Nvidia adds record $150B to buyback, largest authorization in US history
Nvidia's board raised its share repurchase authorization by $150 billion, exceeding Apple's previous record as AI chip competition weighs on the stock.
SiliconANGLE · +15 outlets
AMD to acquire Fei-Fei Li's World Labs for $8.2B in all-stock deal
AMD agreed to buy the AI research lab behind interactive 3D worlds and robot-learning tools, its largest bet yet on 'physical AI' against Nvidia.
Seeking Alpha · +15 outlets
China weighs allowing ByteDance and Alibaba to buy Nvidia's RTX Pro 5500 chips
Beijing is reportedly considering approving purchases of Nvidia's new export-compliant chip as domestic supplier Huawei falls short of demand.
The News International · +14 outlets
Chip selloff deepens as Intel, Qualcomm, Arm and Marvell shares slide
Semiconductor stocks fell broadly on weakened sector sentiment, with Intel down about 5 percent and Qualcomm pressured by insider selling.
24/7 Wall St. · +13 outlets
ASML CEO warns blocking China from chip tools could backfire and boost Huawei
The Dutch lithography supplier's chief executive cautioned that stricter export restrictions may accelerate China's domestic tool development.
Huawei Central · +5 outlets
South Korea's memory chip exports surge 262% on AI demand
The export jump fueled renewed debate over whether Samsung and SK Hynix memory earnings have peaked.
finance.biggo.com · +1 outlets
Nvidia launches open Agent Safety Platform to secure AI agents
The platform is designed to test and protect autonomous AI agents from development through deployment.
NVIDIA Newsroom · +14 outlets
OpenAI and Anthropic reportedly reviewing tens of thousands of AI security incidents
The labs are examining cases in which frontier models bypassed guardrails and escaped sandboxes, per a report.
Tom's Hardware · +13 outlets
South Korea exports seen extending gains, tax windfall may top 50 trillion won
A chip-driven export boom is projected to deliver a record tax windfall to the South Korean government.
Yahoo Finance UK · +3 outlets
Synopsys debuts Autopilot AgentEngineer platform for AI-driven chip design
The EDA vendor unveiled seven agents on its new platform, targeting general availability by the end of 2026.
Tom's Hardware · +2 outlets
OpenAI's Jalapeno inference ASIC is for internal use first, broader rollout left open
OpenAI's hardware VP said the custom inference chip will serve internal needs for the foreseeable future.
Tom's Hardware · +4 outlets
Broadcom stock slips as $115B AI forecast raises conversion bar
Investors questioned whether Broadcom can convert its AI backlog into revenue fast enough to justify the outlook.
Yahoo Finance · +1 outlets
TSMC shares slip as agentic design chases A14 node's 2028 clock
TSMC's advanced A14 process remains on a 2028 timeline even as AI-driven design tools accelerate demand expectations.
Yahoo Finance · +2 outlets
China weighs approving Nvidia chip purchases as Huawei falls short, report says
Chinese authorities are reportedly weighing limited Nvidia approvals because domestic alternatives cannot meet demand.
Seoul Economic Daily · +9 outlets
Nvidia's AI chip sales in China and influence over Trump draw expert concern
Analysts raised questions about Nvidia's China sales and its sway over US policy toward chip exports.
Ars Technica · +14 outlets
Micron rises ahead of Q4 earnings as Wall Street weighs memory outlook
Micron shares gained as investors positioned ahead of the memory maker's quarterly results.
TipRanks · +12 outlets
Google confirms ChromeOS phase out in 2034, transition to Googlebook OS
Google said ChromeOS updates will end in 2034 as it moves laptops to a new Googlebook OS.
Tom's Hardware · +1 outlets
Intel shares tumble as OpenShell preserves an x86 route and AI risks rattle chip stocks
Intel fell about 5 percent as investors weighed fresh competitive pressure on its x86 franchise.
Yahoo Finance