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Nvidia has unveiled its first Arm-based PC processor, the RTX Spark superchip, which will power a new generation of Windows laptops and desktops.
Google and Blackstone have formed a new AI infrastructure company focused on offering cloud access to Google’s TPU chips. The venture aims to expand alternatives to Nvidia-powered AI infrastructure with $5 billion in initial funding.
OpenAI’s rumored AI-focused smartphone could enter mass production in 2027, earlier than previously expected, according to analyst Ming-Chi Kuo.
Intel stock surges to record as Apple explores U.S. chip production, highlighting AI-driven demand and renewed momentum in the semiconductor sector.
As John Ternus prepares to take over as Apple CEO, investors are demanding a clearer AI strategy. The company risks falling behind rivals investing heavily in AI.
Snap’s Specs unit will use Qualcomm chips for upcoming smart glasses, deepening a long-standing partnership. The move comes as competition intensifies in AI-powered wearables.
Intel has joined Elon Musk’s Terafab project aimed at scaling AI chip production, though its exact role remains unclear. The effort targets massive compute output for AI and robotics.
Uber is using custom AI chips from Amazon to enhance model training and app performance.
Micron Technology reported strong AI-driven earnings growth, but its stock fell following the results as investors reacted to valuation concerns and supply constraints.
Alibaba has unveiled a new CPU designed for AI agents, focusing on inference and customizable workloads. The chip reflects China’s push to build domestic AI infrastructure.
Lace has secured $40 million to advance helium atom beam lithography, a technology that could significantly shrink chip features beyond current limits. The approach targets next-generation AI chip manufacturing.
Elon Musk announced plans for Terafab, a dual chip factory project by Tesla and SpaceX to produce AI chips for vehicles, robots, and space-based data centers.
Nvidia will supply Amazon Web Services with 1 million GPUs by 2027, expanding AI infrastructure through a multi-year chip and networking deal.
Nvidia CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could reach $1 trillion by 2027, as the company unveiled new chips, racks, and AI infrastructure at GTC.
Nvidia CEO Jensen Huang will deliver the keynote at the GTC 2026 conference, where investors expect new AI product announcements and demand outlook updates.