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Nvidia’s $68 Billion Quarter and $78 Billion Outlook Reframe the Nvidia–Broadcom AI Tradeoff

Investors weigh Nvidia’s scale versus Broadcom’s diversified cash engine.

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Broadcom Projects Strong Q1 AI Sales as VMware Shift Deepens Customer Lock-In

Analog Devices Beats Q4, Hikes Dividend 11% and Lifts Outlook

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Jensen Huang Visits China as Nvidia Awaits Beijing’s H200 Decision

Broadcom Slips as Bullish Analyst Calls and Split EPS Views Set Up March 5 Earnings

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Nvidia Deepens Korea Ties as Samsung’s 2026 HBM Books Out and SK Hynix Lays Out HBM4 Timeline

Qualcomm Unveils AI200 and AI250 Datacenter Accelerators as Shares Jump 11%

Samsung Leads Hiring Wave With 60,000 Jobs Over Five Years Focused on Chips, Biotech and AI

China Tells Tech Giants to Halt Nvidia Chip Purchases as Nvidia Puts $5 Billion Into Intel

Super Micro Slides as 10-K Discloses Control Weaknesses, Soft Q4 Stokes New Doubts

Nvidia Posts Record Quarter, Guides to $54 Billion as China Sales Stay Frozen

Nvidia to Pay U.S. 15% of China H20 Sales for Export Approval

SK Hynix Accelerates AI Memory Investments After Record Q2 Earnings

Nvidia Restarts H20 AI Chip Exports to China After U.S. Lifts Restrictions