AI CHIP DESIGN
Hormones guiding history? Even with Jensen Huang resigning from Nvidia, the chip landscape will be irrevocably changed
The article argues that allegations of Chinese espionage involving former Nvidia CEO Jensen Huang need to be examined for their wider political, military and technological implications. It questions whether the Trump administration will fully investigate the matter, given Huang’s reported political connections and the risk of straining ties with China, which controls over 80% of processed rare earth supplies.
Fallout from the Nvidia scandal may dampen the exuberance around the AI boom
Nvidia CEO Jensen Huang resigned following reports of personal scandals, including extramarital affairs. His departure raised uncertainty in the AI sector and prompted rivals to consider increased competition. Competitors like Advanced Micro Devices and Broadcom saw share price gains on the news.
Jensen Huang resigns from Nvidia: Who is Johny Srouji, the Israeli-born Apple chip chief linked to his possible replacement?
Jensen Huang resigns: Johny Srouji, Apple's chief hardware officer, may be considered for the upcoming CEO position at Nvidia. He has extensive experience leading Apple's custom silicon development over the past two decades. Nvidia is currently in search of a new permanent CEO following Jensen Huang's departure from the role. Interim CEO Colette Kress has been appointed to oversee the company's leadership transition.
Donald Trump says Tim Cook should replace Jensen Huang at Nvidia: All about former Apple CEO who once took over from legendary tech visionary Steve Jobs
Tim Cook stepped down after a 15-year stint as Apple's CEO in September and is now executive chairman at the iPhone-maker's board of directors.
What comes next for Nvidia and AI industry after spy scandal
The scandal, which deepened after reports of a second affair emerged, has sent shares in the multi-trillion-dollar company plunging and raised questions about the future of Nvidia and the wider AI industry.
Nvidia's Asian supply chain prepares for life after Huang
Nvidia faces a turbulent leadership landscape as the board evaluates CEO Jensen Huang's future amidst scandals. Asian suppliers are on alert, considering how the situation might disrupt operations and impact their partnerships, particularly in the booming AI sector. While the potential for investment slowdowns raises concerns, some analysts cautiously predict minimal immediate disruption on production fronts.
- Go To Page 1
Who's next CEO at Nvidia? Top engineer and CFO favored as candidates
Nvidia's CEO Jensen Huang faces potential ousting from the board due to reported extramarital affairs. If removed, Colette Kress could serve as interim CEO due to her experience and familiarity. Meanwhile, Ian Buck, a key engineer at Nvidia, is seen as a strong long-term candidate for the position. Speculation also includes external candidates like Arm CEO Rene Haas. Nvidia's governance and direction are under scrutiny as these developments unfold.
Who could potentially replace Jensen Huang if Nvidia ousts him?
Nvidia's board is reportedly discussing the future of CEO Jensen Huang due to recent controversies surrounding him. Huang has been linked to extramarital affairs, including a connection to an accused Chinese spy. Speculation about potential successors includes internal candidates and family members, highlighting the absence of a clear succession plan. External candidates from other tech firms are also being considered as replacements for Huang.
'National security' fears raised in US Congress as 'Spy scandal' puts Nvidia CEO Jensen Huang's position under scrutiny
Nvidia CEO Jensen Huang is facing mounting pressure from US lawmakers amid allegations of an affair with a woman suspected of having links to Chinese intelligence. Congressman Jamie Raskin said Congress is concerned about whether the alleged relationship compromised US national security, particularly amid scrutiny of Huang's lobbying efforts to ease restrictions on AI chip sales to China.
China’s army-linked university was served Nvidia chips despite US sanctions
A Chinese university with close links to the country's military has purchased two of Nvidia's powerful H200 AI chips despite being on the US export blacklist, according to procurement records reviewed by Reuters. The findings raise fresh concerns over gaps in Washington's export restrictions and China's access to advanced American technology through domestic suppliers. Other Chinese universities and research institutions have also reportedly obtained restricted Nvidia chips or rented computing capacity powered by them.
Dragon's Army-linked university was served Nvidia chips despite US sanctions
The findings come as Nvidia and its CEO Jensen Huang face mounting scrutiny in Washington over his lobbying for looser restrictions on sales of AI chips to China, following reports alleging he was targeted by a Chinese spy.
Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia
Google's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hynix. With nearly 100 TPU clients, including Oracle ready to utilize Google's chips by 2024, both memory giants aim for long-term supply contracts as the need for HBM in custom AI chips accelerates. However, the transition from this potential to actual orders is hindered by current production obligations.
Qualcomm initiates India layoffs: Here’s how much employees will get in severance
Qualcomm has begun implementing planned job cuts globally, affecting employees in India and the US (in California).
