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07.03.26 - 07:30
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NVIDIA kommt kaum ins Schwitzen (MarktEinblicke)
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Der AMD-Meta-Deal erhöht den Konkurrenzdruck auf NVIDIA. Die jüngsten Zahlen des KI-Darlings zeigen aber, dieser noch nicht ins Schwitzen kommt.
The post NVIDIA kommt kaum ins Schwitzen first appeared on marktEINBLICKE....
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06.03.26 - 22:48
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US Considers Permits for Global Nvidia, AMD AI Chip Sales | Bloomberg Tech 3/6/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)...
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06.03.26 - 13:42
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Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei” (24/7 Wall St.)
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A new framework for controlling AI chip exports is circulating inside the U.S. government, with significant implications for Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and Qualcomm (NASDAQ:QCOM) – and the industry is almost certain to fight it hard. What the Draft Rules Actually Say The proposed framework creates a tiered review system for ... Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei”
The post Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei” appeared first on 24/7 Wall St.....
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05.03.26 - 20:15
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Stocks Tumble On Report US Plans Licenses For Global Chip Exports (ZeroHedge)
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Stocks Tumble On Report US Plans Licenses For Global Chip Exports
In addition to real war with Iran, Trump appears set to restart the simmering trade war with China.
According to Bloomberg, US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models, and under what conditions. In other words, while Nvidia has long been the world's AI kingmaker, now the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers.
If the rule passes, companies would need to seek US permission for virtually all exports of AI accelerators from the likes of Nvidia and Advanced Micro Devices, which represents a global expansion of curbs that currently cover around 40 countries.
According to the report, the specific approval process would depend ...
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