Nvidia announced Monday that it's filing applications to restart sales of its H20 artificial intelligence chips to China, ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

By training Claude Opus 4 entirely on its own chips, Amazon may be hinting that the AI race isn’t exclusive to NVIDIA’s ...

AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...