Contribute
España
Italia
대한민국
日本
Français

Benzinga

Research
My Stocks
Tools
Free Benzinga Pro Trial

AI Chips

Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
Arm CEO Warns China CPU Curbs May Be Impossible To Enforce— 'They Would Have To Limit Everything'
Arm CEO Warns China CPU Curbs May Be Impossible To Enforce— 'They Would Have To Limit Everything'
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
Arm CEO Warns China CPU Curbs May Be Impossible To Enforce— 'They Would Have To Limit Everything'
Arm CEO Warns China CPU Curbs May Be Impossible To Enforce— 'They Would Have To Limit Everything'
Cathie Wood Sells $56.2 Million Worth Of AMD Shares Again, But Loads Up On $67.3 Million Worth Of Nvidia Stock Amid PC Chip Buzz
Cathie Wood Sells $56.2 Million Worth Of AMD Shares Again, But Loads Up On $67.3 Million Worth Of Nvidia Stock Amid PC Chip Buzz
Microchip Technology Stock Climbs On Data Center Revenue Growth
Microchip Technology Stock Climbs On Data Center Revenue Growth

AI Chips Recent News

Nvidia,Intuit, Applied Digital, AMD And ARM Holdings: Why These 5 Stocks Are On Investors' Radars Today
Nvidia,Intuit, Applied Digital, AMD And ARM Holdings: Why These 5 Stocks Are On Investors' Radars Today
Major U.S. indices closed Wednesday higher, with the Dow Jones Industrial Average gaining 1.3% to 50,009.35.
Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming
Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming
Nvidia reported Q1 financial results Wednesday. Here are the key highlights and a look at what comes next for the technology giant.
Alibaba Takes Aim At Nvidia With New 3X Powerful AI Chip And Next-Gen LLM Model As China Tech War Heats Up
Alibaba Takes Aim At Nvidia With New 3X Powerful AI Chip And Next-Gen LLM Model As China Tech War Heats Up
Alibaba Group has unveiled its 3X powerful Zhenwu M890 AI chip and teased the upcoming launch of Qwen3.7-Max.
Elizabeth Warren Blasts Trump's Nvidia Trades Worth Millions As 'National Security Disaster' After China Chip Deals
Elizabeth Warren Blasts Trump's Nvidia Trades Worth Millions As 'National Security Disaster' After China Chip Deals
Elizabeth Warren accused Trump of corruption after disclosures revealed major Nvidia stock trades ahead of key China AI chip decisions.
Chuck Schumer Says Trump's Plan To Sell AI Chips To Military-Linked Chinese Firms Is 'Dangerous' As Trump Clears H200 Sales To Alibaba, Tencent
Chuck Schumer Says Trump's Plan To Sell AI Chips To Military-Linked Chinese Firms Is 'Dangerous' As Trump Clears H200 Sales To Alibaba, Tencent
Schumer warned Trump's Nvidia China chip plan could threaten US AI dominance and national security, despite Beijing blocking deliveries.
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure
CoreWeave CEO warned Nvidia must scale AI capacity or risk customers shifting to Advanced Micro Devices amid its 5GW IREN deal.
Arm Faces Questions Over AI CPU Niche Erosion As Competition From AMD, Intel, Nvidia Heats Up, But CEO Says Nice To See 'Rest Of Market' Catch Up
Arm Faces Questions Over AI CPU Niche Erosion As Competition From AMD, Intel, Nvidia Heats Up, But CEO Says Nice To See 'Rest Of Market' Catch Up
Arm defended its AI CPU growth against AMD and Intel, with CEO Rene Haas predicting Arm will lead the CPU market by decade's end.
Daniel Newman Backs 'Pro-National Security' Nvidia China Strategy, Says Selling Older GPUs Could Protect America's AI Edge
Daniel Newman Backs 'Pro-National Security' Nvidia China Strategy, Says Selling Older GPUs Could Protect America's AI Edge
Daniel Newman and Gavin Baker argued that selling older NVDA chips to China could help protect America's AI advantage.
Samsung Posts Record Profit As AI Memory Boom Drives Chip Surge
