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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

David Sacks leaves AI czar role but keeps influence over Trump's tech policy agenda

David Sacks has completed his 130-day tenure as Trump's AI and crypto czar and is transitioning to co-chair the President's Council of Advisors on Science and Technology. The move shifts him from direct policymaking to an advisory role, though sources say his influence on Trump AI policy remains strong despite growing Republican skepticism.

Policy9 sources

David Sacks leaves AI czar role but keeps influence over Trump's tech policy agenda

Policy9 sources

Apple's cheapest iPad could finally get A18 chip and Apple Intelligence in 2026

A leaked screen protector listing from ESR reveals Apple's entry-level iPad (2026) will feature the A18 chip, bringing a 20-30% performance boost and potential Apple Intelligence support. The upgrade marks one of the most significant performance upgrades for the base iPad model in years, though design changes appear minimal.

Technology2 sources

Apple's cheapest iPad could finally get A18 chip and Apple Intelligence in 2026

Technology2 sources

Arm AGI CPU takes on x86 with first server chip as Meta and OpenAI join agentic AI push

Arm has launched its first in-house production silicon, the AGI CPU, marking a historic shift from IP licensor to compute provider. The 136-core processor targets agentic AI workloads in data centers, with Meta as lead partner and OpenAI among early adopters. Intel's leadership questions whether specialized chips are necessary, pointing to its own Clearwater Forest as a competitor.

Technology5 sources

Arm AGI CPU takes on x86 with first server chip as Meta and OpenAI join agentic AI push

Technology5 sources

Google's TurboQuant slashes AI memory needs by 6x, sending memory chip stocks tumbling

Google unveiled TurboQuant, a memory compression algorithm that can reduce AI working memory requirements by at least 6x. The announcement triggered sharp declines in memory chip stocks, with SK Hynix falling 6% and Samsung dropping nearly 5%. But analysts warn the efficiency gains may paradoxically drive higher long-term demand for memory.

Technology19 sources

Google's TurboQuant slashes AI memory needs by 6x, sending memory chip stocks tumbling

Technology19 sources

Normal Computing raises $50M to solve the AI energy crisis with thermodynamic chip technology

Normal Computing secured $50 million in Series B funding led by Samsung Catalyst to address the escalating cost and power consumption of AI chips. The startup is developing thermodynamic computing technology and an EDA platform already used by half of the world's top semiconductor companies. CEO Faris Sbahi warns data centers will hit an energy wall by 2030.

Technology2 sources

Normal Computing raises $50M to solve the AI energy crisis with thermodynamic chip technology

Technology2 sources

Meta cuts 700 jobs across Reality Labs and recruiting as AI spending doubles to $135 billion

Meta laid off approximately 700 employees across Reality Labs, recruiting, and social media divisions as it accelerates its strategic shift to AI. The workforce reductions come as the company plans to spend up to $135 billion on AI infrastructure in 2026, nearly double last year's investment. Meanwhile, Meta unveiled a stock compensation program worth up to $921 million for six top executives.

Business9 sources

Meta cuts 700 jobs across Reality Labs and recruiting as AI spending doubles to $135 billion

Business9 sources

CPU shortage intensifies as AI demand diverts Intel and AMD processors to data centers

PC manufacturers face severe shortages of Intel and AMD CPUs as AI data center demand redirects supply away from consumer markets. Lead times have stretched from two weeks to six months, with prices jumping 10% to 15%. Gaming PC makers warn the situation rivals the ongoing memory crisis, while manufacturers struggle to secure processors even at higher prices.

Business7 sources

CPU shortage intensifies as AI demand diverts Intel and AMD processors to data centers

Business7 sources

Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Intel launched the Arc Pro B70 and B65 workstation graphics cards, packing 32GB VRAM for AI workloads at $949. The cards feature Intel's largest Battlemage GPU yet with 32 Xe Cores and 367 TOPS performance, targeting local AI inference and professional applications. But there's a catch—these cards are not for gaming, despite using hardware originally designed for it.

Technology8 sources

Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Technology8 sources

Intel launches Panther Lake vPro platform with AI capabilities to reclaim commercial PC market

Intel officially released its Core Ultra Series 3 Panther Lake processors with vPro certification, targeting the commercial PC market where AMD has gained ground. The chipmaker also launched Xeon 600 workstation CPUs and introduced new vPro features including a certification program for apps and accessories, promising improved power efficiency and AI-driven security capabilities.

Technology2 sources

Intel launches Panther Lake vPro platform with AI capabilities to reclaim commercial PC market

Technology2 sources

Samsung Exynos 1680 brings 33% AI performance boost and enhanced GPU to mid-range phones

Samsung has officially unveiled the Exynos 1680 chipset, bringing significant upgrades to mid-range phones with a 33% improvement in AI performance and 16% GPU boost. The new 4nm SoC features an upgraded Xclipse 550 GPU, 8K MAC NPU delivering 19.6 TOPS, and support for LPDDR5X RAM and UFS 4.1 storage. Set to debut in the Galaxy A57 next month, the chip focuses on faster on-device AI and better graphics.

Technology3 sources

Samsung Exynos 1680 brings 33% AI performance boost and enhanced GPU to mid-range phones

Technology3 sources

SK hynix targets $14B US IPO to fuel AI memory chip production and end RAMmageddon crisis

South Korean memory chip giant SK hynix has confidentially filed for a US IPO that could raise up to $14 billion in the second half of 2026. The company seeks to close a valuation gap with global peers while funding massive capital investments to meet surging demand for high-bandwidth memory chips that power AI systems. The move comes as the industry grapples with RAMmageddon, a critical memory shortage expected to persist until 2027.

Business4 sources

SK hynix targets $14B US IPO to fuel AI memory chip production and end RAMmageddon crisis

Business4 sources

HP unveils AI PCs with local assistant HP IQ, betting big on next generation of work PCs

HP introduced a sweeping refresh of its commercial PC lineup at HP Imagine 2026, unveiling AI-powered PCs with a new local AI assistant called HP IQ. The EliteBook 6 G2q features Snapdragon X2 processors with up to 85 TOPS NPU performance, while updated ZBook workstations target demanding AI workloads. HP is positioning these devices as the foundation for hybrid work, though enterprise adoption may face hurdles.

Technology3 sources

HP unveils AI PCs with local assistant HP IQ, betting big on next generation of work PCs

Technology3 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Arm Holdings is making its own chips for the first time in its 35-year history, unveiling the AGI CPU designed for AI workloads in data centers. Meta is the first customer for the 136-core processor, which Arm says will deliver superior performance per watt compared to traditional x86 platforms. The move shifts Arm from pure IP licensing to direct silicon sales.

Technology29 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Technology29 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

SK hynix has ordered $7.9 billion worth of EUV lithography equipment from ASML, the largest single EUV order ever publicly disclosed. The deal covers approximately 30 scanners to be delivered through December 2027, targeting HBM and advanced DRAM production as AI-driven memory demand surges. The strategic investment aims to secure supply ahead of competitors Samsung and TSMC.

Business2 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

Business2 sources

US Lawmakers Demand Suspension of Nvidia AI Chips Export Licenses to China After Smuggling Charges

US Senators Elizabeth Warren and Jim Banks are calling for immediate suspension of Nvidia's export licenses to China and Southeast Asian intermediaries following charges against Supermicro executives for allegedly smuggling $2.5 billion worth of AI chips. The lawmakers claim Jensen Huang's statements about no chip diversion misled US officials, contradicting available evidence at the time.

Policy4 sources

US Lawmakers Demand Suspension of Nvidia AI Chips Export Licenses to China After Smuggling Charges

Policy4 sources

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