Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China ...

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl ...

Also in today’s newsletter, US Treasury secretary says Japan ‘behind the curve’ on inflation, and Warren Buffett’s Berkshire ...

For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips happen.

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the ...

The chips in question are Nvidia's H20 and AMD's MI308. Both are advanced graphics processing units (GPUs) specifically developed to comply with export controls put in place by successive US ...

Bloomberg is reporting that the Trump Administration wants the U.S. government to take a direct stake in Intel as a way of ...

The Trump administration’s unorthodox Chinese export pact with Nvidia and Advanced Micro Devices is worrying trade experts.

A new report by o.xyz, The AI-Web3 Power Play 2025, shows how gaps in access to artificial intelligence infrastructure, ...

A compound growth rate of 19% from 2027 to 2035 gets you to $1 trillion in revenue. At 45% net margin and an earnings ...

Authorities encouraged DeepSeek to adopt Huawei’s Ascend processor over Nvidia’s systems, but the company could not conduct a successful training run with the Chinese chip, people familiar with the ...

Shares rose after OpenAI's chief Sam Altman announced GPT-5, the latest model to power ChatGPT. Altman mentioned Nvidia, among other companies, for making the newest AI chatbot model possible.