Business Realities

European chipmakers need TSMC’s help to grow their own semiconductor supply chain, but the chip giant’s Taiwanese suppliers find Europe a tough place to do business.
China Resumes Some Chip Exports, Easing Fears of a Global Crunch

A leading German automotive supplier said it was again allowed to ship semiconductors that Beijing had barred for export.
How Trade Tensions Sent Automakers Scrambling for Chips

Carmakers and their suppliers are piecing together new supply chains after a Chinese-owned company in the Netherlands was caught in the middle of the trade war, revealing European vulnerabilities.
Nvidia Uncertain if Return to China Is Closer After Trump-Xi Meeting

Amid skyrocketing demand for artificial intelligence systems, the chip-making giant has been thrust into the economic feud between Beijing and Washington.
In China Truce on Tariffs and Rare Earths, National Security Controls Are Bargaining Chip

Some analysts say Beijing won a major victory in its trade talks: Getting the U.S. to withdraw a national security measure that previously was not under discussion.
As Trump Weighs Sale of Advanced A.I. Chips to China, Critics Sound Alarm

The president signaled he would discuss the sale of Nvidia’s Blackwell chips in a summit on Thursday, a move U.S. officials warned would be a “massive” national security mistake.
Big Tech Faces Tough Questions Over the A.I. Spending Spree

Investors have rewarded tech giants for investing heavily in the technology. But bubble concerns are growing.
Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants?

Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML.