Nvidia's value soars by $400 billion in 5 days. That's more than Costco is worth.

Tech Insider
Nvidia CEO Jensen Huang
Jensen Huang is the CEO of Nvidia, now the world's second-most valuable company.

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Meet 14 power players leading TSMC, the world's biggest chipmaker that's taken center stage as the AI wars heat up

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The TSMC (Taiwan Semiconductor Manufacturing Company) logo seen on the Taiwanese semiconductor contract manufacturing and design company building in Hsinchu. (
The TSMC (Taiwan Semiconductor Manufacturing Company) logo on the company building in Hsinchu.

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The world's largest chipmaker TSMC is about to be tested as it uses more and more power

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Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. September 13th, 2023.
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. September 13th, 2023.

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Hurricane Helene's devastation has shut down a one-of-a-kind mine for AI chips

Tech Insider : Economy
Hurricane Helene
Hurricane Helene has caused widespread devastation since it made landfall in the US last week.

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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.

A former Nvidia researcher who left the chip giant for academia shares why AI models should be open source and free for all

Tech Insider
Caltech professor Anima Anandkumar
Anima Anandkumar is the Bren professor at Caltech and previously served as the senior director of machine learning research at Nvidia.

Casey Rodgers

Nvidia CEO Jensen Huang says the payback on AI spending is coming from these 3 places

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Jensen Huang smiling whilst wearing a navy blue suit, light blue shirt and dark blue tie
Jensen Huang said demand will continue to be stronger than its supply provides

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US sanctions have tanked Russian semi-chip imports from China and Hong Kong, new data shows

Tech Insider : Economy
Xi, Putin
Russian President Vladimir Putin and Chinese President Xi Jinping enter the hall for Russian-Chinese talks on May 16, 2024 in Beijing, China. Russian President Putin is on a two-day visit to China.

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Trump's stance on Taiwan could potentially be devastating for the US economy

Tech Insider : Politics, Economy
Trump
Former President Donald Trump in a recent Bloomberg Businessweek interview called for Taiwan to pay the US for its defense.

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