US plans global AI chip export controls for Nvidia and AMD
The Trump administration is drafting rules that would require government approval for Nvidia and AMD to sell AI chips to any country worldwide. Stocks drop.
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The Trump administration is drafting rules that would require government approval for Nvidia and AMD to sell AI chips to any country worldwide. Stocks drop.
Meta and AMD announce a strategic partnership worth up to $100 billion to deploy 6 gigawatts of AI GPUs, directly challenging Nvidia's dominance in the AI chip market.
Arista Networks CEO Jayshree Ullal dropped a bombshell: a year ago 99% of AI deployments used Nvidia, today 20-25% prefer AMD. Wall Street reacted immediately.