NVIDIA moves to restart H200 chip sales to China
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A new type of dealmaking is on the rise in Silicon Valley as Nvidia reaches a non-exclusive deal with a chip startup and hires its top engineers.
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq, one of the best-funded startups trying to challenge Nvidia’s dominance in chips for powering AI applications,
OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says
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Congress’s million dollar stock trades in 2025: Nvidia, Microsoft and the bipartisan push for a ban
Rep. Josh Gottheimer’s Microsoft trades and Rep. Nancy Pelosi’s Broadcom options exercise were among the notable trades, as bipartisan momentum grows to ban lawmakers from trading individual stocks.
Intel (NASDAQ: INTC) has experienced a dramatic shift in fortunes over the past year. Once viewed as a failing chipmaker losing ground to competitors like Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing (NYSE: TSM),
Michael Burry of "The Big Short" fame said the US needs to shift away from "power-hungry" chips, but Nvidia has a "death grip" on the sector.