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Semiconductors can benefit from Trump’s 15% export tax, according to Chris Caso, Wolfe Research senior analyst.
AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.
AMD's earnings fell short of expectations in its most recent quarter, but not by much. Its Instinct AI accelerator chips are being adopted by a growing number of important players in the tech space.
AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.
Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with ...
Advanced Micro Devices has made great strides in fleshing out its AI stack, including the acquisition of ZT Systems and the ...
Citi maintained its Neutral rating on AMD (AMD) after a reported deal to give 15% of revenues from Chinese AI chips sales to ...
Nvidia and AMD agree to pay US 15% of China AI chip sales in landmark export license deal, reshaping tech trade policy.
Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing ...
Marjorie Taylor Greene's $21M net worth jump sparks insider trading accusations. See the trades raising alarm.
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President Donald Trump signaled he may approve Nvidia's sale of a scaled-down Blackwell AI chip to China with performance ...