A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
US prompts Nvidia probe into how chips ended up in China, The Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the ...
Microsoft surges ahead in AI race with massive Nvidia chip acquisition
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.
Digi Times5d
XPeng, Nio abandon Nvidia Thor chip amid rumored production delays
Multiple delays in the production of Nvidia's flagship Thor smart driving chip have forced XPeng to reconsider its adoption ...
Digi Times3d
Nvidia fends off rising tide of ASIC challengers in AI chip arena
Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in ...
Microsoft acquired double the Nvidia AI chips as rivals this year, FT says
Microsoft (MSFT) bought twice as many of Nvidia’s (NVDA) flagship chips as its largest rivals in the U.S. and China this year, Tim Bradshaw and ...