Yahoo1d
Meet the 1 Artificial Intelligence (AI) Chip Stock I Think Is Poised for a Big Run Under the Trump Administration (Hint: It's Not Nvidia)
In turn, chip demand could begin transitioning from more overseas reliance in favor of U.S. manufacturers such as Intel. 2.
This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About
Nvidia's operating expansion has been textbook, which includes a monopoly-like share of the graphics processing units (GPUs) ...
Qualcomm CEO Sees No Shortage of AI Chips Even as Demand Rises
Qualcomm Inc. Chief Executive Officer Cristiano Amon said the artificial intelligence boom won’t lead to a global chip ...
Yahoo2d
Amazon wants chips with everything, crafting its own AI-focused line of silicon in a bid to dethrone Nvidia
Together they've been noodling away on the 'Trainium 2' AI chip for at least the last year, and it looks like the wait to ...
Benzinga.com2d
Amazon Set To Introduce New AI Chips In December To Rival Jensen Huang's AI Stalwart: 'We Want To Be Absolutely The Best Place To Run Nvidia'
Why It Matters: Amazon’s move to launch new AI chips is part of a broader strategy to strengthen its position in the AI ...
Exclusive: US ordered TSMC to halt shipments to China of chips used in AI applications
The US order comes just weeks after TSMC notified that one of its chips had been found in a Huawei AI processor.
Juniper invests in AI chip startup Recogni, details technical collaboration
Juniper Networks Inc. on Tuesday disclosed that it has invested in Recogni Inc., a startup with an artificial intelligence ...
TSMC is reportedly suspending production of advanced AI chips for Chinese firms
TSMC has told customers it'll no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller for Chinese ...
NextBigFuture2d
Nvidia’s Top Goal is AI Designing Chips
The top goal for Nvidia Jensen Huang is to have AI designing the chips that run AI. AI assisted chip design of the H100 and H200 Hopper AI chips. Jensen wants to use AI to explore combinatorially the ...
Markets Insider on MSN10d
Chip fever has created an $11 billion debt market backed by Nvidia's AI-enabling GPUs
Wall Street firms are loaning billions to a handful of tech companies that have used Nvidia's AI-enabling chips as collateral ...
Ars Technica3d
Amazon ready to use its own AI chips, reduce its dependence on Nvidia
Annapurna’s latest work is expected to be showcased next month when Amazon announces widespread availability of ‘Trainium 2,’ ...