Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
|
Nvidia (NVDA) Tumbles as ByteDance Moves Chip Design to Singapore amid US-China Curbs | ReutersRefinitiv | Login to see the signal | |
ByteDance chip design staff suddenly find out they report to Singapore unit, sources saySummaryByteDance reassigned chip designers into a Singapore unit to navigate US-China limits and accelerate proprietary ASIC development, reducing reliance on Nvidia for AI inference chips while partnering with Broadcom on advanced processors. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles as OpenAI and Broadcom Unveil Plan for Custom AI Chip | Reuters | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom, FT reportsSummaryOpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand. |
||||
1 / 1