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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

AMD claims EPYC Venice delivers 3.3X performance lead over Nvidia Vera in AI infrastructure

AMD has released benchmark projections showing its next-generation 256-core EPYC Venice processor could deliver 3.3X better per-rack performance than Nvidia's new Vera CPU. The estimates focus on rack-level deployments with a 100 kW power budget, positioning AMD's Zen 6-based chips as superior for agentic AI infrastructure that requires massive CPU capacity for orchestration and control services.

Technology3 sources

AMD claims EPYC Venice delivers 3.3X performance lead over Nvidia Vera in AI infrastructure

Technology3 sources

China's control over indium phosphide exports threatens global rollout of AI data centers

China's export restrictions on indium phosphide have created a critical supply chain bottleneck for AI data centers worldwide. Since February 2025, the compound essential for high-speed optical chips has seen prices surge 250% to $5,000 per wafer. With China controlling 70% of global indium production, the restrictions have emerged as a strategic trade weapon that could disrupt the AI infrastructure buildout.

Business2 sources

China's control over indium phosphide exports threatens global rollout of AI data centers

Business2 sources

TensorWave raises $350M as AMD funds its Nvidia rival to break AI chip monopoly

Las Vegas-based TensorWave secured $350 million in Series B funding led by AMD and Magnetar Capital, quadrupling its valuation to $1.55 billion. The cloud provider runs AI data centers exclusively on AMD chips, positioning itself as an alternative to Nvidia's GPU dominance. The funding will expand TensorWave's compute capacity from 500 megawatts to two gigawatts within a year.

Startups3 sources

TensorWave raises $350M as AMD funds its Nvidia rival to break AI chip monopoly

Startups3 sources

BenQ launches RP05 interactive display with on-device AI for Indian classrooms

BenQ unveils the Board Pro RP05, an AI-powered interactive display featuring a 10 TOPS Neural Processing Unit for smart classrooms in India. The device runs generative AI locally without internet connectivity, enabling teachers to access tools like AI Lesson and AI Quiz offline. Available in 65-inch, 75-inch, and 86-inch variants starting at Rs. 2,00,000.

Technology3 sources

BenQ launches RP05 interactive display with on-device AI for Indian classrooms

Technology3 sources

Valeo stock surges 8.5% after Calyos partnership targets AI data center chip cooling

Valeo shares jumped 8.5% following a memorandum of understanding with Calyos to develop advanced chip cooling solutions for AI-driven data centers and mobility applications. The French automotive supplier aims to leverage its thermal management expertise for computing infrastructure, though analysts question whether the market enthusiasm reflects fundamentals or narrative momentum.

Technology2 sources

Valeo stock surges 8.5% after Calyos partnership targets AI data center chip cooling

Technology2 sources

Taiwan weighs criminal ban on AI chip exports to China as U.S. trade talks advance

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China, not only blacklisted firms like Huawei. The measure would let Taipei prosecute smuggling as a criminal offense for the first time, marking a significant shift in how the island nation handles technology exports to its neighbor.

Policy2 sources

Taiwan weighs criminal ban on AI chip exports to China as U.S. trade talks advance

Policy2 sources

Rivian R2 First Drive: The $45,000 Electric SUV Built to Challenge Tesla Model Y

Rivian has officially launched its R2, a mass-market electric SUV starting at $45,000 that CEO RJ Scaringe calls a make-or-break moment for the company. With AI-powered hands-free driving, competitive pricing against the Tesla Model Y, and production targets exceeding 50,000 units annually, the R2 represents Rivian's ambitious push beyond luxury EVs. But early buyers face a critical trade-off: Gen 2 hardware now or wait for advanced Gen 3 autonomy later.

