chip
Wall Street analysts had some choice words for the latest shake-up to Nvidia’s regulatory landscape — “disruptive,” “surprise,” and “abrupt,” just to name a few. Bernstein analysts went so far as to say “The Trump rug remains in full effect.”New rules regarding Nvidia’s Chinese business surprised many company stakeholders this…
Commerce Secretary Howard Lutnick said on Thursday that the US intends to take chip manufacturing from Taiwan.Lutnick said in an interview on CNBC’s “Squawk Box” that while President Donald Trump’s latest round of tariffs didn’t apply to semiconductors, Trump is still looking at how the US can regain its foothold…
I recently wrote about Nvidia’s latest AI chip-and-server package and how this new advancement may dent the value of the previous product.Nvidia’s new offering likely caused Amazon to reduce the useful life of its AI servers, which took a big chunk out of earnings.Other Big Tech companies, such as Microsoft,…
Amazon Web Services on Thursday debuted its new quantum computing chip, a prototype called Ocelot.The company says the Ocelot represents a breakthrough in error correction and scalability.The quantum computing field is heating up with recent advancements from Google and Microsoft.Amazon Web Services on Thursday debuted its prototype quantum chip, the…
Nvidia finally has a chance to tell investors why their violent reaction to DeepSeek was a mistake.The chip giant’s Wednesday earnings are the first since DeepSeek’s AI sparked market panic.Key areas to watch are data center revenue, Blackwell’s ramp-up, inference demand, and policy.When Nvidia reports earnings on Wednesday, the chip…
