chipmakers

Nvidia has announced an additional $150 billion for its stock buyback program, which the company describes as the largest ever undertaken. The move signals continued confidence in the chipmaker's position at the center of the AI boom, and comes as investors closely watch how tech giants deploy their enormous cash reserves amid ongoing demand for AI hardware.

Chipmaker Advanced Micro Devices has agreed to acquire World Labs, an artificial intelligence startup founded by AI pioneer Fei-Fei Li, in a deal valued at $8.2 billion. The acquisition brings one of the most prominent names in AI research under the umbrella of a major semiconductor company, drawing attention from the tech and investment worlds as chipmakers race to secure a stronger position in artificial intelligence.

AMD has reportedly committed $8.2 billion in a deal centered on Fei-Fei Li, the Stanford AI researcher widely known as the 'Godmother of AI'. The move is being read as a major push by the chipmaker to strengthen its position in artificial intelligence against rivals like Nvidia. Details of the arrangement remain limited, but the price tag has drawn wide attention across finance and tech circles.

Nvidia has released an open-source platform designed to prevent AI agents from hacking or compromising other websites and systems. The tooling aims to add safety guardrails to autonomous agents as they browse and interact with the web. The move positions Nvidia to shape security standards for the fast-growing agentic AI field, and it is likely to draw attention from developers and security researchers assessing how well it works.

NVIDIA has announced an increase of $150 billion to its share repurchase authorization, significantly expanding its stock buyback program. The move signals the chipmaker's confidence in its cash position and long-term outlook amid continued strong demand for its AI-related hardware. The announcement is drawing attention across multiple countries and financial circles, with investors weighing what the large-scale buyback says about the company's valuation and future growth plans.

US lawmakers are moving to cut China off from advanced AI chips, and chipmakers Nvidia and AMD are pushing President Trump to intervene on their behalf. The proposed restrictions would tighten export controls on the semiconductors that power artificial intelligence, hitting two of America's biggest chip firms where China is a major market. The standoff puts industry profits directly against national security concerns in Washington.

AMD has agreed to acquire World Labs, the spatial intelligence startup founded by AI pioneer Fei-Fei Li, in a deal reportedly worth $8.2 billion. The acquisition would mark one of AMD's largest moves in artificial intelligence, bringing the company behind advances in 3D world models into its AI portfolio. Tech coverage is highlighting the scale of the deal and what it means for AMD's competition with Nvidia and other chipmakers racing to secure top AI talent and technology.

Coverage is highlighting the semiconductor technology behind artificial intelligence, focusing on the chips that make AI systems work. The reporting points to growing interest in the hardware layer of the AI boom, as demand for advanced processors continues to shape the tech industry and drive investment in chipmakers.

Baidu has spent roughly 15 years developing its own artificial intelligence chips in-house, and the effort is now heading into its first major test on the public markets. The move puts the Chinese search giant's semiconductor ambitions under investor scrutiny as demand for AI compute accelerates and competition with US chipmakers intensifies.

AMD has acquired World Labs, the spatial intelligence and world models startup founded by AI pioneer Fei-Fei Li. The deal gives the chipmaker access to technology focused on AI systems that understand and generate 3D environments, strengthening AMD's position against rivals in the AI hardware and software race. Fei-Fei Li, best known for creating ImageNet, now sees her company absorbed into AMD's expanding AI ambitions.

Broadcom is being examined as part of a wider look back at how processor and graphics chip companies performed in the second quarter. The review places the Nasdaq-listed semiconductor firm alongside peers in the sector, assessing its Q2 earnings results. Investor attention remains focused on how chipmakers are navigating demand tied to artificial intelligence and data centres.

CNBC's Final Trade segment highlighted four names for investors: pharmaceutical giant AbbVie, chipmaker Advanced Micro Devices, private space company SpaceX, and industrial manufacturer Eaton Corporation. The segment offers traders' picks on where to put money across healthcare, semiconductors, aerospace and industrials. The inclusion of SpaceX, a privately held company, points to continued investor interest in space-sector exposure.

TSMC is moving forward with its 2-nanometer manufacturing process, and analysts suggest the new node could determine which chipmakers come out ahead in the AI boom. With demand for advanced AI chips surging, companies that secure early access to TSMC's most advanced technology could gain a decisive edge in performance and supply.

Moore's Lab AI is the focus of a Semiconductor Engineering report examining how agentic AI can be applied across chip design workflows. The piece looks at where autonomous AI agents could take on tasks in semiconductor development, from design exploration to verification, and what it means for engineering teams. The discussion reflects broader industry interest in AI-driven automation in chipmaking.

Commentary is asking where the profits in artificial intelligence ultimately land once semiconductor sales are done. The piece, published by The Globe and Mail, examines which parts of the AI value chain capture returns after chipmakers have made their sales, a question gaining urgency as spending on AI hardware keeps climbing and investors weigh whether the broader industry will see sustainable returns.

AMD has acquired World Labs, the spatial intelligence and world models startup founded by AI pioneer Fei-Fei Li. The deal puts one of the most prominent names in AI research under AMD's roof as the chipmaker pushes deeper into AI beyond GPUs. Details on price and structure have not been widely reported yet, and reaction is still forming around what it means for AMD's AI ambitions.

Bloomberg Tech reports that AMD has acquired World Labs, the spatial-intelligence startup founded by AI researcher Fei-Fei Li, in a deal valued at $8.2 billion. The move signals AMD's push beyond chips into AI systems that understand 3D space and the physical world, a technology many see as a possible stepping stone toward more general artificial intelligence and advances in robotics.