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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Qualcomm shares soar 13% on reports of OpenAI partnership for AI smartphone processors

Qualcomm stock surged following analyst reports that the chipmaker is collaborating with OpenAI and MediaTek to develop processors for an AI-first smartphone. The reported partnership, with mass production expected in 2028, marks a significant development in OpenAI's hardware ambitions and could signal smartphones retaining their central role in the AI era.

Technology6 sources

Qualcomm shares soar 13% on reports of OpenAI partnership for AI smartphone processors

Technology6 sources

OpenAI builds AI smartphone with Qualcomm and MediaTek, targeting mass production by 2028

Industry analyst Ming-Chi Kuo reports OpenAI is developing an AI smartphone in collaboration with Qualcomm and MediaTek, with Luxshare as manufacturing partner. The device would replace apps with AI agents that handle tasks directly, targeting 300-400 million annual shipments by 2028—volumes that would rival Apple's iPhone.

Technology32 sources

OpenAI builds AI smartphone with Qualcomm and MediaTek, targeting mass production by 2028

Technology32 sources

Intel and SoftBank's ZAM Memory Project Secures Japanese Government Subsidies for AI Development

Japan's NEDO has selected the ZAM memory development project for government subsidies, backing Intel and SoftBank subsidiary SAIMEMORY's effort to create a power-efficient alternative to HBM. The next-generation memory technology promises 40% lower power consumption and aims for mass production by 2029, marking Japan's strategic push to re-enter the semiconductor market.

Technology2 sources

Intel and SoftBank's ZAM Memory Project Secures Japanese Government Subsidies for AI Development

Technology2 sources

Meta signs multi-billion dollar deal with Amazon for millions of AWS Graviton chips for AI

Meta has inked a major multi-billion dollar agreement with Amazon to deploy tens of millions of AWS Graviton CPU cores across 32 data centers over three years. The deal highlights a critical shift in AI infrastructure as agentic AI workloads drive unprecedented demand for CPUs, not just GPUs, exposing supply constraints across the industry.

Technology17 sources

Meta signs multi-billion dollar deal with Amazon for millions of AWS Graviton chips for AI

Technology17 sources

Intel bets on AI inference to restore CPUs to center of compute as Q1 revenue beats expectations

Intel reported Q1 revenue of $13.6 billion, beating Wall Street expectations by over $1 billion as demand for CPUs in AI inference workloads surges. CEO Lip-Bu Tan says the shift from training to inference is changing the CPU-to-GPU ratio, with agentic AI potentially flipping it entirely. The company's share price jumped over 20% in after-hours trading, approaching record highs not seen since the dotcom era.

Business25 sources

Intel bets on AI inference to restore CPUs to center of compute as Q1 revenue beats expectations

Business25 sources

Tesla stakes AI future on Intel's unfinished chip tech as Musk reveals Terafab plans

Tesla has chosen Intel's not-yet-complete 14A manufacturing process for its ambitious Terafab project, marking Intel's first major external customer for this advanced node. Elon Musk announced the partnership during Tesla's earnings call, revealing plans for a $3 billion research fab at Giga Texas as the company pivots toward in-house AI chip production to fuel its autonomous driving and robotics ambitions.

Technology4 sources

Tesla stakes AI future on Intel's unfinished chip tech as Musk reveals Terafab plans

Technology4 sources

AI agent designs complete RISC-V CPU from scratch in 12 hours using autonomous workflow

Chip design startup Verkor.io claims its agentic AI system, Design Conductor, autonomously produced a complete RISC-V CPU core in just 12 hours—a process that typically takes 18 to 36 months. The resulting VerCore processor achieved 1.48 GHz on a 7nm process and scored 3,261 on CoreMark, though it remains unverified in physical silicon.

Technology2 sources

AI agent designs complete RISC-V CPU from scratch in 12 hours using autonomous workflow

Technology2 sources

Tesla quietly discloses $2 billion AI hardware acquisition buried in SEC filing

Tesla revealed a $2 billion acquisition of an unnamed AI hardware company in a single sentence buried in its Q1 2026 SEC filing. The deal, paid in Tesla stock and equity awards, ties $1.8 billion to performance milestones, signaling a strategic pivot towards artificial intelligence as Elon Musk aligns his ventures around AI hardware and autonomous technology.

