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AI, NVIDIA and AMD
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.
Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.
AMD stock drops nearly 10% on earnings as AI data center business disappoints. Meanwhile, Nvidia pops
The AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on data center sales. Advanced Micro Devices (AMD) stock (NASDAQ: AMD) fell 9% before the bell on Wednesday after the company fell short on sales for its data centers,
12h
on MSN
DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier
While the emergence of DeepSeek has hit Nvidia's stock, smaller AI chip companies say they're experiencing increased demand ...
4d
on MSN
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
5h
Global chip sales rose 19.1% in 2024 and will hit double digit growth in 2025 thanks to AI | SIA
Global semiconductor chip sales rose 19.1% to $627.6 billion in 2024 and growth is expected to grow double-digit percentages in 2025.
2d
Tech war: China's chip firms embrace DeepSeek in AI self-sufficiency drive
DeepSeek has given China's artificial intelligence (AI) push a shot in the arm, as the country's chip developers and cloud ...
3d
on MSN
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
5h
on MSN
Frenzy for new Nvidia gaming chips causes chaos in Tokyo
An electronics store in Tokyo has apologized after hundreds of Chinese buyers who flocked there to get their hands on the ...
3d
on MSN
Senators urge tougher chip controls to stymie Chinese AI advance
Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...
The Diplomat
4d
Is China’s DeepSeek Using Smuggled AI Chips From Singapore?
The U.S. government is probing whether the Hangzhou-based AI firm has built its disruptive R1 AI model on restricted Nvidia ...
Lowyat.net
6h
Malaysia Rejects Claims of NVIDIA AI Chip Smuggling To China
The Malaysian government takes seriously allegations that the country is being used as a transit point for smuggling NVIDIA ...
MarketWatch
3d
Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.
That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese
AI
app that ...
4h
Nvidia Stock Investors Just Got the Best News of 2025 So Far
Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best ...
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