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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

ON Semiconductor reported second-quarter revenue of $1.6 billion, surpassing analyst expectations as demand for power management chips in AI data centers accelerated. CEO Hassane El-Khoury revealed the company prioritized AI data center customers over automotive clients, shifting manufacturing capacity to meet surging demand for intelligent power solutions.

Business5 sources

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

Business5 sources

Nvidia's CUDA Moat Faces First Real Threat as AI Coding Agents Build Rival Software in 10 Hours

Startup Infinity used AI coding agents to rebuild CUDA-like software for chip firm D-Matrix in just 10 hours, signaling a credible challenge to Nvidia's two-decade software dominance. As the AI chip market shifts from model training to inference workloads, chip-agnostic software and AI-generated code threaten to erode the technical moat that has kept Nvidia's dominance intact.

Technology2 sources

Nvidia's CUDA Moat Faces First Real Threat as AI Coding Agents Build Rival Software in 10 Hours

Technology2 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Tel Aviv startup Majestic Labs has unveiled Prometheus, a GPU-free server that uses up to 128TB of LPDDR6 memory and Arm cores to tackle AI's memory wall. The company claims one rack matches 25 Nvidia Vera Rubin racks at lower power, but hardware hasn't shipped or been independently tested yet.

Technology2 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Technology2 sources

Amazon Joins $3 Trillion Club as AI Demand Powers AWS to Fastest Growth in Four Years

Amazon market capitalization surpassed $3 trillion for the first time, fueled by artificial intelligence optimism and Amazon Web Services revenue hitting $42.2 billion with 37% growth. CEO Andy Jassy raised capital expenditure projections to $220 billion as AI demand outpaces capacity.

Business7 sources

Amazon Joins $3 Trillion Club as AI Demand Powers AWS to Fastest Growth in Four Years

Business7 sources

Samsung AI Glasses Set to Launch Fall 2026 with Google's Gemini AI and Galaxy Ecosystem Integration

Samsung officially unveiled Galaxy Glasses at its recent Unpacked event, marking its entry into intelligent eyewear. Developed with Google, Gentle Monster, and Warby Parker, these Samsung AI glasses integrate Gemini AI and run on Snapdragon AR1 Gen 1, offering 9-hour battery life with real-time translation, live sharing, and hands-free productivity features within the Samsung ecosystem.

Technology3 sources

Samsung AI Glasses Set to Launch Fall 2026 with Google's Gemini AI and Galaxy Ecosystem Integration

Technology3 sources

Steve Hanke Says AI Costs Too Much to Replace Most Jobs, Challenging Industry Hype

Johns Hopkins economist Steve Hanke argues AI won't destroy most jobs because deploying it costs more than hiring humans. He calls AI "incredibly costly" and resource-intensive, requiring huge amounts of water, power, and physical capital, challenging predictions from AI evangelists like Jensen Huang and Elon Musk.

Business2 sources

Steve Hanke Says AI Costs Too Much to Replace Most Jobs, Challenging Industry Hype

Business2 sources

James Dacombe's Olix AI Chip Startup Triples Valuation to $3.3bn in Six Months

James Dacombe's AI chip startup Olix raised $312mn from Fundomo, Arm, and Reed Hastings, tripling its valuation to $3.3bn in six months. The London-based firm bypasses supply chain bottlenecks with photonic interconnect technology, positioning itself as a specialized alternative to Nvidia in the booming AI infrastructure market.

Startups5 sources

James Dacombe's Olix AI Chip Startup Triples Valuation to $3.3bn in Six Months

Startups5 sources

South Korea Exports Jump 62.8% in July Driven by AI Investments and Semiconductor Demand

South Korea exports climbed 62.8% year-over-year to $98.89 billion in July, exceeding forecasts as global demand for AI-related semiconductors and computer infrastructure surged. Semiconductor exports jumped 179% while computer sales soared 404%, fueled by increased AI investments by major U.S. tech firms despite market volatility.

