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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

AMD FSR 4.1 support arrives early for RDNA 3 GPUs, bringing AI upscaling to RX 7000 series

AMD has released FSR 4.1 support for RDNA 3 desktop GPUs ahead of schedule, bringing AI-powered upscaling to the RX 7000 series. The INT8 model is now available in over 300 games through driver updates, delivering up to 50% performance improvements with no quality loss. RDNA 2 support faces delays until early 2027 due to optimization challenges.

Technology4 sources

AMD FSR 4.1 support arrives early for RDNA 3 GPUs, bringing AI upscaling to RX 7000 series

Technology4 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Qualcomm is negotiating to acquire AI chip startup Tenstorrent for between $8 billion and $10 billion, according to recent reports. Led by renowned chip architect Jim Keller, Tenstorrent develops RISC-V-based AI accelerators and data center processors. The deal would represent one of Qualcomm's largest acquisitions and signal a significant commitment to RISC-V architecture.

Business4 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Business4 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Advanced Micro Devices stock surged 7.3% to a new all-time high of $558.37 following its acquisition of MEXT, a developer of AI-driven memory optimization technology. The rally was fueled by Citigroup upgrading AMD to Buy with a $575 price target, citing undervaluation as a GPU company. Wolfe Research echoed optimism about upside potential driven by AMD's deepening ties with Meta Platforms and Microsoft.

Business2 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Business2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Dell and AMD are expanding their collaboration to deliver enterprise-grade on-premises AI infrastructure. Starting July 2026, Dell PowerEdge XE7745 and R7725 servers will support AMD Instinct MI350P PCIe GPUs, enabling organizations to scale generative and agentic AI workloads within existing data center infrastructure without costly redesigns.

Technology2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Technology2 sources

Qualcomm CEO says AI agents will replace apps as chip giant develops 40 new AI-powered devices

Qualcomm is developing over 40 new AI-powered devices including smart jewelry, camera-equipped earbuds, and watches as CEO Cristiano Amon predicts AI agents will become the new interface for digital tasks. The shift signals a post-app future where wearable devices with personal AI agents could rival smartphones in scale.

Technology2 sources

Qualcomm CEO says AI agents will replace apps as chip giant develops 40 new AI-powered devices

Technology2 sources

Van der Waals crystal mimics human neurons, advancing AI hardware with light-based learning

Sungkyunkwan University researchers developed an optoelectronic synaptic device that mimics human neuronal and synaptic functions using a designable van der Waals crystal. The device, created through a single-step sulfurization process, learns and stores information with light, achieving 96.24% accuracy on image recognition tasks and showing 34.7% better retention efficiency than conventional materials.

Science2 sources

Van der Waals crystal mimics human neurons, advancing AI hardware with light-based learning

Science2 sources

Intel Serpent Lake CPUs with NVIDIA RTX GPU tiles target Q1 2028 launch for AI and gaming PCs

Intel is developing Serpent Lake processors that integrate NVIDIA RTX GPU tiles with x86 CPU cores, targeting a Q1 2028 release. This Intel and NVIDIA collaboration aims to deliver single-chip PC devices capable of handling AI-focused PCs, gaming, and creative workloads with RTX-powered capabilities previously unavailable in integrated solutions.

Technology2 sources

Intel Serpent Lake CPUs with NVIDIA RTX GPU tiles target Q1 2028 launch for AI and gaming PCs

Technology2 sources

Premium handhelds push AI gaming PC prices past $2,000 as MSI and OnexPlayer target niche buyers

MSI's Claw 8 EX AI+ debuts at $1,699 with Intel's Arc G3 Extreme processor, making it the most expensive retail handheld gaming PC ever. OneXPlayer's X2 Mini Pro pushes even higher at $2,399, though it quietly downgraded from a 16-core to 8-core Ryzen AI Max+ chip. Both devices face tough competition from gaming laptops at similar price points.

Technology2 sources

Premium handhelds push AI gaming PC prices past $2,000 as MSI and OnexPlayer target niche buyers

Technology2 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

AI chip startup Tensordyne has completed tape-out of its Napier AI chip, built on TSMC's 3nm process. The company claims its logarithmic matrix multiplication approach delivers 13x more tokens per second and 17x better tokens per watt than Nvidia Blackwell systems. With over $200 million in projected demand, Tensordyne plans beta deployment in Q1 2027 and broader shipments by mid-2027.

Technology4 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

Technology4 sources

Samsung Galaxy Book6 Edge debuts with Snapdragon X2 Elite but 16GB RAM sparks controversy

Samsung unveiled the Galaxy Book6 Edge, the first laptop powered by Qualcomm's Snapdragon X2 Elite processor delivering 80 TOPS of AI performance. Priced at $2,100, the AI PC features a 16-inch Dynamic AMOLED display and deep Galaxy ecosystem integration. But the decision to ship with just 16GB of soldered RAM has raised questions about whether the specs match its premium positioning.

Technology5 sources

Samsung Galaxy Book6 Edge debuts with Snapdragon X2 Elite but 16GB RAM sparks controversy

Technology5 sources

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

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