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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Global AI Spending Set to Surge 49.5% to $2.7 Trillion in 2026, Gartner Forecasts

Gartner forecasts worldwide AI spending will reach $2.7 trillion in 2026, marking a 49.5% year-over-year increase. The surge is driven by massive AI infrastructure investments and rapid embedding of agentic AI across software products, with AI-optimized servers becoming the largest spending category.

Business2 sources

Global AI Spending Set to Surge 49.5% to $2.7 Trillion in 2026, Gartner Forecasts

Business2 sources

Huawei Pulls Ascend 960 AI Chip Launch Forward by Three Quarters, Doubling Performance Targets

Huawei announced at its Connect 2026 conference that its next-generation Ascend 960DT AI chip will launch in Q1 2027, three quarters ahead of schedule. The accelerated timeline comes as China races to build domestic semiconductor capabilities despite U.S. restrictions, with the chip delivering 4 FP4 PFLOPS and 288GB of memory to compete with Nvidia in AI computing.

Technology15 sources

Huawei Pulls Ascend 960 AI Chip Launch Forward by Three Quarters, Doubling Performance Targets

Technology15 sources

Singapore Exports Jump 46.2% in August as AI Boom Drives Fastest Growth Since 2005

Singapore's non-oil domestic exports surged 46.2% year-over-year in August, marking the largest increase since November 2005. Electronics exports jumped 131.8% driven by robust AI-related demand for integrated circuits and personal computers. Enterprise Singapore upgraded its annual export growth forecast to 14-16% from 3-5%.

Business3 sources

Singapore Exports Jump 46.2% in August as AI Boom Drives Fastest Growth Since 2005

Business3 sources

SK Hynix in talks with Intel to expand AI memory production at Ohio campus

SK Hynix is exploring a partnership with Intel to manufacture memory chips at Intel's Ohio facility, which could complement its $4 billion Indiana packaging plant. The potential deal would create a complete U.S. AI memory supply chain as demand for high-bandwidth memory surges across AI servers and data centers.

Business3 sources

SK Hynix in talks with Intel to expand AI memory production at Ohio campus

Business3 sources

onsemi Embedded Power Platform Delivers Up to 5x Power Density for AI Chips and EVs

onsemi launched its Embedded Power Platform that replaces traditional PCB substrates with silicon wafers, achieving 3-5x higher power density. The platform integrates silicon carbide and gallium nitride technologies for AI data centers and electric vehicles, with Subaru as an early partner evaluating the technology for future EVs.

Technology4 sources

onsemi Embedded Power Platform Delivers Up to 5x Power Density for AI Chips and EVs

Technology4 sources

Crux AI Gets $22 Billion Loan as Blackstone and Alphabet Scale AI Infrastructure

A consortium of 10 banks led by Goldman Sachs and Barclays is providing $22 billion in debt financing to Crux AI, the cloud joint venture between Blackstone and Alphabet. The funds will purchase Google's Tensor Processing Units and support 500 megawatts of data center capacity launching in 2027.

Business3 sources

Crux AI Gets $22 Billion Loan as Blackstone and Alphabet Scale AI Infrastructure

Business3 sources

AMD builds neural rendering tech for RDNA 5 GPUs to compete with Nvidia DLSS 5 by 2027-2028

AMD is developing its own neural rendering technology to rival Nvidia DLSS 5, targeting a launch with next-gen RDNA 5 GPUs in late 2027 or 2028. Leaker Kepler_L2 reveals AMD's approach aims to minimize AI-generated artifacts by giving AI direct access to 3D game data, but the delayed timeline may leave AMD trailing Nvidia's rapidly evolving DLSS stack.

Technology3 sources

AMD builds neural rendering tech for RDNA 5 GPUs to compete with Nvidia DLSS 5 by 2027-2028

Technology3 sources

Apple Plans Return to Server Market with M8 Ultra-Powered AI Servers Targeting 2029 Launch

Apple is developing an enterprise AI server powered by its future M8 Ultra chips, marking a potential return to the server market nearly two decades after discontinuing Xserve in 2011. The project could incorporate Nvidia NVLink Fusion technology and targets AI developers, businesses, and governments with a planned 2029 release.

