China, NVIDIA and AI
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Nvidia founder and CEO Jensen Huang has been active on the government relations and lobbying front, and now he’s got something big to show for his efforts: the Trump Administration has agreed to lift a ban on selling Nvidia H20 AI chips to China.
Japan’s Rapidus Corp. has prototyped an advanced chip, an early step in the government-backed startup’s attempt to leapfrog years of innovation with the help of billions of dollars in public funding.
Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.
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David Sacks said this would "deprive Huawei of basically having this giant market share in China."
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Taiwan Semiconductor Manufacturing Company reported a near 61% year-on-year rise in second-quarter profit on strong AI chips demand.
The annual amount of water AI is on pace to use by 2027 could serve the entire population of Canada for more than a year.
AMD's 28W chip should help cheaper x86-64 Copilot+ PCs tackle the ultra-affordable ARM64 Snapdragon X champions.
Taiwan Semiconductor Manufacturing, known as TSMC, reported a 61% rise in quarterly profit as it benefits from demand for artificial-intelligence processors.