As Nvidia and others strike deals with sovereign nations, their business will become politicized as never before.

TSMC forecasts AI chip sales to double in 2025 and grow at an annualized rate of 40% through 2028. Considering this forecast, ...

America targets Huawei's AI chips amid tech tensions with China. The US shifts its approach to limit China's access to vital ...

NVIDIA has announced a collaboration with Navitas Semiconductor to develop a next-generation 800 V HVDC architecture for data centers, leveraging Navitas' GaN and SiC technologies. This new ...

The United States and China are locked in a tech battle. The focus is on AI chips and Huawei. The US is tightening ...

Gulf autocracy gets access to powerful AI chips subject to export ban and pursues legal reforms to make foreign computing ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.

Taiwan Semiconductor is a key provider to many of the AI players. TSMC is rolling out new technology over the next few years.

With more and more capital going into artificial intelligence (AI) development and infrastructure, and investors growing ...

Donald Trump's visit to the Middle East secured several business deals that indicate a desire to keep the U.S. ahead of China ...

In tech supremacy battle, Trump undoes Biden-era rule, prompting warning that controls over Chinese chips may make their ...

US restrictions on high-tech exports have seen Nvidia lose market share in China as it withdraws chips and designs inferior ...