Blackwell Demand Fuels Nvidia’s Surge Amid US Approval of Billion-Dollar UAE Chip Exports
Nvidia stock is soaring thanks to huge demand for its AI chips. The US shipped chips to the UAE for billions in investment, cutting out China.
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Chip Giants Intel and AMD Discuss Surprise US Manufacturing Partnership
Chip rivals Intel and AMD are in talks for Intel to make some of AMD's chips in the US. Intel needs a win, but its tech lags TSMC.
TSMC Rejects Intel Investment and Partnership Rumors
Top chipmaker TSMC denied rumors of an investment or partnership with struggling Intel. TSMC stated it has not entered talks for joint ventures or technology transfer.
The 1:1 Chip Plan: How the US Aims to Boost Homegrown Tech
The US 1:1 Chip Plan forces companies to match imported chips with US production (1:1 ratio). If they fail, they face tariffs. This aims to secure national supply chains and stop relying on vulnerable overseas manufacturing, like Taiwan, for essential products.
Intel also Approaches TSMC over Potential Investment and Partnership
Intel CEO Lip-Bu Tan is seeking partnerships with Apple and TSMC for investments or manufacturing, meeting with Tim Cook and C. C. Wei.
Nvidia's $5 Billion Bet: Powering Up Intel for a New Computing Era
Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.