Technology15 sources

Apple Plans Return to Server Market with M8 Ultra-Powered AI Servers Targeting 2029 Launch

Technology15 sources

AnalogAI Selects Silicon Storage Technology's memBrain SAGE IP for Real-World Edge AI Processors

AnalogAI has chosen memBrain SAGE neuromorphic hardware intellectual property from Microchip Technology's Silicon Storage Technology subsidiary for its edge AI processors. The hardware-aware solution enables simultaneous training and inference at or below one watt, targeting applications like environment-adapting humanoid robots, drones and autonomous vehicles.

Technology2 sources

AnalogAI Selects Silicon Storage Technology's memBrain SAGE IP for Real-World Edge AI Processors

Technology2 sources

Jensen Huang Attends Trump's State Dinner for Xi as AI Competition and Safety Concerns Take Center Stage

Nvidia CEO Jensen Huang will join President Trump's state dinner for Chinese President Xi Jinping on September 24, alongside tech leaders including Sam Altman, Elon Musk, and Tim Cook. The high-profile event underscores AI's central role in US-China relations as both nations compete for dominance while industry insiders warn about existential risks from rapid AI advancement.

Policy5 sources

Jensen Huang Attends Trump's State Dinner for Xi as AI Competition and Safety Concerns Take Center Stage

Policy5 sources

Microsoft event on October 7 to unveil local AI future with Surface Laptop Ultra and RTX Spark

Microsoft hosts its first major Windows and Surface event in over two years on October 7 in San Francisco, focusing on local AI computing. CEO Satya Nadella and NVIDIA's Jensen Huang will unveil details about the Surface Laptop Ultra powered by RTX Spark, alongside broader AI-ready PC ecosystem innovations.

Technology7 sources

Microsoft event on October 7 to unveil local AI future with Surface Laptop Ultra and RTX Spark

Technology7 sources

Euclyd Secures $231 Million Series A with Samsung Backing to Build Energy-Efficient AI Chips

Netherlands-based startup Euclyd raised over $230 million in Series A funding led by Samsung Electronics, Somerset Capital Partners, and Scaleup Europe Fund. The company is developing craftwerk, an AI-specific chip designed to reduce energy consumption for AI inference workloads and tackle the memory wall challenge in the AI hardware ecosystem.

Technology2 sources

Euclyd Secures $231 Million Series A with Samsung Backing to Build Energy-Efficient AI Chips

Technology2 sources

Bank of America Predicts AI Regulation Will Boost Nokia and STMicroelectronics as Spending Shifts

Bank of America strategists argue that tighter AI regulation will redirect spending from frontier AI models toward inference, monitoring, and control infrastructure. Nokia and STMicroelectronics are positioned as potential European winners, with Nokia's high-speed switches and optical transport solutions gaining traction as regulated AI agents require distributed infrastructure.

Business2 sources

Bank of America Predicts AI Regulation Will Boost Nokia and STMicroelectronics as Spending Shifts

Business2 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Broadcom CEO Hock Tan doubled down on the chipmaker's ambitious AI revenue targets after Anthropic CEO Dario Amodei called for moderating AI development pace. Despite a 4.8% stock drop and market concerns, Tan insists demand for AI compute infrastructure remains strong and durable, projecting $230 billion in AI semiconductor revenue by fiscal 2028.

Business3 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Business3 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

MediaTek launched its Dimensity 9600 Pro, the first smartphone chip built using TSMC's cutting-edge 2nm process. The flagship processor delivers 51% improved AI performance with dedicated neural processing unit, 185fps gaming, and 17% faster single-core speeds. MediaTek aims to capture more premium smartphone market share against Qualcomm.

Technology19 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

Technology19 sources

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