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Keywords: Nvidia
Nvidia has announced a landmark $20 billion agreement with the artificial intelligence chipmaker Groq, marking one of the most ambitious moves yet in the race to control the next generation of AI computing. Rather than a straightforward acquisition, the deal allows Nvidia to license Groq’s advanced......
Japan has unveiled a five-year plan to invest around 1 trillion yen (approximately $6.34 billion) in a new artificial intelligence venture, positioning itself among global powers seeking control over the technological and economic foundations of AI infrastructure. The initiative, backed by SoftBank and......
Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......
Billionaire hedge fund manager Chris Rokos has undertaken a major shift in his artificial intelligence investment strategy, signaling a decisive move toward chip manufacturing and away from software. Recent regulatory filings reveal that Rokos Capital dramatically increased its holdings in Nvidia while......
A growing scandal is putting renewed pressure on US export controls after reports revealed that Chinese artificial intelligence company DeepSeek is using Nvidia’s most advanced processors, despite a ban on their export to China. According to a detailed investigation by The Information, DeepSeek......
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......
Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......
China’s accelerating capacity to build massive artificial intelligence infrastructure is emerging as a key factor that could tip the global AI race, according to Nvidia CEO Jensen Huang. Despite the United States’ continued dominance in advanced chip technology, Huang cautioned that China’s......
Over recent weeks, international financial markets have entered a phase of heightened uncertainty. While no major disruptions have occurred, investor sentiment has shifted significantly, driven by concerns over AI-driven valuations, a renewed cryptocurrency sell-off, and ongoing doubts about global economic......