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

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl ...

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China ...

The US government will use its 15% sales tax on NVIDIA and AMD chips sold to China to pay down US debt, in a new strategic ...

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

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable ...

President Donald Trump used a national security law to squeeze some money out of a U.S. company. This is standard fare for ...

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.

Then, in July, reportedly after both some bargaining with China over rare earth metals and a personal entreaty from Nvidia ...

Bloomberg reporters answer your questions on the latest development and what it could mean for the future of AI ...

This morning, we learned that the US government is planning to take a 15% cut on all the AI chips that these two companies ...