Samsung Posts Record Profit As AI Memory Boom Drives Chip Surge
Samsung reported record quarterly profits with earnings surging more than 750% year over year amid booming AI memory chip demand.
Intel CEO Lip-Bu Tan Is Excited About Partnering With Tesla On 14A Chips: 'Can Think Of No Better Partner' Than Elon Musk
Intel CEO Lip-Bu Tan Is Excited About Partnering With Tesla On 14A Chips: 'Can Think Of No Better Partner' Than Elon Musk
Intel surged after Tesla tapped its 14A chips for the TeraFab AI project, boosting its foundry turnaround prospects.
Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidia Dominance: Report
Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidia Dominance: Report
Alphabet Inc. is reportedly partnering with Marvell Technology to develop new AI chips, including a memory unit and next-gen TPU.
Jensen Huang Warns Against Victimizing China Or Perceiving Them As Adversary: Nvidia CEO Wants US To Win, But Says This Is The 'Safest Thing' To Do
Jensen Huang Warns Against Victimizing China Or Perceiving Them As Adversary: Nvidia CEO Wants US To Win, But Says This Is The 'Safest Thing' To Do
Huang warned that isolating China in the AI race could fragment the global ecosystem and weaken U.S. leadership in artificial intelligence.
Super Micro Computer (SMCI) Stock Spikes 3.35% Overnight As Company Launches Independent Probe Into Co-Founder Linked Smuggling Case
Super Micro Computer (SMCI) Stock Spikes 3.35% Overnight As Company Launches Independent Probe Into Co-Founder Linked Smuggling Case
SMCI shares rose in after-hours trading after the company launched an independent probe into alleged export-control violations.
Samsung Apologized Last Year For Lagging In AI Chips, Now The Company Eyes Record Profit Of Nearly $38 Billion Amid Booming Memory Prices
Samsung Apologized Last Year For Lagging In AI Chips, Now The Company Eyes Record Profit Of Nearly $38 Billion Amid Booming Memory Prices
Samsung Electronics is set to deliver a record nearly $38 billion quarterly profit, driven by surging memory chip prices amid the AI boom.
Nvidia's Slurm Acquisition Sparks Fresh Fears Over Fairness In AI Chip Race: Report
Nvidia's Slurm Acquisition Sparks Fresh Fears Over Fairness In AI Chip Race: Report
Nvidia's acquisition of SchedMD has sparked concerns it could gain an unfair advantage in AI by influencing the widely used Slurm software.
Intel Deepens SambaNova Bet With Fresh $15 Million Investment, Raising Stake As CEO Lip-Bu Tan's Startup Ties Spark Conflict Concerns: Report
Intel Deepens SambaNova Bet With Fresh $15 Million Investment, Raising Stake As CEO Lip-Bu Tan's Startup Ties Spark Conflict Concerns: Report
Intel reportedly plans to invest an additional $15 million in CEO Lip-Bu Tan–linked startup SambaNova, raising its stake to 9%.
Super Micro Computer Hit With Securities Fraud Lawsuit Amid Alleged China Sales Cover-Up And Nvidia Chip Smuggling Scandal
Super Micro Computer Hit With Securities Fraud Lawsuit Amid Alleged China Sales Cover-Up And Nvidia Chip Smuggling Scandal
Super Micro Computer is facing a shareholder lawsuit alleging it misled investors by concealing China-linked sales and compliance risks tied to Nvidia chips, after criminal charges against insiders triggered a sharp stock plunge.
Nvidia Stock Upside: Gene Munster Says 'Expectations For CY27 Are Still Too Low' After GTC
Nvidia Stock Upside: Gene Munster Says 'Expectations For CY27 Are Still Too Low' After GTC
Nvidia shares didn't take off after GTC despite CEO Jensen Huang's $1 trillion announcement. Gene Munster said investor expectations are too low.
Connect With Us
instagramlinkedinyoutubeblueskymastodon
About Benzinga
Market Resources
Trading Tools & Education
Ring the Bell
© 2026 Benzinga | All Rights Reserved