China Fights Back: New Probes Target US Computer Chips
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
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Powering the AI Revolution: Nvidia, Super Micro, and Advanced Memory
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.
China's Homegrown AI Chips: A Bold Challenge to US Dominance
China is accelerating homegrown AI chip development to counter US restrictions. Alibaba, MetaX, and Huawei are innovating with new chips for inference, though advanced AI model training remains a challenge. Despite hurdles, experts believe China could soon rival US AI tech.
CoreWeave Surges Amidst AI Compute Shortage: A Silver Lining from Nvidia's Supply Constraints
CoreWeave thrives amid immense AI compute demand & Nvidia supply constraints. As an Nvidia partner with preferential GPU access, CoreWeave provides overflow access, turning Nvidia's Q2 earnings (due to supply issues) into a positive for CoreWeave's growth.
Nvidia Navigates AI Boom: Multi-Trillion Dollar Market Vision Amidst Geopolitical Headwinds
Nvidia CEO Jensen Huang projects a multi-trillion-dollar AI market by decade-end, fueling a "new industrial revolution". Despite strong Big Tech demand, Nvidia faces a tepid forecast and US-China trade tensions, including export restrictions and potential revenue cuts on China sales.
Trump's Bold Play: Equity Stakes in Semiconductor Subsidies Sparks Industry Debate
The Trump administration is seeking equity in semiconductor companies receiving CHIPS Act funds, signaling a major shift from traditional subsidies. Still, the Commerce Department is "not looking to take equity from TSMC and Micron."