Nvidia shares fall as China trade tensions overshadow new AI deals and a bold nuclear energy investment aimed at powering ...

According to Sacks, Huawei is making swift progress in chip design and could soon begin exporting its hardware, although the ...

Huawei is expected to ship about 700,000 Ascend AI processors in 2025, according to Mizuho estimates About three months after ...

From leadership changes at legacy semiconductor companies to wishy washy policy around chip exports, a lot has happened ...

Trump administration AI czar David Sacks warns America isn't guaranteed to win a tech race with China, advocating for export ...

A new report says that Huawei's CloudMatrix 384 outperforms Nvidia processors running DeepSeek R1, which is to be expected given the energy use involved.

Taiwan has placed China’s major chipmakers Huawei and SMIC on its trade blacklist, signaling a significant move to align more ...

Apple reportedly may launch an expensive folding iPhone. Does management think this will solve some of the company's problems ...

January's DeepSeek launch challenged assumptions that Chinese AI models were years behind the US, David Sacks said.

Huawei's CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia's newly launched GB200 NVL72, despite trailing in chip ...

While the Ascend 910 series chips are familiar to analysts at SemiAnalysis, the report emphasizes that Huawei's breakthrough ...

Nvidia shareholders have been on a rollercoaster this year. The stock peaked at $153.13 early in 2025, before dropping to a ...