As Nvidia and others strike deals with sovereign nations, their business will become politicized as never before.

TSMC forecasts AI chip sales to double in 2025 and grow at an annualized rate of 40% through 2028. Considering this forecast, ...

America targets Huawei's AI chips amid tech tensions with China. The US shifts its approach to limit China's access to vital ...

The United States and China are locked in a tech battle. The focus is on AI chips and Huawei. The US is tightening ...

NVIDIA has announced a collaboration with Navitas Semiconductor to develop a next-generation 800 V HVDC architecture for data centers, leveraging Navitas' GaN and SiC technologies. This new ...

BlackRock is diversified along the AI value chain with its involvement in the data center, fiber, real estate, energy, and ...

Gulf autocracy gets access to powerful AI chips subject to export ban and pursues legal reforms to make foreign computing ...

With more and more capital going into artificial intelligence (AI) development and infrastructure, and investors growing ...

Taiwan Semiconductor is a key provider to many of the AI players. TSMC is rolling out new technology over the next few years.

President Donald Trump secured $2 trillion worth of deals with Saudi Arabia, Qatar and the UAE during his trip to the Middle ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.

Oracle Corp. is buying $40 billion worth of Nvidia Corp. chips to build a data center for OpenAI, the Financial Times ...