Nvidia stock crashes another 7%, down 32% in 24 trading days and wiping out $1.8 trillion: Is the Jensen Huang controversy creating a buying opportunity, or is Wall Street overlooking a bigger risk?
Nvidia stock crash: Can NVDA recover after losing $1.8 trillion? Since the Chinese spy controversy began, Nvidia shares have come under fresh pressure, falling another 7% and extending their 24-session decline to 32%. The sell-off has wiped out $1.8 trillion in market value. Concerns over Jensen Huang's leadership and a possible compromise of sensitive Nvidia technology are adding to investor worries, although both risks are considered unlikely.
Huang in suspense, chips may crack
Huang is a hands-on boss at Nvidia. Although he owns a small amount of the company's stock, replacing him will be difficult. In the new political dispensation, Washington may be forced to take a harder look at its export control regime and make it more watertight. 'Jensanity' offers a good trigger.
Anthropic IPO: Why are Nvidia, Google, Microsoft and AMD investing billions in their own AI competitor? What Big Tech stands to gain from the Claude maker
Anthropic IPO: Anthropic is set to receive a significant $26 billion investment through its upcoming IPO from several technology companies. Major contributors include Google, Nvidia, and AMD, each seeking commercial advantages. This financial backing will support Anthropic's expansion and operational needs, including increased computing infrastructure. The participating companies aim to benefit from Anthropic's growth while addressing their own strategic interests in the AI market.
How China gets the Nvidia chips it needs to develop AI
Nvidia's dominance in the global AI chip market has come under scrutiny as US export restrictions fail to fully prevent China from accessing advanced processors. Chinese firms are reportedly obtaining Nvidia chips through smuggling and overseas data centres, while domestic players such as Huawei race to develop competitive alternatives.
Moonshot AI rents Nvidia’s top AI chips in China, documents show
Documents indicate that Moonshot AI possibly accessed advanced Nvidia chips despite US export restrictions and related investigations. The servers were reportedly rented from Super Micro Computer Inc. with significant financial backing from Lingmeixin Technology Co.
Chinese chipmakers Denglin and Xinde make mixed Hong Kong market debuts
Chinese chipmakers Suzhou Denglin Technology and Jiangsu Xinde Semiconductor Technology made contrasting Hong Kong market debuts after raising a combined HK$2.36 billion through their IPOs. Denglin opened 0.9% below its offer price, while Xinde gained 20.5%. Both companies plan to use most of the proceeds to expand their semiconductor businesses.
'No ordinary CEO': Why the AI race cannot do without Nvidia's Jensen Huang
Nvidia CEO Jensen Huang’s influence extends beyond chip supply, making him a central figure in the global AI industry. The company’s dominance in AI processors, investments across the sector and Huang’s close control over its strategy have raised concerns about the risks of depending heavily on one executive.
'No ordinary CEO': Why the AI race cannot do without Nvidia's Jensen Huang
The star power that 63-year-old Huang draws as the gatekeeper to Nvidia's chips shows how badly the AI industry is leaning on him for the graphics processing units that train models and run services such as ChatGPT.
Google to introduce two variants of in-house chips: Bloomberg News
The search giant's shares were up more than 2% in premarket trading. Through last close, the stock has fallen 9% so far this year. Alphabet did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report.
Nvidia's Jensen Huang, the scandal-hit AI visionary in a leather jacket
Chips made by US chip titan Nvidia push the boundaries of artificial intelligence, but its leader Jensen Huang is in the spotlight over an affair with an alleged Chinese spy. That is an area of concern to US officials who believe he has been involved with the alleged spy, Alice Huang, who is linked to a Singapore-based data center company, according to the New York Times.
NSE rolls out direct-to-chip liquid cooling to scale AI computing capabilities; plans to scale GPU capacity beyond 80 this quarter
The NSE has deployed Direct-to-Chip Liquid Cooling technology at its on-premises data centre to support expanding AI infrastructure. The exchange plans to scale its GPU capacity to more than 80 units this quarter, with the cooling system designed to accommodate up to 224 GPUs across high-density racks.
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
SoftBank credit risk jumps to 4-year high as AI fears roil market
The cost of insuring against a default for tech investor SoftBank Group jumped to its highest in four years on Friday as worries about AI profitability roiled the world's financial markets.
Qualcomm shares slump 9% as weak smartphone chip sales overshadow data-center momentum
Qualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segment faced a 26% revenue decline, leading to lower overall chip sales. While Qualcomm's investments in data-center and automotive chips strengthen its growth potential, analysts remain skeptical about immediate earnings. Brokerages have reduced their price targets on Qualcomm's stock after recent results were released.
Qualcomm's smartphone chip sales miss estimates, shares fall
Demand for lucrative high-bandwidth storage for AI servers has pushed up memory chip prices, raising the cost of consumer electronics and squeezing smartphone processor designers such as Qualcomm.
Load More
