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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Chipmaker Nvidia completed a $25 billion bond offering, its first debt issuance in five years, drawing over $85 billion in investor orders. The upsized deal reflects surging AI demand and marks a shift as even cash-rich tech giants turn to capital markets to fund the AI infrastructure buildout and chip production needs.

Business9 sources

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Business9 sources

CEVA Gets Buy Rating as Needham Sees Physical AI Opportunity for Semiconductor Leader

Needham initiated coverage on CEVA with a Buy rating and $55 price target, betting on the company's position in Physical AI. The semiconductor firm holds 68% global market share in wireless connectivity and reported $17.8 million in licensing revenue last quarter—its highest in three years.

Business2 sources

CEVA Gets Buy Rating as Needham Sees Physical AI Opportunity for Semiconductor Leader

Business2 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

ByteDance is in talks to purchase at least 50,000 AI chips from Shanghai-based Iluvatar CoreX this year, primarily for inference workloads supporting its Doubao chatbot. The deal would make Iluvatar ByteDance's third domestic chip supplier after Huawei and Cambricon, reflecting China's push for self-reliance in AI hardware amid ongoing US export controls on advanced chips.

Technology3 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

Technology3 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Asia hedge funds posted exceptional returns exceeding 100% in early 2026, capitalizing on investments across the AI supply chain and semiconductor industry. WT Asset Management's China Focus fund gained 103%, while E20 Capital surged 136%, driven by positions in AI hardware companies and memory-chip makers. Regional funds leveraged Asia's dominance in semiconductor manufacturing to identify supply constraints early.

Business2 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Business2 sources

Nvidia RTX Pro 6000 Blackwell GPU pricing soars to $13,250 in just one year

Nvidia's flagship workstation GPU, the RTX Pro 6000 Blackwell, now costs $13,250—a staggering 55% increase from its $8,565 launch price in March 2025. The price surge stems from an ongoing memory shortage and relentless AI sector demand for high-capacity VRAM cards. Even the RTX 5090 gaming GPU has crossed $4,000, doubling its original MSRP.

Business2 sources

Nvidia RTX Pro 6000 Blackwell GPU pricing soars to $13,250 in just one year

Business2 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

AMD opens pre-orders for its Ryzen AI Halo developer platform, a compact AI mini PC priced at $3,999 with 128GB unified memory and Linux support. The system features the Ryzen AI Max+ 395 processor and directly challenges NVIDIA's DGX Spark, which now costs $4,679 due to component shortages, giving AMD a $680 price advantage.

Technology4 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

Technology4 sources

Mistral AI pursues €3 billion funding round at €20 billion valuation to challenge US rivals

French AI startup Mistral AI is in early talks to raise €3 billion at a €20 billion valuation, nearly doubling its September price. The funding aims to fuel its ambition as Europe's sovereign AI alternative, building owned data centers and competing against far richer American rivals like OpenAI and Anthropic.

Startups5 sources

Mistral AI pursues €3 billion funding round at €20 billion valuation to challenge US rivals

Startups5 sources

SK Hynix to triple memory production by 2034 as AI demand reshapes semiconductor industry

SK Hynix, the world's largest supplier of high-bandwidth memory for AI GPUs, plans to triple its wafer production capacity by 2034—accelerating a timeline originally set for 2045. The expansion responds to surging AI infrastructure demand that has sent memory prices soaring, though relief for consumers remains years away.

Business3 sources

SK Hynix to triple memory production by 2034 as AI demand reshapes semiconductor industry

Business3 sources

Nvidia begins Vera CPU sales pitch to Chinese clients as AI chip strategy shifts

Nvidia has started telling Chinese customers its Vera CPU for AI data centers could be available by August, marking a strategic pivot after GPU restrictions decimated its China market share. At least one major Chinese cloud company plans to order over 300 servers with Vera chips for testing, as the chipmaker attempts to revive revenue in a market where its share has fallen to zero.

Technology4 sources

Nvidia begins Vera CPU sales pitch to Chinese clients as AI chip strategy shifts

Technology4 sources

Vivo X Fold 6 debuts custom Dimensity 9500 Super Edition chip built for foldables and AI

Vivo and MediaTek spent two years co-developing the Dimensity 9500 Super Edition chipset exclusively for the Vivo X Fold 6. The custom chip delivers 111% faster NPU performance and 56% lower power consumption compared to its predecessor. The foldable smartphone introduces advanced AI features including 7x faster offline speech transcription, AI File Manager, and the Atomic Workbench for large-screen multitasking.

Technology3 sources

Vivo X Fold 6 debuts custom Dimensity 9500 Super Edition chip built for foldables and AI

Technology3 sources

Hanmi Semiconductor invests $32.9M in SpaceX, stock surges 25% on AI chip bet

South Korean chip equipment maker Hanmi Semiconductor announced a $32.9 million investment in SpaceX ahead of its stock market debut, driving shares up 25.3%. The strategic move positions Hanmi at the intersection of AI infrastructure, space technology, and advanced chip manufacturing through Elon Musk's Terrafab initiative.

Business2 sources

Hanmi Semiconductor invests $32.9M in SpaceX, stock surges 25% on AI chip bet

Business2 sources

Nvidia Hires Former Intel Lobbying Chief Bruce Andrews to Lead Washington Strategy

Nvidia appointed Bruce Andrews, former Intel government affairs chief, as Chief External Affairs Officer to navigate mounting regulatory challenges. The move comes as the chipmaker faces tighter U.S. export controls on AI chips to China while CEO Jensen Huang argues continued Chinese market access is critical to maintaining American competitiveness in AI.

Policy2 sources

Nvidia Hires Former Intel Lobbying Chief Bruce Andrews to Lead Washington Strategy

Policy2 sources

AWS Graviton5 launches with 192 Arm cores, challenging Intel and AMD in cloud computing

Amazon's latest Graviton5 processor features 192 Arm cores built on TSMC's 3nm process, delivering 35% faster AI inference and 30% faster database performance. Meta is deploying tens of millions of cores as AWS positions its custom silicon against Intel Xeon and AMD EPYC processors. The chip marks a significant step in AWS's eight-year custom silicon journey, though the company's marketing push to frame it as an 'AI chip' has drawn criticism from industry observers.

Technology4 sources

AWS Graviton5 launches with 192 Arm cores, challenging Intel and AMD in cloud computing

Technology4 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Google is in talks with Samsung Electronics to manufacture a critical component of its tenth-generation Tensor Processing Unit, codenamed Icefish, using advanced 2-nanometer technology. The partnership would split production between TSMC and Samsung, with mass production potentially starting in 2028, marking Google's strategic move to diversify chip manufacturing sources amid surging AI demand.

Technology5 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Technology5 sources

Microsoft tests AI features on Nvidia GPUs as Copilot+ exclusivity begins to fade

Microsoft is testing local AI features on discrete GPUs through an experimental Windows App SDK update. Systems with Nvidia GeForce RTX 30-series cards and 6GB of VRAM can now run language model APIs previously restricted to Copilot+ PCs with NPUs. The move signals a shift in Microsoft's AI strategy, potentially opening AI capabilities to millions of existing Windows 11 devices.

Technology5 sources

Microsoft tests AI features on Nvidia GPUs as Copilot+ exclusivity begins to fade

Technology5 sources

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