Nvidia authorizes $150 billion share buyback, the largest in US history
The record repurchase authorization, announced alongside quarterly results, underscores Nvidia's cash generation and its view that the stock is undervalued.
inc.com · +14 outlets
AMD to acquire Fei-Fei Li's World Labs in $8.2 billion all-stock deal
The purchase of the AI research firm founded by Fei-Fei Li, who joins AMD as chief scientist, signals AMD's push beyond chips into physical AI.
qz.com · +14 outlets
Nvidia and AMD lobby Trump administration to block China chip export restrictions in defense bill
The two chipmakers are pressing the White House to intervene as lawmakers advance measures that would cut China off from advanced AI chips.
marketscreener.com · +14 outlets
ASML warns Trump that blocking China from chip tools could backfire and boost Huawei
ASML's public warning highlights how export limits could accelerate China's domestic tool development rather than slow it.
Huawei Central · +14 outlets
Anthropic lists 'existential risks to humanity' among IPO prospectus risk factors
The filing warns that a rogue model could threaten humanity and its business, while investors reportedly contemplate a $2 trillion valuation.
Tom's Hardware · +13 outlets
AMD stock surges past $1 trillion market cap
AMD's rally on AI expectations carried it into the trillion-dollar club and raised questions about how much upside remains versus Nvidia.
The Motley Fool · +14 outlets
Ex-Nvidia advisor says 1993 vesting error leaves him owed $1 billion in stock
Eric Gullichsen claims a 1993 stock option grant amounts to roughly 4.5 million shares after splits, and Nvidia has rejected a settlement.
Tom's Hardware · +2 outlets
China weighs allowing ByteDance, Alibaba to buy Nvidia RTX Pro 5500 chips
Any approval would mark a partial easing of Beijing's stance on Nvidia purchases by domestic tech giants.
shattered.io · +14 outlets
Qualcomm shares fall on CEO stock sales and stalled Samsung negotiations
The double blow of executive share sales and unresolved Samsung talks weighed on Qualcomm even as mobile AI momentum continued.
finance.biggo.com · +8 outlets
South Korea exports seen rising for 16th straight month on AI chip demand
The Reuters poll points to a record trade surplus driven by memory and logic chip shipments, though dependence on China continues to deepen.
tekedia.com · +14 outlets
Broadcom faces China probe as AI chip order book reaches $115 billion
The reported investigation complicates Broadcom's booming custom AI silicon business, which analysts still expect to face margin pressure.
shattered.io · +6 outlets
Super Micro offices raided by Taiwan authorities in AI chip export probe
The raid adds to scrutiny of server makers over alleged diversion of advanced AI hardware to restricted buyers.
Stocktwits · +13 outlets
AMD unveils full EPYC 9006 Venice lineup, with 256-core chip at $14,904
AMD published 1Ku pricing for its sixth-generation EPYC server CPUs, spanning roughly $700 to nearly $15,000.
Tom's Hardware · +4 outlets
Elizabeth Warren calls for national moratorium on AI data centers until they cover full costs
The senator's proposal targets the power and infrastructure burden that AI data center buildouts place on utilities and ratepayers.
TradingView · +14 outlets
Astera Labs updates Leo memory controller to ease AI accelerator memory constraints
The company pairs Leo controllers with Scorpio fabric switches to bring scalable memory closer to AI accelerators.
Eetimes · +14 outlets
TSMC chip industry growth forecast blows past earlier $1 trillion by 2030 estimate
TSMC's OIP outlook suggests the industry has grown faster than the $700 billion earlier projections anticipated.
Semiengineering · +14 outlets
OpenAI's custom Jalapeno inference ASIC remains for internal use first, hardware VP says
OpenAI left the door open to a broader rollout of the chip but said it will be occupied with the design for some time.
Tom's Hardware · +1 outlets
Intel says Nvidia, AMD and TSMC leaders are partners, not rivals
CEO Lip-Bu Tan framed Intel's foundry and product roadmap around collaboration with the industry's largest chip firms.
calcalistech.com