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Tesla details its ambitious AI chip roadmap, planning AI5 through AI8 for future self-driving while facing ongoing challenges with delivering promised capabilities to current HW3 owners.
Nvidia stock reached a record high of $201.03, pushing its market value to $4.9 trillion amid major AI announcements at its GTC event. CEO Jensen Huang projected over $500 billion in future AI chip re
Qualcomm has announced its entry into the AI accelerator market with new chips, the A1200 and AI250, directly challenging industry leaders Nvidia and AMD.
AI firm Anthropic is dramatically increasing its computing power through a multi-billion dollar deal with Google Cloud, securing up to one million AI chips.
Cerebras, a startup, claims its new chips can power AI models 20 times faster than Nvidia's hardware, potentially challenging Nvidia's market dominance. Cerebras uses a unique Wafer Scale Engine, a si
OpenAI's new chip agreements with AMD and Broadcom are boosting their stock prices and signaling a more competitive AI hardware market beyond Nvidia's dominance.
Broadcom has confirmed that OpenAI is not the mystery customer behind a $10 billion AI chip order, despite announcing a new, separate hardware partnership.
The U.S. Senate has approved a bill requiring Nvidia and AMD to prioritize American companies for access to advanced AI chips over buyers in China.
Nvidia's stock has climbed 43.4% this year, fueled by high demand for its AI-critical GPUs and strategic investments. Analysts rate it a 'Strong Buy' despite 'circular revenue' concerns.
AMD stock surged 11% on Wednesday, extending a week of gains after OpenAI announced plans to buy billions in AI equipment and potentially own 10% of the chipmaker.
An analysis of Huawei's Ascend 910C AI chips revealed components from TSMC, Samsung, and SK hynix, likely from stockpiles acquired before U.S. sanctions.
Nvidia CEO Jensen Huang stated China is 'nanoseconds behind' the U.S. in chipmaking and called for fewer export restrictions to maintain American influence.
