Semiconductors
Nvidia “Largely Conceded” China’s AI Chip Market to Huawei as H200 Deals Stall and AMD Moves In
GigaNectar Team
AI Chips · US–China Tech Green for Huawei, Red for Nvidia — Who’s Filling the Vacuum in China’s AI Market? ...
Tesla’s “Gigantic Chip Fab” Plan Teases 100k→1M Wafers/Month As Intel “Discussions” Surface
GigaNectar Team
Gigantic chip fab remarks, supplier context, and wafer math Elon Musk said at Tesla’s shareholder meeting that a “gigantic” semiconductor ...
AMD Stock Soars 24% as OpenAI Partnership Delivers 6-Gigawatt GPU Deal Worth Tens of Billions with 160M Share Warrant
Sunita Somvanshi
OpenAI has emerged as a kingmaker in the AI economy, with investors rewarding companies that secure partnerships with the ChatGPT ...
