Observer
  • Business
  • Art
  • Lifestyle
Newsletters
  • Business
    • Finance
    • Media
    • Technology
    • Policy
    • Wealth
    • Insights
    • Interviews
  • Art
    • Art Fairs
    • Art Market
    • Art Reviews
    • Auctions
    • Galleries
    • Museums
    • Interviews
  • Lifestyle
    • Nightlife & Dining
    • Style
    • Travel
    • Interviews
  • Power Lists
    • Nightlife & Dining
    • Art
    • A.I.
    • PR
  • About
    • About Observer
    • Advertise With Us
    • Reprints
Newsletters

Semiconductors

In-depth coverage of the technological innovations, supply chain dynamics and global market trends shaping the semiconductor industry. Expert insights into the strategies of leading semiconductor companies, the impact of geopolitical factors and the challenges of meeting growing demand across sectors like tech, automotive and AI. The economic implications, competitive landscape and future of the semiconductor industry. Read more about Technology.

Man in suit waves to camera

Jensen Huang Eyes CPU Boom as Agentic A.I. Reshapes Chip Market

Nvidia is pushing into CPUs as agentic A.I. drives demand, with CEO Jensen Huang targeting a $200 billion market opportunity.
By Alexandra Tremayne-Pengelly
Man onstage wearing glasses and black leather jacket

Jensen Huang’s A.I. Bets Beyond GPUs: 10 High-Flying Startups Backed by Nvidia

From OpenAI’s $110 billion raise to Anthropic and xAI, Jensen Huang is using Nvidia’s capital to shape the next generation of A.I.
By Alexandra Tremayne-Pengelly
Microsoft CEO Satya Nadella speaking onstage.

Microsoft’s Maia Chip Targets A.I. Inference as Big Tech Rethinks Training

Maia 200 shows how Big Tech is prioritizing inference—running models at scale—over training new ones.
By Victor Dey
Man in leather jacket holds up computer chip

Jensen Huang Donates a Lifeline to San Francisco’s Last Nonprofit Arts College

By Alexandra Tremayne-Pengelly
Dark screen with blue 'DeepSeek' logo repeatedly shown in diagonal shape

What Silicon Valley Leaders Are Saying About China’s A.I. Miracle DeepSeek

By Alexandra Tremayne-Pengelly
Man in suit speaks into microphone

Scale AI’s 28-Year-Old Billionaire CEO Warns About This Scarily Good Chinese Startup

By Alexandra Tremayne-Pengelly
President Joe Biden in a black suit.

How Biden Is Solidifying His A.I. Legacy in His Last Week as President

By Alexandra Tremayne-Pengelly
Woman in burgundy blazer suits in white chair onstage

AMD Is Pouring Cash Into A.I. Startups: Companies It Has Backed So Far

By Alexandra Tremayne-Pengelly
Picture of a pale Nvidia chip placed against green hardware

China Probes Nvidia Amid Escalating A.I. Chip Tensions With US: What to Know

By Alexandra Tremayne-Pengelly
Man in suit walks down street, trees in background

Intel’s Turnaround CEO Pat Gelsinger Steps Down, Ending a Long Tenure at the Chipmaker

By Alexandra Tremayne-Pengelly
A man clad in a scholar's gown

Nvidia CEO Jensen Huang Talks Up Cooperation With China Ahead of Trump Trade War 2.0

By Alexandra Tremayne-Pengelly
Man in black leather jacket stands on stage and waves

Nvidia Reports Another Blowout Quarter—Here’s Why Its Stock Price Is Falling

By Alexandra Tremayne-Pengelly
Man in black leather jacket stands on stage and holds up a computer chip in his hand

The 12 Executives Behind Nvidia’s Unprecedented A.I. Domination

By Alexandra Tremayne-Pengelly
AI chip illustration

Amid an A.I. Chip Shortage, the GPU Rental Market Is Booming

By Aaron Mok
Man dressed in suit and tie stands at small black desk

Head of World’s Largest Sovereign Wealth Fund Sees a Problem With the A.I. Hype

By Alexandra Tremayne-Pengelly
Intel CEO Pat Gelsinger

AMD and Intel Form a Rare Chip Coalition to Win the A.I. Arms Race

By Victor Dey
Nvidia CEO Jensen Huang

Nvidia’s Billion-Dollar A.I. Pitch: How the Chip Giant Ramps Up Startup Bets

By Alexandra Tremayne-Pengelly
Man in leather jacket speaks into microphone

Nvidia’s Quarterly Revenue Hits Record $30B As the A.I. Boom Continues

By Alexandra Tremayne-Pengelly
Neon hanging sign reading 'Mitsubishi Electric'

Japan’s Mitsubishi Electric Sees Surging Demand for a Special Type of A.I. Hardware

By Alexandra Tremayne-Pengelly
Woman in grey shirt sitting on panel

AMD Makes a $4.9B A.I. Acquisition to Challenge Nvidia’s Dominance

By Alexandra Tremayne-Pengelly
An employee holds a 300mm test wafer at the Infineon computer chip factory on April 26, 2023 in Dresden, Germany. Infineon will officially break ground soon on an adjacent plant in order to expand its production capacity.

Behind the A.I. Boom, the U.S. Semiconductor Sector Is Facing a Looming Talent Crisis

By Aaron Mok
Man in black leather jacket and glasses

Where Does Nvidia CEO Jensen Huang Give Away His Billions?

By Alexandra Tremayne-Pengelly
Nvidia CEO Jensen Huang

How Do Big Tech’s A.I. Chips Stack Up Against Nvidia’s Dominance?

By Alexandra Tremayne-Pengelly
Man wearing leather jacket pictured against blue background

Nvidia’s Market Cap Surpasses $3T: Here Are the Largest Buyers of Its A.I. Chips

By Alexandra Tremayne-Pengelly
More
  • ART
  • BUSINESS
  • LIFESTYLE
  • POWER LISTS
  • INTERVIEWS
  • ABOUT
  • ADVERTISE
  • CONTACT
  • NEWSLETTERS
  • RSS FEEDS
  • SITEMAP
  • TERMS
  • PRIVACY
  • REPRINTS
  • Privacy
  • Terms
  • Cookie Settings
  • Do not sell my data
Powered by WordPress VIP

We noticed you're using an ad blocker.

We get it: you like to have control of your own internet experience.
But advertising revenue helps support our journalism.

To read our full stories, please turn off your ad blocker.
We'd really appreciate it.

How Do I Whitelist Observer?

How Do I Whitelist Observer?

Below are steps you can take in order to whitelist Observer.com on your browser:

For Adblock:

Click the AdBlock button on your browser and select Don't run on pages on this domain.

For Adblock Plus on Google Chrome:

Click the AdBlock Plus button on your browser and select Enabled on this site.

For Adblock Plus on Firefox:

Click the AdBlock Plus button on your browser and select Disable on Observer.com.

Then Reload the Page