SemiPulse — Semiconductor Intelligence

131 articles

2026-05-23

Jensen Huang Just Made a Surprise Announcement. Here's What It Means for Nvidia Investors. - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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2026-05-23

Nvidia CEO Jensen Huang Says Vera Rubin Will Be 'More Successful' Than Blackwell As Nvidia's Share In Inference Growing 'Very, Very Quickly' - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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2026-05-23

Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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2026-05-23

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

2026-05-23

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

2026-05-23

These Words From Jensen Huang Signal Something Major Ahead for Nvidia - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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2026-05-22

Nvidia’s Jensen Huang Concedes China’s AI Chip Market to Huawei, but Announces New $200bn Market - Tekedia

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www.tekedia.com 2026-05-22 Tekedia

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2026-05-22

Nvidia Stock Underperformance 'One Of The Mysteries Of The Universe,' Says CEO Jensen Huang — Wall Street Analysts Agree It Shouldn't Be - Stocktwits