Nvidia CEO: No Plans to Sell Blackwell AI Chips to China
Nvidia CEO Jensen Huang confirmed there are no active talks to sell Blackwell AI chips to China, citing U.S. restrictions and China’s lack of interest in Nvidia products.
/ 50 items
#TSM↓
Tesla's Huge Plan: Building a 'Gigantic' AI Chip Factory
Elon Musk says Tesla needs a "terafab"—a massive chip plant—to power its future in self-driving cars (Cybercab) and robots (Optimus). Musk says "worth having discussions" with Intel to make chips.
TSMC Doubles Down on AI: Chipmaker Raises 2025 Revenue Forecast Amid Global Semiconductor Boom
TSMC boosts 2025 revenue growth forecast to mid-30% for second time this year, citing stronger-than-expected AI chip demand despite geopolitical challenges.
Nvidia Gets Major Upgrade as AI Chip Superiority Continues
Nvidia stock rises 2.2% in premarket trading as analysts remain bullish on AI chip demand. HSBC upgrades to Buy with $320 target, citing strong earnings potential through 2027.
AI Demand Fuels ASML Orders, Compensating for Expected Plunge in China Revenue
ASML Holding posted stronger-than-expected orders, fueled by the booming AI sector. While current quarter forecasts exceed consensus, the chip equipment giant predicts a significant decline in sales to China in 2026, leading to cautious long-term sales guidance.
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.