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Nvidia identifies Huawei as top competitor for the first time in filing - Vimarsana News

Nvidia identifies Huawei as top competitor for the first time in filing

Nvidia identified Huawei as a top competitor in several categories, including artificial intelligence chips, for the first time in a filing with the Securities and Exchange commission late Wednesday. ...

Nvidia identifies Huawei as top competitor for the first time in filing - Vimarsana News

Nvidia identifies Huawei as top competitor for the first time in filing

Nvidia identified Huawei as a top competitor in several categories, including artificial intelligence chips, for the first time in a filing with the Securities and Exchange commission late...

Intel signs Microsoft as foundry customer, says on track to overtake TSMC - Vimarsana News

Intel signs Microsoft as foundry customer, says on track to overtake TSMC

(Reuters) -Intel said on Wednesday that Microsoft plans to use its services to manufacture a custom computing chip and that the company expects to beat an internal deadline of 2025 to overtake its biggest rival, Taiwan Semiconductor Manufacturing Co, in advanced chip manufacturing. The chipmaker also gave new details on how it plans to maintain a lead over TSMC into 2026 and beyond. Intel made the disclosures at an event in San Jose, California, at the first technology conference for Intel Foundry, the contract manufacturing operation it established to compete with TSMC.

Source: yahoo.com
Intel expects to overtake TSMC in making fastest chips this year - Vimarsana News

Intel expects to overtake TSMC in making fastest chips this year

(Reuters) -Intel said on Wednesday that Microsoft plans to use its services to manufacture a custom computing chip and that the company expects to beat an internal deadline of 2025 to overtake its biggest rival, Taiwan Semiconductor Manufacturing Co, in advanced chip manufacturing. The chipmaker also gave new details on how it plans to maintain a lead over TSMC into 2026 and beyond. Intel made the disclosures at an event in San Jose, California, at the first technology conference for Intel Foundry, the contract manufacturing operation it established to compete with TSMC.

Source: yahoo.com
Nvidia stock jumps as forecast tops first-quarter revenue estimates - Vimarsana News

Nvidia stock jumps as forecast tops first-quarter revenue estimates

Nvidia on Wednesday forecast a roughly 233% surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up 10% after-hours. The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.

Source: yahoo.com