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Super Micro projected robust FY27 revenue up to $72 billion, topping estimates behind soaring demand for Nvidia-powered AI servers. Despite massive growth and record backlogs, ongoing export control …
Senator Elizabeth Warren urged Nvidia CEO Jensen Huang to testify before Congress following reports that Nvidia Jetson AI chips were found in Russian military drones. Nvidia stated the consumer-grade…
Apple is testing DRAM chips from China's CXMT to diversify supply amid AI-driven memory shortages. Move could ease costs but faces regulatory and capacity constraints.
ASML faces long-term risks as China develops its own advanced lithography machines, threatening the Dutch giant's dominant market position and significant revenue stream from the region, despite limi…
DeepSeek says it trained its R1 model for $294,000 using 512 Nvidia H800 chips, reigniting worries that low-cost Chinese AI could threaten U.S. leaders and raising scrutiny over chip use and export c…