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Nvidia crushes forecasts as AI boom powers Wall Street rally

Chip giant posts 85% revenue surge, announces $80 billion buyback and lifts its dividend, easing investor fears over China troubles and rising AI competition

Omer Kabir, Calcalist | 05.21.26

AI market awaits Nvidia earnings as chip giant’s results test the rally’s strength

Nvidia is set to report quarterly earnings this week with investors watching for signs of continued AI chip demand, Big Tech spending, China sales and whether the world’s most valuable company can keep powering Wall Street’s rally

Dennis Bihler | 05.18.26

US says Navy may escort oil tankers; Iran crisis worries chip industry

US says Navy could escort oil tankers through the Strait of Hormuz as tensions with Iran grow, while South Korea’s chip industry warns the war may delay Middle East AI data center projects and disrupt supplies of key semiconductor materials

Reuters | 03.05.26

Astera Labs opens Israel design center to boost AI connectivity development

The new R&D hub in Tel Aviv and Haifa will focus on next-generation AI fabrics and memory solutions, led by industry veterans Guy Azrad and Ido Bukspan

Dennis Bihler | 02.09.26

מימין: אילון מאסק וג'ייסון הואנג מנכ"ל אנבידיה

Musk challenges Nvidia and AMD, vows new AI chip every nine months

Musk has set an aggressive goal for Tesla’s development team, aiming for a faster chip cycle than Nvidia and AMD, focused on mass-producing AI chips for vehicles and robots, even as experts warn the pace could compromise safety, validation and critical software

Raphael Kahan | 01.20.26

Nvidia launches Rubin platform to power next wave of AI

Featuring six new chips, Nvidia’s Rubin platform slashes AI training costs and draws early support from OpenAI, AWS, Microsoft, Meta and other tech giants aiming to scale next-gen AI systems

ynet Global | 01.06.26

Nvidia acquires assets of chip startup Groq

This is a licensing agreement under which the technology giant makes a significant investment in the small company, and receives a license to use its technology; Groq, founded by former Google engineers, raised $750 million three months ago at a valuation of $6.9 billion

Calcalist | 12.25.25

Trump approves sale of advanced AI chips to Saudi Arabia and UAE

Trump approved selling up to 70,000 of the world’s most advanced AI chips to Saudi Arabia and the UAE, reversing export limits set in his previous term meant to block technology from reaching China; the administration promises strict safeguards but security experts are concerned

Israel Wullman | 11.22.25

IBM researcher holding 300mm IBM Quantum Nighthawk wafer

IBM unveils major milestones toward quantum advantage and fault-tolerant computing

At its Quantum Developer Conference, IBM unveils its Nighthawk and Loon processors, aiming for quantum advantage by 2026 and fault-tolerant systems by 2029; upgrades to Qiskit and a new global tracker set to drive real-world quantum applications forward

ynet Global | 11.16.25

מנכ"ל אנבידיה, ג'נסן הואנג, עם כרטיס המסך RTX 5090

Nvidia faces nepotism scandal as CEO’s children land high-paying roles

Both children of CEO Jensen Huang hold senior roles at $4.45 trillion chip giant; daughter Madison earns over $1 million leading simulation marketing; son Spencer develops cloud robotics tech

Israel Wullman | 08.14.25

Israeli startup Hailo unveils groundbreaking AI chip for local generative AI without cloud

Israeli unicorn Hailo launches the Hailo-10H, a compact AI chip capable of running generative AI models locally—without cloud or GPU dependency—meant for devices such as cars, cameras and laptops

Tal Shahaf | 07.24.25

Chinese scientists develop 'fastest transistor ever'—without silicon

As global chipmakers race toward 3-nanometer tech, Chinese researchers unveil groundbreaking, silicon-free transistor that’s faster, more efficient and locally manufacturable

Raphael Kahan | 05.15.25

Israeli companies to suffer under new US restrictions on semiconductor sales

Latest Diffusion AI bill puts cap on semiconductor and advanced technology exports for Israel and others in same tier while Japan, European countries and other allies would have no limitation on acquisitions; Bill aimed at blocking advanced tech from China, Russia and North Korea

Tal Shahaf | 01.13.25

AI war enters new level as Intel, Nvidia and AMD unveil next-gen chips

Leading chipmakers flaunt revolutionary advancements in AI-powered computing at CES 2025, with each company introducing processors designed to enhance performance and integrate AI into everyday devices

Daniela Ginzburg, Las Vegas | 01.09.25

Which chip manufacturer will rule over the next generation of PCs?

Intel's recent unveiling of its Lunar Lake processor in Berlin underscores a pivotal shift in the computer chip industry; Once dominated by giants, the landscape is now shaped by AI advancements, with Intel, AMD, Apple, and Qualcomm leading the charge in an acutely competitive arena

Raphael Kahan | 09.30.24

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