Jon Swartz / techstrong - Chinese artificial intelligence (AI) startup DeepSeek allegedly relied on banned NVIDIA Corp. semiconductors to develop its latest AI model, according to a report from The Information that has sparked denials from the chipmaker and raised questions about …

#china #chips #deepseek #gpu #aiethics #government #supplychain #asia #semiconductor

Nvidia: Reports of an Elaborate Chinese GPU Smuggling Operation Are ‘Far-fetched’

2 months / gizmodo / Mike Pearl

Deepseek reportedly using thousands of smuggled Nvidia chips for AI training

2 months / the-decoder / Matthias Bastian

Nvidia Develops ‘Digital Leash’ to Track AI Chips as Smuggling Rings Defy Export Bans

2 months / winbuzzer / Markus Kasanmascheff

DeepSeek Accused of Using Smuggled NVIDIA Chips: Report

2 months / techstrong / Jon Swartz

DeepSeek uses banned Nvidia chips for AI model, report says

2 months / ycombinator

Nvidia refutes report that China's DeepSeek is using its banned Blackwell AI chips

2 months / cnbc

Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns — solution devised to prevent shipments to nations with export controls in place

tomshardware - Nvidia has quietly developed a software-based location-verification system for its Blackwell-generation GPUs that can approximate where the hardware is operating, which could prevent smuggling of AI GPUs to China.

#ai #cybersecurity #hardware #chips #nvidia #aiethics #semiconductor #technology #regulation

Nvidia’s new software could help trace where its AI chips end up

2 months / cnbc

Nvidia builds location verification tech that could help fight chip smuggling

2 months / scmp

Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can

2 months / theregister / Tobias Mann

Nvidia is reportedly testing tracking software as chip-smuggling rumors swirl

2 months / techcrunch / Rebecca Szkutak

NVIDIA Reportedly Designs Location Verification Technology to Track GPU Smugglers

2 months / techpowerup

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up https://tech.slashdot.org/story/25/12/10/1448224/nvidia-builds-location-verification-tech-that-could-track-where-its-ai-chips-end-up?utm_source=rss1.0mainlinkanon&ut

2 months / bsky / @slashdot.org / slashdot.org

Nvidia builds location verification tech that could help fight chip smuggling

2 months / reddit / /u/MetaKnowing

Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns — solution devised to prevent shipments to nations with export controls in place

2 months / tomshardware

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up

2 months / slashdot / msmash

Nvidia develops location tracking for AI chips

2 months / the-decoder / Maximilian Schreiner

Nvidia has developed location verification technology that could reveal which country its chips are operating in.

2 months / reddit / /u/GasBond

U.S. Plans to Approve Export of Nvidia’s H200 Chip to China

Amrith Ramkumar / wsj - The chipmaker’s chief executive, Jensen Huang, met with President Trump last week to discuss exporting the powerful chips.

#techpolicy #china #chips #nvidia #aiethics #government #us #semiconductor #regulation

China Market Impact (5)
Revenue Sharing Conditions (4)
Smuggling Crackdown (1)
US Regulatory Approval (7)
All Other Stories

China Market Impact

China’s AI developers to welcome Nvidia’s H200 chip shipments, analysts say

2 months / scmp

How Much Could China Gain From Access to Powerful Nvidia Chips?

2 months / nytimes / Meaghan Tobin

How Much Could China Gain From Access to Powerful Nvidia Chips?

2 months / nytimes / nytimes.com

Let em cook! - Nvidia can finally sell H200s to China

2 months / reddit / /u/reversedu

Nvidia’s China business basically went to zero. A new deal could change that

2 months / qz / Shannon Carroll

2 months / cnbc

Nvidia (NVDA) Stock: Surges as U.S. Approves Controlled H200 Chip Sales to China

2 months / parameter / Newton Kitonga

Department of Commerce may approve Nvidia H200 chip exports to China

2 months / techcrunch / Rebecca Szkutak

U.S. Plans to Approve Export of Nvidia’s H200 Chip to China

2 months / wsj / Amrith Ramkumar

Nvidia reportedly wins H200 exports to China — US Department of Commerce set to ease restrictions for full Hopper AI GPU

2 months / tomshardware

Nvidia Set to Win US Approval to Export H200 AI Chips to China

2 months / bloomberg / Maggie EastlandIan King

Exclusive / Commerce to open up exports of Nvidia H200 chips to China - https-//www.semafor.com

2 months / google

All Other Stories

Image post - please click to view at origin

2 months / bsky / @techpowerup.com / techpowerup.com

This news comes as a bill was introduced in Congree last week to prevent these exact kinds of chip exports.

