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China, NVIDIA and AI

Fast Company · 14h

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ones selling the processors, such as Nvidia and AMD.

Yahoo Finance · 12h

Wedbush: Nvidia, AMD China AI Deal a 'Bullish Catalyst' for Big Tech

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl

Seeking Alpha on MSN · 17h

Nvidia, AMD's China AI chip sales deal with US a bullish sign for AI related tech stocks: Wedbush

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."

U.S. Reportedly Embeds Trackers in AI Chip Shipments

TechRepublic · 9h

US Reportedly Hid Trackers in Shipments to Monitor AI Chips Diverted to China

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

U.S. News & World Report · 1d

Exclusive-US Embeds Trackers in AI Chip Shipments to Catch Diversions to China, Sources Say

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic.

Hosted on MSN · 21h

U.S. Reportedly Embeds Trackers in AI Chip Shipments to Stop Smuggling to China

A Reuters report says U.S. authorities have embedded hidden location trackers in shipments from companies like Dell and Super Micro containing advanced Nvidia and AMD chips. The goal is to catch individuals and companies bypassing U.

11hon MSN

Spy twist? US allegedly bugged AI chips of Nvidia and AMD bound for China with hidden trackers

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

Investor's Business Daily on MSN8h

Nvidia, AMD, Other AI Stocks Score Price-Target Hikes Amid Strong AI Server Demand

Data indicates that production of server computers for artificial intelligence applications remains strong, prompting a Wall ...

11h

Where Nvidia and AMD make their money: revenue by country

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

2d

Lisa Su Runs AMD—and Is Out for Nvidia’s Blood

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as ...

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