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Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl ...
AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...
NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct ...
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Spy twist? US allegedly bugged AI chips of Nvidia and AMD bound for China with hidden trackers
The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...
See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.
However, one person who's just as relevant right now is the much less-discussed Lisa Su, who's been leading AMD since 2014 ...
The latest move risks creating a pay-for-play framework for the sale of sensitive technologies to U.S. adversaries, according ...
Shares of Advanced Micro Devices ( AMD 5.44%) jumped 5.4% Wednesday. The chip maker and closest competitor of rival Nvidia ...
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