LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.

Nvidia is now the first company to surge past $4 trillion in market capitalization, rebounding from its DeepSeek-induced slump earlier this year. Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. But what if AI doesn’t work out?

Broadcom’s chip division rolled out a new networking processor on Tuesday, designed to turbocharge artificial intelligence workloads that demand tight coordination among hundreds of compute units. The announcement marks another salvo in its tussle with AI chip-making leader,

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

The United States' decision to ease export restrictions on certain advanced chips - part of a broader package of trade agreements with China - is seen by experts as an early sign that high-level negotiations have steered bilateral relations in the right direction.

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.

In a positive turn of events, Nvidia CEO Jensen Huang announced that the technology giant has received approval from US President Donald Trump to sell its advanced H20 computer chips.

High-end forecasts are “not credible,” according to London Economics International, which called its report a “sanity check” on demand growth projections.