OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating ... ...

US President Donald Trump's plan to grant Nvidia licences to ship more powerful artificial intelligence chips to China is triggering fresh backlash in Congress, including from prominent China hawks wi... ...

Core Insights - Nvidia CEO Jensen Huang is planning a trip to China in late January to re-establish a vital market for the company's artificial intelligence chips [1] Group 1 - The visit aims to reopen access to a significant market for Nvidia's AI chip products [1]

Core Insights - ByteDance plans to invest approximately 100 billion yuan ($14.29 billion) in artificial intelligence chips from Nvidia in 2026, marking a significant increase from around 85 billion yuan in 2025 [1] Investment Plans - The investment in AI chips represents a strategic move by ByteDance to enhance its technological capabilities and maintain competitiveness in the AI sector [1] - The increase in spending from 85 billion yuan to 100 billion yuan indicates ByteDance's commitment to expanding its AI infrastructure [1]

Marvell stock costs a lot -- and it's worth every penny.Semiconductor giant Marvell Technology (MRVL +3.99%) gained 4% through 12:05 p.m. ET Wednesday after eking out small wins on sales and earnings in its fiscal Q3 2026 report last night.Analysts forecast Marvell would earn $0.74 per share, pro forma, on sales of $2.07 billion. Marvell actually earned $0.76 per share on sales of $2.075 billion. Marvell Q3 earningsThat may not sound like much of a beat, but put it in context: Marvell grew sales a powerful ...

Core Viewpoint - Nvidia's stock experienced a decline following Advanced Micro Devices Inc.'s announcement of a multibillion-dollar agreement with OpenAI, which heightens competition in the artificial intelligence chip market [1] Company Summary - Nvidia's stock performance is negatively impacted by competitive developments in the AI chip sector [1] - Advanced Micro Devices Inc. is positioning itself as a strong competitor to Nvidia through its strategic partnership with OpenAI [1] Industry Summary - The announcement signifies an intensifying competition within the artificial intelligence chip market, which could affect market dynamics and pricing strategies [1] - The multibillion-dollar agreement indicates significant investment and interest in AI technology, potentially reshaping the competitive landscape [1]

AMD said on Monday it will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option... ...

Nvidia's move to invest up to $100 billion into OpenAI at the same time it plans to supply millions of its market-leading artificial intelligence chips to the ChatGPT creator has little precedent in t... ...

Nvidia Chief Executive Jensen Huang spoke about the company's uncertain future in China, following reports that the country has blocked the purchase of its artificial intelligence chips. His remarks u... ...