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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

NVIDIA is partnering with five space companies to build orbital AI infrastructure, while Elon Musk's SpaceXAI teams with Anthropic for multi-gigawatt space facilities. The push comes as terrestrial data centers face severe power, water, and land constraints—with some projects facing seven-year permit delays.

Technology3 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

Technology3 sources

Intel CEO confirms Intel and Nvidia collaboration on new products is actively progressing

Intel CEO Lip-Bu Tan publicly confirmed that Intel and Nvidia are actively developing new products together, eight months after their historic partnership announcement. The collaboration spans AI infrastructure platforms and consumer devices, with the first joint products potentially arriving by 2026. Intel's stock rose following the announcement.

Technology2 sources

Intel CEO confirms Intel and Nvidia collaboration on new products is actively progressing

Technology2 sources

HrdWyr Secures $13M Series A to Build AI-Native Chips for Physical AI Era

Indian semiconductor startup HrdWyr has closed a $13 million Series A funding round led by Ideaspring Capital to develop AI-native System-on-Chip products. The company is building purpose-built chips for Physical AI applications across white goods, EVs, and data centers, marking a shift from conventional general-purpose architectures to domain-specific edge intelligence.

Startups2 sources

HrdWyr Secures $13M Series A to Build AI-Native Chips for Physical AI Era

Startups2 sources

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Applied Materials and TSMC have announced a partnership to fast-track AI chip development at the EPIC Center in Silicon Valley. The collaboration builds on 30 years of joint work and focuses on materials engineering, equipment innovation, and process integration to deliver energy-efficient chips for data centers and edge devices.

Technology2 sources

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Technology2 sources

South Korea proposes AI profit tax to fund citizen dividend as chip giants post record earnings

A senior South Korean official has floated a controversial proposal to tax AI profits and redistribute them as a national dividend to citizens. The idea triggered sharp market swings, with the Kospi index plunging 5.1% before recovering after clarifications. The proposal highlights growing pressure to share wealth from the AI boom that's enriching Samsung Electronics and SK Hynix.

Policy4 sources

South Korea proposes AI profit tax to fund citizen dividend as chip giants post record earnings

Policy4 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

The US Commerce Department approved roughly 10 Chinese firms to buy Nvidia's H200 AI chips, but Beijing is blocking the purchases to steer investment toward domestic chipmakers like Huawei. Despite Nvidia CEO Jensen Huang joining President Trump's Beijing summit, the impasse remains, leaving billions in potential revenue frozen as the US-China tech rivalry intensifies.

Policy16 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

Policy16 sources

Cerebras Systems raises $5.5B in blockbuster IPO after nearly burning out with $8M monthly spend

Cerebras Systems raised $5.5 billion in its IPO, valuing the AI chipmaker at roughly $60 billion. But the company's success story nearly ended in 2019 when it was burning $8 million monthly trying to solve a technical problem that had stumped the semiconductor industry for decades. The breakthrough came in July 2019 when the team finally cracked the packaging challenge for its dinner plate-sized chip.

Business23 sources

Cerebras Systems raises $5.5B in blockbuster IPO after nearly burning out with $8M monthly spend

Business23 sources

8-year-old Nvidia V100 AI GPU modded for $200 crushes modern cards in AI LLM workloads

YouTuber Hardware Haven converted a $100 Nvidia V100 data center GPU with SMX interface into a PCIe card using a custom adapter and 3D-printed cooling. The modded Tesla V100 delivered 130 tokens per second in AI inference tests, outperforming both the RTX 3060 and RX 7800 XT while proving more efficient than modern midrange offerings at just 0.55 tokens per second per watt.

Technology2 sources

8-year-old Nvidia V100 AI GPU modded for $200 crushes modern cards in AI LLM workloads

Technology2 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Bangkok-based technology firm SiamAI has formally rejected allegations that it circumvented U.S. export restrictions to ship advanced AI servers to China. U.S. prosecutors claim at least $2.5 billion in American AI technology was illegally shipped, with more than $500 million moved between April and mid-May 2025. The case highlights growing tensions over semiconductor controls as Thailand emerges as a critical digital infrastructure hub.

Policy2 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Policy2 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

US prosecutors identified Bangkok-based OBON Corp as the intermediary in a massive smuggling operation that routed restricted Nvidia AI GPUs to China. The $2.5 billion scheme allegedly involved Supermicro executives using falsified documents and dummy servers to bypass export controls, with Alibaba reportedly among the end customers receiving the banned hardware.

Policy5 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

Policy5 sources

SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Global tech giants are making rare financial offers to SK Hynix, proposing to invest in new production lines and fund expensive manufacturing equipment purchases as they scramble to secure memory chips. The chipmaker remains cautious, with insiders warning that available capacity is essentially zero despite the artificial intelligence boom driving demand.

Business5 sources

SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Business5 sources

Qualcomm stock surges 15% as AI chips and data center expansion fuel investor confidence

Qualcomm stock jumped nearly 15% as investors rallied behind the chipmaker's strategic pivot into AI. The surge followed reports of an OpenAI partnership for AI-native smartphone chips, accelerated data center chip shipments to a major hyperscaler, and strong second-quarter earnings. With new Snapdragon platforms and a $2.3 billion acquisition to expand data center capabilities, Qualcomm is transforming from a smartphone chip vendor into a diversified AI computing company.

Business2 sources

Qualcomm stock surges 15% as AI chips and data center expansion fuel investor confidence

Business2 sources

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

AMD unveiled the Instinct MI350P, a PCIe AI accelerator card with 144GB of HBM3E memory designed for air-cooled enterprise servers. The dual-slot card delivers up to 4,600 TFLOPS performance and outpaces Nvidia's H200 NVL by roughly 40% in FP16 and FP8 theoretical compute. With support for up to eight cards per system, AMD targets enterprises seeking scalable AI infrastructure without major platform overhauls.

Technology7 sources

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

Technology7 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

A fresh investor frenzy has shifted the AI bull run's focus to Asia, with Seoul becoming the world's hottest stock market. Samsung, TSMC, and SK Hynix are posting record earnings, with chip revenues at Samsung leaping nearly 50 times last quarter. South Korea's KOSPI has doubled in six months as Asian chipmakers cement their pivotal role in the global AI supply chain.

Business2 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

Business2 sources

Samsung workers reject $340,000 bonus, threaten strike that could shake global AI chip supply

Samsung semiconductor workers have rejected a $340,000 one-time bonus offer, demanding annual profit-sharing bonuses like SK Hynix's $900,000 payouts. With over 50,000 workers threatening an 18-day strike starting May 21, the labor dispute could cost Samsung up to $11.7 billion and disrupt the global AI hardware industry at a time when high-bandwidth memory chips are in critically short supply.

Business4 sources

Samsung workers reject $340,000 bonus, threaten strike that could shake global AI chip supply

Business4 sources

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