Tag
#Export controls
Stocks
ASML sales forecast raised again as AI chip demand holds
ASML sales forecast rose to €43bn-€45bn after Q2 beat estimates, suggesting AI chip spending is still flowing into the toolmakers at the top of the chain.
By Sloane Carrington
Regulation
Austria urges EU to host Anthropic after US curbs
Austria urged the EU to consider hosting Anthropic after US restrictions limited foreign access to the company's most advanced AI models.
By Tomás Iglesias
Analysis
Trump’s Anthropic reversal trims one IPO discount, not policy risk
Anthropic policy risk is easing after Trump said he no longer sees the company as a security threat, but export controls still shadow its IPO.
By Sloane Carrington
Analysis
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
By Sloane Carrington
