ASML rides Nvidia's coattails with lasers and huge chip 'printers' - As artificial intelligence firms jostle for the Nvidia chips needed to power the AI boom, Dutch firm ASML has carved out a key niche in the supply chain: building the laser-using machines needed to print them. ASML, which counts Taiwan's
Nvidia CEO Jensen Huang gives AI warning Wall Street can’t ignore - Nvidia CEO Jensen Huang didn't deliver the same old "dog and pony show" at Davos. Everyone expected another long talk about chips; instead, he flipped the script. The charismatic leader of the world's biggest chipmaker took the opportunity
China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports - China is working to set rules on how many advanced artificial intelligence chip companies can buy from foreign makers such as Nvidia, Nikkei Asia reported on Thursday, citing two people familiar with the matter. The Chinese central gove
Bank of America spots major Nvidia-linked stock market setup - Bank of America just identified an Nvidia-linked market setup that’s hiding in plain sight, beneath all the noise investors continue chasing. Analyst Andrew Obin argues the shift is being driven by Nvidia's(NVDA) effectively resetting the t