2 months / bsky / @techcrunch.com / techcrunch.com

Apple's chip boss squashes exit rumors, says he's not leaving the company

cnbc - Bloomberg reported on Saturday that Srouji had told CEO Tim Cook that he was considering leaving.

#semiconductors #apple #chips #business #jobs #cpus #semiconductor #arm #timcook

Johny Srouji, in Memo Responding to Gurman Report: ‘I Love My Team, and I Love My Job at Apple, and I Don’t Plan on Leaving Anytime Soon’

2 months / cnbc / John Gruber

Apple Silicon Chief Dismisses Report Announcing His Possible Departure

2 months / thurrott / Laurent Giret

Apple Chip Leader Tells Staff He’s Staying Put After Exit Rumors

2 months / iphoneincanada / John Quintet

Apple chief Johny Srouji confirms he isn't 'leaving anytime soon'

2 months / appleinsider

Apple's Chipmaking Chief Johny Srouji Responds to Report About Him Potentially Leaving

2 months / macrumors / Joe Rossignol

Apple's chip boss squashes exit rumors, says he's not leaving the company

2 months / cnbc

Johny Srouji Commits to Apple in Staff Memo: 'I Don't Plan on Leaving Anytime Soon'

2 months / iclarified

Apple Chip Chief Tells Staff He’s Not Leaving ‘Anytime Soon’

2 months / bloomberg / Mark Gurman

Your next Dell or Lenovo PC might cost more very soon

digitaltrends - Memory shortages triggered by booming AI demand are leading Dell and Lenovo to hike prices on PCs and servers. As much as 15–20% increases may hit as early as December or January. The post Your next Dell or Lenovo PC might cost more very soon appeared fir…

#hardware #chips #business #supplychain #pricing #semiconductor #technology #memory

Brace Yourself: Laptops Prices Are About to Skyrocket

3 months / reddit / /u/dapperlemon

Dell and Lenovo to Hike PC Prices up to 20% as AI Memory Shortage Hits Consumers

3 months / winbuzzer / Markus Kasanmascheff

Lenovo and Dell Warn: Your Next Laptop Could Cost More Really Soon

3 months / cnet / Lori Grunin

Brace Yourself: Laptops Prices Are About to Skyrocket

3 months / gizmodo / Kyle Barr

Your next Dell or Lenovo PC might cost more very soon

3 months / digitaltrends

Dell Raises PC Prices 15-20%, Lenovo Follows in January

3 months / techpowerup

DRAM, SSD Shortages Force Dell and Lenovo to Hike PC Prices

3 months / iphoneincanada / Usman Qureshi

Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead

Emma Roth / theverge - Micron is retiring the Crucial brand, marking the end of its line of budget-friendly solid-state drives (SSDs) and RAM kits, as reported earlier by VideoCardz. In an announcement on Wednesday, Micron says winding down its consumer-focused business will “i…

#cloud #enterprise #chips #aiethics #business #datacenter #amd #semiconductor #technology #memory

Consumer Impact Legacy (5)
Strategic AI Focus (10)
All Other Stories

Consumer Impact Legacy

After Nearly 30 Years, Crucial Will Stop Selling RAM To Consumers

3 months / slashdot / BeauHD

Your next PC upgrade may soon get tougher and pricier after this Crucial news

3 months / digitaltrends

Micron to stop selling consumer RAM after 30 years.

3 months / reddit / /u/Komm

After nearly 30 years, Crucial will stop selling RAM to consumers

3 months / arstechnica / Benj Edwards

Micron to exit 'Crucial' consumer memory business

3 months / reuters / reuters.com

Strategic AI Focus

Micron ditches consumer memory brand Crucial to chase AI riches

3 months / theregister / Tobias Mann

Crucial brand to disappear as Micron shifts focus to AI data center memory

3 months / betanews / Wayne Williams

Micron is killing Crucial SSD and DRAM.

