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AI Chips

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

Fresh calls frame the rotation as a reset that still favors Nvidia.

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

Broadcom Shares Hit New Highs on AI Order and Upbeat Outlook

Tesla Shuts Down Dojo Team to Focus on AI5 and AI6 Chips

Samsung’s Q2 Operating Profit Drops Over 50% as Chip Unit Falters

Tesla and Samsung Seal $16.5 Billion AI6 Chip Deal for Texas Plant