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Cerebras offers a new way to play the AI boom through chips.

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

Nvidia is expanding its AI footprint from data centers to desktops with a new PC chip called RTX Spark. Nvidia stock rose on the news.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.

By Medha Singh and Twesha Dikshit June 1 (Reuters) - U.S. stock index futures climbed on Monday, supported by gains in Nvidia and Microsoft following their latest AI initiatives as investors looked

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

U.S. stock index futures climbed on Monday, starting June on a firm footing, as the latest AI push from Nvidia and Microsoft ‌lifted shares, even as uncertainty over the Middle East war lingered. Nvidia rose 1.6% ‌in premarket trading after the world's most valuable company unveiled a new chip that brings AI capabilities to ​laptops and desktops, set for release this fall. The chip is a result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said.

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Investing.com -- The U.S. Department of Commerce on Sunday issued guidance closing a potential loophole that may have allowed companies to export advanced chips including Nvidia's Rubin and Blackwell processors and AMD's MI350x to Chinese entities located outside China.

Nvidia (NVDA) is making a significant worldwide push as the artificial intelligence competition continues to accelerate across the computer industry. Nvidia CEO Jensen Huang said on May 27 that the business aims to invest as much as $150 billion a year in Taiwan, highlighting the island’s growing ...

The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may ‌have led companies to export the world's most advanced chips - like Nvidia's most ‌sophisticated Rubin and Blackwell processors, as well as AMD's MI350x - to Chinese entities located outside China. The unexpected ​guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms based in places like Malaysia for almost a year despite broader U.S. efforts to starve Chinese firms of semiconductors needed to develop critical ‌AI capabilities. The new guidance was ⁠posted on the Commerce Department's website on Sunday.

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...

IBM will receive $1 billion in funding to set up a quantum computing foundry.

When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower ‌profile than Jensen Huang, who drew crowds in the centre of the capital as he posed for photos and ate local delicacies like Beijing-style soybean paste noodles. Just a year ago at the annual Computex trade show in Taipei, Huang ​said Nvidia's market share in China had dropped to 50% from 95% due to U.S. export controls. Since then, that has effectively fallen to zero, he said this year, amid Beijing's push for self-reliance in advanced AI chips.

By Eduardo Baptista and Liam Mo BEIJING, May 29 (Reuters) - When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who drew

TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

Samsung Electronics said on Friday it has started shipping ‌samples of its latest high-bandwidth memory (HBM) ‌chip, or the 12-layer HBM4E, marking what it said ​was the industry's first shipment of such products. Samsung said the chip uses its latest ⁠1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's ‌efforts to strengthen its ​position in the next-generation ​AI memory market ​by proactively supplying samples of ‌its latest products.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.

Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip...

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

The frenzied rally in chip stocks passed a new milestone on Wednesday, with the PHLX Semiconductor Index posting its best start to a year on record. Samsung Micron and SK Hynix have all climbed into the ranks of $1 trillion companies. Investors’ enthusiasm for the building-blocks of artificial intelligence helped pull the stock market out of its Iran-war slump, while raising worries that a surge this dramatic must end sometime.

When one of Wall Street's most closely watched fund managers starts trimming a stock that's on a tear, investors take notice. Cathie Wood has been quietly but consistently reducing her firm's position in Advanced Micro Devices throughout May. That alone raises a question worth asking: What does she ...

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.