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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 Puts Vera Rubin Into Production and Launches Alpamayo to Advance Physical AI

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

DOJ Charges Four in Alleged Scheme to Smuggle Nvidia AI Chips and Supercomputers to China

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia

Nvidia Buys $5 Billion Stake in Intel and Agrees to Co‑Design Future PC and Data‑Center Chips

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

AMD Eyes China AI Exports as Wells Fargo Raises Price Target to $185

AMD Unveils Instinct MI350 and MI400 Series GPUs, Previews Open-Standard Helios Rack Server