China’s Moonshot AI accessed banned Nvidia chips, U.S. official says
A White House official has accused Chinese AI company Moonshot of accessing Nvidia‘s advanced chips, despite export controls…
Cerebras stock gains on AMD partnership
Andrew Feldman, co-founder and CEO of Cerebras Systems, holds the Wafer Scale Engine 3 chip at the Nasdaq…
CNBC Daily Open: Generic problems, AI valuations and earnings on tap
An employee monitors bottles as they move along the drug production line inside the packaging unit at the…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
TSMC is accelerating Arizona fab buildout to capitalize on AI demand: CFO
Wendell Huang, chief financial officer of Taiwan Semiconductor Manufacturing Co. (TSMC), during a news conference in Taipei, Taiwan,…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
Nvidia reveals new AI model and expands Japan’s physical AI ecosystem
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
CNBC Daily Open: A chip off the AI block
A rendering of ASML’s extreme ultraviolet light machine etching designs into the most advanced chips ASML Hello, this…