Semiconductors
US AI Policy Shifts: A Global Tsunami for Tech & India
Analyze US AI policy reversals & export controls. Discover ripple effects on China, India, EU, tech giants, startups, and semiconductor supply chains. Essential insights for leaders.
EeroQ Solves Critical 'Wiring Problem' in Quantum Computing, Paving Way for Million-Qubit Systems
The Chicago-based startup has demonstrated a control architecture capable of managing millions of qubits with fewer than 50 wires, a major leap for hardware scalability.
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.
Billions for Sovereignty: US Cements Chip Production with Historic Late-2024 Awards
The US Department of Commerce accelerates CHIPS Act implementation, finalizing nearly $8 billion for Intel and major agreements for Texas Instruments to secure domestic supply chains.
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.
The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute
By deploying Ampere's high-core Altra processors, Oracle Cloud Infrastructure is claiming performance leadership over legacy x86 architectures while offering a distinct alternative to AWS Graviton.
Qualcomm's Ventana Acquisition Shakes Arm's Valuation and Signals RISC-V Pivot
The strategic purchase of RISC-V specialist Ventana Micro Systems suggests Qualcomm is hedging against Arm dominance, causing market ripples and delaying server chip roadmaps to 2026.
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.
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.