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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.
Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
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.
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.
Apple has acquired Israeli AI startup Q.ai to strengthen its audio and hardware-focused AI capabilities. The deal highlights Apple’s growing emphasis on on-device intelligence amid intensifying competition with Meta and Google.
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.
Apple is reportedly working on a pin-shaped AI wearable with cameras and microphones, potentially launching in 2027, signaling increased competition in the AI hardware space.