Nvidia, the world’s dominant AI chip provider, has been feeling the geopolitical heat lately. It recently struck a deal with US President Donald Trump to pay 15 per cent of the sales of H20 to the US ...

Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...

Kairat are quickly switching focus to the second leg with Celtic, as they look to make history in the UCL Trump Wins Court ...

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Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.

Explore Nvidia’s Q2 2026 earnings outlook, AI-driven growth, China revenue-sharing deal, and analyst sentiment. Read now for key insights and forecasts.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 ...

Amidst escalating geopolitical tensions, NVIDIA continues its ambitious push in China, unveiling plans for the B30A AI chip—an advanced counterpart to the H20—aiming to secure market share against ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Beijing’s move to restrict sales of ...

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth ...

The Trump administration is in talks to secure a 10% stake in Intel in exchange for converting government grants that were ...