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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Ukrainian Drone Strikes Target Russian Data Centers Housing AI Supercomputers, Threatening Moscow's AI Capabilities

Ukrainian drones struck five Russian data centers in October, damaging facilities belonging to Yandex, Sberbank and VKontakte. The attacks disrupted digital services nationwide and threatened Russia's AI ambitions by damaging supercomputers that power AI development. With Western sanctions blocking access to critical Nvidia A100 chips, experts warn recovery could take months or years.

Technology3 sources

Ukrainian Drone Strikes Target Russian Data Centers Housing AI Supercomputers, Threatening Moscow's AI Capabilities

Technology3 sources

HKEX Launches AI Index and Semiconductor Index, Signs China Licensing Deal

Hong Kong Exchanges and Clearing unveiled two technology-focused benchmarks tracking AI and semiconductor companies listed in Hong Kong. The HKEX Artificial Intelligence Index covers 40 firms across the AI value chain, while the HKEX Semiconductor Index tracks 30 major semiconductor companies. HKEX also signed a licensing agreement with China Southern Asset Management to develop exchange-traded funds based on the AI index for mainland China investors.

Business3 sources

HKEX Launches AI Index and Semiconductor Index, Signs China Licensing Deal

Business3 sources

Former OpenAI Science Lead Kevin Weil Launches Warp Sciences With $215M to Automate Drug Discovery

Kevin Weil, former OpenAI science lead, launched Warp Sciences with $215 million in funding at an $865 million valuation. The startup uses AI and robotics to automate wet labs for drug development, aiming to reshore chemistry work from China and address geopolitical supply-chain risks while accelerating molecule optimization through robotic automation.

Startups4 sources

Former OpenAI Science Lead Kevin Weil Launches Warp Sciences With $215M to Automate Drug Discovery

Startups4 sources

BE Semiconductor Industries Q3 Orders Jump 96% as AI Demand Fuels Chip Packaging Equipment Boom

BE Semiconductor Industries reported Q3 orders of €342.6 million, exceeding analyst expectations by 15% as AI data centre demand drove growth in advanced chip-packaging equipment. The company launched a €100 million share repurchase program and expects continued momentum through Q4 2026.

Business2 sources

BE Semiconductor Industries Q3 Orders Jump 96% as AI Demand Fuels Chip Packaging Equipment Boom

Business2 sources

Eric Schmidt Warns China Is Just 6 Months Behind US in AI Race as Cheaper Models Threaten Dominance

Former Google CEO Eric Schmidt reveals China has narrowed the AI gap with the US to just six months, down from two years, through cheaper models and software workarounds. Despite US chip export controls, Chinese developers are leveraging distillation techniques and renewable energy infrastructure to compete aggressively in the global AI race.

Policy4 sources

Eric Schmidt Warns China Is Just 6 Months Behind US in AI Race as Cheaper Models Threaten Dominance

Policy4 sources

Nutanix partners with NVIDIA, Supermicro and Netris to accelerate production AI deployment

Nutanix announced partnerships with NVIDIA, Supermicro and Netris to simplify AI infrastructure deployment for enterprises and cloud providers. The collaborations focus on reducing deployment complexity, cutting AI costs and accelerating time-to-value for production AI workloads.

Technology5 sources

Nutanix partners with NVIDIA, Supermicro and Netris to accelerate production AI deployment

Technology5 sources

Nvidia Commits Billions to Expand AI Infrastructure Supply Chain Through 2028

Nvidia announced multi-billion-dollar deals with six major suppliers at GTC Berlin to expand AI accelerator supply chain capacity through 2028. The agreements target 2.5x substrate capacity expansion, 300% advanced packaging increase, and doubled semiconductor testing capabilities to address critical bottlenecks constraining AI infrastructure buildout.

Business5 sources

Nvidia Commits Billions to Expand AI Infrastructure Supply Chain Through 2028

Business5 sources

Meta Announces $95 Billion Stock Offering to Accelerate AI Expansion, Backed by Nvidia

Meta is raising up to $95 billion through a new stock offering to fund its aggressive AI expansion. The social media giant will issue non-voting shares to maintain founder control while securing capital for data centers and AI infrastructure. Chipmakers Nvidia, AMD, and Broadcom are investing up to $5 billion as cornerstone investors.

