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Nvidia, AI

Nvidia Stock Rises. This Is Boosting AI Chip Optimism for 2025

Investors could be encouraged by news from TSMC, which reported a surge in profit on strong demand for AI semiconductors.

MarketWatch · 9d

Nvidia’s stock rallies as AI chip trade reloads for fresh run higher

Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.

The Motley Fool on MSN · 1d

Nvidia Shares Fall on New AI Chip Export Rules. Is This a Golden Opportunity to Buy the Stock?

Nvidia (NASDAQ: NVDA) shares came under pressure recently after the Biden administration imposed tougher guidelines regarding the export of artificial intelligence (AI) chips. Under the new rules, most countries would be capped on the amount of advanced AI chips,

Barron's on MSN · 1d

Nvidia Stock Gains. Why This Analyst Is Lowering Estimates for the AI Chip Maker.

Nvidia is facing issues with the manufacturing of its GB200 NV liquid-cooled rack systems, according to an analyst.

TSMC, AI

Business Insider on MSN · 11h

TSMC profits surge 57% as demand for AI chips remains high

TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.

Reuters · 17h

TSMC Q4 profit leaps to record on strong demand for AI chips

Taiwan Semiconductor Manufacturing Co reported a 57% leap in fourth-quarter profit on Thursday as demand surges for advanced chips used in artificial intelligence processing.

CNBC on MSN · 17h

TSMC fourth-quarter results top expectations, net profit surges 57% on robust AI chip demand

TSMC, the world's largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.

Nvidia, TSMC

Reuters · 13h

Nvidia CEO says its advanced packaging technology needs are changing

Nvidia's demand for advanced packaging from TSMC remains strong though the kind of technology it needs is changing, the U.S. AI chip giant's CEO Jensen Huang said on Thursday, after he was asked whether the company was cutting orders.

Seeking Alpha on MSN · 7h

Nvidia CEO Huang confirms its TSMC advanced packaging needs are shifting: report

CEO Jensen Huang confirmed its advanced packaging needs from Taiwan Semiconductor Manufacturing Company (NYSE:TSM) are changing, according to a report by Reuters. Blackwell, Nvidia's latest artificial intelligence chip,

Investing.com on MSN · 12h

Nvidia increases demand for TSMC's advanced packaging

Nvidia (NASDAQ:NVDA), the U.S. AI chip giant, continues to demand advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC), its main contract chipmaker, although the type of technology it requires is shifting,

Nvidia flatters Trump in scathing response to Biden’s new AI chip restrictions

Nvidia is cozying up to the incoming Trump administration after criticizing a new AI framework just announced by the Biden ...

Nvidia faces revenue threat from new U.S. AI chip export curbs, analysts say

Nvidia faces a significant revenue threat due to the latest U.S. export restrictions on artificial intelligence chips, ...

U.S. AI Chip Export Restrictions Threaten Nvidia’s Sales

The Biden administration’s latest bid to curb China’s access to the most advanced AI models and AI chips could have a major ...

3don MSN

Biden administration proposes new restrictions on AI chip exports

The proposal is raising concerns with the chip industry, with artificial intelligence leader Nvidia calling it "misguided." ...

Nvidia's biggest customers delaying orders of latest AI racks, The Information reports

Nvidia's top customers are delaying orders of the AI chip leader's latest 'Blackwell' racks due to overheating issues, the ...

2don MSN

Why Biden Is Rushing to Restrict AI Chip Exports

D.C. and Silicon Valley reassessing timetables for artificial general intelligence—and where China stands in that race ...

3don MSN

White House Unveils New Curbs on Exporting Nvidia AI Chips

The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the ...

PCMag on MSN6d

Nvidia: Further Restrictions on AI Chip Exports Would 'Harm Economy'

"We would encourage President Biden to not preempt incoming President Trump by enacting a policy that will only harm the US ...

AI watch: As his presidency winds down, Joe Biden aims to preserve the US lead over China

President Joe Biden’s final days in office were all about cementing the United States’ well established lead over China in ...

2don MSN

The first AI chip startup to go public in 2025 will be Blaize

The rise of Nvidia has spurred renewed investor interest in AI chip startups. One of them, Blaize, founded by former Intel ...

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