This Week In AI Chips - NVIDIA Collaboration Redefines Distributed AI Computing Landscape
last closed at $118.53 up 0.9%.
Elsewhere in the market, was trading firmly up 4.5% and ending the day at NT$69.50, not far from its 52-week high. In the meantime, lagged, down 7.5% to close at HK$46.95.
NVIDIA's Blackwell architecture offers a compelling growth opportunity in AI and data centers amidst regulatory challenges. Click to explore this potential and understand market dynamics further.
Be sure to revisit our Market Insights article "DeepSeek and Trump's EOs: The Winners and Losers," which uncovers the game-changing impact of DeepSeek's AI advancements on the chip investment landscape—act fast before the market shifts!
finished trading at $107.14 up 0.9%. This week, AMD presented at the AI Health World Summit 2025, focusing on AI solutions in the ASEAN region.
settled at $157.95 down 0.2%. Two days ago, Qualcomm filed a Shelf Registration for $3.63 billion related to an ESOP offering.
ended the day at $23.96 down 0.7%.
Dive into all 54 of the AI Chip Stocks we have identified, like MediaTek, ASE Technology Holding and Microchip Technology, right here.
Seeking Other Investments? We've found 19 US stocks that are forecast to pay a dividend yeild of over 6% next year. See the full list for free.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Sources:
Simply Wall St
"InFlux Technologies Teams Up with NexGen Cloud to Deliver Hyperstack Solutions Built with NVIDIA AI Accelerated Computing Platform" from InFlux Technologies Ltd. on GlobeNewswire (published 20 March 2025)
Companies discussed in this article include TPEX:5314 NasdaqGS:NVDA NasdaqGS:AMD NasdaqGS:QCOM NasdaqGS:INTC and SEHK:981.
Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@simplywallst.com

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles

Wall Street Journal
30 minutes ago
- Wall Street Journal
Podcast: Nvidia CEO's Quest to Sell Chips in China
After months of behind-the-scenes lobbying in Washington and Beijing, Nvidia CEO Jensen Huang secured a deal to protect tens of billions of dollars in chip sales from the U.S.-China trade rivalry. Reporter Lingling Wei profiles the executive's transformation into a corporate lobbyist. 🎧 Listen to The Journal podcast here.
Yahoo
32 minutes ago
- Yahoo
China has reportedly told its data center operators to source more than 50% of their chips from domestic manufacturers in an effort to break away from US tech
When you buy through links on our articles, Future and its syndication partners may earn a commission. The Chinese government has reportedly mandated that its domestic data center operators nationwide should source more than 50 per cent of their chips from domestic producers. The mandate is said to have originated in guidelines proposed last March for the Shanghai municipality, which stipulated that 'adoption of domestic computing and storage chips at the city's intelligent computing centres should be above 50 per cent by 2025" (via the South China Morning Post). According to the SCMP, a source working as an adviser in the data center industry told the outlet that the Shanghai chip quotas for the city's data centers had since become a mandatory nationwide policy. In the great AI race, China is often viewed to be somewhat behind when it comes to computing power, despite efforts in recent years to build more than 500 new data centers across the country. Sources have told the SCMP that while Chinese chips are considered "usable" in inference training for AI models within these facilities, Nvidia chips are still the go-to choice. While the US government has recently decided to grant licenses to Nvidia to sell its H20 GPUs to the country once more, a requirement of 50% or more all-Chinese chips would likely affect potential sales—although given the rate of expansion and the apparent popularity of Nvidia hardware in the country, I'd say it was still likely to shift a fair few units to Chinese shores. The SCMP also reports that data centers are facing adaptation challenges in integrating Nvidia's hardware with domestic solutions. Nvidia's AI GPUs make use of Nvidia's CUDA software ecosystem, while Chinese models often use Huawei CANN or similar. Integrating the two together is apparently quite the technical challenge, particularly if firms wish to min/max the number of faster Nvidia chips they're allowed to use. Despite these issues, it should be noted that Chinese developers were still able to create DeepSeek's AI models under previous chip restrictions, an open-source alternative that shook the industry considerably at the start of this year. While China may be behind in the hardware game, it doesn't appear to have held it back as much as advocates for the previous US sanctions may have hoped, with Nvidia CEO Jensen Huang openly praising the Chinese AI industry