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Meta plans to begin manufacturing its in-house Iris AI chip in September as it aims to double computing capacity to 14 gigawatts next year and cut its reliance on Nvidia.
Nvidia’s Kyber rack for its 2027 Rubin Ultra chips has slipped more than a year to 2028 over a hard-to-manufacture circuit board, SemiAnalysis says, with no proven fallback.
AMD is a leading semiconductors and ai computing company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.
ByteDance is developing its own CPUs to reduce dependence on external suppliers as rising demand for AI infrastructure strains global chip supply chains. The company is exploring both Arm and RISC-V architectures to support future AI and data center workloads.
AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.
NXP Semiconductors shares jumped 26% after strong earnings driven by AI and automotive demand. The company highlighted rising data center infrastructure needs.
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Cohere plans to acquire Aleph Alpha and secure a $600 million investment to expand its footprint in Europe. The deal targets demand for sovereign AI in regulated industries.
Big Tech stocks posted a sharp rally this week, driven by AI infrastructure demand and easing macro concerns. Oracle, AMD, and Microsoft led gains.
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
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.
Broadcom is expanding its role in AI infrastructure through new chip and compute deals with Google and Anthropic. The move reflects accelerating demand for large-scale AI capacity.
President Donald Trump has appointed top tech executives, including leaders from Meta, Nvidia, and Oracle, to a council shaping U.S. AI policy and strategy.
Meta introduced four new in-house MTIA chips designed for AI training and inference as the company accelerates data center expansion. The chips aim to improve performance and reduce reliance on external hardware suppliers.
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.