AMD just posted a massive quarter with $9.2 billion in revenue, up 36% year-over-year. The chipmaker’s net income soared 61% to $1.2 billion, driven by strong demand for its EPYC server processors and Ryzen PC chips.
A sudden CPU price explosion has caught the DIY market off guard, with both Intel and AMD processors seeing significant increases. The surge affects previous-generation chips while current-gen models remain stable, creating complex buying decisions for consumers.
South Korea is making a massive $10 billion bet on AI sovereignty with Nvidia supplying over 260,000 advanced GPUs. This unprecedented deal could reshape the global AI landscape and position Korea as a serious challenger to US and Chinese dominance in artificial intelligence.
China’s clean energy manufacturing boom is delivering unprecedented price reductions while creating global market disruptions. The “new three” industries face consolidation but remain too big to fail despite oversupply concerns.
Microsoft’s breakthrough export license for NVIDIA AI chips to the UAE signals a strategic shift in American tech policy. The Middle East emerges as a new revenue frontier amid China restrictions.
Nvidia’s path back into China remains blocked despite Trump-Xi semiconductor talks. The $5 trillion company faces complex geopolitical challenges as it navigates US export rules and China’s tech controls.
According to TechRepublic, Nvidia remains caught in geopolitical crossfire after President T
While some automakers faced production halts from Nexperia’s chip export stoppage, Toyota’s supply chain demonstrated remarkable resilience. Their success reveals critical lessons in modern supply chain management that others are now scrambling to adopt.
South Korea’s industrial giants are betting big on NVIDIA’s Blackwell platform to revolutionize everything from chip manufacturing to autonomous vehicles. The 150,000 GPU deployment represents one of Asia’s largest AI infrastructure investments.
The AI revolution has created unprecedented demand for specialized memory chips. SK Hynix’s sold-out production capacity through 2026 reveals the semiconductor industry’s dramatic transformation and the challenges ahead.
Nvidia has become the first $5 trillion company in history, riding an AI wave that has multiplied its value 12-fold since ChatGPT’s debut. But beneath the staggering numbers lie fundamental questions about AI’s economic sustainability and market concentration that could define the next technology cy
