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July 3, 2024
Price on a tear. The stock . Well, its up 97 this year alone. We dug into nvidia is resold with marc einstein, chief analyst and Digital Services at itr corp. He said if the momentum is sustainable. I cant really remember the last time we were talking about triple digit growth in the tech industry. So this is very exciting but, as youve said, this is being driven by the Big Data Centre players, and they do have a buying cycle and so i think we need to be a little bit cautious when we think about...
February 22, 2024
The already-hefty demand for the companys data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidias silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.
February 15, 2024
Companies looking to leverage cutting-edge AI are taking steps to secure their chips and hardware, even as they remain optimistic about the future of chip availability.
February 13, 2024
AI chipmaker Nvidia rises to the 4th spot of America's most valuable companies, topping Amazon.
December 12, 2023
"What we cannot allow them (Nvidia) to ship is the most sophisticated, highest-processing power AI chips, which would enable China to train their frontier models," US Commerce Secretary Gina Raimondo said.
December 6, 2023
Taiwan makes the majority of the worlds most advanced semiconductor chips, used in everything from smartphones to electric vehicles, and the government has long worried about Chinese efforts to copy its success, including through industrial espionage and poaching engineers.
December 4, 2023
The Biden administration in October said it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, as part of measures to try to stop Beijing from receiving U.S. technologies to strengthen its military.
December 4, 2023
Taiwan, home to the worlds largest contract chipmaker TSMC and many other semiconductor firms, has its own restrictions on what can go to China, which claims the democratically-governed island as its own territory.
December 1, 2023
A Bloomberg investigation has found that a Shenzhen city government investment fund has been bankrolling the project. The US has banned sale of advanced chips to China and this project will help plug the gap
November 22, 2023
Baidu: However, Li said the U.S. sanctions on exports of advanced AI chips to China made by the likes of Nvidia would impact overall AI development in China and predicted that the shortage could prompt a consolidation of LLMs in the country. Li said last week China had over 230 LLMs.