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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

SoftBank secures $40 billion bridge loan for OpenAI, signaling potential 2026 IPO

SoftBank has taken on a record $40 billion unsecured bridge loan to finance its $30 billion follow-on investment in OpenAI, bringing its total stake to over $60 billion. The 12-month loan term suggests lenders anticipate an OpenAI IPO later this year, which would provide SoftBank the liquidity needed to repay the debt and cement its position at the center of the global AI boom.

Business5 sources

SoftBank secures $40 billion bridge loan for OpenAI, signaling potential 2026 IPO

Business5 sources

Chinese universities with military ties acquired Super Micro servers with sanctioned Nvidia AI chips

Four Chinese universities, including two linked to the People's Liberation Army, purchased Super Micro servers equipped with restricted Nvidia A100 chips over the past year despite US export controls. The acquisitions come amid a $2.5 billion smuggling case involving Super Micro's co-founder, prompting US senators to call for stricter export license controls on advanced AI hardware to China.

Policy4 sources

Chinese universities with military ties acquired Super Micro servers with sanctioned Nvidia AI chips

Policy4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Huawei's Ascend 950PR AI chip has successfully completed customer testing, with ByteDance and Alibaba planning to place orders. The breakthrough comes from improved CUDA software system compatibility through CANN Next, making it easier for Chinese tech companies to migrate from Nvidia. Huawei plans to ship 750,000 chips this year as demand for domestic alternatives grows.

Technology4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Technology4 sources

Apple awards $200K-$400K bonuses to iPhone designers as AI startups poach talent

Apple granted out-of-cycle stock bonuses worth $200,000 to $400,000 to iPhone Product Design team members to combat talent attrition. The move targets retention as AI competitor OpenAI, working with former Apple design chief Jony Ive, recruits engineers for AI-centric hardware. Over 40 former Apple employees have already joined OpenAI's hardware initiatives.

Business2 sources

Apple awards $200K-$400K bonuses to iPhone designers as AI startups poach talent

Business2 sources

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

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