AI, particularly the training of generative AI large language models (LLMs), continues to drive the majority of semiconductor market activity. NVIDIA Corp.'s launch of its Blackwell graphics processing unit (GPU) in March at the company's GPU Technology Conference (GTC) was the centerpiece and attracted record crowds of developers, data scientists, GPU cloud clustering vendors ...
READAfter a blowout earnings report for the fourth quarter 2023, with revenues growing 265.3% year over year, NVIDIA Corp. now generates more annual revenue than Intel and is closing in on Taiwan Semiconductor Manufacturing Co. Ltd. NVIDIA grew its full-year revenue to $60.92 billion, up 125.9% year over year. Among the top five semiconductor companies, NVIDIA is the only one that ...
READThe passage of the CHIPS and Science Act of 2022 represents a major U.S. government intervention in industrial development and economic policy — particularly the semiconductor sector. It promises to inject $52.7 billion over the next five years to stimulate a return to national manufacturing, which has been gradually lost over the past half century. While strong in chip design,...
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