News

US will get a 15% cut of Nvidia and AMD chip sales to China under a new, unusual agreement

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

Here's Why Nvidia Outperforms Out to 2028

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Trump has allowed Nvidia and AMD ...

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...

Nvidia, Palantir, and AMD Have a Nearly $13 Billion Warning for Wall Street -- but Are You Paying Attention?

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Nvidia and AMD’s ‘special treatment’ from Trump is shaking up an already tangled global chip supply chain

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Trump Says Tariff Rate on Semiconductors Could Reach 300%. Nvidia and AMD Stocks Fall.

Trump Says Tariff Rate on Semiconductors Could Reach 300%. Nvidia and AMD Stocks Fall.

Scott Bessent Sees Nvidia-AMD China Deal As Blueprint, Facebook Users Claim $725 Million, Intel Surges On Trump Stake Buzz — Weekly Tech Recap

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...