The next AI race will be won at the credit desk

In August, Nvidi…

Supermicro hires a new CFO after $2.5 billion Nvidia smuggling case and a 2-year search

Super Micro Comp…

Thieves stole Nvidia-branded truck filled with sand—but it’s part of $150 million AI theft problem

Cargo pirates, p…

ASEAN can still hedge between America and China on AI. It needs to get its act together first

Boris Babic is a…

The AI boom is lifting Asia’s economies, but for Southeast Asia, it might be a ‘short-term blip’

Taiwan is on tra…

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

The global AI de…

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Chinese chipmake…

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction 

South Korea’s Ko…

Nvidia CEO Jensen Huang denies the chip boom will go bust soon and says ‘this time is different’

The semiconducto…

Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan

There’s a hot ne…