Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

The U.S. Commerce Department told AMD that it will resume reviewing license applications required to send its MI308 products to China.

Tech giants from Google to Meta to OpenAI are leading an AI data center boom. Some state electricity grids are better set to meet the massive power needs.

Nvidia had already custom-designed the H20 chip for China after US export restrictions, but it was banned in April, leading to an estimated cost of $10-15 billion in lost sales and a further $5.5 ...

That is big news for both the semiconductor industry and U.S.-China relations. Nvidia stock plunged in April when it said it ...