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The U.S. leads in frontier AI research, but China is rapidly gaining ground by focusing on practical application, algorithmic efficiency, and widespread societal adoption.
Nvidia's market value surged by nearly $400 billion in one week after CEO Jensen Huang unveiled a series of major AI partnerships across multiple industries.
Nvidia CEO Jensen Huang expressed uncertainty about resuming advanced AI chip sales to China following a summit between President Trump and Xi Jinping.
Nvidia will supply over 260,000 advanced AI chips to the South Korean government, Samsung, and LG, bolstering the nation's goal of achieving sovereign AI.
President Trump has signaled a potential reversal of U.S. policy that would allow the sale of advanced Nvidia AI chips to China, sparking immediate national security concerns.
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
Nvidia is hosting its first developers conference in Washington D.C., signaling deepening ties with the federal government. The event focuses on AI, chip design, and quantum computing, with CEO Jensen
Qualcomm has announced its entry into the AI accelerator market with new chips, the A1200 and AI250, directly challenging industry leaders Nvidia and AMD.
Despite major stock gains this year, analysts are warning that Super Micro Computer and Intel could see declines of over 65% due to competitive and strategic risks.
Jay Goldberg, the lone analyst with a 'sell' rating on Nvidia, compares the AI boom to the dot-com bubble, raising concerns about market sustainability and future growth.
While Nvidia and other AI giants dominate headlines, one critical memory chip supplier has seen its stock rise 145% yet still trades at a significant discount.
UK-based chip designer Arm Holdings is at the center of the AI boom, providing foundational technology for giants like Apple and Nvidia. Analysts forecast 26% revenue growth.
