The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?

It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It’s enough to make some people very nervous.

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Did Nvidia Do Enough to Chill A.I. Bubble Fears?

The chipmaker at the center of the artificial intelligence boom reported blowout results. But that hasn’t resolved some key questions behind the tech rally.

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To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace

A.I. has added urgency to the U.S. national laboratories that have been sites of cutting-edge scientific research, leading to deals with tech giants like Nvidia to speed up.

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Nvidia Earnings Fuel Rally in Global Technology Stocks

The chipmaker’s profit surge and strong revenue forecast helped to ease fears that spending on A.I. infrastructure might be outpacing demand.

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Nvidia Earnings Show Profit Jumped 65% to $31.9 Billion

The company, which makes the computer chips essential to the artificial intelligence boom, also said revenue in its recent quarter rose to $57 billion.

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Saudi Arabia Backs Elon Musk’s xAI With Data Center Deal

Mr. Musk’s xAI will work with the Saudi artificial intelligence company Humain on a new data center, part of Crown Prince Mohammed bin Salman’s effort to diversify his country’s economy.

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Netherlands Hands Back Control of Chinese-Owned Chipmaker Nexperia

Uncertainty over the availability of the company’s chips, which are used in cars and electronics, had added to concerns of a global shortage.

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How Trump and Nvidia’s C.E.O. Became Partners on the International Stage

Over the last 10 months, President Trump has become close with Jensen Huang, Nvidia’s chief executive, as the company’s chips have become a tool in trade and peace talks.

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Europe’s Chip Dreams Confront Business Realities

European chipmakers need TSMC’s help to grow their own semiconductor supply chain, but the chip giant’s Taiwanese suppliers find Europe a tough place to do business.

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China Resumes Some Chip Exports, Easing Fears of a Global Crunch

A leading German automotive supplier said it was again allowed to ship semiconductors that Beijing had barred for export.

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