Jensen Huang calls circular deal talk “ridiculous”
Nvidia CEO Jensen Huang is pushing back hard on critics. He says the idea that its $2 billion investment in cloud provider CoreWeave is a circular deal is “ridiculous.”
Category: Semiconductors
Microsoft’s New AI Chip Takes Direct Aim at Amazon and Google
Microsoft is announcing the Maia 200, its latest in-house AI accelerator. It claims significant performance advantages over chips from Amazon and Google and will be used to run OpenAI’s GPT-5.2.
Europe’s Photonic Chip Lead is Slipping Away, Warns Industry
A coalition of European photonic chip companies is sounding the alarm. They say the EU’s lead in this critical tech is at risk without decisive action to scale manufacturing and compete globally.
AI’s Secret Boom? Memory and Storage Stocks Are Soaring
The relentless demand for AI infrastructure is creating a gold rush for data storage and memory chip companies. Stocks for firms like SanDisk and Micron have tripled or more, as industry leaders call memory the new “choke point” in the AI build-out.
Samsung Warns Chip Shortages Are Hitting Everyone
Samsung’s president says semiconductor supply issues and rising prices will force the company to consider repricing its products. This comes as Samsung aims to double its AI-powered devices to 800 million this year.
Nvidia’s Rubin AI Chip and a Bullish Options Bet
According to CNBC, Nvidia has unveiled its next-generation Rubin (R100) AI architecture, locking in its roadmap through 2027. The analysis highlights Nvidia’s exceptional growth metrics and presents a bullish options trade targeting a move to $220-$250.
Samsung Warns Phone Prices Are Going Up. Here’s Why.
Samsung’s mobile chief is warning of “one of the harshest pricing situations in memory,” signaling likely price increases for smartphones. The company is caught between soaring component costs and a critical product launch against a dominant Apple.
Nvidia, AMD, and Intel Throw Down at CES 2026
CES 2026 is shaping up to be a major battleground for chipmakers. Nvidia announced its next-gen Vera Rubin AI systems are coming this year, while AMD and Intel fired back with their own reveals.
AMD’s CES Bombshell: 1,000x AI Leap by 2027
AMD CEO Lisa Su used her CES keynote to detail the upcoming MI400 accelerator series and make a stunning claim about the future MI500. The company says its 2027 chips will deliver a 1,000x increase in AI performance over today’s MI300X. This all hinges on new data center racks and partnerships with
AMD’s CES 2026 AI Push: Big Claims, Bigger Racks, Flat Stock
AMD used its CES 2026 keynote to declare itself central to the AI boom, showcasing a massive new server rack and updated PC chips. Despite star power from OpenAI and the White House, the market’s reaction was muted.