Category NVIDIA

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Nvidia Just Made a $5 Billion Bet on Intel. Here’s Why It Matters

Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel’s foundry push as 18A ramps.

The post Nvidia Just Made a $5 Billion Bet on Intel. Here’s Why It Matters appeared first on TechRepublic.

AI Chip Shortage Could Raise Smartphone Prices in 2026

Rising AI demand is driving up DRAM prices, pushing smartphone costs higher and reducing supply as early as 2026, according to new Counterpoint research.

The post AI Chip Shortage Could Raise Smartphone Prices in 2026 appeared first on TechRepublic.

Elon Musk Warns of ‘All-Out War’ in AI, Starting With Nvidia’s Blackwell

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

The post Elon Musk Warns of ‘All-Out War’ in AI, Starting With Nvidia’s Blackwell appeared first on TechRepublic.

Nvidia Denies ‘Far-Fetched’ Claims as Chip-Smuggling Allegations Target China’s DeepSeek

The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.

The post Nvidia Denies ‘Far-Fetched’ Claims as Chip-Smuggling Allegations Target China’s DeepSeek appeared first on TechRepublic.

Alphabet Emerges as Nvidia’s Biggest Threat in a $900B AI-Chip Race

Alphabet’s TPUs are gaining investor hype as analysts say the company could capture a share of the $900 billion AI-chip market.

The post Alphabet Emerges as Nvidia’s Biggest Threat in a $900B AI-Chip Race appeared first on TechRepublic.

Stargate Attracts More Funding for Texas-Sized AI Factory

In an exclusive interview with TechRepublic, Lancium’s CEO explains how the $500 billion Stargate project is racing to build AI megacenters.

The post Stargate Attracts More Funding for Texas-Sized AI Factory appeared first on TechRepublic.