Antitrust review of Nvidia's largest AI software deal adds regulatory risk as the company faces pressure on customer leverage and market power in AI.

Customs officials suspect an export-control-evading smuggling network used Malaysia as a transit hub for restricted Nvidia-class AI hardware bound for an undisc

The allegation involves a senior executive at an Nvidia cloud partner under investigation for smuggling banned AI chips to China, raising concerns over AI suppl

The S-1 shows Anthropic's $8.9 billion first-half compute spend went largely to research rather than serving Claude customers, and flags China competition and e

Broadcom's expanded Anthropic financing links sales to asset risk, and the resulting rally has helped lift the broader semiconductor sector.

The filing lays out how major technology and infrastructure providers are counting on Anthropic's listing, with differing contractual terms across suppliers.

Long-term customer contracts and rising memory prices are changing how makers plan multi-year capacity and capex, while Chinese rival CXMT pushes HBM3E despite

Analysts expect a favorable setup into Intel's results, with options-implied moves of around 9% and questions about the stock's 24% monthly decline.

AMD's attempt to reclaim a $1 trillion valuation hinges on its upcoming report, with Aletheia Capital citing AI demand in its $800 price target.

Intel's quantum push moves beyond hardware research toward a software platform connecting quantum developers with enterprise users.

The disclosure ties Nvidia more closely to Musk's space and AI ambitions and has become a bullish talking point for investors, including a growing US-stock craz

Lighter hyperscaler spending and weak Samsung results hit Intel, AMD, Broadcom and Micron, even as memory prices continued to buoy parts of the AI trade.

With Nvidia stock off its highs, Wall Street is focused less on the reported quarter than on forward guidance for AI data center demand.

The AI chip boom lifted Korean GDP above forecasts and drove KOSPI gains, though the Bank of Korea flagged won volatility and risks to $100 billion in exports i

Export controls and China's persistent AI chip shortage keep driving smuggling and overseas cloud use, underscoring the difficulty of cutting off Nvidia depende

The reported shift by a major Nvidia customer toward Google's TPUs highlights rising competition in AI accelerators and the risk of diversifying demand.

The reported plan, which seeks approval to export equipment for China upgrades in return, would be a major US manufacturing investment by the SK hynix subsidiar

The generally available OCI Supercluster deployment marks Nvidia's move beyond NVL72 systems into standalone CPU instances at a major hyperscaler.