Beijing has warned Chinese tech firms of ‘backdoor’ devices in US-made chips, but this may be a feint. China wants Huawei to catch-up, given its goal of chip self-reliance, but clearly needs Nvidia’s ...

The boosted expectations come amid a sell-off in megacap technology companies — Nvidia included — that’s pulled the S&P 500 ...

Nvidia is developing the B30A AI chip for China, offering half the power of its B300 but surpassing the H20, balancing market ...

On this episode of Derisky Business, Tobin joins Geoffrey Gertz to analyze the Trump administration’s chip decision, while also reflecting on the broader motivations behind export controls and whether ...

CNBC's Kristina Partsinevelos and Stacy Rasgon, Bernstein semiconductor analyst, joins 'Power Lunch' to discuss China's ...

The Trump administration is in talks to secure a 10% stake in Intel in exchange for converting government grants that were pledged to Intel under Pres. Biden.

The Chinese startup DeepSeek introduced a new update, claiming it outperforms the widely recognized R1 across core benchmarks. In a Thursday WeChat post, the AI company confirmed that the new model ...

Nvidia and AMD had agreed to pay the U.S. government 15% of the revenue generated from the sale of its H20 and MI380 chips in ...

Some analysts say China is fully “de-risked.” Others see a business facing “unsupportable” geopolitical reality. For Nvidia, billions are on the line.

Nvidia's AI momentum is gaining traction as demand, China sales, and data center investments drive growth. Analysts expect strong earnings and long-term growth, supporting its dominant role in global ...

Chinese officials are peeved over Commerce Secretary Howard Lutnick’s “insulting” remarks about Nvidia’s H20 computer chip — and are now pressuring domestic firms not ...

Hyundai calls on automakers to embrace technology, Honda looks to Silicon Valley for Help and Xiaomi might be profitable this ...