See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

Some shipments may have tracking tech onboard already, and may be what prompted China's recently raised concerns.

Data indicates that production of AI servers remains strong, prompting a Wall Street firm to raise its price targets on ...

The Financial Times reported that DeepSeek was forced to delay the release of its new R2 large language model due to ...

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

DeepSeek's R1 model shook the AI industry when it arrived in January over claims it was trained on 2,048 Nvidia H800s and at a cost of ...

The Labor Department reported Thursday that its producer price index — which measures inflation before it hits consumers— ...

AMD stock price has staged a strong bull run this month as the artificial intelligence data center demand continues ...

Trump got Nvidia and AMD to fork over a portion of their sales of chips to China. Here's why that's unconstitutional and ...

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China ...

US authorities are said to embed trackers in advanced AI chip shipments to detect illegal diversions to China amid export ...