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The U.S. government has authorized Nvidia to sell its H200 artificial intelligence chips to China, a major policy shift with significant financial and security conditions.
The global expansion of AI is creating a severe shortage of memory chips and hard drives, impacting the production and pricing of PCs and smartphones.
Intel is launching a major strategic pivot, leveraging its new Core Ultra Series 3 chip to expand beyond PCs and into the growing AI and robotics markets.
Memory and storage stocks are surging as the artificial intelligence boom creates massive demand for high-bandwidth memory, leading to shortages and potential price hikes.
Nvidia announced its next-generation AI platform, Vera Rubin, at CES 2026, with shipments scheduled for the second half of the year to power complex AI.
New AI developments from China, including a photon-based chip called LightGen, are creating fresh challenges for U.S. tech giants like Nvidia and Microsoft.
As Nvidia's valuation soars past $4 trillion, scrutiny is growing over its complex, circular business deals, raising questions about the sustainability of its growth.
Despite intense geopolitical rivalry, American companies are increasingly adopting Chinese open-source AI models due to their high performance and low cost.
The US AI boom is critically dependent on a single Dutch tech company and EU data laws, giving Europe powerful and unexpected leverage over the American economy.
A U.S. strategy to compete in China's tech market is facing challenges as Chinese firms reportedly reject Nvidia's H200 AI chips for domestic alternatives.
The Trump administration has reversed a key technology policy, allowing Nvidia to sell its H200 AI chips to China under a 25% surcharge.
Chipmaker Broadcom's stock surged over 11% as its role in designing and manufacturing Google's custom AI chips, known as TPUs, gains major attention.
