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Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.
Arm shares gained after Nvidia disclosed it sold its remaining stake, marking a shift in its investment ties while maintaining a long-term licensing relationship.
French AI firm Mistral AI has agreed to acquire cloud computing startup Koyeb, strengthening its push to build a full-stack AI and cloud infrastructure business in Europe.
OpenAI introduced Codex Spark, a faster, lightweight coding model using Cerebras chips, marking deeper hardware integration to support low-latency AI development.
ByteDance is developing an in-house AI inference chip and is in talks with Samsung for manufacturing and memory supply. The effort aims to reduce reliance on foreign chip providers amid tighter U.S. export controls.
Cadence introduced ChipStack AI Super Agent to speed chip design by analyzing circuits and automating testing, currently in early use by Nvidia and other firms.
Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
The Trump administration is considering exemptions for major U.S. tech firms from upcoming chip tariffs as they expand AI data center investments.
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Intel said it will begin producing graphics processing units, signaling a strategic push into a market led by Nvidia and central to AI computing.
Former Google engineer Linwei Ding was convicted of stealing AI trade secrets to benefit two Chinese companies. He faces multiple counts of economic espionage and trade secret theft.
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.
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.