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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Anker Soundcore earbuds debut with Thus AI chip for record-breaking call quality

Anker has launched the Soundcore Liberty 5 Pro and Pro Max, its first earbuds featuring the Thus AI audio chip. The new models deliver enhanced noise reduction that's twice as effective as previous versions and earned a Guinness World Record for call clarity. The Pro Max variant adds AI-powered note-taking capabilities through its charging case.

Technology8 sources

Anker Soundcore earbuds debut with Thus AI chip for record-breaking call quality

Technology8 sources

Anthropic explores Microsoft's Maia 200 AI chip to reduce Nvidia dependence amid compute struggles

Anthropic is in talks with Microsoft to use the tech giant's Maia 200 AI chips as the AI startup faces mounting compute capacity challenges. The discussions follow Microsoft's $5 billion investment in Anthropic and represent a strategic push by Microsoft to compete with Amazon and Google in the custom AI chip market.

Technology4 sources

Anthropic explores Microsoft's Maia 200 AI chip to reduce Nvidia dependence amid compute struggles

Technology4 sources

Hark raises $700M Series A for AI hardware as Brett Adcock bets big on consumer AI devices

Hark, an AI lab founded by Brett Adcock, secured $700 million in Series A funding at a $6 billion valuation to develop AI hardware and multi-modal models. The startup plans to launch its first models this summer, followed by consumer devices designed to serve as a universal interface with the digital world, despite revealing few details about its products.

Startups4 sources

Hark raises $700M Series A for AI hardware as Brett Adcock bets big on consumer AI devices

Startups4 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

AMD has begun production ramp of its next-generation EPYC processor codenamed Venice on TSMC's 2nm process, making it the first high-performance computing product to reach this milestone. The 256-core EPYC Venice promises a 70% compute performance gain over current EPYC Turin chips and will feature Zen 6 architecture, positioning AMD to extend its 46% server CPU revenue share.

Technology3 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

Technology3 sources

Trump administration seeks to supercharge US AI exports with billions in EXIM financing

The Trump administration has launched a major initiative to underwrite US AI exports with billions in federal financing through the Export-Import Bank. The ExportAI Initiative aims to expand American AI leadership globally by providing loan guarantees and direct loans for foreign purchases of US-built full-stack AI packages, positioning the US to compete with China in the global AI race.

Policy2 sources

Trump administration seeks to supercharge US AI exports with billions in EXIM financing

Policy2 sources

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Taiwan authorities have detained three suspects in the island's first formal semiconductor smuggling crackdown, targeting illegal exports of Nvidia AI chips to China through forged documents. The investigation connects to a larger $2.5 billion smuggling network involving Super Micro Computer servers, prompting Nvidia CEO Jensen Huang to call for stronger export control compliance from partners.

Policy7 sources

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Policy7 sources

Broadcom AI Revenue Projected to Reach $44B by 2026 as TPU Strategy Gains Momentum

Broadcom strengthens its position in the AI semiconductor market through a new packaging partnership with Applied Materials while analysts forecast AI revenue climbing to $44 billion by 2026. The company's TPU strategy and major customer wins from Google, Anthropic, and OpenAI position it as a growing competitor to NVIDIA in AI compute and networking technologies.

Technology2 sources

Broadcom AI Revenue Projected to Reach $44B by 2026 as TPU Strategy Gains Momentum

Technology2 sources

Google's Googlebook brings Magic Pointer and Gemini AI to replace Chromebooks this fall

Google unveiled Googlebook, a successor to the Chromebook that fuses Android and ChromeOS into an AI-first operating system. The platform introduces Magic Pointer, an AI-powered cursor that activates Gemini AI with a simple wiggle, and promises deeper integration across Google Docs, Gmail, and other services. But early tests reveal a learning curve, and critics warn it may repeat Microsoft's Copilot+ mistakes.

Technology4 sources

Google's Googlebook brings Magic Pointer and Gemini AI to replace Chromebooks this fall

Technology4 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

AMD announced a massive investment of over $10 billion across Taiwan's semiconductor sector to expand partnerships and manufacturing capabilities for AI systems. The commitment supports the company's Helios platform, featuring 6th Gen EPYC CPUs and Instinct MI450X GPUs, as AMD positions itself to compete more aggressively with Nvidia in the rapidly growing AI accelerator market.

Technology5 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

Technology5 sources

Nvidia beats Wall Street expectations with $81.6bn Q1 revenue as AI infrastructure boom accelerates

Nvidia reported first-quarter revenue of $81.62 billion, surpassing analyst estimates of $78.86 billion, driven by unprecedented demand for AI chips. The company announced an $80 billion share buyback program and forecast second-quarter revenue of $91 billion, well above the $86.84 billion expected. Data center revenue reached $75.2 billion as tech giants continue massive AI infrastructure investments.

Business12 sources

Nvidia beats Wall Street expectations with $81.6bn Q1 revenue as AI infrastructure boom accelerates

Business12 sources

Intel CEO bets on agentic AI and foundry revival as chipmaker eyes 10A and 7A process nodes

Intel CEO Lip-Bu Tan is transforming the chipmaker after bankruptcy fears initially scared away top recruits. The company has slashed management layers from 12 to five, secured billions in backing, and is now betting on agentic AI and inference workloads to drive recovery. With 18A yields improving 7% monthly and 14A ahead of schedule, Intel is already mapping out its 10A and 7A roadmap.

Business2 sources

Intel CEO bets on agentic AI and foundry revival as chipmaker eyes 10A and 7A process nodes

Business2 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Beijing added Nvidia's RTX 5090D V2 to its banned imports list on May 15 while CEO Jensen Huang was visiting China alongside President Trump. The gaming chip, designed to comply with US export controls, had become a workaround for Chinese AI developers cut off from advanced processors. The move signals China's determination to support domestic chipmakers like Huawei as the US-China AI race intensifies.

Policy5 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Policy5 sources

Alibaba reveals Zhenwu M890 AI chip but admits struggling with production scale

Alibaba launched the Zhenwu M890 AI chip, claiming triple the performance of its predecessor, but disclosed it has only shipped 560,000 units total—a fraction of Nvidia's output. The announcement highlights China's push for semiconductor self-reliance amid US export restrictions, while exposing the production challenges Chinese chipmakers face without access to advanced manufacturing processes.

Technology8 sources

Alibaba reveals Zhenwu M890 AI chip but admits struggling with production scale

Technology8 sources

Intel Crescent Island leaked PCB reveals massive Xe3P GPU with 160GB LPDDR5X to dodge HBM crisis

Leaked images of Intel's Crescent Island AI GPU show a massive Xe3P chip paired with 160GB of LPDDR5X memory instead of HBM. The data-center GPU targets AI inference workloads and air-cooled servers, with Intel planning customer sampling in the second half of 2026 as it pursues a cost-effective alternative amid global memory shortages.

Technology3 sources

Intel Crescent Island leaked PCB reveals massive Xe3P GPU with 160GB LPDDR5X to dodge HBM crisis

Technology3 sources

Analog Devices acquires Empower Semiconductor for $1.5B, forecasts strong revenue amid AI boom

Analog Devices announced a $1.5 billion acquisition of Empower Semiconductor to expand its AI-focused power management portfolio. The chipmaker also forecast third-quarter revenue of $3.9 billion, well above Wall Street estimates, driven by surging demand for power management semiconductors and sensor components across AI data centers and automotive systems.

Business8 sources

Analog Devices acquires Empower Semiconductor for $1.5B, forecasts strong revenue amid AI boom

Business8 sources

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