3 months / reddit / /u/Revolutionary_Pain56

Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead

3 months / reddit / /u/theverge

Micron stops selling memory to consumers as demand spikes from AI chips

3 months / cnbc

Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead

3 months / theverge / Emma Roth

Crucial is a casualty of AI's hunger for RAM

3 months / engadget / Ian Carlos Campbell

Micron is killing Crucial SSDs and memory in AI pivot — company refocuses on HBM and enterprise customers

3 months / tomshardware

Memory chipmaker Micron will exit its consumer business, as it doubles down on advanced memory chips used in artificial intelligence data centers amid a global supply shortage of the essential semiconductors

3 months / reddit / /u/sr_local

Micron to Exit Crucial Consumer Business, Ending Retail SSD and DRAM Sales

3 months / techpowerup

All Other Stories

Micron cierra la marca Crucial de memoria RAm y discos SSD para consumo porque prefiere vender memoria y discos a las empresas de IA y centros de datos. A los consumidores que nos den por saco. Todo en orden, ojalá la burbuja explote y se tengan que comer

3 months / bsky / @argyle13.bsky.social / argyle13.bsky.social

This sucks for us diy PC folks. Crucial was THE place to go for laptop memory and budget friendly SSDs. Booo!

3 months / bsky / @danisaacs.bsky.social / danisaacs.bsky.social

the whole PC enthusiast / desktop architecture (discrete GPU, sticks of RAM) is probably not too long for the world www.theverge.com/news/837594/...

3 months / bsky / @bergmayer.net / bergmayer.net

Oh FFS! >:( www.tomshardware.com/pc-component...

3 months / bsky / @skipai.bsky.social / skipai.bsky.social

Marvell Technology, Inc. (MRVL) Stock: Surges on Record Q3 Revenue and Bold AI Acquisition

Yasmin Werner / parameter - TLDR Marvell hits record Q3 revenue, surpassing forecasts with AI growth boost. Celestial AI deal powers Marvell’s leap in data infrastructure innovation. Data center demand drives Marvell’s strong FY2026 growth projections. Sale to Infineon lifts earning…

#ai #chips #aiethics #earnings #business #datacenter #deeptech #acquisitions #semiconductor #technology

Marvell shares jump as chipmaker bolsters AI ambitions with Celestial deal

3 months / reuters / reuters.com

Marvell bets big on optical interconnects, buying Celestial AI for up to $5.5B

3 months / siliconangle / Mike Wheatley

Marvell Technology, Inc. (MRVL) Stock: Surges on Record Q3 Revenue and Bold AI Acquisition

3 months / parameter / Yasmin Werner

Why Marvell’s stock is soaring toward its best day in months after earnings

3 months / x / @MarketWatch

Marvell to acquire Celestial AI for as much as $5.5 billion

3 months / cnbc

(PR) Marvell to Acquire Celestial AI for $3.25 Billion

3 months / techpowerup

Raspberry Pi launches 1GB Raspberry Pi 5 at $45, raises the price of other models

Wayne Williams / betanews - Raspberry Pi has launched a 1GB Raspberry Pi 5 for low-memory projects and simple electronics, and confirmed price rises across parts of the Raspberry Pi 4 and 5 ranges. Eben Upton, Chief Executive Raspberry Pi Trading, said the pricing adjustments follow…

#hardware #innovation #chips #supplychain #pricing #semiconductor #technology #raspberrypi #memory

Raspberry Pi Launches Budget 1 GB Pi 5, Raises Other Model Prices

3 months / techpowerup

Cheaper 1 GB Raspberry Pi 5 lands as memory costs go through the roof

3 months / theregister / Richard Speed

Raspberry Pi launches 1GB Raspberry Pi 5 at $45, raises the price of other models

3 months / betanews / Wayne Williams

1GB Raspberry Pi 5, and memory-driven price rises

3 months / ycombinator

Apple and Intel Rumored to Partner on Mac Chips

macrumors - Comments

#apple #chips #supplychain #cpus #intel #manufacturing #macos #macbook #semiconductor #technology

