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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Super Micro shareholders sue over securities fraud as AI chip smuggling charges shake investor confidence

Super Micro faces a securities fraud lawsuit from shareholders who claim the company concealed its dependence on illegal Chinese sales. The lawsuit follows federal charges against co-founder Yih-Shyan Wally Liaw and two employees for allegedly smuggling $2.5 billion worth of AI servers to China, representing over 16% of the company's 2024 revenue. The revelations triggered a 33% stock plunge, erasing more than $6 billion in market value.

Policy44 sources

Super Micro shareholders sue over securities fraud as AI chip smuggling charges shake investor confidence

Policy44 sources

Elon Musk confirms Tesla and SpaceX AI will keep ordering Nvidia chips despite AI5 development

Elon Musk announced that Tesla and SpaceX AI will continue ordering Nvidia chips at scale while developing the fifth-generation AI5 chip. The AI5 chip is optimized for AI edge compute in Optimus humanoid robots and Robotaxis, though it can also support data center applications. Musk praised Nvidia and Jensen Huang while revealing Tesla's Terafab project launches soon.

Business2 sources

Elon Musk confirms Tesla and SpaceX AI will keep ordering Nvidia chips despite AI5 development

Business2 sources

AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

AMD CEO Lisa Su secured a memorandum of understanding with Samsung for HBM4 memory supply to power next-generation Instinct MI455X AI accelerators and DDR5 for EPYC processors. The deal includes discussions for a potential foundry partnership that could see Samsung manufacturing AMD's future chips, marking a significant shift in AMD's production strategy beyond TSMC.

Technology5 sources

AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

Technology5 sources

Tesla targets December tape out for AI6 chips as Samsung plans 2027 mass production

Tesla CEO Elon Musk announced the company may finalize its next-generation AI6 chips design by December 2026, with Samsung Electronics set to begin mass production in the second half of 2027. The chips will power Tesla's self-driving cars, humanoid robots, and data centers under a $16.5 billion partnership that signals a strategic shift toward building an independent AI ecosystem.

Technology5 sources

Tesla targets December tape out for AI6 chips as Samsung plans 2027 mass production

Technology5 sources

Micron Technology beats estimates as AI boom fuels unprecedented demand for memory chips

Micron Technology delivered a stunning forecast, projecting third-quarter revenue of $33.5 billion—far exceeding Wall Street's $24.29 billion estimate. The chipmaker's second-quarter revenue nearly tripled to $23.86 billion as surging demand for memory chips used in artificial intelligence hardware drives an unprecedented market shift. However, shares dipped 4% after the company raised its capital expenditure to over $25 billion.

Business4 sources

Micron Technology beats estimates as AI boom fuels unprecedented demand for memory chips

Business4 sources

Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Chinese cloud providers are implementing steep price increases as the AI boom strains global supply chains. Alibaba Cloud is hiking prices by up to 34% for GPU-intensive offerings, while Tencent and Baidu Cloud follow with similar adjustments. The moves signal a shift toward monetizing AI investments amid rising infrastructure costs and semiconductor shortages.

Business8 sources

Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Business8 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Samsung Electronics predicts robust chip demand through 2026, fueled by the global artificial intelligence wave. However, the company's co-CEO warns that rising memory chip prices could create headwinds for computer and mobile shipments, presenting a complex market outlook for the semiconductor giant.

Business2 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Business2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

NVIDIA introduced the RTX PRO 4500 Blackwell Server Edition at GTC 2026, a single-slot GPU featuring 10,496 CUDA cores and 32GB of GDDR7 memory. The energy-efficient accelerator delivers up to 50X performance gains for AI workloads while consuming just 165W, targeting data centers that need maximum density and efficiency.

Technology2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

Technology2 sources

Nvidia restarts H200 chip production for China as regulatory approvals finally clear the path

After months of regulatory standoff, Nvidia has received approvals from both US and Chinese authorities to sell H200 AI chips to China. CEO Jensen Huang announced the company is restarting manufacturing and has already received purchase orders from multiple Chinese customers. The move reopens a market potentially worth $50 billion, though Nvidia must share 25% of revenue with the US government.

Business22 sources

Nvidia restarts H200 chip production for China as regulatory approvals finally clear the path

Business22 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

The RAM crisis deepens as MSI announces price increases of up to 30% on gaming products while Intel raises CPU prices by 10%. Semiconductor companies like Micron can only supply 50-67% of customer requirements, with SK Hynix chairman warning relief won't come until around 2030 as AI data centers consume half of all memory production.

Business8 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

Business8 sources

Samsung bets $73 billion on AI chips to close gap with SK Hynix and Taiwan Semiconductor

Samsung Electronics unveils a $73 billion investment plan for 2026, marking a 22% increase from last year, as it accelerates AI chip production and high-bandwidth memory development. The company secured a manufacturing deal with Nvidia for new AI inference processors and showcased its HBM4E technology, but still faces significant challenges in closing the gap with rivals SK Hynix and Taiwan Semiconductor in the competitive AI semiconductor market.

Technology4 sources

Samsung bets $73 billion on AI chips to close gap with SK Hynix and Taiwan Semiconductor

Technology4 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Micron has entered high-volume production of HBM4 36GB 12H memory for Nvidia's Vera Rubin GPU platform, delivering over 2.8 TB/s bandwidth—a 2.3x improvement over HBM3E. Announced at GTC 2026, the company simultaneously began shipping PCIe Gen6 SSDs and SOCAMM2 modules, becoming the first supplier to deliver all three products for the Vera Rubin ecosystem at scale.

Technology3 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Technology3 sources

Nvidia forges humanoid robot partnerships with European chipmakers ahead of major conference

Nvidia has announced partnerships with European chipmakers Infineon, NXP, and STMicroelectronics to develop hardware for humanoid robots. The coordinated announcements came ahead of Nvidia's GPU Technology Conference, where the company aims to establish its Jetson Thor processors as the central computing platform for robotics. With over 50,000 humanoid robots expected to sell this year, the partnerships position these companies to capture a market estimated at $500 in parts per robot.

Technology2 sources

Nvidia forges humanoid robot partnerships with European chipmakers ahead of major conference

Technology2 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

SK Group Chairman Chey Tae-won said the global chip wafer shortage will likely last until 2030, far longer than earlier projections. The major DRAM supplier cited artificial intelligence's massive appetite for High Bandwidth Memory as the key driver, with the company expecting more than a 20% shortage of wafers and working on strategies to stabilize DRAM chip prices.

Business3 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

Business3 sources

Nvidia unveils BlueField-4 STX to eliminate storage bottlenecks stalling agentic AI inference

Nvidia announced BlueField-4 STX at GTC 2026, a modular AI storage reference architecture that inserts a dedicated context memory layer between GPUs and traditional storage. The platform delivers 5x the token throughput and 4x better energy efficiency compared to CPU-based storage, targeting the key-value cache bottleneck that causes GPU underutilization during extended AI agent sessions.

Technology4 sources

Nvidia unveils BlueField-4 STX to eliminate storage bottlenecks stalling agentic AI inference

Technology4 sources

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