SemiPulse — Semiconductor Intelligence

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs

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tomshardware.com 2026-05-05 Anton Shilov

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

NVIDIA AI GPU Semiconductor Export Control TSMC AI Accelerator US-China Tech Rivalry AI Chip Technology Semiconductor Industry

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware - Tom's Hardware

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www.tomshardware.com 2026-05-05 Tom's Hardware

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Microsoft, and Apple in the $3 Trillion Club - Yahoo Finance

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news.google.com 2026-05-05 Yahoo Finance

Nvidia CEO Jensen Huang on Anthropic: Hope the US government and Anthropic work it out - MSN

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news.google.com 2026-05-05 MSN

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Microsoft, and Apple in the $3 Trillion Club - The Motley Fool

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news.google.com 2026-05-05 The Motley Fool

'In China we have now dropped to zero': Nvidia CEO Jensen Huang wants US to export AI 'like crazy' - Yahoo Finance

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finance.yahoo.com 2026-05-05 Yahoo Finance

Nvidia CEO Jensen Huang on Anthropic: Hope the U.S. government and Anthropic work it out - CNBC

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news.google.com 2026-05-05 CNBC

Micron's 50% Rally: Just A Prelude To The Structural Deficit (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-05 Seeking Alpha

Ouster integrates Rev8 lidar sensors with NVIDIA Jetson - Investing.com

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www.investing.com 2026-05-05 Investing.com

NVIDIA Corporation $NVDA Holdings Lessened by Kiley Juergens Wealth Management LLC - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Micron Stock Keeps Jumping as Memory Prices Soar - TradingView

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www.tradingview.com 2026-05-05 TradingView

News / GuruFocus / Micron Stock Keeps Jumping as Memory Prices Soar Micron Stock Keeps Jumping as Memory Prices Soar Less than 1 min read MU +15.49% Micron Technology MU shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market. The stock climbed about 7% in mor

Micron Stock Keeps Jumping as Memory Prices Soar - GuruFocus

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www.gurufocus.com 2026-05-05 GuruFocus

Another Qualcomm exec joins Intel to lead PC and physical AI unit - digitimes

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www.digitimes.com 2026-05-05 digitimes

As Nvidia goes to zero in China, Beijing races to fill the void - digitimes

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www.digitimes.com 2026-05-05 digitimes

As workers worry about AI, Nvidia’s Jensen Huang says AI is ‘creating an enormous number of jobs’ - The Tech Buzz

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www.techbuzz.ai 2026-05-05 The Tech Buzz

As workers worry about AI, Nvidia's Jensen Huang says AI is 'creating an enormous number of jobs' - TechCrunch

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techcrunch.com 2026-05-05 TechCrunch

When it comes to the specter of AI’s labor-displacing potential, Jensen Huang thinks that the American worker has nothing to fear. During a conversation Monday night with MSNBC’s Becky Quick, hosted by the Milken Institute — an economic policy think tank, the jovial Nvidia CEO said that AI was an industrial-scale generator of jobs, not the harbinger of mass unemployment that “AI doomers” have ofte

Samsung Electronics device labor union withdraws from coalition due to semiconductor bias - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-05 Korea JoongAng Daily

Nvidia's Jensen Huang says China should not have its most advanced chips - Nikkei Asia

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asia.nikkei.com 2026-05-05 Nikkei Asia

As Nvidia goes to zero in China, Beijing races to fill the void

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digitimes.com 2026-05-05

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

NVIDIA China AI chip US export control Semiconductor supply chain Technology localization AI computing Chip shortage Domestic substitution

SEMICON SEA 2026: the trillion-dollar chip era is already here

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digitimes.com 2026-05-05

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.

semiconductor industry chip industry Southeast Asia technology development industry cooperation talent shortage energy issues geopolitical factors