AI chip

  • After a 67% loss, Situational Awareness backs chipmaking bottleneck

  • Ex-OpenAI researcher hedge fund bets against AI chip stocks

  • Intel and AMD face server hardware squeeze as AI demand surges

  • AI boom could make ASML Europe’s first trillion-dollar company

  • Nvidia cuts over half of its Asian AI chip customers in China export crackdown

  • Micron goes all in on AI with $9.3B Japan chip plant