Nvidia is now the first company to surge past $4 trillion in market capitalization, rebounding from its DeepSeek-induced slump earlier this year. Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. But what if AI doesn’t work out?

Microsoft Corporation (NASDAQ:MSFT) ranks among the best cloud stocks to buy according to Wall Street analysts. The Information reported on July 2 that Microsoft Corporation (NASDAQ:MSFT) is altering its strategy for internally designed AI server chips,

LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.

The U.S. House Select Committee on China has expressed concerns about the Trump administration's decision to allow Nvidia ( NASDAQ: NVDA) to resume shipments of its H20 AI chips to China.

Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

WASHINGTON] The Trump administration’s decision allowing Nvidia to resume shipments of its H20 artificial intelligence chips to China risks bolstering Beijing’s military capabilities and expanding its capacity to compete with the US in AI,

Broadcom’s chip division rolled out a new networking processor on Tuesday, designed to turbocharge artificial intelligence workloads that demand tight coordination among hundreds of compute units. The announcement marks another salvo in its tussle with AI chip-making leader,