If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking controversy and speculation about the implications for tech exports and international relations.

The move could open the door to China securing more advanced computing power from the U.S. even as the two countries battled for technology supremacy, critics said.

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three companies have, collectively, offered up a nearly $13 billion warning to Wall Street. The real question is: Are you, or any other investors, heeding this warning?

AMD's chiplet innovation and Xilinx acquisition fuel data center growth and AI advances, challenging Nvidia. Read here for more on AMD stock.

NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct MI450 AI accelerators.

Shares of Advanced Micro Devices ( AMD 5.44%) jumped 5.4% Wednesday. The chip maker and closest competitor of rival Nvidia saw its stock rise after a research note indicated Nvidia may decide to delay its upcoming Rubin chips in order to better compete with AMD's next-generation AI offering.

However, one person who's just as relevant right now is the much less-discussed Lisa Su, who's been leading AMD since 2014 and salvaged the company from near-irrelevance to a growing $300 billion market cap.