Business80 sources

Meta Announces $95 Billion Stock Offering to Accelerate AI Expansion, Backed by Nvidia

Business80 sources

Nokia and Nvidia Complete World's First AI-RAN Call, Turning Cell Towers Into AI Computing Hubs

Nokia, Nvidia, and T-Mobile completed the world's first AI-RAN call on a commercial network in Bellevue, Washington. The breakthrough transforms traditional cell towers into distributed intelligence platforms, with Deutsche Telekom reporting 10% to 15% uplink throughput gains in lab tests. Commercial AI-RAN deployments are slated for 2027.

Technology6 sources

Nokia and Nvidia Complete World's First AI-RAN Call, Turning Cell Towers Into AI Computing Hubs

Technology6 sources

Super Micro Computer Shares Surge 12.9% as Revenue Guidance Jumps $4 Billion on Booming AI Demand

Super Micro Computer shocked Wall Street by raising its Q1 fiscal 2027 revenue guidance to $18.5-$19.5 billion, up from $14.5-$15.5 billion. The AI server maker's preliminary financial results beat analyst expectations by 26.7% as strong demand for AI platforms drove the dramatic upward revision. SMCI shares jumped 12.9% in premarket trading following the announcement.

Business9 sources

Super Micro Computer Shares Surge 12.9% as Revenue Guidance Jumps $4 Billion on Booming AI Demand

Business9 sources

Greenpeace Protest Disrupts Nvidia's GTC Keynote Over Russian Drones Using Company's AI Chips

Greenpeace activists interrupted Jensen Huang's keynote at Nvidia's GTC Berlin conference, confronting the CEO about reports of Nvidia chips found in Russian drones used against Ukraine. The protesters held banners demanding Nvidia "clean up your dirty business" before security escorted them out, highlighting growing concerns over the ethical use of AI chips in military applications.

Policy2 sources

Greenpeace Protest Disrupts Nvidia's GTC Keynote Over Russian Drones Using Company's AI Chips

Policy2 sources

NVIDIA Expands Isaac Platform With Agile ONE SN Humanoid, Isaac Lab 3.0 for General-Purpose Robotics

NVIDIA announced a major expansion of its Isaac robotics development platform at GTC Berlin, introducing the Agile ONE SN humanoid reference platform built on Isaac GR00T and Jetson Thor. The update includes Isaac Lab 3.0, Isaac OS runtime, and over 2,000 simulation-ready assets, cutting robot development setup time from weeks to days.

Technology3 sources

NVIDIA Expands Isaac Platform With Agile ONE SN Humanoid, Isaac Lab 3.0 for General-Purpose Robotics

Technology3 sources

Groq's Next-Gen LPU Adopts 3D Stacked DRAM to Support Expanding AI Models

Groq is shifting its next-generation Language Processing Unit architecture from SRAM to 3D stacked DRAM technology. This strategic move prioritizes memory capacity over raw bandwidth speed, positioning the hardware to handle increasingly large AI models as the industry scales up model sizes.

Technology2 sources

Groq's Next-Gen LPU Adopts 3D Stacked DRAM to Support Expanding AI Models

Technology2 sources

Vultr and AMD Launch 20MW GPU Cluster in Chennai—India's Largest AMD Instinct Deployment

Vultr announced a 20MW AMD GPU cluster in Chennai featuring AMD Instinct MI355X GPUs with 288GB of HBM3E memory. This marks India's largest AMD Instinct deployment and positions Chennai alongside Springfield, Ohio as one of the world's largest AMD AI infrastructure sites, addressing growing demand for sovereign cloud infrastructure.

Technology3 sources

Vultr and AMD Launch 20MW GPU Cluster in Chennai—India's Largest AMD Instinct Deployment

Technology3 sources

Elon Musk Announces ASML Will Expedite Shipments to Terafab, Targets 2028 Volume Chip Production

Elon Musk revealed that ASML and other semiconductor equipment suppliers are expediting deliveries to the ambitious Terafab facility in Texas. The joint SpaceX and Tesla venture targets volume chip production by Q3-Q4 2028, aiming to produce 1 terawatt of AI computing power annually—though Musk cautioned the timeline carries "big error bars."

Technology4 sources

Elon Musk Announces ASML Will Expedite Shipments to Terafab, Targets 2028 Volume Chip Production

Technology4 sources

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