Semiconductors

OpenAI-Broadcom agreement sends shares of chipmaker soaring
AI

OpenAI-Broadcom agreement sends shares of chipmaker soaring

By Dina Bass, Shirin Ghaffary and Bloomberg
October 13, 2025
A frame from one of several Sora clips depicting Tupac Shakur in Cuba. (Courtesy So_True_Media_1/OpenAI Sora)
Newsletters

Sora videos of deceased celebrities spark backlash

By
October 13, 2025
Nvidia CEO Jensen Huang dressed in his signature black jacket, black T-shirt, and black jeans.
AI

Nvidia’s $100 billion OpenAI investment raises eyebrows and a key question: How much of the AI boom is just Nvidia’s cash being recycled?

By
September 28, 2025
Andrew King
Commentary

I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis

By
September 20, 2025
Lip-Bu Tan
Commentary

It’s time for Intel to go private, former board members say

By Charlene Barshefsky, Reed Hundt, James Plummer and David B. Yoffie
September 19, 2025
Huawei reveals plans for new Ascend AI chips and superclusters, taking the fight to Nvidia
AI

Huawei reveals plans for new Ascend AI chips and superclusters, taking the fight to Nvidia

By
September 18, 2025
Trump, Huang
Big Tech

Intel shares surge 30% as Nvidia announces $5 billion investment in America’s one-time chips champion

By
September 18, 2025
Nvidia shares drop, China tech surges as Beijing tries to push homegrown AI chips
AI

Nvidia shares drop, China tech surges as Beijing tries to push homegrown AI chips

By
September 17, 2025
China starts probes targeting US semiconductor sector
Big Tech

China starts probes targeting US semiconductor sector

By
September 13, 2025
U.S. pulls TSMC’s waiver for China shipments of chip supplies
Tech

U.S. pulls TSMC’s waiver for China shipments of chip supplies

By MacKenzie Hawkins, Heesu Lee and Bloomberg
September 3, 2025
Mark Zuckerberg could use a favor from Donald Trump
Newsletters

Mark Zuckerberg could use a favor from Donald Trump

By
August 29, 2025
Jensen Huang, co-founder and chief executive officer of Nvidia Corp, receives a media group interview before attending the welcome dinner of the third China International Supply Chain Expo (CISCE) on July 15, 2025 in Beijing, China.
Big Tech

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

By
August 28, 2025
Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity
Tech

Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

By
August 28, 2025
Nvidia logo on building
Finance

Nvidia earnings beat Wall Street’s sky-high expectations, but the stock fell because ‘there were no H20 sales to China-based customers’

By
August 27, 2025
China AI chip leader Cambricon sees record earnings boost from DeepSeek
Tech

China AI chip leader Cambricon sees record earnings boost from DeepSeek

By Rachel Yeo, Kelly Li and Bloomberg
August 27, 2025

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