Broadcom beat Q4 earnings and revenue estimates, reporting $1.95 EPS and $18.02 billion in revenue
Broadcom’s Q4 results highlight AI chip demand, impacting tech and crypto markets significantly.
AI chips
China Strikes First: Domestic AI Chips Trump Nvidia in Procurement Power Play
China’s new procurement policy for AI chips marks a significant shift towards self-sufficiency in technology.
Nvidia tests location tracking for AI chips to block China smugglers
Nvidia is testing location tracking for AI chips to prevent smuggling, enhancing supply chain security amid geopolitical tensions.
China formally directs public institutions to only use domestic AI chips
China’s mandate for local AI chips signals a shift in tech geopolitics, impacting Nvidia and fostering domestic chip development.
Justice Department shuts down $160M Nvidia AI chip smuggling route to China
US shuts down $160M Nvidia chip smuggling, highlighting tech export tensions and national security concerns.
The Trump administration will allow Nvidia to export its H200 AI chips to China
Nvidia’s H200 chip export approval to China marks a shift in U.S. tech policy with significant market implications.
Baidu’s $3B chip IPO sets up direct challenge to Nvidia
Baidu’s $3B IPO for Kunlunxin poses a challenge to Nvidia, impacting AI chip market and crypto mining sectors.
The Senate introduced bill to block Nvidia from selling H200 and Blackwell AI chips to China
U.S. Senate introduces bill to block Nvidia’s AI chip exports to China, impacting global tech competition and semiconductor supply chains.