Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

The market for artificial intelligence (AI) chips has been dominated by Nvidia, which explains why the semiconductor giant recently delivered another stellar set of results for the third quarter of fiscal 2025 (which ended on Oct. 27).

Marvell Technology (NASDAQ:MRVL) rose 8% in late trading on Tuesday after the Mark Murphy-led semiconductor reported fiscal third-quarter results and guidance that topped expectations, due in part to artificial intelligence.

Marvell Technology Inc (NASDAQ:MRVL) reported third-quarter fiscal 2025 earnings that exceeded analyst expectations, driving its stock almost 8% higher in after-hours trading. The company also provided an optimistic outlook for the fourth quarter,

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

Amazon.com founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia at about $2.6 billion. Tenstorrent, which hopes to create a chip to try and break

U.S. sanctions designed to restrict China's ability to import technologies to advance of its AI and military capabilities have been strengthened for the third time.

The US has announced a new set of sanctions designed to restrict China's access to critical Western technologies that could enhance its AI and military capabilities.

The US will launch its third crackdown in three years on China's semiconductor industry on Monday, restricting exports to 140 companies.