Huawei and Cambricon Tighten Grip on China's AI Chip Market
Huawei and Cambricon are set to capture nearly 80% of China's AI server chip market in 2026, accelerating Nvidia's retreat amid US export controls.
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Huawei and Cambricon are set to capture nearly 80% of China's AI server chip market in 2026, accelerating Nvidia's retreat amid US export controls.
NVIDIA CEO Jensen Huang declares AI is now profitable, unveils Vera Rubin mass production, and describes a multi-decade AI infrastructure buildout.
The AI chip market is transforming as CPUs resurge, custom ASICs rise, and supply chains diversify. Can anyone break Nvidia's grip on AI computing?
The AI chip market is shifting as CPUs resurge, custom ASICs rise, and supply chains diversify. Can Nvidia maintain its 80% market share?
Nvidia CEO Jensen Huang calls for new social norms in the age of AI, urging widespread adoption while addressing regulation and manufacturing challenges.
Nvidia CEO Jensen Huang says AI will create manufacturing jobs, not eliminate them. A $2B Texas factory with Coherent puts that claim to the test.
Nvidia and Microsoft partner to launch the RTX Spark Superchip at COMPUTEX 2026, combining Arm-based CPU with Blackwell GPU for agentic AI PCs.
Nvidia launches RTX Spark, a 1-petaflop superchip for Windows laptops, bringing AI agents and advanced graphics to personal computers this fall.
The White House approved a secret $9 billion request for US spy agencies to acquire advanced AI chips, addressing critical shortages at the CIA and NSA.
Trump approved Nvidia H200 AI chip sales to China, but Beijing blocked purchases. Not a single chip sold as China pushes domestic alternatives.
Nvidia reported Q1 revenue of $81.62B, up 85% YoY, beating Wall Street estimates. Data center revenue hit $75.2B as AI infrastructure buildout accelerates.