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Nvidia’s Earnings Test Investor Confidence in AI Chip Dominance

Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.

Trump Administration May Exempt AI Firms From Chip Tariffs

AI & Machine Learning, News

By Olivia Grant Feb 10, 2026

The Trump administration is considering exemptions for major U.S. tech firms from upcoming chip tariffs as they expand AI data center investments.

Intel and AMD Warn China Clients of CPU Shortages

AI & Machine Learning, Cloud & Infrastructure, News

By Olivia Grant Feb 6, 2026

Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.

AI & Machine Learning, Cloud & Infrastructure, News

Microsoft Unveils New AI Chip With TSMC and OpenAI

By Maria Konash Jan 26, 2026

Microsoft has introduced Maia 200, a new AI chip built with TSMC and designed to power GPT-5.2 and Microsoft 365 Copilot, promising faster, more efficient AI performance.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News

Nvidia Begins Manufacturing Blackwell AI Chips in Arizona

By Olivia Grant Oct 28, 2025

Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.

Nvidia’s Earnings Test Investor Confidence in AI Chip Dominance

Trump Administration May Exempt AI Firms From Chip Tariffs

Intel and AMD Warn China Clients of CPU Shortages

Microsoft Unveils New AI Chip With TSMC and OpenAI

Nvidia Begins Manufacturing Blackwell AI Chips in Arizona

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