America's chipmaking push will continue no matter who gets elected

Tech Insider : Economy, Politics, Economy
semiconductor chips
Efforts to boost the US's production of semiconductor chips are likely to continue regardless of who wins the presidential election.

iStock; Rebecca Zisser/BI

SoftBank just handed OpenAI $500 million. For Masayoshi Son, it's just the beginning.

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masayoshi son
Masayoshi Son's SoftBank looks set to invest $500 million in OpenAI.

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This chart shows one potential advantage AWS's AI chips have over Microsoft and Google

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An Amazon Web Services conference with the AWS logo displayed in the center.

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Nvidia might actually lose in this key part of the AI chip business

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Jensen Huang wih Nvidia hardware

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  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

Nvidia is still on fire — but its trajectory is looking a bit more like Apple

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Jensen Huang.
Nvidia is still selling loads of chips, but demand appears to be slowing.

Vincent Thian/AP

Nvidia earnings will show just how much Big Tech is spending on AI. Here's what companies from Microsoft to OpenAI have said so far.

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Elon Musk, Jensen Huang, Sam Altman, Mark Zuckerberg, Sundar Pichai, Satya Nadella, Dario Amodei, Andy Jassy
Elon Musk (top left), Jensen Huang (top center), Sam Altman (top right), Mark Zuckerberg (bottom left), Sundar Pichai (bottom right).

Kent Nishimura/Ethan Miller/Justin Sullivan/Anna Moneymaker/Jeff Bottari/Getty

China is still getting its hands on US chips — and striking back too

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broken motherboard with microchips, symbolizing the US/China tech war

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Nvidia is about to test the nerves of AI investors

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Nvidia Jensen Huang
Investors will be keen to hear outlook on demand for AI chips from Jensen Huang as Nvidia reports second quarter earnings.

Michael M. Santiago/Getty; Jenny Chang-Rodriguez/BI

Intel Extends Warranty for 13th and 14th Gen CPUs Amid Chip Debacle

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Intel Core i7 14th gen 14700K

The US is about to introduce a new rule to clamp down on AI chip equipment exports to China, Reuters reports

Tech Insider : Business, Politics, Technology
FILE PHOTO: A Chinese flag is seen in front of the financial district of Pudong in Shanghai, China, January 19, 2016. REUTERS/Aly Song/File Photo
The Biden Administration is cracking down on China's AI chip production.

Thomson Reuters

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