Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

Advanced Micro Devices sees strong Client & Gaming growth and share gains, but Data Center softness and valuation limit ...

Autonomous vehicles are gaining speed - and Tesla and Uber have the inside lane. And pay attention to Nvidia and other AV infrastructure plays. Autonomous self-driving electric vehicles like these ...

The Chinese government has reportedly mandated that its domestic data center operators nationwide should source more than 50 per cent of their chips from domestic producers.

Since we can’t be told what the security concerns were or how they are now resolved, this seems to be a pure mob boss ...

President Donald Trump is ramping up pressure on chip companies with his latest jaw-dropping tariff threat, following deals ...

There’s a new chip industry boss in town. Problem is—he already has kind of a big job. President Trump publicly called for ...

So I think we figured out how we make up the national deficit and maybe even start to pay down the debt. president Trump was ...

Stephen Moore, Unleash Prosperity co-founder and former Trump economic advisor, and Natasha Sarin, Yale University professor ...

President Trump announced additional 25% tariffs on Indian goods earlier this month, citing New Delhi's continued purchases ...

Chinas AI darling DeepSeek, once hailed as a symbol of tech independence, is suddenly facing a reality check. Its bold push ...