Nvidia's deal with Intel could put the struggling chipmaker's next-generation manufacturing technology on a stronger footing, even without a direct commitment from the AI chip leader to use that techn... ...

Broadcom is helping ChatGPT maker OpenAI design and make its first-ever AI chip, according to reports. The partnership would help Broadcom challenge Nvidia's dominance as an AI leader. https://t.co/wPpZLpJwcG ...

EU and Samsung-backed Axelera AI is in talks for €150M funding to grow AI chip operations https://t.co/PNaBhCGzxh ...

The pay of China chip sales, the revenue to the US government is really an extraordinary development. Aean Jabvers is following that for us as well as another story today that's been of interest in the news. But let's address this Nvidia and AMD part of it first. Uh because it really is new almost uncharted territory. Is it? Yeah, it is Scott. It's a new tax of sorts on American companies who want to get export license l licenses from the US government. We had a fascinating discussion live in the briefing r ...

Shares of Nvidia and AMD fell in premarket trading early on Monday, after reports said both companies have agreed to pay 15% of the revenue generated on AI chip sales to China to the U.S. government. (Photo: Justin Sullivan via Getty Images)https://t.co/AiLkdvPZn6 https://t.co/79lqiIKEdU ...

Fundraising - Groq 正在接近新一轮融资，估值达 60 亿美元 [1] Company Overview - Groq 被认为是 Nvidia AI 芯片的挑战者 [1]

Instead of selling to Meta, AI chip startup FuriosaAI signed a huge customer | TechCrunch https://t.co/YSQHR2C0Hp ...

Nvidia says it will restart AI chip sales to China https://t.co/Kx0gxehdvk ...

Nvidia will resume selling its popular AI chip to China after CEO Jensen Huang meets with Trump https://t.co/PmmRko183D ...

Core Viewpoint - Nvidia does not expect the U.S. to reverse its chip export restrictions to China in the near future, leading the company to exclude the Chinese market from its revenue and profit forecasts [1][2]. Group 1: Export Restrictions Impact - The Trump administration implemented licensing requirements for Nvidia's H20 chips, the most advanced AI chip available for sale to China, in April [2]. - Nvidia anticipates an $8 billion revenue impact in the second quarter due to these export restrictions [2]. Group 2: Company Outlook - CEO Jensen Huang stated that any reversal of the export controls by the Trump administration would be considered a "bonus" for the company [1].