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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

US Launches Review of Nvidia H200 Chip Sales to China as Demand Surges and Production Ramps Up

The Trump administration has initiated an inter-agency review that could authorize the first shipments of Nvidia's H200 AI chips to China, with a 25% fee attached. The move comes as Chinese companies rush to place orders, prompting Nvidia to consider ramping up production capacity for the powerful processors.

Policy17 sources

US Launches Review of Nvidia H200 Chip Sales to China as Demand Surges and Production Ramps Up

Policy17 sources

US launches Pax Silica Initiative with 8 nations to secure AI supply chain and counter China

The United States and eight partner countries launched the Pax Silica Initiative to build a secure global silicon and AI supply chain. The coalition includes Japan, South Korea, Singapore, the Netherlands, the UK, Israel, the UAE, and Australia, coordinating on semiconductors, critical minerals, and AI infrastructure to reduce dependencies and counter China's dominance in key technologies.

Policy4 sources

US launches Pax Silica Initiative with 8 nations to secure AI supply chain and counter China

Policy4 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Broadcom CEO Hock Tan disclosed that Anthropic placed a $21 billion order for Google's Tensor Processing Units, including $10 billion for the latest TPU Ironwood racks. The AI lab plans to deploy one million TPUs backed by over one gigawatt of compute capacity in 2026, marking one of the largest AI infrastructure buildouts in the industry.

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Technology2 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Broadcom delivered crushing fourth-quarter results with AI chips revenue jumping 74% to $6.5 billion and total revenue reaching $18 billion. But the stock plunged over 10% after CEO Hock Tan warned that higher AI sales would compress gross margins. The company revealed an $11 billion custom chip deal with Anthropic and projected AI revenue to double to $8.2 billion next quarter, yet investors questioned whether rapid growth justifies stretched valuations.

Business14 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Business14 sources

Tiiny AI unveils pocket-sized supercomputer that runs 120B models without cloud dependency

US startup Tiiny AI revealed the Pocket Lab, verified by Guinness World Records as the world's smallest personal AI supercomputer. Measuring just 14.2 × 8 × 2.53 cm and weighing 300 grams, the device runs 120-billion-parameter LLMs locally without cloud connectivity. The launch addresses sustainability concerns, rising energy costs, and privacy risks in cloud-based AI infrastructure.

Technology6 sources

Tiiny AI unveils pocket-sized supercomputer that runs 120B models without cloud dependency

Technology6 sources

CP Plus Qualcomm Partner to Launch Edge AI Video Intelligence Systems Across India

CP Plus and Qualcomm Technologies have announced a collaboration to develop AI-powered video intelligence solutions for India's industrial, public infrastructure, and enterprise sectors. The partnership combines CP Plus' nationwide distribution network with Qualcomm's Dragonwing processors and Insight Platform to deliver real-time, on-site video analytics. Expected to launch in Q1 2026, the system processes data locally using edge AI, reducing reliance on central servers while keeping sensitive footage on premises.

Technology3 sources

CP Plus Qualcomm Partner to Launch Edge AI Video Intelligence Systems Across India

Technology3 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

LG Electronics is set to showcase its AI Cabin Platform at CES 2026 in Las Vegas, integrating generative AI into automotive infotainment systems. Powered by Qualcomm's Snapdragon Cockpit Elite, the platform processes AI calculations on-device to enhance data privacy while delivering real-time, personalized driver assistance and context-aware experiences.

Technology3 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

Technology3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Google elevated Amin Vahdat to chief technologist for AI infrastructure, a newly created C-suite position reporting directly to CEO Sundar Pichai. The move comes as the company pours up to $93 billion into capital expenditures by the end of 2025, with expectations for even larger investments next year. Vahdat, who has spent 15 years building Google's AI backbone, will oversee the company's custom TPU chips and data center operations.

Business3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Business3 sources

Virtusa Acquires SmartSoC Solutions, Adds 1,400 Engineers for Chip Design and AI Push

IT services firm Virtusa has acquired Bengaluru-based SmartSoC Solutions to expand into semiconductor chip design and engineering. The deal adds over 1,400 specialized engineers and positions Virtusa to serve clients from silicon layer to application as demand for advanced chips accelerates with AI growth and data center expansion.

Startups2 sources

Virtusa Acquires SmartSoC Solutions, Adds 1,400 Engineers for Chip Design and AI Push

Startups2 sources

Qualcomm acquires Augentix to expand Edge AI and smart camera capabilities across India

Qualcomm has completed the acquisition of Augentix, a provider of low-power image signal processors and multimedia SoCs. The deal expands Qualcomm's Insight Platform hardware ecosystem, enabling scalable Edge AI camera deployments across enterprise, industrial, and public infrastructure sectors. The move aligns with India's growing demand for secure, locally supported IP camera solutions as digital infrastructure projects accelerate nationwide.

Business2 sources

Qualcomm acquires Augentix to expand Edge AI and smart camera capabilities across India

Business2 sources

Nvidia tests location tracking software as $160M chip smuggling network gets busted

Nvidia is testing location verification technology to track its AI chips as federal authorities dismantle a smuggling network that funneled at least $160 million worth of GPUs to China. The opt-in software monitors chip locations through communication latency but cannot remotely disable hardware, raising questions about its effectiveness against smugglers.

Technology29 sources

Nvidia tests location tracking software as $160M chip smuggling network gets busted

Technology29 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Intel has signed a strategic partnership with Tata Group to manufacture and package semiconductors in India. The $14 billion deal includes building fabrication plants in Gujarat and Assam, plus developing AI PC solutions for India's rapidly growing compute market, projected to become a top-five global market by 2030.

Business6 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Business6 sources

Qatar launches Qai, a national AI firm backed by $524 billion sovereign wealth fund

Qatar has established Qai, a new national AI firm operating under its $524 billion Qatar Investment Authority. The company will invest in AI infrastructure domestically and globally, focusing on trusted AI systems rather than building its own large language models. This positions Qatar alongside UAE and Saudi Arabia in the Gulf's intensifying AI race.

Business2 sources

Qatar launches Qai, a national AI firm backed by $524 billion sovereign wealth fund

Business2 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Former Databricks VP Naveen Rao has launched Unconventional AI with a massive $475 million seed round, backed by Jeff Bezos and top venture firms. The startup aims to build analog AI chips inspired by biological systems to tackle AI's growing energy problem. With AI demand set to outpace global energy capacity within 3-4 years, the company is exploring neuromorphic and analog computing approaches that could deliver 1,000 times better efficiency than current silicon.

Startups6 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Startups6 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

BlackRock's chief investment strategist says the AI infrastructure spending wave is far from peaking, with chipmakers, energy producers, and copper-wire manufacturers positioned as the clearest winners. Tech giants are only beginning to tap credit markets for the next wave of AI growth, with global AI capex projected to reach $5 trillion to $8 trillion by 2030.

Business2 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

Business2 sources

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