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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

China tightens indium phosphide export controls as AI demand surges, threatening infrastructure

China has intensified scrutiny of indium phosphide exports, a compound essential for high-speed optical chips in AI data centres. The export controls have driven InP wafer prices from $1,400 to $5,000—a 250% increase—as Beijing leverages its 70% share of global indium production. The move threatens to slow AI infrastructure buildout worldwide.

Business2 sources

China tightens indium phosphide export controls as AI demand surges, threatening infrastructure

Business2 sources

Abu Dhabi's MGX explores multi-billion dollar acquisition of data center operator DayOne

Abu Dhabi's AI-focused investment firm MGX is exploring a multi-billion dollar acquisition of Singapore-based data centre operator DayOne, sources reveal. The potential deal could mark MGX's first Asian acquisition as it pursues aggressive global expansion, though valuation differences around DayOne's $20 billion IPO target may complicate negotiations.

Business3 sources

Abu Dhabi's MGX explores multi-billion dollar acquisition of data center operator DayOne

Business3 sources

Intel hires former SK hynix chief Seok-Hee Lee to lead advanced packaging push for AI chips

Intel has appointed Seok-Hee Lee, former CEO of SK hynix and SK On, as executive vice president of Intel Foundry to oversee advanced packaging, system integration, and back-end technology development. The hire comes as Intel splits advanced packaging into a dedicated business unit, aiming to capture billions in revenue from hyperscaler customers building next-generation AI systems.

Business3 sources

Intel hires former SK hynix chief Seok-Hee Lee to lead advanced packaging push for AI chips

Business3 sources

Apple explains why watchOS 27 drops support for five Apple Watch models including original Ultra

Apple has confirmed that five Apple Watch models won't receive watchOS 27, citing performance requirements for new Siri AI features. The Apple Watch Series 6, 7, 8, SE 2, and original Ultra will only get security updates going forward. This marks the first time Apple has dropped three years of device support in a single software update for the product line.

Technology4 sources

Apple explains why watchOS 27 drops support for five Apple Watch models including original Ultra

Technology4 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

US Commerce Secretary Howard Lutnick told ASML executives he believes one of the Dutch chipmaker's extreme ultraviolet lithography machines may be operating in China, violating export controls from the first Trump administration. ASML, Europe's most valuable company at $700 billion, flatly denies the allegations and insists no EUV machine has ever been shipped to China. The dispute highlights tensions in the AI arms race and sent ASML shares down 2.6% before recovering.

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

Business2 sources

Qualcomm AI wants to follow you everywhere, not just live on your phone

Qualcomm is betting on a distributed AI future where intelligence moves seamlessly across devices—from earbuds to data centers. The company's Snapdragon platform now powers everything from milliwatt wearables to 160kW data center racks, positioning it uniquely for the agentic AI era. VP Nitin Kumar reveals how this compute continuum could reshape how AI workloads are processed across your entire device ecosystem.

Technology2 sources

Qualcomm AI wants to follow you everywhere, not just live on your phone

Technology2 sources

Korean researchers use light color to teach artificial synapse how to remember and forget

Researchers at Sungkyunkwan University have developed an artificial synapse that uses light color to control memory—near-infrared light strengthens connections while blue light weakens them. By turning a semiconductor defect into a feature, the team achieved brain-like balanced learning that remained stable over 1,000 training rounds, compared to conventional systems that failed after 200.

Science2 sources

Korean researchers use light color to teach artificial synapse how to remember and forget

Science2 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Amazon Web Services is in talks to sell its Trainium AI chips to other companies for use in data centers, marking a major shift in strategy. The move could create a $50 billion business that directly competes with Nvidia's AI chip dominance. AWS AI chief Peter DeSantis confirmed early-stage discussions are underway, driven by surging demand that has seen Trainium3 capacity sell out almost instantly.

Technology3 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Technology3 sources

Space startups approach insurers for orbital AI data centers as industry takes shape

Space companies backed by Elon Musk's SpaceX and Jeff Bezos' Blue Origin are in preliminary talks with insurers about coverage for orbital AI data centers. The discussions mark early progress for an experimental industry aiming to bypass Earth's power constraints, though insurers face challenges modeling risks for this novel space-based infrastructure.

Business2 sources

Space startups approach insurers for orbital AI data centers as industry takes shape

Business2 sources

Architect Labs raises $24M to challenge Broadcom and Marvell with AI-powered chip design

Palo Alto startup Architect Labs emerged from stealth with $24 million in seed funding to transform custom chip design using AI. The company aims to reduce the two-year timeline and hundreds of millions in costs currently required to design custom chips, directly challenging industry giants Broadcom and Marvell who generate tens of billions annually from this business.

Startups3 sources

Architect Labs raises $24M to challenge Broadcom and Marvell with AI-powered chip design

Startups3 sources

ByteDance becomes Microsoft's biggest AI customer, spending over $1bn on OpenAI models

ByteDance is spending more than $1 billion annually on Microsoft's AI and cloud services, primarily purchasing OpenAI models through Azure. The TikTok owner leads a wave of Chinese tech giants accessing American AI technology through Microsoft, even as OpenAI and Anthropic refuse direct sales to China. Azure's AI revenue in the region has tripled, raising questions about geopolitical implications.

Business2 sources

ByteDance becomes Microsoft's biggest AI customer, spending over $1bn on OpenAI models

Business2 sources

China eases IPO rules for AI companies as tech rivalry with US intensifies

China's securities regulator announced reforms to accelerate public listings for AI large-model companies and startups in quantum technology, nuclear fusion, and brain-computer interfaces. The move comes as major US AI firms prepare Wall Street IPOs, signaling Beijing's push for tech self-sufficiency amid growing competition with Washington.

Business2 sources

China eases IPO rules for AI companies as tech rivalry with US intensifies

Business2 sources

SK Hynix Ships Next-Generation HBM4E Memory Samples as AI Chip Demand Accelerates Competition

SK Hynix has shipped samples of its latest HBM4E AI memory chips to major customers including Nvidia. The 12-layer chips deliver speeds of 16 gigabits per second per pin and offer over 20% better power efficiency than previous models. The move positions SK Hynix ahead in the race against Samsung and Micron to supply next-generation AI infrastructure.

Technology6 sources

SK Hynix Ships Next-Generation HBM4E Memory Samples as AI Chip Demand Accelerates Competition

Technology6 sources

Apple price increases loom as Tim Cook calls AI memory demand 'unsustainable'

Outgoing Apple CEO Tim Cook has warned that price increases across Apple's product lineup are unavoidable due to AI's insatiable appetite for memory chips. The global shortage of memory chips has caused component costs to surge fourfold, forcing even Apple—one of the world's most powerful buyers—to pass costs to consumers. The iPhone 17 Pro could see increases of $270 or more.

Business10 sources

Apple price increases loom as Tim Cook calls AI memory demand 'unsustainable'

Business10 sources

Amazon AI chief admits models lag OpenAI and Anthropic, aims to catch up within a year

Amazon's AI chief Peter DeSantis openly acknowledged that the company's models haven't reached frontier level compared to OpenAI and Anthropic. Despite investing $33 billion in Anthropic, Amazon is building its own rival models through Nova2 and plans to compete with leading AI labs within the coming year using custom silicon and proprietary data.

Technology2 sources

Amazon AI chief admits models lag OpenAI and Anthropic, aims to catch up within a year

Technology2 sources

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