semiconductor industry

Intel

27 Dec 2025 · 3 min read

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.

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Nvidia

22 Dec 2025 · 3 min read

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.

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Cerebras IPO

21 Dec 2025 · 3 min read

Cerebras Systems Revives Public Listing Ambitions, Targets Q2 2026 for IPO

After withdrawing its 2024 bid, the Nvidia challenger is reportedly preparing to re-file with regulators as demand for alternative AI hardware accelerates.

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Nvidia

21 Dec 2025 · 4 min read

The Great Pivot: Nvidia Prioritizes Data Centers Over Gamers as AI Revenue Eclipses $50 Billion

As Nvidia reports record-breaking $57 billion revenue driven by AI demand, the company signals a strategic reduction in gaming GPU supply, marking a definitive shift away from its consumer roots.

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Intel

14 Dec 2025 · 3 min read

Intel Moves to Acquire SambaNova Systems in Strategic Bid to Rival Nvidia

In a decisive move to reclaim semiconductor dominance, Intel has signed a term sheet to acquire AI startup SambaNova Systems, signaling a major pivot toward enterprise AI inference under CEO Lip-Bu Tan.

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Jensen Huang

13 Dec 2025 · 3 min read

Silicon Diplomacy: Nvidia's Jensen Huang Courts Washington in High-Stakes AI Push

Nvidia moves its flagship GTC conference to D.C., signaling a strategic pivot as the chip giant aligns with U.S. national interests while navigating complex China relations.

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Nvidia H200

13 Dec 2025 · 3 min read

Trump Approves Nvidia H200 Exports to China in Strategic Policy Shift

In a major reversal of previous restrictions, the Trump administration clears high-end AI chip sales to China subject to a 25% surcharge, prioritizing trade revenue over absolute containment.

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Nvidia

12 Dec 2025 · 3 min read

Washington Pivots: Trump Administration Approves Nvidia H200 Sales to China with Heavy Conditions

In a major reversal of tech policy, the White House greenlights advanced AI chip exports to China, introducing a 25% surcharge while simultaneously cracking down on black market smuggling rings.

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