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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

AMD backs $300 million loan for Crusoe using AI chips as debt collateral, mimicking Nvidia

AMD has agreed to guarantee a $300 million loan from Goldman Sachs for cloud startup Crusoe to purchase its AI chips for an Ohio datacenter. The deal mirrors Nvidia's CoreWeave arrangement, with AMD acting as guarantor by agreeing to rent back the chips if Crusoe fails to find customers, marking AMD's first known use of this circular financing strategy.

Business2 sources

AMD backs $300 million loan for Crusoe using AI chips as debt collateral, mimicking Nvidia

Business2 sources

Nvidia Deepens Early-Stage Push Into India's AI Startup Ecosystem With New Partnerships

Nvidia is accelerating its engagement with India's AI startup ecosystem through a multi-year partnership with Activate venture firm's $75 million fund. The collaboration targets 25-30 early-stage AI startups, providing them direct access to Nvidia's technical teams, proprietary models, and computing infrastructure even before companies are formally established.

Startups2 sources

Nvidia Deepens Early-Stage Push Into India's AI Startup Ecosystem With New Partnerships

Startups2 sources

Taalas raises $169 million to build custom AI chips that hardwire models into silicon

Toronto-based chip startup Taalas secured $169 million in funding to develop AI chips that embed neural networks directly into silicon. The company claims its HC1 chip runs Meta's Llama 3.1 8B model 73 times faster than Nvidia's H200 while using one-tenth the power, challenging conventional approaches to AI inference.

Technology4 sources

Taalas raises $169 million to build custom AI chips that hardwire models into silicon

Technology4 sources

India Joins Pax Silica Alliance as US Builds Coalition to Secure AI Supply Chains

India has formally joined Pax Silica, the United States' flagship international alliance on AI supply chain security. Officials signed the declaration at the India AI Impact Summit in New Delhi, bringing one of the world's largest technology markets into a coalition that now includes Japan, South Korea, Singapore, Australia, and others. Google CEO Sundar Pichai backed the move, calling US-India tech ties critical as nations compete to control the semiconductor supply chains that power artificial intelligence.

Policy8 sources

India Joins Pax Silica Alliance as US Builds Coalition to Secure AI Supply Chains

Policy8 sources

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Nvidia CEO Jensen Huang has promised to unveil a chip that will surprise the world at GTC 2026 on March 16. While details remain scarce, speculation points to advanced Rubin architecture developments, HBM4 memory integration, or possibly an early reveal of Feynman architecture. The mystery chip emerges from Nvidia's partnership with SK Hynix and could address critical memory bottlenecks in AI computing.

Technology3 sources

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Technology3 sources

Musk Makes Rare Direct Appeal to South Korea's Chip Talent as Tesla Expands AI Silicon Push

Elon Musk personally recruited South Korean semiconductor professionals on X, urging them to join Tesla's in-house AI chip design efforts. The unusual direct appeal comes as Tesla ramps up custom silicon development for autonomous driving and robotics, including plans for a massive Terafab facility and 2nm chip production.

Technology3 sources

Musk Makes Rare Direct Appeal to South Korea's Chip Talent as Tesla Expands AI Silicon Push

Technology3 sources

Mihup and Qualcomm Partner to Deliver On-Device Voice AI for BFSI Sector

Indian Voice AI company Mihup has partnered with Qualcomm Technologies to develop multilingual, on-device Voice AI solutions for the Banking, Financial Services, and Insurance sector. The collaboration promises an 80% cost reduction while delivering low-latency, secure customer interactions that run directly on devices, addressing critical challenges in cloud-only deployments around data privacy and bandwidth constraints.

Technology2 sources

Mihup and Qualcomm Partner to Deliver On-Device Voice AI for BFSI Sector

Technology2 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Yotta Data Services is deploying over 20,000 NVIDIA Blackwell Ultra GPUs in a $2 billion investment that will create one of Asia's largest AI superclusters. The facility, going live by August 2026 in Greater Noida, includes a $1 billion four-year DGX Cloud engagement and marks India's first deployment of Blackwell B300 GPUs, positioning the country as a major AI infrastructure node.

Technology8 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Technology8 sources

Cadence Design Systems beats Q4 expectations as AI chip design demand drives record backlog

Cadence Design Systems exceeded quarterly profit and revenue estimates, powered by surging demand for AI chip design software. The company reported a record $7.8 billion backlog and announced a 2026 revenue target of $5.9-$6 billion, silencing critics who feared AI disruption would undermine its business model.

Business4 sources

Cadence Design Systems beats Q4 expectations as AI chip design demand drives record backlog

Business4 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Meta Platforms and Nvidia announced an expanded long-term AI infrastructure partnership that commits Meta to deploying millions of Nvidia GPUs, CPUs, and networking hardware across its global data centers. The deal reinforces Nvidia's position in the AI chip market as Meta pursues its goal of delivering personal superintelligence, while raising questions about chip supply allocation for competitors attempting to reduce Nvidia dependence.

Technology6 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Technology6 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Meta has signed a massive multi-billion dollar AI chips deal with AMD that could see the social media giant acquire up to 10% of the chipmaker's stock. The agreement covers 6 gigawatts of custom computing power as Meta races to build AI infrastructure for what CEO Mark Zuckerberg calls 'personal superintelligence.' The chips-for-stock arrangement mirrors AMD's earlier deal with OpenAI and signals Big Tech's push to diversify away from Nvidia's dominance.

Technology49 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Technology49 sources

Japanese toilet maker Toto emerges as unexpected AI semiconductor supplier with 40% stock surge

Toto, the Japanese company known for Washlet bidets and heated toilet seats, is being repositioned as a critical AI infrastructure player. Activist investor Palliser Capital claims the company's advanced ceramics business—producing precision components for semiconductor manufacturing—makes it the most undervalued and overlooked AI memory beneficiary. Shares have jumped nearly 40% in early 2026 as investors recognize the connection between Toto's ceramic parts and the booming demand for memory chips in AI data centers.

Business3 sources

Japanese toilet maker Toto emerges as unexpected AI semiconductor supplier with 40% stock surge

Business3 sources

Valve halts Steam Deck sales as AI-fueled memory shortage grips gaming hardware market

Valve confirmed Steam Deck is out of stock indefinitely due to memory shortages driven by AI data center demands. The 256GB LCD model is discontinued, while OLED versions face intermittent availability. Sony may delay PS6 until 2029, and Nintendo could raise Switch 2 prices as component costs spiral across the consumer electronics market.

Business3 sources

Valve halts Steam Deck sales as AI-fueled memory shortage grips gaming hardware market

Business3 sources

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Micron has begun mass production of the world's first PCIe 6.0 SSDs, the 9650 series, delivering sequential read speeds up to 28GB/s—double that of PCIe 5.0. These enterprise-grade SSDs target AI data centers and hyperscalers running AI inference workloads, with capacities ranging from 7.68TB to 30.72TB. Samsung is also preparing PCIe 6.0 drives for later in 2026, signaling a storage performance shift driven entirely by AI demands.

Technology5 sources

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Technology5 sources

Sony considers PS6 delay to 2029 as AI chip shortage forces gaming industry to rethink strategy

Sony is weighing a significant PlayStation 6 delay to 2028 or even 2029 as surging demand for artificial intelligence infrastructure creates an unprecedented global memory chip shortage. The AI-driven chip crisis has left major memory manufacturers prioritizing high-margin AI chips over consumer electronics, forcing gaming companies to navigate longer console cycles and rising production costs.

Business2 sources

Sony considers PS6 delay to 2029 as AI chip shortage forces gaming industry to rethink strategy

Business2 sources

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