NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

The U.S. continues to enforce strict restrictions on chip exports to China. According to CNN, NVIDIA CEO Jensen Huang says the company will no longer include the Chinese market in its revenue and profit forecasts, adding that he does not expect U.S. export controls to be lifted. U.S. restrictions...

Robotics are rapidly emerging as a key growth area for global tech companies. According to Bloomberg, Samsung and NVIDIA are reportedly planning to acquire minority stakes in Skild AI as part of their efforts to strengthen their presence in the consumer robotics sector. Sources indicate that Sams...

As Micron—the key rival in the race to win NVIDIA’s HBM orders—announced it has shipped its first 12-layer HBM4 samples, Samsung reportedly stumbled in its third attempt to pass NVIDIA’s HBM3E 12-layer validation in June. According to Business Post citing securities analysts, the company now...

With the US and China kicking off a new round of talks in London to ease trade tensions, key issues like rare earth exports and Beijing’s access to US chips have been brought up on the table. However, according to CNN and Wccftech, citing CNBC, there is no chance the U.S. will lift the ban on NVID...