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.
Wall Street’s favorite AI stock just found a new way to tighten its grip on the data center; rival chipmakers may not like where this is headed.
In the spring, Reuters broke the news that Nvidia and Broadcom were testing Intel’s 18A process for chip production, but in a profile today of Intel CEO Lip-Bu Tan, the outlet now says Nvidia’s test has ended,
OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says
Intel Corp. shares fell Wednesday after a report said that Nvidia Corp. halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward,
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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.