But now, as National Security Adviser Jake Sullivan declared that September, “we must maintain as large of a lead as possible ...

A look at balance-sheet math goes a long way to explaining why. In the first quarter, Nvidia said it sold $5.5 billion in ...

The president's revenue-sharing agreement on chip sales to China may pass legal muster, paving the way for effective export ...

Hon Hai Precision Industry Co. posted a better-than-projected 27% rise in profit over the June quarter and projected accelerating sales growth from its key AI server business.

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

We're diving into a major development at the intersection of tech, trade, and national security: the U.S. government’s decision to allow NVIDIA's H20 ...

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

Some shipments may have tracking tech onboard already, and may be what prompted China's recently raised concerns.

Investment firm Wedbush believes that a new U.S. deal that allows chipmakers Nvidia ($NVDA) and AMD ($AMD) to sell their AI chips in China removes ...

After making a show of getting tough on China, President Donald Trump desperately needs a trade agreement to prove that his ...

The Financial Times reported that DeepSeek was forced to delay the release of its new R2 large language model due to ...

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...