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.
Amazon Web Services launched the AWS European Sovereign Cloud, a fully independent EU-based cloud designed to meet strict data sovereignty and regulatory requirements.
The Trump administration approved China-bound sales of Nvidia’s H200 AI chips under new restrictions. The move sets review and allocation limits aimed at balancing trade and security concerns.
Microsoft outlined a community-first strategy for expanding AI data centers, promising to cover electricity costs and reduce local environmental impact. The move comes amid rising public opposition to large-scale AI infrastructure projects.
Meta has introduced a new top-level initiative, Meta Compute, to expand its AI infrastructure and energy capacity at large scale. The effort signals a long-term push to support advanced AI development and global data center growth.
Meta signed 20-year agreements to purchase nuclear power from three Vistra plants and develop small modular reactors with Oklo and TerraPower, aiming to meet growing AI-related electricity demand.
Nvidia is requiring Chinese customers to pay in full upfront for its H200 AI chips amid regulatory uncertainty. The move reflects rising political and export risks tied to advanced semiconductor sales.
Snowflake agreed to acquire observability platform Observe to strengthen telemetry monitoring and AI-scale data operations. The deal would mark Snowflake’s largest acquisition to date.
Anthropic is preparing to raise $10 billion at a $350 billion valuation, nearly doubling its recent value. Major backers include GIC, Coatue, Microsoft, and Nvidia, supporting cloud expansion and AI model development.
xAI closed a $20 billion Series E round, exceeding its original target and adding strategic backing from NVIDIA and Cisco. The funding supports expanded data center capacity, large-scale GPU deployment, and continued development of the Grok model family.
DeepSeek publishes a new AI framework to boost scalability and efficiency, highlighting China’s efforts to advance large-scale AI under semiconductor restrictions.