Business3 sources

South Korea Exports Jump 62.8% in July Driven by AI Investments and Semiconductor Demand

Business3 sources

Amazon Completes $50 Billion OpenAI Investment Ahead of Schedule, Secures 5% Stake

Amazon has completed its full $50 billion investment in OpenAI ahead of schedule, securing roughly 5% of the ChatGPT maker without waiting for a public listing or AGI breakthrough. The move strengthens AWS as OpenAI's exclusive third-party cloud provider while Amazon ramps up capital expenditures to $173 billion.

Business3 sources

Amazon Completes $50 Billion OpenAI Investment Ahead of Schedule, Secures 5% Stake

Business3 sources

Memory Chip Shortage to Intensify Through 2027 as AI Demand Pushes Prices Up 5-6x

Samsung warns the global shortage of RAM chips will deepen in 2027 and persist until 2028 as AI-driven demand overwhelms supply. Memory chip prices have surged 5-6 times, forcing Apple and Samsung to raise device prices while manufacturers like SK Hynix invest $38 billion in new facilities that won't open until 2028.

Business8 sources

Memory Chip Shortage to Intensify Through 2027 as AI Demand Pushes Prices Up 5-6x

Business8 sources

NXP Semiconductors eyes $3.3bn Ambarella acquisition to dominate AI vision chips for autonomous vehicles

NXP Semiconductors is negotiating to acquire Ambarella for approximately $3.3 billion to strengthen its position in AI-enabled vision processing for self-driving cars. The deal would integrate Ambarella's edge AI chips into NXP's automotive portfolio, which already accounts for roughly half of its projected $15.1 billion revenue in 2026.

Business7 sources

NXP Semiconductors eyes $3.3bn Ambarella acquisition to dominate AI vision chips for autonomous vehicles

Business7 sources

Qualcomm Humanoid Robot Collapses Face-First During Live Demo at Computex 2026

A Qualcomm-powered humanoid robot collapsed spectacularly on stage at Computex 2026 in Taiwan, falling face-first during a live demonstration. The 4NE1 Gen 3.5 robot from Neura Robotics, running on Qualcomm's Dragonwing IQ10 platform with 700 TOPS of AI processing power, had to be covered and carried away after the malfunction.

Technology2 sources

Qualcomm Humanoid Robot Collapses Face-First During Live Demo at Computex 2026

Technology2 sources

Kioxia Reports 45-Fold Profit Surge Driven by AI Demand for NAND Flash Memory

Japanese chipmaker Kioxia posted a staggering 45-fold increase in quarterly net profit to $5.3 billion, driven by AI-driven demand for NAND flash memory chips. Despite missing analyst estimates, the company announced an $800 billion buyback and 3-for-1 stock split while navigating intense competition from Samsung Electronics and SK hynix.

Business3 sources

Kioxia Reports 45-Fold Profit Surge Driven by AI Demand for NAND Flash Memory

Business3 sources

Xsight Labs Raises $300M at $2.8B Valuation to Challenge Nvidia with Programmable Networking Chips

Israeli chipmaker Xsight Labs raised over $300 million at a $2.8 billion valuation, led by Fidelity, to expand its programmable networking chips that connect thousands of GPUs in AI data centers. The company's E1 processor and X2 switch already power SpaceX's Starlink V3 satellites and are being evaluated by Tier-1 hyperscalers as an open alternative to Nvidia's closed networking architecture.

Startups2 sources

Xsight Labs Raises $300M at $2.8B Valuation to Challenge Nvidia with Programmable Networking Chips

Startups2 sources

MediaTek Secures $5 Billion War Chest to Challenge Broadcom in AI Datacenter Chips Market

Taiwan's largest chip designer MediaTek approved $5 billion in financing to expand into AI datacenter chips, targeting 15-20% of an $80 billion market by 2027. The company expects its first custom AI chip to enter production in Q4 2026, with AI datacenter ASIC revenue projected to exceed $2 billion this year as it pivots away from a declining smartphone business.

Business4 sources

MediaTek Secures $5 Billion War Chest to Challenge Broadcom in AI Datacenter Chips Market

Business4 sources

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