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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Dell stock surges 21% as AI server sales projected to hit $50 billion in fiscal 2027

Dell Technologies shares jumped 21% after the company projected $50 billion in AI server revenue for fiscal 2027, more than doubling from the prior year. The tech giant beat fourth-quarter estimates with $33.4 billion in sales, up 39% year-over-year, and enters the year with a record backlog of $43 billion in orders. The strong financial results signal robust demand for AI infrastructure despite rising memory chip costs.

Business8 sources

Dell stock surges 21% as AI server sales projected to hit $50 billion in fiscal 2027

Business8 sources

SK hynix and SanDisk unite to standardize High Bandwidth Flash for AI inference servers

SK hynix and SanDisk have launched a joint effort to standardize High Bandwidth Flash (HBF), a next-generation flash memory architecture designed to fill the performance gap between HBM and SSDs. The new memory standard targets AI inference workloads and could reach commercialization by late 2027 or early 2028.

Technology2 sources

SK hynix and SanDisk unite to standardize High Bandwidth Flash for AI inference servers

Technology2 sources

Broadcom projects AI chip sales to exceed $100 billion by 2027 on surging custom silicon demand

Broadcom CEO Hock Tan announced the company expects AI chip revenue to surpass $100 billion in 2027, marking a significant leap from $20 billion in 2025. The projection signals strong demand for custom AI chips from major tech clients including Google, OpenAI, and Meta Platforms, positioning Broadcom as a formidable alternative to Nvidia in the AI semiconductor market.

Technology20 sources

Broadcom projects AI chip sales to exceed $100 billion by 2027 on surging custom silicon demand

Technology20 sources

Memory prices surge as AI demand triggers supply crisis, threatening budget devices worldwide

Memory prices continue their steep climb, with NAND flash wafer costs surging 25% in February alone and DDR5 RAM prices tripling since July 2025. The escalating demand from AI infrastructure has created a supply crisis that analysts warn could eliminate budget PCs and smartphones from the market, with prices shifting hourly as smaller firms struggle to compete.

Business8 sources

Memory prices surge as AI demand triggers supply crisis, threatening budget devices worldwide

Business8 sources

Baidu reports third straight revenue decline as AI-first strategy struggles to gain traction

Baidu's revenue fell 4% to $4.8 billion in Q4 2025, marking three consecutive quarters of decline as China's search giant struggles in both advertising and AI. While the company invests heavily in AI Cloud and autonomous driving, it faces mounting pressure from Alibaba, Tencent, and DeepSeek. CEO Robin Li announced a $5 billion buyback and first-ever dividend to boost shareholder returns.

Business3 sources

Baidu reports third straight revenue decline as AI-first strategy struggles to gain traction

Business3 sources

Nvidia targets Intel and AMD dominance as Jensen Huang bets big on CPUs for AI agents

Nvidia is making a bold push into the CPU market, challenging Intel and AMD's long-held dominance. CEO Jensen Huang announced that the company's Grace and Vera CPU chips will play a central role as AI workloads shift from model training to deployment, particularly for AI agents that handle tasks like coding and document analysis.

Technology2 sources

Nvidia targets Intel and AMD dominance as Jensen Huang bets big on CPUs for AI agents

Technology2 sources

AMD Commits $250 Million to Nutanix Partnership for Enterprise AI Infrastructure Platform

AMD and Nutanix announced a multi-year strategic partnership worth $250 million to develop an open, full-stack AI infrastructure platform for enterprise AI and agentic AI applications. The deal includes $150 million in stock acquisition and $100 million for joint engineering and go-to-market initiatives, positioning both companies to compete with Nvidia in the enterprise AI market.

Technology7 sources

AMD Commits $250 Million to Nutanix Partnership for Enterprise AI Infrastructure Platform

Technology7 sources

Nvidia ships first Vera Rubin AI chips to customers, promising 10x efficiency gains over Blackwell

Nvidia has begun delivering samples of its Vera Rubin platform to select customers, marking a pivotal moment in AI infrastructure evolution. The system combines 72 Rubin GPUs with 288 GB HBM4 memory apiece and 36 Vera CPUs, promising 10 times better performance per watt than its Blackwell predecessor. Production shipments are expected in the second half of 2026.

