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2026-05-29
finimize.com
2026-05-29
Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls.
AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives.
China is a huge buyer of AI hardware, but
2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
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2026-05-29
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2026-05-29
Investing.com
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2026-05-29
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2026-05-29
MarketBeat
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2026-05-29
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2026-05-29
MarketBeat
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2026-05-29
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2026-05-29
Moomoo
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自今年3月以来，英伟达已向多家光子技术企业累计承诺投入至少65亿美元，成为这一新兴领域最积极的战略买家之一。光子技术以光代替电信号传输数据，被业界视为突破AI基础设施扩张瓶颈的关键路径。
受英伟达等科技巨头密集入场提振，相关上
2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-29
www.msn.com
2026-05-29
MSN
Memory-chip makers SK Hynix and Micron Technology have joined an elite group of companies with market values exceeding $1 trillion amid the artificial-intelligence-driven chip boom.
Shares of the world’s second-largest memory-chip maker SK Hynix have more than tripled this year. On Wednesday, they closed 9.3% higher, bringing the South Korean firm’s market capitalization to 1.599 quadrillion won,
2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
www.cnbc.com
2026-05-29
CNBC
Nvidia
has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI.
Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry NewsIndustriesPower Management
Infineon Technologies Joins NVIDIA MGX AI Ecosystem for AI Server Power Innovation
By TimesTech -
May 29, 2026
0
5
Infineon Technologies, a leading provider of power systems and IoT, has joined NVIDIA’s MGX AI Factory ecosystem to help transform power delivery for next-generation AI data centers. Infineon’s power management solutions will support NVIDIA