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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

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

MatX AI chip startup raises $500 million to challenge Nvidia's dominance in LLM processing

MatX, an AI chip startup founded by former Google engineers, has secured $500 million in Series B funding led by Jane Street and Situational Awareness. The company aims to deliver processors 10 times better at training and running large language models than Nvidia's GPUs, with plans to begin shipping in 2027.

Startups4 sources

MatX AI chip startup raises $500 million to challenge Nvidia's dominance in LLM processing

Startups4 sources

Axelera AI Secures $250 Million to Scale Energy-Efficient Chips for Edge Computing

Dutch chipmaker Axelera AI raised more than $250 million in a funding round led by Innovation Industries with participation from BlackRock and Samsung Catalyst. The company designs power-efficient semiconductors for AI inference at the edge, aiming to reduce reliance on energy-intensive data centers. With over $450 million raised since 2021, Axelera AI plans to launch its next-generation Europa chip before June 2026.

Startups3 sources

Axelera AI Secures $250 Million to Scale Energy-Efficient Chips for Edge Computing

Startups3 sources

SambaNova raises $350M, partners with Intel to deploy SN50 chip claiming 5x speed over Nvidia B200

SambaNova secured $350 million in Series E funding led by Vista Equity Partners and announced a multi-year strategic collaboration with Intel to deploy AI inference solutions. The startup unveiled its SN50 AI chip, designed specifically for inference workloads, claiming it delivers five times faster performance and three times better efficiency than Nvidia's B200. SoftBank will be the first customer to deploy the technology in its Japanese data centers.

Technology12 sources

SambaNova raises $350M, partners with Intel to deploy SN50 chip claiming 5x speed over Nvidia B200

Technology12 sources

Nvidia posts $68B revenue quarter as AI chips demand accelerates, forecasts $78B ahead

Nvidia reported its strongest financial quarter with $68 billion in revenue, driven by unprecedented demand for AI compute. CEO Jensen Huang announced an upbeat sales forecast of $78 billion for the next quarter, marking accelerating revenue growth. However, the company faces challenges with China export restrictions on H200 chips and mounting questions about the sustainability of Big Tech's massive AI spending.

Business48 sources

Nvidia posts $68B revenue quarter as AI chips demand accelerates, forecasts $78B ahead

Business48 sources

DeepSeek allegedly trained V4 model on banned Nvidia Blackwell chips, denied US chipmakers access

Chinese AI startup DeepSeek reportedly trained its upcoming V4 model on Nvidia's advanced Blackwell chips despite US export controls, according to Trump administration officials. The company also broke industry norms by withholding early access from Nvidia and AMD while granting Chinese chipmakers including Huawei a several-week head start for performance optimization.

Policy6 sources

DeepSeek allegedly trained V4 model on banned Nvidia Blackwell chips, denied US chipmakers access

Policy6 sources

Citrini Research warns AI job disruption could trigger 5% white-collar cuts, calls for windfall tax

A controversial report from Citrini Research sparked market turmoil after warning about AI's disruptive economic impact on jobs. Co-author Alap Shah estimates AI could eliminate 5% of white-collar employment within 18 months and proposes governments tax AI-generated windfall gains to cushion widespread job losses. The report triggered an AI scare trade that sent software stocks down 4.8%.

Business2 sources

Citrini Research warns AI job disruption could trigger 5% white-collar cuts, calls for windfall tax

Business2 sources

Anthropic accuses Chinese AI labs of industrial-scale theft as chip export debate intensifies

Anthropic alleges three Chinese AI companies—DeepSeek, Moonshot, and MiniMax—created over 24,000 fake accounts to extract Claude's capabilities through 16 million exchanges. The accusations spotlight distillation techniques and fuel debates over AI chip export controls, with critics noting the irony given Anthropic's own controversial data scraping practices.

Technology38 sources

Anthropic accuses Chinese AI labs of industrial-scale theft as chip export debate intensifies

Technology38 sources

RAM Prices Double as AI Demand Creates Severe Memory Shortage Across Computing Industry

HP reports that RAM now accounts for 35 percent of a PC's total cost, doubling from 15-18 percent in just one quarter. The dramatic surge stems from AI infrastructure buildout consuming vast memory supplies, leaving consumer electronics manufacturers scrambling. Industry analysts predict memory price increases up to 95 percent through early 2026, affecting everything from budget computers to gaming consoles.

Business6 sources

RAM Prices Double as AI Demand Creates Severe Memory Shortage Across Computing Industry

Business6 sources

Nvidia re-enters consumer PC market with Arm-based laptop processors launching in H1 2026

Nvidia is preparing to launch laptops powered by its own Arm-based processors in the first half of 2026, marking its return to the consumer PC market. Dell and Lenovo are developing multiple models featuring Nvidia's N1 and N1X chips, which integrate CPU, GPU, and NPU components into a single system-on-a-chip. The move positions Nvidia to compete directly with Intel, AMD, and Qualcomm while challenging Apple's MacBooks in performance and battery life.

Technology7 sources

Nvidia re-enters consumer PC market with Arm-based laptop processors launching in H1 2026

Technology7 sources

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