Technology4 sources

Nvidia ships first Vera Rubin AI chips to customers, promising 10x efficiency gains over Blackwell

Technology4 sources

Perseverance rover achieves 90% autonomous navigation on Mars with new self-driving systems

NASA's Perseverance rover has shattered self-driving records on Mars, completing 90% of its travels autonomously compared to Curiosity's 6.2%. Using Enhanced Autonomous Navigation and the new Mars Global Localization system, the rover can now determine its own position and navigate independently, covering unprecedented distances while exploring Jezero Crater for signs of ancient life.

Technology2 sources

Perseverance rover achieves 90% autonomous navigation on Mars with new self-driving systems

Technology2 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

China's top chipmakers including SMIC and Hua Hong Semiconductor are racing to quintuple production of 7nm and 5nm chips within two years, aiming for 100,000 wafers monthly to meet surging AI demand. The ambitious expansion faces significant hurdles as export controls limit access to critical manufacturing equipment from Western suppliers.

Business2 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

Business2 sources

Hyundai Motor Group commits $6.3 billion to build AI data center and robotics hub in South Korea

Hyundai Motor Group announced a massive 9 trillion won ($6.3 billion) investment in South Korea's Saemangeum area to build an AI data center equipped with 50,000 GPUs, a robot manufacturing factory, and hydrogen production facilities. The automaker is accelerating its transformation into a physical AI company amid mounting pressure from US tariffs and Chinese competition.

Technology7 sources

Hyundai Motor Group commits $6.3 billion to build AI data center and robotics hub in South Korea

Technology7 sources

Intel backs SambaNova with $350M to challenge Nvidia's grip on AI chip market

Intel CEO Lip-Bu Tan is deepening ties with AI chip startup SambaNova through a $350 million funding round and multi-year product partnership. The collaboration aims to deliver cost-efficient AI inference solutions as Intel works to compete with Nvidia's dominance in the fast-growing artificial intelligence market.

Business2 sources

Intel backs SambaNova with $350M to challenge Nvidia's grip on AI chip market

Business2 sources

AMD's $60 billion Meta deal includes equity stake, while Nvidia keeps its chips close

AMD landed a massive AI chip agreement with Meta worth over $60 billion, but the deal comes with a catch: Meta could own nearly 10% of AMD through performance-based warrants. Nvidia, meanwhile, secured similar partnerships without diluting shareholders, highlighting the contrasting competitive positions of the two chipmakers in the AI accelerator market.

Business2 sources

AMD's $60 billion Meta deal includes equity stake, while Nvidia keeps its chips close

Business2 sources

Meta and AMD forge $60 billion AI chip deal as Zuckerberg diversifies compute infrastructure

Meta and AMD have signed a multi-billion dollar partnership that will see the social media giant purchase up to 6 gigawatts of AI GPUs over five years, beginning in late 2026. In exchange for the massive hardware commitment worth approximately $60 billion, Meta will acquire a 10% equity stake in AMD through performance-based warrants. The deal mirrors AMD's similar arrangement with OpenAI and signals Meta's strategy to diversify AI chip suppliers beyond Nvidia.

Business17 sources

Meta and AMD forge $60 billion AI chip deal as Zuckerberg diversifies compute infrastructure

Business17 sources

Goldman Sachs says AI delivered 'basically zero' GDP growth despite massive tech spending

Goldman Sachs chief economist Jan Hatzius reveals that AI contributed essentially nothing to US economic growth in 2025, despite hundreds of billions in investment. The problem: most spending flows to overseas manufacturing in Taiwan and Asia, not American GDP. While tech companies plan $700 billion in AI infrastructure spending for 2026, analysts calculate only 0.2% of the country's 2.2% growth came from AI investment.

Business6 sources

Goldman Sachs says AI delivered 'basically zero' GDP growth despite massive tech spending

Business6 sources

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