Supply of processors helps Chinese start-ups advance artificial intelligence technology despite Washington’s restrictions
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Market turbulence driven by fears of potential US economic slowdown and fall in Nvidia shares
S&P 500 suffers worst day since a bout of volatility last month as investors await payrolls data
Ascend artificial intelligence chips are being widely adopted but Chinese companies complain of performance problems
Investor attention may focus more on the broader market, which is in fine fettle
Silicon Valley chipmaker seeks to reassure investors of further growth despite production issues
Strong growth due to AI chip demand fails to meet Wall Street’s highest hopes
Jensen Huang tells FT that production setbacks will not derail ambitious effort to move to annual product releases
When AI models go into widespread use in applications for consumers and businesses, demand may change
The wow factor might be fading, even if the underlying business is performing
And a final word on greedflation
An FTAV frontline dispatch: Bubble guns, beer and a whole lot of dudes
Investors turn cautious on tech ahead of US chipmaker’s results
Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products
Revenue expected to double but investors will be watching for any fallout from the delay of latest Blackwell line
Renaissance and Marshall Wace added to positions in chipmaking giant in second quarter, filings show
Firms such as BlackRock and Vontobel hunting for cheap stocks after markets tumbled
Complications have affected TSMC-manufactured Blackwell processors
Tech stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in AI investments
Hedge fund tells clients many supposed applications of the technology are ‘never going to actually work’
Justice department has increased scrutiny of the chipmaker’s power in the emerging sector
Chipmaking stocks become increasingly sensitive to investment plans of a handful of Big Tech groups
Chipmaker has lost about $750bn in market value over the past six weeks
