Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the ...

Nvidia is reportedly considering expanding production of its H200 AI chips due to high demand from Chinese clients, following US approval for exports.

Nvidia is considering increasing production capacity for its cutting-edge H200 AI chips as its demand grows, surpassing its ...

Yes, there is speculative activity and various causes for concern, but at the same time he notes why some insist ‘this time it’s different’ ...

Chinese companies’ strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently ...

John Moolenaar, the Michigan Republican who leads the influential China panel, questioned claims that China’s most advanced ...

AI leaders and executives have dominated lists for most influential people of 2025. The latest, Nvidia CEO Jensen Huang, was ...

If borrowing becomes more expensive in the US, and this triggers a market sell-off, AI could follow the US housing bubble of ...

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

Rivian also unveiled its next-generation autonomy platform, which will be run by its new chips. The proprietary, ...

U.S. lawmaker John Moolenaar, the chair of the U.S. House of Representatives' bipartisan select committee focused on China, on Friday asked Commerce Secretary Howard Lutnick to explain the details of ...

Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...