Semiconductors

CIO Upside

Chipping Away at Big Tech’s Bottom Line

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How much trade chaos can enterprises weather?

2 min read

Photo via Nvidia Media Assets

Semiconductors

Nvidia’s Situationship with Beijing Gets Even More Complicated

CEO Jensen Huang is said to have traveled to Beijing, where the Financial Times reported he met with DeepSeek’s founder.

2 min read
Photo by Getty Images via Unsplash

Semiconductors

Intel Takes an L, Pulling Back From Chip Biz Altera

Altera specializes in a type of semiconductor that’s used in a variety of industries including telecom, defense, and robotics.

2 min read
Photo via Nvidia Media Assets

Semiconductors

Nvidia Fights to Stay One Step Ahead of AI’s Many Evolutions

This year’s Nvidia GTC event comes after the bombshell DeepSeek moment, the acceleration of a global trade war, and a broader market rout.

2 min read

CIO Upside

Can Intel Get its Groove Back?

Photo by Coolcaesar via CC BY-SA 4.0

Intel building up its chip foundry business may be a “slow-moving train.”

1 min read

CIO Upside

What Will it Take to Shake Nvidia’s Dominance?

Photo via Nvidia Media Assets

Even after shaky moments like the advent of DeepSeek, Nvidia “just recoups that value within a couple of weeks.”

2 min read

CIO Upside

Investors are Growing Cautious of the AI Hardware Market

Photo by Andrew Dawes via Unsplash

“The next Nvidia isn’t going to come from the semiconductor side.”

2 min read

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