AI Chip supply

During the fourth quarter earnings call on Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang addressed concerns about the potential supply constraints for the company’s next-generation products. What Happened: During the earnings call, Bernstein Research’s Stacy Rasgon...

In a significant industry shift, Baidu Inc. (NASDAQ:BIDU) reportedly ordered AI chips from Huawei moving away from long-time supplier Nvidia Corporation (NASDAQ:NVDA), signaling changes in global tech alliances. What Happened: Baidu secured a deal with Huawei for the supply of artificial...