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AI Chips News 17 September 2025 - 20 November 2025

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia Stock Today (NVDA) on November 20, 2025: Shares Jump After Record $57 Billion AI Chip Quarter

Nvidia stock is back at the center of the market conversation today, November 20, 2025, as investors digest a blockbuster earnings report and a flood of new AI-infrastructure announcements that could shape the company’s growth for years. The AI-chip leader reported record fiscal Q3 2026 revenue of $57.0 billion, up 62% year over year and 22% sequentially, with adjusted earnings per share (EPS) of $1.30, topping Wall Street’s $1.26 estimate.  NVIDIA Investor Relations+1 Early in Thursday’s session, NVDA shares jumped more than 5%, briefly adding about $240 billion in market value and igniting a global tech rally, before paring gains later in the day.  Reuters+1
20 November 2025
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NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

What’s new today (Nov. 7) U.S. to block B30A sales to ChinaThe White House has informed federal agencies that Nvidia’s B30A” — a reduced‑performance AI chip intended to meet prior export rules — should not be sold to China. While the B30A can be clustered to train LLMs, Nvidia is now redesigning it in hopes of satisfying regulators. Separately, Beijing has directed state‑funded data centers to use only domestic chips and to strip out foreign silicon if projects are under 30% complete — a one‑two punch that sharply limits Nvidia’s near‑term China prospects. Reuters Huang: ‘Not planning to ship anything
7 November 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers, and hope that a leaner, AI‑focused Intel can eventually compete with rivals. INTC finished Oct 3 2025 at $36.73, near its 52‑week high of $38.08 finance.yahoo.com finance.yahoo.com, representing a year‑to‑date gain of roughly 70 %. Investor enthusiasm stems from the U.S. government converting CHIPS Act subsidies into a ~10 % equity stake, Nvidia’s US$5 billion investment, rumours of an AMD foundry deal and potential Apple
6 October 2025
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Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning Honey Badger” in Chinese), also known as T-Head. By 2019, Alibaba unveiled its first in-house AI chip, the Hanguang 800, marking a milestone as Alibaba’s first-ever semiconductor product medium.com alibabacloud.com. Alibaba’s chip development is guided by a clear strategy: build competitive, homegrown silicon to power Alibaba’s cloud and AI services. Executives have framed this as core to the company’s future. After the U.S. imposed sweeping semiconductor export curbs in
17 September 2025
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