Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI
I write a lot about how fast AI demand is growing. And we recently looked at a chart from Nvidia ...
Friday, June 19, 2026
Tag: Chip
Supermicro launches probe after co-founder’s arrest on charges of $2.5 billion in chip smuggling
Two Supermicro board members are spearheading an internal investigation following a federal indictment alleging one of the company’s cofounders orchestrated ...
Broadcom (AVGO) Custom Chip Strategy Targets $60B Hyperscaler AI Infrastructure Market
Overview of Broadcom’s custom chip business and its position in the hyperscaler AI infrastructure market Broadcom Inc. (NASDAQ: AVGO) is ...
Nvidia’s CUDA Lock-In and Supply Scarcity Make Its AI Chip Moat Harder to Break Than It Looks
Nvidia (NVDA) enters 2026 with two reinforcing structural advantages in AI compute that are easy to underestimate when the debate ...
NVIDIA (NVDA) Re-Entry Into China’s AI Chip Market: Products, Policy, Competition, and Investor Impact
NVIDIA (NVDA) is positioning for a potential re-acceleration of data center growth by adapting its AI accelerator lineup for China ...
Nvidia, AMD lead chip, AI stock surge on back of war deescalation (NVDA:NASDAQ)
Mar 23, 2026, 7:40 AM ETNVIDIA Corporation (NVDA) Stock, AMD StockMSFT, ORCL, INTC, TXN, QCOM, ADI, MRVL, AVGO, PLTRBy: Chris ...
NVIDIA (NVDA) eyes China AI chip re-entry as export licensing shifts to case-by-case review
March 20, 2026 — NVIDIA is positioning for a return to China’s AI accelerator market after the U.S. Bureau of ...
AMD secures Meta as next big AI chip customer
Feb 24 (Reuters) - Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth ...
Rampant AI demand for memory is fueling a growing chip crisis
A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in ...
2 Undervalued Blue Chip Stocks to Buy as the Dow Tops 50,000 Milestone
The Dow Jones Industrial Average charged through the historic 50,000 milestone for the first time in history. Despite a surging ...
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