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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Aehr Test Systems (NASDAQ:AEHR) shares jumped 33% after announcing an initial production order from a leading hyperscaler for its Sonoma ultra-high-power test and burn-in systems. The order supports next-generation AI processors for data center applications, with delivery scheduled for summer 2026. This marks a significant validation of Aehr's technology in the rapidly expanding AI chip testing market.

Business3 sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Business3 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Israeli chipmaker Tower Semiconductor surpassed fourth-quarter profit expectations, posting 78 cents per share versus estimates of 68 cents. The company announced a $920 million total investment in silicon photonics technology to meet surging demand from data center operators building AI infrastructure, aiming to quintuple production capacity by late 2026.

Business2 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Business2 sources

Zhipu Unveils GLM-5 Model With 744B Parameters, Intensifying Chinese AI Race With DeepSeek

Chinese AI startup Zhipu released GLM-5, a new flagship model with 744 billion parameters that rivals Anthropic's Claude Opus in coding benchmarks. Trained entirely on Huawei Ascend chips, the open-source model achieved a record-low hallucination rate and sent Zhipu shares surging 34%. The release intensifies competition among Chinese AI companies ahead of DeepSeek's anticipated next-generation model launch.

Technology5 sources

Zhipu Unveils GLM-5 Model With 744B Parameters, Intensifying Chinese AI Race With DeepSeek

Technology5 sources

China's Top Chipmaker Warns AI Chips and Data Centers Could Sit Idle Amid $3 Trillion Spending

Semiconductor Manufacturing International Corp.'s co-CEO Zhao Haijun warns that companies racing to build 10 years' worth of data center capacity in just two years haven't fully thought through what these facilities will actually do. With AI investment projected to exceed $3 trillion over five years, the chipmaker warning raises concerns about potential overcapacity and echoes the dot-com bubble comparison.

Business2 sources

China's Top Chipmaker Warns AI Chips and Data Centers Could Sit Idle Amid $3 Trillion Spending

Business2 sources

ByteDance pursues AI chip manufacturing deal with Samsung amid $22 billion AI investment push

ByteDance, TikTok's parent company, is negotiating with Samsung Electronics to manufacture its first in-house AI chip, targeting 100,000 units this year. The deal includes securing scarce memory chip supplies as the Chinese tech giant plans to spend over $22 billion on AI procurement in 2025, marking a strategic shift toward self-reliance in AI infrastructure.

Technology3 sources

ByteDance pursues AI chip manufacturing deal with Samsung amid $22 billion AI investment push

Technology3 sources

DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

The AI boom has created a severe DRAM shortage, pushing memory prices up 80-90% in early 2026. Memory-chip makers like Micron, Samsung, and SK Hynix are shifting production to high-bandwidth memory for AI data centers, leaving consumer-grade memory scarce. Major laptop makers including Dell and Lenovo are raising prices 15-30%, with Intel's CEO warning there's no relief until 2028.

Business7 sources

DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

Business7 sources

AMD Medusa Halo APUs leak reveals LPDDR6 support with 80% bandwidth boost for Ryzen AI MAX 500

AMD's future Medusa Halo APUs could feature LPDDR6 memory support, delivering up to 460.8 GB/s bandwidth—an 80% jump over current Strix Halo. Expected in 2027-2028 as the Ryzen AI MAX 500 series, these chips may pack Zen 6 CPU cores and RDNA 5 graphics, targeting both AI workloads and high-end gaming.

Technology2 sources

AMD Medusa Halo APUs leak reveals LPDDR6 support with 80% bandwidth boost for Ryzen AI MAX 500

Technology2 sources

AMD Appoints Salesforce's Ariel Kelman as Chief Marketing Officer to Capture AI Data Center Market

AMD has hired Ariel Kelman, former president and CMO of Salesforce, as its new Chief Marketing Officer. Kelman, who previously held top marketing positions at Amazon Web Services and Oracle, will lead AMD's global marketing strategy with a clear focus on capturing the AI data center opportunity and strengthening engagement with customers, partners, and developers.

Business2 sources

AMD Appoints Salesforce's Ariel Kelman as Chief Marketing Officer to Capture AI Data Center Market

Business2 sources

Cisco unveils Silicon One G300 chip to challenge Broadcom and Nvidia in AI networking race

Cisco launched its Silicon One G300, a 102.4Tbps switching chip designed to compete with Broadcom and Nvidia in the booming AI infrastructure market. The chip features advanced congestion management and can support deployments of up to 128,000 GPUs using just 750 switches. Cisco claims its implementation achieves 33% better link utilization and can cut training times by up to 28%.

Technology8 sources

Cisco unveils Silicon One G300 chip to challenge Broadcom and Nvidia in AI networking race

Technology8 sources

John Carmack proposes fiber optic cache to replace DRAM for streaming AI model weights

John Carmack, cofounder of id Software, has proposed using 200km fiber optic loops as a cache alternative to traditional DRAM for AI workloads. The concept leverages 256 Tb/s data rates to keep 32GB of data continuously streaming to AI accelerators, potentially offering significant power savings and addressing the ongoing memory crisis affecting AI development and consumer hardware costs.

Technology3 sources

John Carmack proposes fiber optic cache to replace DRAM for streaming AI model weights

Technology3 sources

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Samsung and Micron have started mass production and shipping of HBM4 memory, the next-generation high-bandwidth memory critical for AI acceleration hardware. Samsung claims industry-first status with 11.7Gbps speeds and up to 3.3TB/s bandwidth, while Micron confirms it delivered product a quarter ahead of schedule. The development signals readiness for Nvidia's upcoming Vera Rubin accelerators launching in Q2 2026.

Technology15 sources

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Technology15 sources

Apollo Global Management nears $3.4 billion loan to fund AI chips for Elon Musk's xAI

Apollo Global Management is finalizing a $3.4 billion loan to an investment vehicle that will purchase Nvidia chips and lease them to Elon Musk's xAI. The deal, arranged by Valor Equity Partners, could close this week and marks Apollo's second major chip-leasing investment in xAI, following a $3.5 billion loan in November.

Business3 sources

Apollo Global Management nears $3.4 billion loan to fund AI chips for Elon Musk's xAI

Business3 sources

Big Tech's $660 Billion AI Boom Gamble: Why Amazon and Meta Are Spending More Than They Earn

Amazon, Meta, and Alphabet are spending more than they generate in operating cash flow for the first time, pouring $660 billion into AI infrastructure. The companies are borrowing hundreds of billions and draining cash reserves to build data centers and chips, abandoning their asset-light business model in a high-stakes bet that AI demand will justify the costs.

Business2 sources

Big Tech's $660 Billion AI Boom Gamble: Why Amazon and Meta Are Spending More Than They Earn

Business2 sources

STMicroelectronics lands multi-billion dollar AWS deal to power AI data centers

STMicroelectronics announced a multi-year, multi-billion dollar strategic partnership with AWS to supply advanced semiconductors for next-generation AI data centers. The Franco-Italian chipmaker will provide high-bandwidth connectivity chips and power management solutions for hyperscale operations. AWS received warrants to acquire up to 24.8 million STMicro shares at $28.38, vesting based on product payments over seven years.

Business4 sources

STMicroelectronics lands multi-billion dollar AWS deal to power AI data centers

Business4 sources

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Chinese chip designer Montage Technology surged over 50% in its Hong Kong stock market debut after raising $902 million at the top of its pricing range. The world's largest memory interconnect chip supplier attracted strong investor interest, with retail orders oversubscribed more than 700 times, signaling renewed appetite for AI-related IPOs despite broader market volatility.

Business2 sources

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Business2 sources

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