last month. In reference to fears of the Chinese military advancing its tech with US AI hardware, Huang said: "There's plenty of computing capacity in China already. If you just think about the number of supercomputers in China, built by amazing Chinese engineers, that are already in operation." "They don't need Nvidia's chips, certainly, or American tech stacks, in order to build their military." How much of China's current AI output is being trained and run on Chinese hardware, compared to US equivalents, is currently unclear. Still, this mandate looks to be an attempt by the Chinese government to put curbs on a potential future US tech dominance within its AI industry, and ensure that Chinese AI hardware remains at the forefront of its AI development. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Tesla Is in the S&P 500: 4 Things That Means for Investors in 2025
Tesla (TSLA) stock has had its up and downs of late, but it's certainly been up over time. Tesla is part of the S&P 500; the index most analysts use to measure the overall market. Explore More: Consider This: What does Tesla's presence on the S&P 500 mean for investors in 2025? Here's what you need to know. Tesla Is Number 9 on the S&P 500 As the name implies, there are 500 stocks on the S&P 500. Tesla is number nine on this list, which means it carries more weight on the index than 98% of the companies on the list, per Slickcharts. Find Out: Tesla Makes Up Nearly 2% of the Index The S&P 500 is a weighted index, with the larger companies higher on the list and comprising a larger percentage of the overall metric. In the case of Tesla, its stock makes up 1.82% of the total S&P 500 index. Tech Stocks Dominate The top 10 stocks in the S&P 500, which make up 38% of the index, are nearly all tech or tech-adjacent stocks. They are Nvidia, Microsoft, Apple, Amazon, Meta, Broadcom, Alphabet (Class A), Alphabet (Class C), Tesla and Berkshire Hathaway. This Can All Add Up to Volatility The S&P 500 is a bellwether for the general market, so it is expected to have some volatility. But the heavy concentration of tech stocks could mean extra volatility, especially as tariffs take effect and companies are incented to move manufacturing to the U.S. Tesla, for example, is up 68% in the past year but down 20% year to date, as of Aug. 7, 2025, according to Yahoo! Finance. Its 52-week range is $192.04 to $488.54 — a very wide spread, particularly for a company of its size. What Is the S&P 500? The S&P500 consists of 500 of the largest U.S. stocks, weighted by market capitalization. This means that the largest companies are represented by a larger percentage than smaller companies. Nvidia is the largest company in the S&P 500 and represents 7.72% of the total index. The S&P 500 is broadly used as an indicator for the stock market overall, and, by extension, the health of the U.S. economy. While the Dow Jones Industrial Average (commonly referred to as 'the Dow' or even 'the market') is often what news outlets report on, that index consists of just 30 stocks. The S&P 500 represents more companies and therefore may be a better barometer for the health of the market. The S&P 500 isn't always the same 500 companies. Companies can be added and removed, based on decisions by the experts at the S&P Dow Jones Indices. These decisions are made four times a year. To be included in the S&P 500, a company must have a market capitalization of at least $22.7 billion in the most recent quarter, according to Charles Schwab. It must have been profitable for at least the last four quarters. It must be based in the United States, and its stock must be traded on an approved U.S. stock exchange. When it was announced that Tesla would be added to the S&P 500 in 2020, its shares gained 60% from the time the announcement was made until it was actually included the following month. A company's shares will often spike when it is added to the index, if for no other reason than that such stocks are included in many index funds that seek to mirror the performance of the S&P 500 itself. Tesla remains profitable despite its recent sales declines. At its July earnings call, the company reported that profits declined for the third quarter in a row, The New York Times reported. If the company were to report a quarterly loss, it would risk being removed from the S&P 500. The inclusion of Tesla on the S&P 500 is certainly justified, given the company's success. Whether it remains there will depend on the company's ability to continue to record profitable results. More From GOBankingRates 3 Luxury SUVs That Will Have Massive Price Drops in Summer 2025 9 Downsizing Tips for the Middle Class To Save on Monthly Expenses 10 Unreliable SUVs To Stay Away From Buying This article originally appeared on Tesla Is in the S&P 500: 4 Things That Means for Investors in 2025