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AI Chips

16 briefings
Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand
NVIDIA

Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand

Nvidia's Q3 Fiscal 2026 earnings reveal a staggering $51.2 billion in datacenter revenue, cementing its dominance as the engine of the artificial intelligence revolution.

Dec 28, 2025 4 min read
Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent
NVIDIA

Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent

In a move redefining the AI chip war, Nvidia licenses Groq's low-latency technology and hires CEO Jonathan Ross, cementing its grip on the inference market.

Dec 27, 2025 4 min read
Nvidia Cements Dominance: Hires Groq CEO and Licenses Tech in Reported $20 Billion Deal
NVIDIA

Nvidia Cements Dominance: Hires Groq CEO and Licenses Tech in Reported $20 Billion Deal

The AI giant moves to absorb the leadership and technology of one of its most promising challengers, reshaping the competitive landscape for inference chips.

Dec 27, 2025 3 min read
Nvidia Halts Testing of Intel's 18A Node: A Setback for US Manufacturing Ambitions
NVIDIA

Nvidia Halts Testing of Intel's 18A Node: A Setback for US Manufacturing Ambitions

The decision by the AI giant to stop moving forward with Intel's advanced manufacturing process signals deep challenges for the US push toward semiconductor independence.

Dec 27, 2025 3 min read
Intel Bets $1.6 Billion on SambaNova in Bid to Revive AI Ambitions
Intel

Intel Bets $1.6 Billion on SambaNova in Bid to Revive AI Ambitions

In a strategic move to regain ground in the silicon wars, Intel is finalizing a deal to acquire AI specialist SambaNova Systems at a steep discount.

Dec 27, 2025 3 min read
Gamers Bracing for Impact: Nvidia Reportedly Slashing RTX 5000 Supply by 40% in 2026
NVIDIA

Gamers Bracing for Impact: Nvidia Reportedly Slashing RTX 5000 Supply by 40% in 2026

New reports suggest the GPU giant is pivoting further toward AI, planning drastic cuts to consumer graphics card production that could drive prices up and availability down.

Dec 27, 2025 4 min read
Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions
Intel

Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions

In a bid to close the widening gap with Nvidia, Intel is reportedly finalizing a deal to acquire AI chip specialist SambaNova Systems at a steep discount.

Dec 26, 2025 3 min read
Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up
AMD

Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up

New data reveals AMD has secured 17% of the graphics market in late 2024, signaling a potential crack in Nvidia's dominance as the AI hardware race enters a new phase.

Dec 26, 2025 4 min read
Nvidia Defies Geopolitical Gravity: Record Earnings Amid US-China Tech Tensions
NVIDIA

Nvidia Defies Geopolitical Gravity: Record Earnings Amid US-China Tech Tensions

The AI chip giant reports $39.3 billion in quarterly revenue, proving its strategy to navigate export controls with alternative products is paying off.

Dec 22, 2025 3 min read