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WSJ’s Asa Fitch - 4 Annie Zhao - 2 Annie Zhao Nvidia - 1
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” East Asia Taiwan Annie Zhao SINGAPORE Annie Zhao SINGAPORE — New China Santa Clara Calif
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Nvidia - 3 Intel - 2 Microsoft - 1 AMD - 1 Annie Zhao SINGAPORE — - 1

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8 mentions found


☆ Nvidia’s Sales Surge, With No End in Sight for AI Boom
  + stars: | 2023-11-21 | by ( Asa Fitch | ) www.wsj.com   time to read: 1 min
Chip maker Nvidia broke into the exclusive club of companies that have a $1 trillion market cap. WSJ’s Asa Fitch breaks down how Nvidia got there—and why AI is fueling the company’s rapid growth. Photo illustration: Annie ZhaoNvidia reported another quarter of record sales and gave a strong revenue outlook, pointing to red-hot demand for chips that underpin the artificial-intelligence boom. Huge investments in AI by tech giants from Microsoft to Amazon.com and by other large corporations have helped propel Nvidia’s sales to unprecedented levels in recent quarters.
Persons: WSJ’s Asa Fitch, Annie Zhao Nvidia Organizations: Nvidia, Microsoft
☆ Intel in Lead to Get Billions for Secure Defense-Chip Facilities
  + stars: | 2023-11-07 | by ( Yuka Hayashi | Asa Fitch | ) www.wsj.com   time to read: 1 min
Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value last year, thanks in part to an expensive bet on chip design. Intel is the leading candidate to potentially receive billions of dollars in government funding for secure facilities producing microchips for U.S. military and intelligence applications. The facilities—which have yet to be disclosed publicly—would be explicitly designated as a “secure enclave,” according to people familiar with the development. The goal is to reduce the U.S. military’s dependence on chips imported from East Asia, particularly Taiwan, which some say is vulnerable to Chinese invasion.
Persons: WSJ’s Asa Fitch Organizations: Intel, AMD Locations: ”, East Asia, Taiwan
☆ Nvidia’s $5 Billion of China Orders in Limbo After Latest U.S. Curbs
  + stars: | 2023-10-31 | by ( Raffaele Huang | Asa Fitch | ) www.wsj.com   time to read: 1 min
Chip maker Nvidia broke into the exclusive club of companies that have a $1 trillion market cap. WSJ’s Asa Fitch breaks down how Nvidia got there—and why AI is fueling the company’s rapid growth. Photo illustration: Annie ZhaoSINGAPORE—New U.S. export controls may compel artificial-intelligence giant Nvidia to cancel billions of dollars in next-year orders for its advanced chips to China, a move that could deprive Chinese tech companies of crucial AI resources. The Santa Clara, Calif.-based company had already finished delivering orders of its advanced AI chips to China for this year, according to people familiar with the matter, and was pushing to deliver some 2024 orders in advance before the new rules were scheduled to come into effect in mid-November.
Persons: WSJ’s Asa Fitch, Annie Zhao Organizations: Nvidia, Annie Zhao SINGAPORE — Locations: Annie Zhao SINGAPORE, Annie Zhao SINGAPORE — New, China, Santa Clara, Calif
☆ Intel Needs to Latch Onto the AI Boom
  + stars: | 2023-07-28 | by ( Dan Gallagher | ) www.wsj.com   time to read: 1 min
WSJ’s Asa Fitch breaks down how Nvidia broke into the exclusive club of companies that have a $1 trillion market cap. Photo illustration: Annie ZhaoUnlike many of its megacap tech peers, Intel came into the current earnings season with the benefit of low expectations. But the storied chip maker still has some very high hurdles to hit over the longer term, including a need for not being left out of the artificial intelligence gold rush.
Persons: WSJ’s Asa Fitch, Annie Zhao Organizations: Nvidia, Intel
☆ Intel Faces a Long Climb Back from the Bottom
  + stars: | 2023-04-28 | by ( Dan Gallagher | ) www.wsj.com   time to read: 1 min
Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value last year, thanks in part to an expensive bet on chip design. Intel hitting rock bottom isn’t a pretty sight, but it is still a welcome one. The chip maker’s first-quarter results late Thursday took the “better than feared” concept to a new level. In another first, Intel actually lost money in its data-center segment—a business that generated operating margins of 50% in the same quarter just three years prior.
☆ Intel Earnings Headed for Largest-Ever Loss Amid PC Slump, Fierce Competition
  + stars: | 2023-04-27 | by ( Asa Fitch | ) www.wsj.com   time to read: 1 min
Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value last year, thanks in part to an expensive bet on chip design. WSJ’s Asa Fitch explains the companies’ battle for the brains of your computer. Intel Corp. is expected to report its largest-ever quarterly loss Thursday, driven by a sharp fall in personal-computer sales and rising competition. Sales are expected to fall to a low not seen since 2010, with Wall Street expecting Intel to post revenue of $11 billion for the first quarter, according to analysts surveyed by FactSet.
☆ Adani Stock Takes $100 Billion Hit After Hindenburg Report
  + stars: | 2023-02-03 | by ( Wall Street Journal | ) www.wsj.com   time to read: 1 min
The Computer Chip Wars: How AMD Ended Intel's Market Dominance Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value last year, thanks in part to an expensive bet on chip design. WSJ’s Asa Fitch explains the companies’ battle for the brains of your computer.
☆ Common Currency Proposal for Brazil and Argentina Draws Skepticism
  + stars: | 2023-01-31 | by ( Wall Street Journal | ) www.wsj.com   time to read: 1 min
The Computer Chip Wars: How AMD Ended Intel's Market Dominance Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value last year, thanks in part to an expensive bet on chip design. WSJ’s Asa Fitch explains the companies’ battle for the brains of your computer.
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