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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.
Analysts warn 2026 could be a pivotal year for OpenAI and other private AI companies as investors focus on profitability amid rising compute costs and IPO speculation.
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.
Humans& secures $480 million in seed funding from Nvidia, Jeff Bezos, and top VCs, aiming to develop AI tools for collaboration and productivity.
Skild AI raised nearly $1.4 billion to advance a unified foundation model designed to control multiple types of robots. The funding values the company at more than $14 billion.
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.
AI-native biotech Proxima raised $80 million in an oversubscribed seed round to develop proximity-based therapeutics. The funding supports AI-driven discovery for previously “undruggable” targets across oncology and immunology.
NVIDIA and Eli Lilly are creating a $1 billion AI co-innovation lab to accelerate drug discovery. The lab will integrate AI, biomedical data, and robotics to transform medicine development.
Alphabet reached a $4 trillion market valuation after a 65% stock gain in 2025, fueled by AI investments including Gemini 3 and custom AI chips for enterprise and consumer products.
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.
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.
Universal Music Group and NVIDIA are collaborating to develop AI tools for music discovery, creation, and fan engagement, while ensuring artist attribution and copyright protection.
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.
SoftBank has finalized its $40 billion investment in OpenAI, increasing its stake above 10%. The funding supports AI infrastructure initiatives, joint ventures, and OpenAI’s broader growth, including plans for a potential IPO.
Nvidia has signed a non-exclusive licensing deal with AI chip developer Groq and will hire its founder and senior executives. The agreement highlights Nvidia’s push to expand AI computing capabilities amid rising competition.