The US Federal Trade Commission has launched an antitrust investigation into Arm Holdings, questioning whether the chip architect is restricting rivals’ access to processor blueprints after launching its own data-centre chip in March 2026.
Tag: semiconductors
Posted inMarkets
Broadcom shares fall 15% as Hock Tan holds AI revenue guidance flat
Broadcom shares dropped roughly 15% after CEO Hock Tan declined to raise the full-year AI chip forecast despite Q2 AI revenue soaring 143% to $10.8 billion, dragging chip stocks broadly lower.
Posted inTech
Nvidia H200 sales cleared by Washington, blocked by Beijing
The U.S. approved H200 chip sales to ten Chinese firms including Alibaba, Tencent, and ByteDance — up to 75,000 chips each — but not a single unit has shipped as Beijing steers buyers away from American hardware.
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Jensen Huang joins Trump’s China trip in bid to end the H200 chip stalemate
Nvidia CEO Jensen Huang joined Trump’s Beijing delegation at the last minute to push for H200 AI chip sales to China, which remain blocked despite US authorization granted months ago.
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Cerebras stock doubles as AI chip IPO raises $5.5 billion
Cerebras priced its IPO at $185 per share Wednesday, raising $5.5 billion, then opened at $385 — up 108% — making it the biggest US tech IPO of 2026 so far with a $66 billion end-of-day valuation.
Posted inMarkets
Nvidia guides to $78 billion for Q1 as Blackwell demand stays ahead of supply
The chipmaker’s fiscal first-quarter results, due May 20, carry $78 billion in management guidance — a sequential increase from the $68.1 billion reported in Q4 — driven almost entirely by data center orders for its Blackwell architecture platform from hyperscale cloud providers.