Shopper Tech Information (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Overseas AI Chips In Knowledge Facilities & Extra – Adeia (NASDAQ:ADEA), Superior Micro Gadgets (NASDAQ:AMD)

President Donald Trump has declared that Nvidia’s (NASDAQ:NVDA) superior Blackwell AI chip is not going to be out there for “different folks.” This determination comes amid issues concerning the potential sale of a scaled-down model to China.

In a bid to cut back China’s dominance within the rare-earth magnet sector, two U.S. startups have secured a $1.4 billion cope with the Trump administration and personal buyers.

The U.S. reportedly authorized Microsoft Corp (NASDAQ:MSFT) to ship the U.S. chip designer’s synthetic intelligence chips to be used within the United Arab Emirates (UAE).

China has boosted subsidies for main knowledge facilities, slashing their vitality payments by as much as 50% to help home chipmakers and strengthen international competitiveness.

Beijing has reportedly issued a directive banning international synthetic intelligence chips in state-funded knowledge facilities amid an intensifying U.S.-China tech battle.

Earnings Outcomes

Palantir Applied sciences Inc (NASDAQ:PLTR) reported income of $1.18 billion for the third quarter, beating estimates of $1.09 billion and adjusted earnings of 21 cents per share, beating estimates of 17 cents per share.

Spotify Technology S.A. (NYSE:SPOT) posted third-quarter 2025 earnings of $3.83 per share, surpassing the consensus estimate of a $1.87 revenue, and income reached $4.99 billion (4.19 billion euros), and forward of projections of $4.92 billion.

Uber Applied sciences (NYSE: UBER) reported third-quarter FY25 income of $13.47 billion, surpassing the consensus of $13.28 billion and adjusted EPS of 81 cents, which beat the consensus estimate of 69 cents.

Tremendous Micro Laptop, Inc. (NASDAQ:SMCI) reported first-quarter 2026 earnings of 35 cents per share, which missed the analyst consensus estimate of 40 cents, and income got here in at $5.01 billion, which missed the analyst consensus estimate of $5.99 billion. 

Superior Micro Gadgets Inc (NASDAQ:AMD) reported third-quarter income of $9.25 billion, beating analyst estimates of $8.74 billion and adjusted earnings of $1.20 per share, beating estimates of $1.16 per share.

Qualcomm Inc. (NASDAQ:QCOM) reported fourth-quarter income of $11.27 billion, beating a Road consensus estimate of $10.79 billion and adjusted EPS of $3, which beat a Road consensus estimate of $2.88.

Retail & Leisure

Amazon.com Inc. (NASDAQ:AMZN), Amazon Internet Providers has entered right into a multi-year, strategic partnership with OpenAI for $38 billion.

Roblox Corp. (NYSE:RBLX) has been sued by Texas Lawyer Common Ken Paxton, who accused the gaming platform of disregarding security legal guidelines and deceptive dad and mom about potential dangers to younger customers.

Automotive & Satellites

Tesla Inc. (NASDAQ:TSLA) has reportedly agreed to a $2 billion cope with South Korea’s Samsung SDI.

Tesla‘s momentum within the Chinese language market stalled within the month of October as gross sales fell regardless of a sturdy September efficiency, which noticed the corporate’s second-highest month-to-month gross sales tally this 12 months.

EchoStar Corp. (NASDAQ:SATS) mentioned IT will promote extra wi-fi spectrum licenses to SpaceX for about $2.6 billion in change for inventory within the Elon Musk-backed firm that owns the Starlink satellite tv for pc web community.

Seize Holdings Restricted (NASDAQ:GRAB) plans to introduce autonomous robobuses in Singapore in early 2026, whereas exploring methods to retrain human drivers for rising Technology-focused roles.

XPeng Inc. (NYSE:XPEV) disclosed plans to roll out robotaxi companies in 2026 by means of Alibaba Group Holding Restricted’s (NYSE:BABA) Amap mapping platform.

Technology

U.S. tech licensing agency Adeia (NASDAQ:ADEA) has filed two lawsuits in opposition to Superior Micro Gadgets (NASDAQ:AMD) within the Texas federal court docket, alleging the chip large infringed on ten patents associated to semiconductor improvements, forward of its earnings.

Nvidia Corp (NASDAQ:NVDA) and Qualcomm‘s (NASDAQ:QCOM) funding arm joined Indian and U.S. buyers backing the South Asian nation’s deep-tech startups, because the India Deep Tech Alliance (IDTA) expands with new members and recent capital commitments exceeding $850 million.

Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google plans to assemble a big synthetic intelligence knowledge centre on Christmas Island, a distant Australian territory, in a transfer consultants say may have each industrial and defence implications.

Google is reportedly contemplating a big improve in its funding within the synthetic intelligence (AI) startup Anthropic.

IREN Restricted (NASDAQ:IREN) signed a $9.7 billion AI cloud companies settlement with Microsoft to deploy NVIDIA GB300 GPUs throughout its 750 MW Texas campus.

Synthetic Intelligence (AI)

SLB Restricted (NYSE:SLB) unveiled Tela, an agentic AI assistant designed to remodel workflows and enhance operational effectivity throughout the upstream vitality sector.

Cisco Programs, Inc. (NASDAQ:CSCO) unveiled a collection of synthetic AI-driven improvements.

OpenAI introduced plans to construct a brand new Stargate campus in Saline Township, Michigan, as a part of its 4.5-gigawatt infrastructure partnership with Oracle Company (NYSE:ORCL).

Perplexity and Amazon.com engaged in a heated dispute after the e-commerce large issued a authorized menace to the AI startup over using its AI assistants for on-line buying.

Snap Inc. (NYSE:SNAP) and Perplexity AI have struck a $400 million deal that can convey the AI search engine on to Snapchat’s almost 1 billion month-to-month energetic customers someday in early 2026.