Intel might return to Apple laptops, but not the way you think

3 months / digitaltrends

Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand

3 months / tomshardware

Intel shares jump 10%+ on report of potential chip production deal with Apple

3 months / siliconangle / Maria Deutscher

Intel (INTC) Stock: Apple Partnership Rumors Send Shares Soaring 10%

3 months / parameter / Trader Edge

Intel could finally return to Apple computers in 2027

3 months / theverge / Andrew J. Hawkins

Intel Inside? Apple May Tap an Old Rival to Build the M7

3 months / idropnews / Jesse Hollington

Apple May Tap Intel for M Series Chips by 2027

3 months / iphoneincanada / Usman Qureshi

Apple and Intel Rumored to Partner on Mac Chips

3 months / macrumors

Report: Intel Secures Apple as Foundry Customer for Future M-Series Chips

3 months / winbuzzer / Markus Kasanmascheff

Made in the USA: Intel foundries may get used for Apple's M7 processor

3 months / appleinsider

Intel Could Manufacture Apple M-Series Chips in 2027 with 18A-P Node

3 months / techpowerup

Apple and Intel Rumored to Partner on Mac Chips Again in a New Way

3 months / macrumors / Joe Rossignol

Intel to Begin Shipping Apple's M-Series Chips as Early as 2027 [Kuo]

3 months / iclarified

You’re not imagining it: RAM and storage prices are climbing fast

digitaltrends - Memory and storage makers warn of tight supply through 2026, with DRAM and NAND shortages pushing prices up. That squeezes everything from budget PCs to gaming rigs, so plan any upgrades accordingly.

#chips #aiethics #datacenter #supplychain #pricing #semiconductor #technology #memory

iBuyPower's Black Friday gaming PC deals start now — save up to $300 extra on already discounted pre-built and custom rigs before increased RAM pricing starts to affect prebuilts

3 months / tomshardware

You’re not imagining it: RAM and storage prices are climbing fast

3 months / digitaltrends

Five smart ways to ride out the RAM price apocalypse — get the most of your old DDR4, buy a prebuilt or new GPU before prices rise, get a better CPU for your socket, or make your game frames look better with a new monitor

3 months / tomshardware

Dell, HP, Apple and more issue warnings over RAM shortage

3 months / mobilesyrup / Brad Bennett

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

tomshardware - A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft a…

#semiconductors #chips #tsmc #intel #law #semiconductor #tradesecrets #litigation #intellectualproperty

Ex-TSMC executive’s homes raided in Intel trade-secret lawsuit — Taiwanese prosecutors seize digital devices in ongoing investigation

3 months / tomshardware

Intel says star hire from TSMC didn’t steal secrets

3 months / theverge / Dominic Preston

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

3 months / tomshardware

Ex-TSMC Executive’s Homes Searched After Intel Dispute Deepens

3 months / bloomberg / Debby Wu,Cindy Wang

Intel Defends Its Star Executive Hire in Legal Clash With TSMC

3 months / wsj / Yang Jie

TSMC lawsuit claims former exec is probably leaking secrets to Intel

3 months / theregister / Simon Sharwood

Tech Firms From Dell to HP Warn of Memory Chip Squeeze From AI

Debby Wu,Dina Bass,Yoolim Lee / bloomberg - Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand from the buildout of artificial intelligence infrastructure.

#ai #semiconductors #chips #aiethics #business #supplychain #pricing #semiconductor #technology #memory

This is how much RAM your Mac or Windows PC needs to run smoothly

3 months / pocket-lint / Roger Fingas

These prebuilt PCs are about to cost more due to rising RAM prices

3 months / theverge / Emma Roth

RAM prices increase globally thanks to AI

3 months / mobilesyrup / Brad Bennett

Tech Firms From Dell to HP Warn of Memory Chip Squeeze From AI

3 months / bloomberg / Debby Wu,Dina Bass,Yoolim Lee

The Great RAM Raid: How One AI Deal Broke the Consumer Memory Market

3 months / implicator / Robert Brown

Computer components like RAM are surging in price

3 months / mashable

Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption

tomshardware - Nvidia has broken its silence following reports that Meta is in discussions to spend billions of dollars on Google’s custom Tensor Processing Units. While this appears to be a strong move for Google, challenges regarding adoption remain.

#ai #cloud #hardware #ml #meta #chips #google #nvidia #aiethics #semiconductor

Nvidia says it’s ‘delighted’ with Google’s success, but backhanded compliment says it is ‘the only platform that runs every AI model’ — statement comes soon after Meta announces proposed deal to acquire Google Cloud TPUs

3 months / tomshardware

Wedbush calls Nvidia the ‘Rocky Balboa of the AI revolution’ as Google turns up the heat

