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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Singapore prosecutors charged Jenny Lim with fraud for allegedly misleading Dell Technologies about server purchases containing Nvidia chips. The case expands an ongoing investigation into the circumvention of U.S. export bans, with servers routed through Singapore to Malaysia and potentially China. Lim joins two co-conspirators previously charged in February 2025.

Policy5 sources

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Policy5 sources

IBM and Arm team up to bring modern AI workloads to enterprise mainframes via virtualization

IBM and Arm announced a strategic collaboration on April 2, 2026, to enable Arm-based software to run on IBM Z mainframes and LinuxONE systems through virtualization. The partnership aims to bridge the gap between the widely-used Arm AI software ecosystem and IBM's mission-critical enterprise hardware, though no shipping date has been provided.

Technology5 sources

IBM and Arm team up to bring modern AI workloads to enterprise mainframes via virtualization

Technology5 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Australia-based Sharon AI announced a $1.8 billion supply agreement and a partnership with Canva, sending shares skyward despite reporting increased losses in its first earnings since its February Nasdaq debut. The artificial intelligence company rents access to high-end computer chips from Nvidia and AMD for AI processing needs.

Business2 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Business2 sources

Cognichip raises $60M to use AI for designing the chips that power AI itself

Cognichip raised $60 million led by Seligman Ventures to build AI models that design advanced computer chips. The startup claims its physics-informed platform can reduce chip design costs by over 75% and cut development timelines by more than half. Intel CEO Lip-Bu Tan joined the funding round and will join the board as the company works with over 30 semiconductor firms.

Startups2 sources

Cognichip raises $60M to use AI for designing the chips that power AI itself

Startups2 sources

SpaceX and Google race to build AI data centers in space as scientists question the physics

SpaceX filed to launch up to 1 million satellites for orbital computing, while Google plans its Project Suncatcher test in 2027. The companies promise to solve AI's escalating electricity demands with solar-powered space data centers, but scientists warn of unresolved challenges in thermal management, radiation shielding, and economics that could make the vision unviable for years.

Technology7 sources

SpaceX and Google race to build AI data centers in space as scientists question the physics

Technology7 sources

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Supermicro co-founder Yih-Shyan Wally Liaw entered a not guilty plea to charges of illegally diverting billions in Nvidia AI-powered servers to China. Released on $5 million bond, Liaw faces trial in November alongside two co-defendants in what prosecutors call the highest-profile crackdown on restricted AI technology smuggling. The charges wiped over $6 billion from Supermicro's market value.

Policy5 sources

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Policy5 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Nvidia's dominance in China has eroded dramatically, with its market share falling from 95% to just 55% as Chinese chipmakers shipped 1.65 million AI GPUs in 2025. Huawei leads domestic vendors with 812,000 units, while U.S. export controls accelerate Beijing's push for self-reliance in semiconductors. The shift marks a critical turning point in the global AI chip race.

Business4 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Business4 sources

OpenAI closes $122 billion funding round amid fierce AI competition and profitability questions

OpenAI secured $122 billion in the largest Silicon Valley funding round ever, reaching an $852 billion valuation. But the ChatGPT maker faces mounting pressure from rivals like Anthropic and Google while racing toward profitability. The company is pivoting to enterprise revenue and coding tools while planning a unified AI superapp and potential IPO by year-end.

Startups19 sources

OpenAI closes $122 billion funding round amid fierce AI competition and profitability questions

Startups19 sources

Fujitsu and Rapidus partner to build 1.4nm AI chip entirely in Japan with government backing

Fujitsu plans to develop an advanced 1.4nm AI chip manufactured entirely in Japan by Rapidus, marking a significant push toward sovereign AI capabilities. Japan's NEDO will fund roughly two-thirds of the ¥58 billion ($363 million) development cost. The NPU will integrate with Fujitsu's Arm-based Monaka CPUs for deployment in server systems and the Fugaku NEXT supercomputer.

Technology2 sources

Fujitsu and Rapidus partner to build 1.4nm AI chip entirely in Japan with government backing

Technology2 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Nvidia has officially rolled out DLSS 4.5 through a beta update for the Nvidia App, bringing 6x Multi Frame Generation and Dynamic Multi Frame Generation exclusively to RTX 50 series GPUs. The update generates up to five additional frames for every natively rendered frame while automatically adjusting multipliers to match your monitor's refresh rate, promising smoother 4K 240Hz gaming with minimal latency impact.

Technology12 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Technology12 sources

Nvidia's $2 billion Marvell investment turns competitor into ecosystem partner via NVLink Fusion

Nvidia has invested $2 billion in Marvell Technology, pulling one of the largest custom AI chip designers into its NVLink Fusion ecosystem. The deal ensures that Marvell's custom accelerators for hyperscalers like Amazon, Google, and Microsoft remain dependent on Nvidia's infrastructure, effectively turning potential competition into a revenue stream through mandatory platform components.

Technology14 sources

Nvidia's $2 billion Marvell investment turns competitor into ecosystem partner via NVLink Fusion

Technology14 sources

Zhipu AI revenue doubles to $105M as net losses climb 60% amid fierce China AI rivalry

Chinese artificial intelligence company Zhipu AI reported a 132% surge in annual revenue growth to $105 million, but net losses widened 60% to $682 million as intense competition in China's AI market drives aggressive spending. The Beijing-based firm's first earnings since its Hong Kong IPO reveal the high costs of competing with rivals like MiniMax and Alibaba.

Business3 sources

Zhipu AI revenue doubles to $105M as net losses climb 60% amid fierce China AI rivalry

Business3 sources

TSMC's chip capacity booked through 2028 as AI demand opens door for Samsung Electronics

TSMC's advanced manufacturing capacity is completely reserved through 2028, with major clients like Nvidia and Apple securing all 2-nanometer slots. The supply crunch driven by AI workloads has created a rare opening for Samsung Electronics, the only other chipmaker with 2nm capabilities, to capture market share in the intensifying chip race.

Business3 sources

TSMC's chip capacity booked through 2028 as AI demand opens door for Samsung Electronics

Business3 sources

Micron develops stacked GDDR memory as cost-effective HBM alternative for AI inference

Micron is developing a vertically stacked GDDR memory architecture positioned between traditional GDDR and high-bandwidth memory (HBM). The company aims to introduce early prototypes by 2027, targeting AI inference workloads that prioritize memory capacity and cost-efficiency over peak bandwidth. This innovation could reshape memory solutions for GPUs and AI accelerators.

Technology2 sources

Micron develops stacked GDDR memory as cost-effective HBM alternative for AI inference

Technology2 sources

Rebellions raises $400 million at $2.34 billion valuation as AI chip startup eyes US expansion

South Korean AI chip startup Rebellions has secured $400 million in a pre-IPO funding round led by Mirae Asset Financial Group and Korea National Growth Fund, valuing the company at $2.34 billion. The company has raised $650 million in six months and launched RebelRack and RebelPOD infrastructure platforms while targeting Meta and xAI as US customers.

Technology7 sources

Rebellions raises $400 million at $2.34 billion valuation as AI chip startup eyes US expansion

Technology7 sources

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