Meta Eyes Google's AI Chips in Potential Blow to Nvidia's Dominance
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
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Broadcom Stock Soars on Custom AI Chip Momentum from Google's Gemini 3 Success
Broadcom gains as Google's acclaimed Gemini 3 AI model showcases custom chip potential, potentially challenging Nvidia's GPU dominance in AI infrastructure.
Trump Administration Weighs Letting Nvidia Sell Advanced H200 AI Chips to China
Trump officials discuss potentially allowing Nvidia to export H200 AI chips to China, marking a major shift in US semiconductor export policy and boosting Nvidia shares.
U.S. Approves Major AI Chip Sales to UAE and Saudi Arabia
The U.S. greenlights the sale of up to 70,000 advanced AI chips to UAE and Saudi companies, reversing earlier restrictions and reshaping global AI competition.
Nvidia Crushes Expectations with $65B Revenue Forecast Despite AI Bubble Fears
Nvidia beats expectations with $65B Q4 forecast as AI chip demand stays strong. Shares jump 4% despite concerns about sustainability of AI spending boom.
Nokia Shares Slide as AI Restructuring Raises Doubts
Nokia stock drops 8% despite AI pivot plans. Investors question transformation strategy lacking new partnerships amid concerns over returns.