3 months / qz / Shannon Carroll

Sutskever Bets Against Scaling, Meta Rattles Nvidia

3 months / implicator / Marcus Schuler

Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption

3 months / tomshardware

Nvidia plays down Google chip threat concerns

3 months / bbc

Nvidia Appears Nervous About Google AI Chips Threat

3 months / winbuzzer / Markus Kasanmascheff

Qualcomm reveals its not-so-elite Snapdragon 8 Gen 5

Dominic Preston / theverge - When Qualcomm announced its high-end Snapdragon 8 Elite Gen 5 chipset in November, it mentioned that a non-Elite version was on the way, designed to power a more affordable tier of flagship phones. Now, that chip has finally arrived, with some drops in pe…

#ai #mobiletech #chips #aiethics #semiconductor #technology #qualcomm #snapdragon #wallet

Snapdragon 8 Gen 5 aims for near-flagship power without Elite pricing

3 months / techspot

The new Snapdragon chip could deliver top-tier gaming performance on the upcoming OnePlus 15R

3 months / digitaltrends

The new Snapdragon chip could unlock top-tier CPU performance on the upcoming OnePlus 15R

3 months / digitaltrends

Qualcomm announces Snapdragon 8 Gen 5 with Oryon CPU

3 months / dataconomy / Kerem Gülen

The Snapdragon 8 Gen 5 is a cut-down version of Qualcomm's flagship Elite chipset

3 months / engadget / Lawrence Bonk

Qualcomm's New Chip Means You Don't Need a Flagship Phone for Cutting-Edge AI Tools

3 months / cnet / David Lumb

Qualcomm reveals its not-so-elite Snapdragon 8 Gen 5

3 months / theverge / Dominic Preston

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

tomshardware - Rumors of a deal brewing between Google and Meta could be worth billions. The social-media giant is said to be keen to rent and buy Google's AI chips starting as soon as 2026, and could help Google expand its share of the AI chip business considerably.

#ai #hardware #ml #meta #chips #google #aiethics #alphabet #semiconductor #technology

Nvidia scoffs at threat from Google TPUs after rumored Meta tie-up

3 months / theregister / Tobias Mann

Nvidia shares drop on report Meta may buy AI chips from Google

3 months / siliconangle / Maria Deutscher

Meta Is in Talks to Use Google’s Chips in Challenge to Nvidia

3 months / wsj / Meghan Bobrowsky

Google Cloud aims to capture ten percent of Nvidia's annual revenue with TPUs

3 months / the-decoder / Maximilian Schreiner

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

3 months / tomshardware

Google’s ‘Pincer Movement’: How Gemini 3 and a New Meta Deal Threaten OpenAI and Nvidia

3 months / winbuzzer / Markus Kasanmascheff

Google’s reported chip deal with Meta shakes up the AI market, pressuring Nvidia stock

3 months / dataconomy / Emre Çıtak

Google is in talks to sell custom AI chips to Meta

3 months / dataconomy / Kerem Gülen

Alphabet heads for $4trn valuation on reports Meta to buy Google AI chips

3 months / siliconrepublic / Ann O’Dea

Nvidia shares fall on report Meta will use Google AI chips

3 months / cnbc

Framework stops selling standalone RAM to ward off scalpers — warns it will have to increase memory pricing soon as AI crunch bites

tomshardware - The memory crisis has hit Framework, the company behind highly customizable laptops that users can upgrade on their own. Framework sells SO-DIMM modules on its website that are now all out of stock, with only two DDR4 models still remaining. These can be …

#ai #hardware #chips #gpu #aiethics #business #supplychain #pricing #semiconductor #memory

Newegg bundle puts a bow on a Core Ultra 7 265K, 32GB of DDR5, and more for $610 — get most of a PC build for the price of 64GB of RAM

3 months / tomshardware

Spiking memory prices mean that it is once again a horrible time to build a PC

3 months / arstechnica / Andrew Cunningham

If you’re planning a GPU upgrade, AMD just gave you a reason to hurry

3 months / digitaltrends

Lenovo Stockpiling PC Memory Due To 'Unprecedented' AI Squeeze

3 months / slashdot / BeauHD

Framework stops selling standalone RAM to ward off scalpers — warns it will have to increase memory pricing soon as AI crunch bites

3 months / tomshardware

Epic Games CEO Tim Sweeney says RAM pricing crisis isn't going away anytime soon — Fortnite boss says crunch 'will be a real problem for high-end gaming for several years'

3 months / tomshardware

Memory prices are so bad stores won't even list them – 64GB DDR5 now costs more than a PS5

3 months / techspot

Tech company CTO and others indicted for exporting Nvidia chips to China

Jon Brodkin / arstechnica - Four arrested and charged with illegal exports, smuggling, and money laundering.

