semiconductor industry
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.
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.
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.
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.
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.
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.
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.
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.