Nvidia CEO Jensen Huang has joined the advisory board of Tsinghua University’s School of Economics and Management in Beijing, strengthening ties with China despite ongoing US-China tensions. Tsinghua is a prestigious university closely linked to China's leadership and major US tech figures like Tim Cook and Elon Musk also serve on its board. Huang’s appointment has raised national security concerns among some US politicians, given his past advisory role under the Trump administration. Nvidia faces US export restrictions on its most advanced chips to China but is lobbying to ease these controls as China remains a key market for the company.
Infineon Technologies has partnered with NVIDIA to support the MGX AI Factory ecosystem, focusing on transforming power delivery for advanced AI data centers. Infineon's power management solutions will enable efficient power conversion within NVIDIA'...
Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ...
Laura Loomer, a political activist, has raised alarms over Nvidia CEO Jensen Huang's role on a Chinese university advisory board while also advising the US President on science and technology. She claims this dual role poses a security risk, calling ...
Semiconductor stocks have rallied strongly in 2026, rising 55% year-to-date and outperforming major tech stocks by 48%. This surge is fueled by increased AI spending, which drives demand for advanced chips critical to AI network performance. While Nv...
Wall Street's recent rally is heavily reliant on a small group of mega-cap technology stocks like Nvidia, Apple, and Alphabet, driven by strong demand for AI-related products and investments. Analysts warn that this narrow market breadth, combined wi...
