Semiconductors
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By Andrew NuscaNovember 6, 2025
AINvidia is officially the world’s first $5 trillion company. CEO Jensen Huang says it’s on track for ‘half a trillion dollars’ in revenue
By Dave SmithOctober 29, 2025
AI‘The Nvidia of China’ says revenue spiked 14X last quarter. The ensuing stock frenzy made its CEO one of the world’s richest people
By Dave SmithOctober 24, 2025
Big TechJensen Huang says Nvidia went from 95% market share in China to 0%—‘I can’t imagine any policymaker thinking that that’s a good idea’
By Jason MaOctober 19, 2025
By Dina Bass, Shirin Ghaffary and BloombergOctober 13, 2025
AINvidia’s $100 billion OpenAI investment raises eyebrows and a key question: How much of the AI boom is just Nvidia’s cash being recycled?
By Jeremy KahnSeptember 28, 2025
CommentaryI’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis
By Andrew KingSeptember 20, 2025
By Charlene Barshefsky, Reed Hundt, James Plummer and David B. YoffieSeptember 19, 2025
By Nicholas GordonSeptember 18, 2025
Big TechIntel shares surge 30% as Nvidia announces $5 billion investment in America’s one-time chips champion
By Nick LichtenbergSeptember 18, 2025
By Nicholas GordonSeptember 17, 2025
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