Broadcom reported strong earnings in its recent quarter, and the company expressed confidence in the growing demand for AI products in the future. Nevertheless, Avgo stock saw negative sentiment in the market – shares fell by approximately 4–5% in pre-market/off-hours trading. This was due not just to the numbers, but to investors’ expectations – they … Read more
Key Points President Donald Trump announced Monday that Nvidia will be allowed to export its high-performance H200 artificial intelligence chips to “approved customers” in China and beyond — but only if the U.S. government gets a 25% share of the revenue. Trump said Chinese President Xi Jinping “responded positively” to the proposal, according to a … Read more
Key Points Shares of Moore Threads, widely dubbed “China’s Nvidia,” delivered a blockbuster market debut in Shanghai, skyrocketing more than 400% after the company raised $1.1 billion in its highly anticipated IPO. The stock closed at 600.500 yuan, more than five times its IPO price of 114.28 yuan, marking one of the strongest tech debuts … Read more
On December 3–4, 2025, Nvidia founder and CEO Jensen Huang met with President Donald Trump and several lawmakers in Washington, D.C.—a key topic of the meeting was the US debate over how to restrict or restrict the sale of advanced AI-grade GPUs and other semiconductor technology to China and other countries. The meeting came amid … Read more
The big news today is that Micron has decided to phase out its consumer-facing brand Crucial and reduce consumer-facing RAM/SSD sales. The company’s reasoning is clear: the rapidly growing demand for artificial intelligence (AI) and data centers has made the need for high-bandwidth memory (HBM) and enterprise-grade DRAM greater than ever, and Micron is now … Read more
Demand for AI has grown so rapidly in recent years that companies worldwide are clamoring for high-performance GPU chips. The US has restricted the export of some advanced Nvidia chips to China for security reasons—to prevent sensitive military and intelligence use. Recent cases show that some Chinese AI companies have exploited loopholes in these regulations … Read more