Technology3 sources

Rivian R2 First Drive: The $45,000 Electric SUV Built to Challenge Tesla Model Y

Technology3 sources

Samsung Electronics explores chip packaging plant in Gwangju to strengthen AI chip capabilities

Samsung Electronics is conducting a feasibility study for an advanced semiconductor packaging facility in Gwangju, South Korea. The investment aims to strengthen the company's position in the AI chip supply chain, particularly for high-bandwidth memory chips. The announcement could come at a presidential meeting on June 29, though the company faces challenges including workforce availability, water supply, and logistics infrastructure.

Business4 sources

Samsung Electronics explores chip packaging plant in Gwangju to strengthen AI chip capabilities

Business4 sources

China unveils $295 billion plan to build national AI data centers on homegrown chips by 2028

Beijing is drafting an ambitious $295 billion plan to construct a nationwide network of AI data centers over five years, requiring 80% domestic sourcing from suppliers like Huawei. The National Development and Reform Commission is leading the blueprint, with state carriers China Mobile and China Telecom set to operate the facilities. However, limited domestic chip production capacity threatens to undermine the timeline.

Policy6 sources

China unveils $295 billion plan to build national AI data centers on homegrown chips by 2028

Policy6 sources

Jensen Huang declines Senate testimony on Nvidia's AI chip exports to China, offers tour instead

Nvidia CEO Jensen Huang turned down Senator Elizabeth Warren's request to testify before the Senate Banking Committee about the company's China business and export controls. Warren criticized the decision, noting Huang attended a $1 million Mar-a-Lago dinner and met with President Xi Jinping. The hearing will examine American AI development and technological dominance without one of AI's most powerful executives.

Policy4 sources

Jensen Huang declines Senate testimony on Nvidia's AI chip exports to China, offers tour instead

Policy4 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Google has placed a massive order with Intel for more than 3 million Tensor Processing Units to be manufactured in 2028, marking a significant validation of Intel's foundry ambitions. The deal comes as TSMC's advanced packaging lines remain sold out through 2027, forcing major AI players to diversify chip suppliers and consider Intel as a credible TSMC alternative.

Technology7 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Technology7 sources

Cerebras Systems wins Wall Street backing as AI chip strategy targets $292B inference market

Cerebras Systems shares climbed as nine Wall Street firms initiated bullish coverage, backing the company's unconventional AI chip strategy. Analysts see the wafer-scale approach capturing significant share in the fast-growing AI inference market, projected to reach $292 billion by 2029, with key partnerships including OpenAI and Amazon driving upside potential.

Business6 sources

Cerebras Systems wins Wall Street backing as AI chip strategy targets $292B inference market

Business6 sources

UK Bets $1.47 Billion on AI Supercomputer to Cut Dependence on US Tech

Britain unveiled a $1.47 billion plan to build domestic AI computing capacity, including a national supercomputer and funding for homegrown chip firms. Prime Minister Keir Starmer announced the strategy at London Tech Week, pledging $533 million for specialist AI chips. The move aims to reduce dependence on foreign AI hardware amid deteriorating US-Europe relations and growing concerns about tech sovereignty.

Business4 sources

UK Bets $1.47 Billion on AI Supercomputer to Cut Dependence on US Tech

Business4 sources

Samsung and Nvidia discuss next-generation chips including HBM4E and HBM5 in Seoul meeting

Samsung Electronics' chip division head Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss long-term cooperation on next-generation HBM technologies and foundry chips. The executives explored collaboration on HBM4E and HBM5, while Samsung commits to supplying sufficient HBM4 products to Nvidia in the near term.

Business3 sources

Samsung and Nvidia discuss next-generation chips including HBM4E and HBM5 in Seoul meeting

Business3 sources

PhysicsX raises $300M Series C funding at $2.4bn valuation, doubling value in under a year

London-based PhysicsX secured $300 million in Series C funding led by Temasek, more than doubling its valuation to $2.4 billion in less than a year. The AI company transforms engineering simulations from days to seconds, with data centre hardware driving its fastest growth as the AI boom creates massive demand for infrastructure design tools.

Startups2 sources

PhysicsX raises $300M Series C funding at $2.4bn valuation, doubling value in under a year

Startups2 sources

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