Nvidia stock split sparks criticism but may aid shares

2. oktober 2025 Rapporteret af AI

Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.

Intel's stock extends gains amid AMD partnership speculation

Intel's shares continued to climb on Monday, fueled by investor optimism that rival chipmaker AMD might transition into a strategic partner. The potential collaboration could help Intel address its manufacturing challenges. This comes as both companies navigate a competitive semiconductor landscape.

Meta signals growing ambition in custom chip development

Meta Platforms is ramping up its efforts in semiconductor design, with new job postings indicating a push to build advanced AI chips. This move suggests the company aims to reduce reliance on external suppliers like Nvidia. Industry observers see it as a sign of intensifying competition in AI hardware.

US pressures Taiwan on chip production relocation

30. september 2025 Rapporteret af AI

The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.

Tech Giants Pivot Amid AI Demand and Geopolitics

17. september 2025 Rapporteret af AI

Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.

AMD announces major AI chip deal with OpenAI

AMD has secured a multi-year agreement to supply AI chips to OpenAI, valued at tens of billions of dollars annually, including an option for OpenAI to buy up to 10% of AMD's stock for a penny per share. The deal, covering hundreds of thousands of AMD's AI graphics processing units starting in late 2026, underscores OpenAI's efforts to diversify its chip suppliers amid surging AI demand. AMD executives hail it as transformative for the industry.