Business4 sources

Tesla quietly discloses $2 billion AI hardware acquisition buried in SEC filing

Business4 sources

Tesla says millions need Full Self-Driving hardware upgrades after promising they didn't

Tesla has reversed its long-standing promise that millions of vehicles would only need software updates for unsupervised Full Self-Driving. During its Q1 2026 earnings call, CEO Elon Musk confirmed that Hardware 3 vehicles lack the capability for zero-supervision autonomy and will require both new computers and cameras. The announcement affects roughly 4 million owners who paid up to $15,000 for FSD based on assurances their cars had all necessary hardware.

Technology3 sources

Tesla says millions need Full Self-Driving hardware upgrades after promising they didn't

Technology3 sources

Nvidia hasn't sold a single H200 AI chip to China despite export ban lift four months ago

Four months after President Trump lifted export restrictions, Nvidia still hasn't sold any H200 AI chips to China. U.S. Commerce Secretary Howard Lutnick says Beijing is blocking imports to push Chinese companies toward domestic alternatives like Huawei and Alibaba, even as demand remains high and some firms consider black market purchases.

Policy2 sources

Nvidia hasn't sold a single H200 AI chip to China despite export ban lift four months ago

Policy2 sources

SpaceX reveals GPU manufacturing plans as chip supply risks threaten $1.75 trillion IPO

SpaceX disclosed plans to manufacture its own GPUs in its S-1 filing ahead of a $1.75 trillion IPO expected this summer. The company warns investors it lacks long-term contracts with chip suppliers and faces substantial capital expenditures to build in-house AI infrastructure. The move connects to Elon Musk's Terafab chipmaking venture in Austin, Texas.

Technology10 sources

SpaceX reveals GPU manufacturing plans as chip supply risks threaten $1.75 trillion IPO

Technology10 sources

US House advances 20 bipartisan bills to restrict China's access to AI chips and technology

The House Foreign Affairs Committee approved 20 bipartisan export control bills aimed at limiting China's access to advanced AI technology and Nvidia chips. The legislation signals growing congressional frustration with the Trump administration's reluctance to impose stricter curbs, setting up potential conflicts between lawmakers and the White House over chip exports.

Policy2 sources

US House advances 20 bipartisan bills to restrict China's access to AI chips and technology

Policy2 sources

SK Hynix posts record $25.4 billion profit as AI boom drives memory chip prices to new heights

SK Hynix reported a five-fold jump in quarterly profit to a record $25.4 billion, driven by soaring memory prices and surging demand for high-bandwidth memory chips used in AI data centers. The Nvidia supplier plans significant capital spending increases to expand production capacity, while executives highlight a structural shift in the memory sector that could extend the upcycle through 2028.

Business10 sources

SK Hynix posts record $25.4 billion profit as AI boom drives memory chip prices to new heights

Business10 sources

Google Cloud signs multi-billion-dollar AI infrastructure deal with Thinking Machines Lab

Mira Murati's Thinking Machines Lab has secured a multi-billion-dollar agreement with Google Cloud to expand its AI infrastructure access, including systems powered by Nvidia's latest GB300 chips. The deal marks the first cloud services partnership for the AI startup, which raised $2 billion at a $12 billion valuation earlier this year and launched its custom AI model tool, Tinker, in October.

Technology2 sources

Google Cloud signs multi-billion-dollar AI infrastructure deal with Thinking Machines Lab

Technology2 sources

TSMC unveils chip manufacturing technology that bypasses $400 million ASML machines

Taiwan Semiconductor Manufacturing Co revealed two new chipmaking technologies—A13 for AI chips arriving in 2029 and N2U for affordable phone and laptop processors. The company plans to leverage existing extreme-ultraviolet lithography machines rather than invest in costly upgrades, while advancing chip stitching techniques that could assemble 10 large chips and 20 memory stacks by 2028.

Technology2 sources

TSMC unveils chip manufacturing technology that bypasses $400 million ASML machines

Technology2 sources

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