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Commerce Secretary Howard Lutnick urged G20 nations to adopt the US AI tech stack and data centers, warning of potential semiconductor and server tariffs for non-compliance. Proposed tariffs on impor…
Apple's upcoming foldable iPhone Ultra could start above $2,000, though early production faces tight supply constraints. Citi projects major upgrades across the iPhone 18 lineup, anticipating higher …
NVIDIA unveiled its next-gen Vera Rubin AI platform, triggering a rotation into hardware suppliers like Supermicro and Dell. While the hardware ecosystem rallies, NVIDIA shares remain flat amid broad…
NVIDIA is aggressively expanding its AI ecosystem, shifting from GPU dominance to CPU production with the Vera line. Key partnerships with Microsoft, Dell, and HP, alongside major government contract…
Nvidia CEO Jensen Huang announced sufficient supply to meet surging AI demand for CPUs and GPUs. The company is set to launch a new AI-integrated PC chip this fall, aiming to reshape personal computi…
Apple's earnings call highlights cost pressure on memory chips, not supply issues, implying manageable risks but rising expenses in the hardware supply chain.
Google plans to expand high-end Pixel smartphone production in Vietnam, diversifying its supply chain from China for improved resilience and flexibility.