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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

ASUS exits smartphone market as chairman confirms AI-first strategy over Zenfone and ROG phones

ASUS Chairman Jonney Shih confirmed the company will stop launching new smartphones, including Zenfone and ROG phones, to focus entirely on AI hardware. The strategic shift redirects R&D resources toward commercial PCs, robotics, and smart glasses as AI servers now account for 20% of company revenue with over 100% year-on-year growth.

Business6 sources

ASUS exits smartphone market as chairman confirms AI-first strategy over Zenfone and ROG phones

Business6 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Tesla is reviving its abandoned Dojo3 AI chip project just five months after shutting it down. CEO Elon Musk says the restarted effort will focus on space-based AI compute rather than training self-driving models. The move comes as Tesla's AI5 chip design reaches completion and the company rebuilds its disbanded hardware team.

Technology11 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Technology11 sources

Eric Demers, father of Radeon and Adreno GPUs, joins Intel to accelerate AI chip development

Eric Demers, the GPU architect who designed ATI's legendary Radeon GPUs and led Qualcomm's Adreno development for 14 years, has joined Intel to lead GPU engineering with a focus on AI. The move signals Intel's commitment to competing in the datacenter AI chip market, where Nvidia and AMD currently dominate.

Technology3 sources

Eric Demers, father of Radeon and Adreno GPUs, joins Intel to accelerate AI chip development

Technology3 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Jensen Huang confirmed that Nvidia has dethroned Apple as TSMC's largest customer, marking a significant shift in the semiconductor industry. The change reflects explosive AI demand, with enterprise customers pouring billions into AI GPUs while Apple faces unprecedented competition for advanced chip supply and potentially higher silicon costs.

Business7 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Business7 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Major memory manufacturers including Kioxia, Micron, and SK Hynix report sold-out capacity through 2026 as AI infrastructure consumes available supply. The memory chip shortage is driving prices up by as much as 30%, affecting everything from consumer SSDs to smartphones. Micron calls the shortage unprecedented, while industry executives warn that affordable storage options may be gone for good.

Business12 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Business12 sources

Taiwan and U.S. strike $500 billion trade deal to build strategic AI partnership and chip dominance

Taiwan and the United States have finalized a trade agreement that slashes tariffs from 20% to 15% in exchange for $250 billion in Taiwanese investment in semiconductors, energy, and AI operations. The deal includes another $250 billion in credit guarantees and offers zero tariffs within manufacturing quotas, aiming to reshape America's semiconductor sector while preserving Taiwan's vital chip industry.

Policy4 sources

Taiwan and U.S. strike $500 billion trade deal to build strategic AI partnership and chip dominance

Policy4 sources

SiFive becomes first RISC-V designer to integrate Nvidia NVLink for AI data centers

SiFive has become the first maker of RISC-V chip designs to integrate Nvidia NVLink Fusion interconnect technology. The partnership enables RISC-V CPU cores to connect with Nvidia's AI chips at speeds matching Intel and Arm implementations. Products featuring this integration won't reach the market until 2027 or later, but the move signals a multi-generational commitment between both companies.

Technology2 sources

SiFive becomes first RISC-V designer to integrate Nvidia NVLink for AI data centers

Technology2 sources

Aeva unveils high-power optical amplifier to tackle AI data center power and thermal challenges

Mountain View-based Aeva announced a new semiconductor optical amplifier delivering over 28 dBm optical output power with greater than 20% wall-plug efficiencies at temperatures up to 50 degrees Celsius. The technology addresses mounting power efficiency and thermal management challenges as AI workloads scale rapidly in data centers. Aeva stock surged 8% following the announcement, as the company expands beyond its LiDAR sensing roots into the AI infrastructure market.

Technology2 sources

Aeva unveils high-power optical amplifier to tackle AI data center power and thermal challenges

Technology2 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

OpenAI is developing AI-powered earbuds codenamed Sweetpea that will feature Samsung's 2nm Exynos application processor for on-device processing. The partnership marks OpenAI's push into consumer hardware, with projected first-year shipments of 40-50 million units. Meanwhile, OpenAI continues work on its Titan AI ASIC with Broadcom to reduce dependence on NVIDIA GPUs.

Technology2 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

Technology2 sources

Memory suppliers caught between AI boom and consumer DRAM shortages as market dynamics shift

Micron defends its exit from the Crucial brand while SK hynix commits to consumer business amid intensifying memory shortages. Enterprise requirements now consume 50-60% of overall memory supply, forcing manufacturers to balance AI infrastructure demands against consumer needs. Production increases won't materialize until 2028, signaling prolonged supply constraints.

Business2 sources

Memory suppliers caught between AI boom and consumer DRAM shortages as market dynamics shift

Business2 sources

OpenAI seeks US supply chain partners for major robotics and consumer devices expansion

OpenAI has issued requests for proposals from US-based manufacturers as it prepares to expand into robotics and consumer devices, alongside a massive data center buildout. The ChatGPT maker is seeking components including silicon, motors, and cooling equipment, signaling an aggressive push into hardware that aligns with the Trump administration's reindustrialization priorities.

Business4 sources

OpenAI seeks US supply chain partners for major robotics and consumer devices expansion

Business4 sources

Raspberry Pi AI HAT+ 2 brings 40 TOPS and 8GB RAM to run gen AI models locally on Pi 5

Raspberry Pi launched the AI HAT+ 2, a $130 add-on board that equips the Raspberry Pi 5 with a 40 TOPS Hailo 10H chip and 8GB of dedicated RAM. The module enables local processing of generative AI models like Llama 3.2 and Qwen2, though early tests show mixed performance results compared to simply upgrading the base Pi's memory.

Technology8 sources

Raspberry Pi AI HAT+ 2 brings 40 TOPS and 8GB RAM to run gen AI models locally on Pi 5

Technology8 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

The Trump administration has formalized a 25% tariff on advanced AI semiconductors from Nvidia and AMD shipped to China. The move converts previous export restrictions into a government revenue stream while allowing chip sales to resume. Nvidia's H200 and AMD's MI325X processors face the levy when imported to the US before reexport, though domestic AI infrastructure remains exempt.

Policy11 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

Policy11 sources

Z.ai trains GLM-Image entirely on Huawei hardware, challenging Nvidia's AI chip dominance

Chinese AI firm Z.ai has released GLM-Image, an open-source image generation AI model trained completely on Huawei's Ascend chips without any Nvidia GPUs. The 16-billion parameter model demonstrates accurate text rendering and complex prompt understanding, proving that domestic Chinese hardware can now sustain large-scale AI training independently.

Technology2 sources

Z.ai trains GLM-Image entirely on Huawei hardware, challenging Nvidia's AI chip dominance

Technology2 sources

OpenAI strikes $10 billion AI chip deal with Cerebras to power faster ChatGPT responses

OpenAI has signed a multi-year agreement with AI chipmaker Cerebras worth over $10 billion to deliver 750 megawatts of computing power through 2028. The deal aims to accelerate ChatGPT's response times and support real-time AI applications, while reducing OpenAI's reliance on Nvidia's GPU-based systems. Cerebras will build and lease dedicated datacenters featuring its wafer-scale accelerators.

Technology10 sources

OpenAI strikes $10 billion AI chip deal with Cerebras to power faster ChatGPT responses

Technology10 sources

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