#cybersecurity #techpolicy #chips #nvidia #government #cybercrime #supplychain #us #law #semiconductor

I genuinely do not know where the six million Blackwell GPUs that Jensen Huang claims were shipped in the last four quarters have gone. They’re certainly not turned on and in data centers. Why are companies still buying GPUs? [contains quote post or othe

3 months / bsky / @edzitron.com

Tech Company CTO and Others Indicted For Exporting Nvidia Chips To China

3 months / slashdot / BeauHD

Tech company CTO and others indicted for exporting Nvidia chips to China

3 months / arstechnica / Jon Brodkin

Federal authorities take down criminal network smuggling Nvidia GPUs to China

3 months / techspot

Four charged over alleged plot to smuggle Nvidia AI chips into China

3 months / theregister / Carly Page

Feds charge four with illegally smuggling Nvidia AI chips to China

Jay Peters / theverge - Federal prosecutors have charged four people with illegally smuggling Nvidia GPUs and HP supercomputers with Nvidia GPUs from the US to China, according to a court filing spotted by Court Watch. The US government has placed restrictions that prevent Nvidi…

#china #chips #gpu #government #doj #supplychain #supercomputers #semiconductor

Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation

3 months / tomshardware

Four Indicted In Alleged Conspiracy To Smuggle Supercomputers and Nvidia Chips to China

3 months / wired / Paresh Dave

Feds charge 4 in plot to export restricted Nvidia chips to China, Hong Kong

3 months / cnbc

Feds charge four with illegally smuggling Nvidia AI chips to China

3 months / theverge / Jay Peters

Nvidia's $57 billion quarter shows the AI boom isn't slowing down, for now

techspot - Nvidia's data center segment accounted for $51.2 billion, an extraordinary 66 percent increase year-over-year and a 25 percent sequential rise.Read Entire Article

#ai #chips #nvidia #aiethics #stockmarket #earnings #datacenter #semiconductor #technology #huang

SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip names

3 months / cnbc

Nvidia’s Automotive Business Emerges With 32% Growth in Q3

3 months / pymnts / PYMNTS

Nvidia says there’s no AI bubble. Investors agree — for now

3 months / qz / Shannon Carroll

Nvidia's $57 billion quarter shows the AI boom isn't slowing down, for now

3 months / techspot

As AI leader Nvidia posts record results, Warren Buffett makes a surprise bet on Google

3 months / techxplore

Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders

3 months / cnbc

Nvidia’s rising stock price takes fellow chip giants along for ride as renewed AI enthusiasm fuels fresh rally

3 months / fastcompany / Michael Grothaus

Nvidia’s Strong Results Show AI Fears Are Premature

3 months / wsj / Dan Gallagher

Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns

3 months / cnbc

Tag Directory / SEMICONDUCTOR showing 21–40 of 75 RSS

Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb

DeepSeek Accused of Using Smuggled NVIDIA Chips: Report

Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns — solution devised to prevent shipments to nations with export controls in place

U.S. Plans to Approve Export of Nvidia’s H200 Chip to China

China Market Impact

Revenue Sharing Conditions

Smuggling Crackdown

US Regulatory Approval

All Other Stories

Apple's chip boss squashes exit rumors, says he's not leaving the company

Your next Dell or Lenovo PC might cost more very soon

Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead

Consumer Impact Legacy

Strategic AI Focus

All Other Stories

Marvell Technology, Inc. (MRVL) Stock: Surges on Record Q3 Revenue and Bold AI Acquisition

Raspberry Pi launches 1GB Raspberry Pi 5 at $45, raises the price of other models

Apple and Intel Rumored to Partner on Mac Chips

You’re not imagining it: RAM and storage prices are climbing fast

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

Tech Firms From Dell to HP Warn of Memory Chip Squeeze From AI

Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption

Qualcomm reveals its not-so-elite Snapdragon 8 Gen 5

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

Framework stops selling standalone RAM to ward off scalpers — warns it will have to increase memory pricing soon as AI crunch bites

Tech company CTO and others indicted for exporting Nvidia chips to China

Feds charge four with illegally smuggling Nvidia AI chips to China

Nvidia's $57 billion quarter shows the AI boom isn't slowing down, for now

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