First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block — most licensed chips must stay in Hong Kong, which can't power them

Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares

Cerebras Intros Faster WSE-3 Turbo Processor and First Rack-Scale CS-4 System

China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD

Intel says it will launch new core with Nova Lake on desktop first, not in data center — VP Robert Hallock hopes enthusiasts ‘do the math’ compared to AMD

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock