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AI Chips

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

The Apple–Gemini pact signals broader distribution that validates Alphabet’s full‑stack AI strategy.

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Nvidia Becomes First Public Company Valued at $5 Trillion

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

China Probes Nvidia H20 Chips as U.S. Licenses Delay Exports

Trump Administration to Clear Nvidia H20 Chip Exports to China, Faces Bipartisan Backlash