AI Chips

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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

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

Alibaba unveils XuanTie C950 RISC-V chip designed for AI agents and cloud workloads

Alibaba revealed its XuanTie C950, claiming it's the most powerful RISC-V server chip available. Built on 5nm process technology, the processor runs at 3.2 GHz and is optimized for AI workloads including agentic AI and large language models. However, performance benchmarks suggest it trails western chips by several years, with capabilities comparable to Apple's 2020 M1 chip.

Technology3 sources

Alibaba unveils XuanTie C950 RISC-V chip designed for AI agents and cloud workloads

Technology3 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Broadcom has flagged critical supply constraints across the semiconductor industry, with TSMC hitting production capacity limits as soaring demand for AI chips strains global manufacturing. The bottleneck extends beyond semiconductors to lasers and printed circuit boards, prompting companies to secure multi-year supply agreements stretching three to four years.

Business3 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Business3 sources

Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Norway-based Lace Lithography has secured $40 million in Series A funding to develop helium atom beam lithography technology. The Microsoft-backed startup aims to create chip designs 10 times smaller than what's currently possible, potentially transforming semiconductor manufacturing with atomic resolution capabilities by 2029.

Technology3 sources

Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Technology3 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Mark Cerny reveals that machine learning-based frame generation will arrive on PlayStation platforms, though not in 2025. Sony's updated PSSR AI upscaling technology is now 100 microseconds faster than the original, co-developed with AMD through Project Amethyst. The enhanced upscaler delivers improved image stability and clarity across PS5 Pro titles.

Technology4 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Technology4 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Korean AI startup Upstage is negotiating with AMD to purchase 10,000 MI355 AI accelerators, marking a strategic move to diversify beyond Nvidia chips. CEO Sung Kim met with AMD's Lisa Su in Seoul to discuss bringing large-scale AI compute infrastructure to South Korea, as local firms seek broader hardware options for domestic AI projects.

Business2 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Business2 sources

China's Open-Source AI Dominance Threatens US AI Lead Despite Chip Export Restrictions

A U.S. congressional advisory body warns that China open-source AI is creating a self-reinforcing competitive advantage that challenges American leadership despite restricted access to advanced chips. Chinese large language models from Alibaba, DeepSeek, and others now dominate global usage rankings, with around 80% of U.S. AI startups adopting them for their cost advantages.

Technology2 sources

China's Open-Source AI Dominance Threatens US AI Lead Despite Chip Export Restrictions

Technology2 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Apple Store has dramatically increased prices on external storage devices, with some SanDisk SSDs jumping 200% as AI data centers consume massive quantities of memory and storage chips. A 1TB SanDisk drive that cost $120 now sells for $360, while a 4TB model jumped from $500 to $1,200. The shortage is expected to worsen throughout 2026.

Business2 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Business2 sources

Elon Musk's $5 Trillion Terafab Chip Plan Faces Skepticism Over Feasibility and Scale

Elon Musk announced plans to build Terafab, a massive chip manufacturing complex in Austin, Texas, to produce a terawatt of computing power annually for Tesla and SpaceX. The project aims to address the global shortage of AI chips needed for humanoid robots and space-based AI systems. However, analysts estimate the venture could cost $5 trillion and require over 140 fabs, raising questions about feasibility and whether Musk's real goal is to pressure existing chipmakers to increase production.

Technology32 sources

Elon Musk's $5 Trillion Terafab Chip Plan Faces Skepticism Over Feasibility and Scale

Technology32 sources

Qatar's Helium Crisis Threatens Chip Supply Chains as Iran Strikes Cut Off Third of Global Supply

Iranian drone strikes on Qatar's Ras Laffan facility have halted production at the world's largest helium source, cutting off 30% of global supply. The semiconductor industry faces a critical shortage in weeks, threatening AI chip production as South Korea's SK Hynix and Samsung hold only two to three months of inventory.

Business3 sources

Qatar's Helium Crisis Threatens Chip Supply Chains as Iran Strikes Cut Off Third of Global Supply

Business3 sources

Xiaomi SU7 Electric Vehicle Debuts With NVIDIA Thor-Powered Assisted Driving and 902km Range

Xiaomi launched its next-gen SU7 Series electric vehicle in China, featuring NVIDIA DRIVE AGX Thor for advanced assisted driving and Snapdragon 8 Gen 3 for cabin computing. The facelift delivers up to 902km CLTC range with ultra-fast charging capabilities, priced from RMB 219,900. The company received 15,000 orders within 34 minutes of launch.

Technology2 sources

Xiaomi SU7 Electric Vehicle Debuts With NVIDIA Thor-Powered Assisted Driving and 902km Range

Technology2 sources

Uber bets $1.25 billion on Rivian robotaxis to deploy 50,000 autonomous vehicles by 2031

Uber is investing up to $1.25 billion in Rivian to deploy 50,000 fully autonomous R2 robotaxis across 25 cities by 2031. The deal begins with a $300 million initial investment and 10,000 vehicles launching in San Francisco and Miami in 2028. This marks Uber's largest robotaxi commitment as it positions itself as a marketplace for autonomous vehicle operators.

Technology5 sources

Uber bets $1.25 billion on Rivian robotaxis to deploy 50,000 autonomous vehicles by 2031

Technology5 sources

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