Nvidia stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.
Oracle aims to raise $50 billion via equity and debt to fund AI infrastructure and data-center growth, easing investor concerns about financing its OpenAI partnerships.
China has approved AI startup DeepSeek to purchase Nvidia H200 chips, with conditions still being finalized. The move follows U.S. export approval and comes amid scrutiny over potential military use.
Amazon is in early discussions to invest tens of billions of dollars in OpenAI, a move that could deepen its position in the global AI race and make it the startup’s largest new backer.
Elon Musk’s SpaceX and xAI are in talks about a possible merger, according to a Reuters report. The move could consolidate Musk’s AI, satellite, and launch businesses ahead of a potential SpaceX IPO.
ASML posted record orders and raised its 2026 sales outlook, supported by sustained demand for AI-driven chip manufacturing equipment.
Ricursive Intelligence hits a $4 billion valuation after raising $300 million to develop AI systems that autonomously design and improve AI chips.
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.
Microsoft has introduced Maia 200, a new AI chip built with TSMC and designed to power GPT-5.2 and Microsoft 365 Copilot, promising faster, more efficient AI performance.
Taiwanese electronics manufacturer Pegatron, a supplier to Apple, is building its first U.S. factory in Texas to produce AI server products, including those using Nvidia chips.
Intel shares fell 14% after the chipmaker issued soft guidance and warned of a supply shortage, raising concerns over its foundry business and AI competitiveness.
A House committee will vote on the AI Overwatch Act, which would give Congress authority to review and block advanced AI chip exports to China and other adversaries.
OpenAI has unveiled the Stargate Community plan to ensure its AI data centers do not raise local electricity costs while expanding energy infrastructure.
Elon Musk said Tesla is restarting development of its Dojo3 supercomputer to support AI training, after previously pausing the project to focus on in-vehicle AI chips.
Taiwan plans closer AI ties with the US after a trade deal cutting tariffs and driving semiconductor and AI investment amid rising geopolitical tensions.