Semiconductors

By Thomas CaulfieldNovember 15, 2025

AIRussia’s first AI-powered robot walked on stage to triumphant music, took a few steps, and then immediately faceplanted
By Dave SmithNovember 13, 2025

By Andrew NuscaNovember 12, 2025

By Andrew NuscaNovember 6, 2025

AINvidia is officially the world’s first $5 trillion company. CEO Jensen Huang says it’s on track for ‘half a trillion dollars’ in revenue
By Dave SmithOctober 29, 2025

AI‘The Nvidia of China’ says revenue spiked 14X last quarter. The ensuing stock frenzy made its CEO one of the world’s richest people
By Dave SmithOctober 24, 2025

Big TechJensen Huang says Nvidia went from 95% market share in China to 0%—‘I can’t imagine any policymaker thinking that that’s a good idea’
By Jason MaOctober 19, 2025

By Dina Bass, Shirin Ghaffary and BloombergOctober 13, 2025

AINvidia’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 Jeremy KahnSeptember 28, 2025

CommentaryI’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis
By Andrew KingSeptember 20, 2025

By Charlene Barshefsky, Reed Hundt, James Plummer and David B. YoffieSeptember 19, 2025
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