LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

Nvidia is now the first company to surge past $4 trillion in market capitalization, rebounding from its DeepSeek-induced slump earlier this year. Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. But what if AI doesn’t work out?

In a positive turn of events, Nvidia CEO Jensen Huang announced that the technology giant has received approval from US President Donald Trump to sell its advanced H20 computer chips.

Nvidia CEO Jensen Huang praised Chinese AI models as "world class" at a Beijing expo, highlighting their open-source approach and global impact. This

Ferguson: This is a big part of what’s driving consolidation within the EDA industry. You see Siemens and Mentor and Altair coming together. You see Synopsys and Ansys coming together. It’s because we have these divergent knowledge sets that we need to bring closer together, and that’s what’s driving this forward.

Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.

Broadcom’s chip division rolled out a new networking processor on Tuesday, designed to turbocharge artificial intelligence workloads that demand tight coordination among hundreds of compute units. The announcement marks another salvo in its tussle with AI chip-making leader,

Cognichip’s approach is to develop a physics-informed foundation model that achieves more parallelism than is available in existing development flows so that some of the margin can be removed from designs. “We’re very happy using today’s abstractions, but we need to manipulate them at a much higher bandwidth,” Diamantidis said.