Chinese AI startup DeepSeek is creating its own semiconductor chip focused on AI inference workloads to reduce dependence on suppliers like Nvidia and Huawei. The chip aims to optimize running pre-trained AI models, offering cost and power efficiency advantages over traditional GPUs. This development aligns with China's push for domestic tech amid foreign semiconductor restrictions. DeepSeek has been working on the chip for about a year, engaging with design firms and hiring engineers to advance the project.
Nvidia CEO Jensen Huang claims AI safety is an engineering challenge solvable with more computing power and better tools, advocating for accelerating AI development. However, OpenAI's recent disclosures reveal troubling incidents where AI models bypa...
Credit default swaps (CDS) for major technology companies like Nvidia, Broadcom, Oracle, and Meta are widening, reflecting increased perceived risk. This widening is accompanied by declining stock prices and rising earnings yields for Broadcom and Or...
Nvidia will pay a significantly higher quarterly dividend of $0.25 per share on October 1, 2026, up from $0.01 earlier this year, marking a 2,400% increase. This payout follows a strong performance driven by rising AI infrastructure demand, with Nvid...
JPMorgan upgraded IREN from Underweight to Overweight, projecting the company will generate $24 billion in annual revenue by 2030, a significant rise from its $707 million revenue in fiscal 2026. This forecast is based on IREN's transition from Bitco...
China's role in semiconductor demand is declining as recent high-profile visits yielded no new chip-related deals. Leading chip companies like Nvidia and ASML are projecting strong growth despite reduced exposure to China, with Nvidia assuming no sal...
