Nvidia has partnered with six major financial institutions including KKR to establish up to $500 billion in financing for customers building AI data centers, a

Intel increased its common stock offering from $15 billion to $20 billion after receiving approximately $100 billion in orders, with CEO Lip-Bu Tan reportedly s

Intel's massive capital raise signals sustained demand for advanced lithography tools, boosting ASML shares as the chipmaker expands manufacturing capacity for

South Korea's early-August exports jumped 45.3% year-over-year to a record, driven by surging semiconductor demand that pushed chip exports near $10 billion in

Bank of America reiterated a bullish stance on Nvidia despite its 'weak spot' in AI financing risk, while Cathie Wood's ARK Invest added to its Nvidia position

Morningstar analyst warns TSMC's revenue growth could face uncertainty later this decade as massive AI infrastructure investments need to prove their returns, t

House Republican John Moolenaar is pressing the Trump administration to enforce Biden-era rules blocking advanced chip shipments to sanctioned Chinese firms, wa

Broadcom shares moved lower after Bank of America downgraded the stock citing credit risks related to custom XPU chip investments, even as analysts debate the c

South Korea debuted its Semiconductor Act with a record $9.95 billion chip export month and launched a $3.5 billion fund to develop the domestic chip supply cha

Major cloud providers have made long-term purchase commitments totaling nearly $2 trillion for AI hardware and memory, with Google leading at $811 billion as da

Nvidia is reportedly testing Rubin Ultra GPU configurations with as little as 192 GB of memory instead of the originally planned 1 TB HBM4E, as memory supply co

New bans on AI data center development jumped past 500 in July, with over 70% of Americans now opposing local construction and nearly 40 protesters arrested thi

Analysis examines how Nvidia's upcoming Vera CPU architecture could compete with Intel and AMD's dominance in the server processor market, extending Nvidia's re

Huawei and other domestic Chinese firms are projected to capture 90% of China's AI chip market in 2026 as US export restrictions push Beijing toward self-suffic

AMD introduced a new system-on-chip for robotics that combines CPU, GPU, and NPU with unified memory, directly challenging Nvidia's GPU-centric approach in the

The Motley Fool examines the likelihood of Nvidia executing another stock split in 2026 following its previous split, amid elevated share price levels.

Qualcomm shares are under scrutiny after missing earnings estimates, though management signals a near-term bottom, with some analysts recommending the stock at

The FCC is drafting a proposal to ban imports of new-model Chinese optical transceivers under the Secure Networks Act, targeting critical AI interconnect compon