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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Arm Holdings CEO Rene Haas grows more confident about hitting $2 billion AI chip revenue target

Arm Holdings CEO Rene Haas expressed increasing confidence in reaching the company's $2 billion AI chip revenue target, citing unprecedented demand. The chip designer's U.S.-listed shares rallied 8% following his bullish comments on CNBC, though supply constraints remain the primary growth challenge as Arm pivots from smartphones to data center chips.

Business2 sources

Arm Holdings CEO Rene Haas grows more confident about hitting $2 billion AI chip revenue target

Business2 sources

Goldman Sachs Reveals 42 Indian AI Enabler Stocks That Surged 60% While Nifty Dropped 12% in 2026

Goldman Sachs has identified 42 Indian AI enabler stocks with a combined market capitalization of $670 billion that rallied 60% in 2026, defying the broader Nifty index decline of 12%. The basket spans power generation, data centre operations, and semiconductor infrastructure, driven by earnings growth and rising corporate focus on AI infrastructure.

Business2 sources

Goldman Sachs Reveals 42 Indian AI Enabler Stocks That Surged 60% While Nifty Dropped 12% in 2026

Business2 sources

Meta Platforms Stock Surges 30% as Muse AI Strategy Wins Analyst Confidence

Meta Platforms shares jumped 4% to $773 following CEO Mark Zuckerberg's keynote at the Meta Connect conference, where he unveiled major AI advancements. JPMorgan raised its price target to $920, citing Muse AI's potential to become the most widely used consumer AI application since ChatGPT. The stock has rallied 30% in September alone.

Technology11 sources

Meta Platforms Stock Surges 30% as Muse AI Strategy Wins Analyst Confidence

Technology11 sources

Nebius Raises AI Cloud Prices Again as Demand for Computing Power Pushes Rates Up to 21% Higher

Amsterdam-based Nebius announced its second price hike in three months, raising rates for Nvidia GPUs by 17-21% starting October 1. The move follows a surge in demand for computing power needed to train AI models, with the neocloud provider recently signing four contracts averaging over $1 billion each.

Business4 sources

Nebius Raises AI Cloud Prices Again as Demand for Computing Power Pushes Rates Up to 21% Higher

Business4 sources

GlobalFoundries and Marvell Expand Partnership to Meet Surging AI Data Center Demand

GlobalFoundries and Marvell Technology announced a major expansion of their multi-year manufacturing partnership to increase silicon germanium production capacity at the Burlington, VT facility. The deal aims to meet growing demand for faster data connections in AI data centers, with both companies' stocks trading higher following the announcement.

Business3 sources

GlobalFoundries and Marvell Expand Partnership to Meet Surging AI Data Center Demand

Business3 sources

Apple Watch Series 12 Ushers in New AI Wearable Era With Redesigned Health Sensors and Continuous Monitoring

Apple unveiled the Watch Series 12 with major internal upgrades including a new S11 chip and redesigned health sensor array enabling continuous heart rate tracking every 5 seconds. The AI wearable introduces Audio Intelligence features and a readiness score, positioning Apple to compete in AI-driven health monitoring while maintaining its familiar design.

Technology2 sources

Apple Watch Series 12 Ushers in New AI Wearable Era With Redesigned Health Sensors and Continuous Monitoring

Technology2 sources

US Calls for AI Slowdown While China Pushes to Accelerate: The Global Split on AI Risk

OpenAI and Anthropic executives warn AI development poses existential threats to humanity and call for slower advancement. Meanwhile, Huawei chair Eric Xu argues Chinese AI labs must accelerate development to understand frontier risks. Experts debate whether AI safety concerns reflect genuine danger or strategic positioning by tech companies seeking competitive advantage.

Policy24 sources

US Calls for AI Slowdown While China Pushes to Accelerate: The Global Split on AI Risk

Policy24 sources

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

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