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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

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DeepSeek to train V5 AI model on 160,000 Huawei Ascend 950DT chips in full domestic stack shift

DeepSeek plans to train its upcoming V5 AI model using 160,000 Huawei Ascend 950DT chips at a new data center in Ulanqab, Inner Mongolia. This marks China's first attempt at domestic full-stack AI model training, reducing dependence on Nvidia hardware while testing the TileLang compiler ecosystem.

Technology2 sources

DeepSeek to train V5 AI model on 160,000 Huawei Ascend 950DT chips in full domestic stack shift

Technology2 sources

Oracle Cancels $7bn Tencent AI Deal After Trump Administration Raises National Security Concerns

Oracle has terminated a five-year, $7bn chip leasing contract with Tencent following intervention from US officials. The deal would have given the Chinese tech giant access to 100,000 advanced AI chips across Southeast Asia data centres. The cancellation underscores growing geopolitical tensions as both nations compete for AI supremacy.

Business5 sources

Oracle Cancels $7bn Tencent AI Deal After Trump Administration Raises National Security Concerns

Business5 sources

AMD Takes $1.07 Billion Charge as OpenAI and Meta AI Chip Deals Begin Ramping Up

AMD recorded a $1.07 billion non-cash charge in Q3 2024 tied to stock warrants issued to OpenAI and Meta under massive AI chip supply agreements. The warrants could give both companies up to 10% stakes each, potentially diluting current shareholders by 20% through 2030 as shipment milestones are met.

Business3 sources

AMD Takes $1.07 Billion Charge as OpenAI and Meta AI Chip Deals Begin Ramping Up

Business3 sources

Asus ProArt P16 & P14 AI Laptops Launch in India Starting at Rs. 3.3 Lakh for Creators

Asus launched the ProArt P16 and P14 creator laptops in India, powered by NVIDIA RTX Spark N1X platforms with up to 128GB unified memory. The AI laptops feature 120Hz OLED touchscreens and start at Rs. 3,29,990, targeting content creators and AI developers with local AI computing capabilities.

Technology2 sources

Asus ProArt P16 & P14 AI Laptops Launch in India Starting at Rs. 3.3 Lakh for Creators

Technology2 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

AMD reported third-quarter data center revenue of $8.55 billion, up 97% year-over-year, while CEO Lisa Su defended long-term AI infrastructure investments despite a 17% stock drop. The chipmaker forecasts revenue growth exceeding 80% through 2027, positioning itself as a leading alternative to Nvidia in the AI market.

Business13 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

Business13 sources

Smugglers Exploit Export Loophole to Move $4,000 HBM Chips Into China on Decoy Processors

Smugglers are exploiting a regulatory gap in US export restrictions to China by packaging banned high-bandwidth memory chips from Samsung and SK Hynix with deliberately weak processors. Once in Shenzhen, workshops desolder the $4,000 HBM3E stacks for use in Huawei's AI processors, fueling a lucrative black market amid China's memory chip shortage.

Policy3 sources

Smugglers Exploit Export Loophole to Move $4,000 HBM Chips Into China on Decoy Processors

Policy3 sources

Apollo Global Lends Record $114bn as AI Financing Boom Accelerates

Apollo Global achieved record lending of $114bn in Q3 2024, surging over 50% from the previous quarter as it aggressively financed AI infrastructure. The private capital group provided funding to Anthropic and Nvidia through complex chip-backed loans, reaching $350bn in annual lending that rivals major commercial banks like HSBC and Citigroup.

Business2 sources

Apollo Global Lends Record $114bn as AI Financing Boom Accelerates

Business2 sources

Apple's John Ternus Faces Early Test as Memory Crisis Squeezes Margins in First Earnings Report

Apple CEO John Ternus confronted Wall Street in his first earnings call with a sobering forecast: gross margins will drop to 45-46% in the December quarter due to unprecedented memory pricing increases and Siri AI ramp-up costs. The company is grappling with global memory chip shortages driven by insatiable AI demand from Nvidia and hyperscalers, forcing Apple to raise iPhone prices by $100 and absorb mounting supply chain constraints.

Business2 sources

Apple's John Ternus Faces Early Test as Memory Crisis Squeezes Margins in First Earnings Report

Business2 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

An investigation uncovered that Chinese companies approved to purchase Nvidia's H200 chips operate from empty offices and have connections to sanctioned entities. Meanwhile, 600,000 chips remain stockpiled in Hong Kong as Beijing restricts imports, highlighting how geopolitical tensions are reshaping global AI hardware trade.

Policy24 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

Policy24 sources

ON Semiconductor Bets $600M on AI Power Tech, Raises 2030 Data Center Revenue Target 20%

ON Semiconductor acquired Ferric for $600 million to strengthen AI processor power delivery capabilities. The chipmaker raised its 2030 AI data center revenue target by $500 million to over $3 billion. Third-quarter results beat estimates with AI data center revenue surging 175% year-over-year to $180 million, though automotive demand softened.

Business3 sources

ON Semiconductor Bets $600M on AI Power Tech, Raises 2030 Data Center Revenue Target 20%

Business3 sources

AI Demand Pushes US Manufacturing to Fastest Growth Since 2021 Despite Supply Chain Strains

US manufacturing hit a 55.5 ISM index in October, marking ten straight months of expansion driven by AI-related demand. But the surge comes with steep costs as supply chain disruptions push input prices to 75.2, while semiconductor lead times balloon from four weeks to 50 weeks.

Business4 sources

AI Demand Pushes US Manufacturing to Fastest Growth Since 2021 Despite Supply Chain Strains

Business4 sources

South Korea Unveils Hangang Supercomputer with 614 Petaflops for AI Research and Quantum Computing

South Korea launched Hangang, its sixth national supercomputer, at the Korea Institute of Science and Technology Information in Daejeon. With 614 petaflops performance powered by 8,496 NVIDIA GH200 chips, the system delivers 24 times the computing power of its predecessor. KISTI plans to connect Hangang to a quantum computer by 2027 for hybrid computing research.

Technology3 sources

South Korea Unveils Hangang Supercomputer with 614 Petaflops for AI Research and Quantum Computing

Technology3 sources

Intel Redirects Consumer Chip Production to Xeon CPUs Amid Soaring AI Demand

Intel is reallocating manufacturing capacity from consumer processors to data center Xeon CPUs as AI-driven server demand outpaces supply. The shift affects Panther Lake production, with new capacity not expected until late 2027.

Business2 sources

Intel Redirects Consumer Chip Production to Xeon CPUs Amid Soaring AI Demand

Business2 sources

AI Stocks Face $2 Trillion Rout as Midterm Elections Trigger Data Center Construction Concerns

Democratic victories in US midterm elections triggered a massive sell-off in AI stocks and chipmakers, with the Nasdaq plunging 5.5% as investors fear regulatory tightening on data center construction. The tech-heavy index wiped out over $2 trillion in market value, raising questions about the sustainability of the AI infrastructure boom.

Business18 sources

AI Stocks Face $2 Trillion Rout as Midterm Elections Trigger Data Center Construction Concerns

Business18 sources

South Korea Doubles AI Investment to Record $16 Billion in 2027 Budget Push

South Korean President Lee Jae Myung announced a record 820.9 trillion won budget for 2027, nearly doubling AI and semiconductors spending to 21.3 trillion won. The plan includes developing a world-leading sovereign AI model and training 2,000 chip design specialists as the country races to maintain its technological edge in the global AI competition.

Policy5 sources

South Korea Doubles AI Investment to Record $16 Billion in 2027 Budget Push

Policy5 sources

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