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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Tesla Partners with Samsung for AI5 Chip Production as Musk Claims Korean Fab Outperforms TSMC's Arizona Facility

Elon Musk announces Tesla will dual-source its next-generation AI5 chips from both Samsung and TSMC, with production taking place in the US. Musk claims Samsung's Texas fab has more advanced equipment than TSMC's Arizona facility.

Business3 sources

Tesla Partners with Samsung for AI5 Chip Production as Musk Claims Korean Fab Outperforms TSMC's Arizona Facility

Business3 sources

Tesla Unveils AI5 Chip: A Game-Changer in Performance and Manufacturing Strategy

Tesla announces its next-generation AI5 chip, promising significant performance improvements and a dual-foundry manufacturing approach. The chip will be used in Tesla's vehicles, robots, and data centers, complementing existing Nvidia hardware.

Technology3 sources

Tesla Unveils AI5 Chip: A Game-Changer in Performance and Manufacturing Strategy

Technology3 sources

AWS's Custom AI Chips Help Metagenomi Slash Costs in Gene-Editing Research

Biotech startup Metagenomi has leveraged AWS's Inferentia 2 accelerators to significantly reduce costs and accelerate gene-editing research. The collaboration highlights the potential of custom AI chips in biotechnology applications.

Technology2 sources

AWS's Custom AI Chips Help Metagenomi Slash Costs in Gene-Editing Research

Technology2 sources

GM's Software Revolution: AI and Automated Driving Take Center Stage in Vehicle Overhaul

General Motors announces a major overhaul of its vehicle architecture, focusing on AI and automated driving capabilities. The new system, set to debut in 2027, promises faster software updates, more advanced features, and improved performance across both electric and gas-powered vehicles.

Technology2 sources

GM's Software Revolution: AI and Automated Driving Take Center Stage in Vehicle Overhaul

Technology2 sources

Google's Quantum Echoes Algorithm: A Leap Towards Practical Quantum Computing

Google's Quantum AI team has developed a new algorithm called Quantum Echoes, demonstrating a significant advancement in quantum computing. The algorithm, running on Google's Willow chip, outperforms classical supercomputers by a factor of 13,000 and shows potential for real-world applications in molecular analysis.

Technology9 sources

Google's Quantum Echoes Algorithm: A Leap Towards Practical Quantum Computing

Technology9 sources

Samsung and SK hynix Unveil Next-Gen HBM4 Memory, Intensifying AI Chip Competition

Samsung and SK hynix showcase their latest HBM4 memory chips at the 2025 Semiconductor Exhibition (SEDEX) in Seoul, signaling an impending competition in the AI chip market. The event highlights the growing importance of high-bandwidth memory in AI acceleration.

Technology2 sources

Samsung and SK hynix Unveil Next-Gen HBM4 Memory, Intensifying AI Chip Competition

Technology2 sources

Anthropic Secures Massive Google Cloud Deal for AI Computing Power

Anthropic signs a multi-billion dollar deal with Google Cloud for access to up to 1 million TPU chips, aiming to achieve over 1 gigawatt of AI computing capacity by 2026. This strategic partnership highlights the intense competition for AI infrastructure in the tech industry.

Technology29 sources

Anthropic Secures Massive Google Cloud Deal for AI Computing Power

Technology29 sources

Arm Expands AI Licensing Program to Boost On-Device AI Market Share

Arm Holdings is expanding its Flexible Access licensing program to include its Armv9 edge AI platform. This move aims to attract startups and device makers developing on-device AI by lowering entry barriers and accelerating design cycles.

Technology2 sources

Arm Expands AI Licensing Program to Boost On-Device AI Market Share

Technology2 sources

Samsung's Exynos 2600: A Potential Game-Changer for the Galaxy S26 Ultra

Samsung's upcoming Exynos 2600 chip shows promising performance, potentially outperforming Apple and Qualcomm. The Galaxy S26 Ultra might feature this powerful in-house processor, marking a significant shift in Samsung's chip strategy.

Technology7 sources

Samsung's Exynos 2600: A Potential Game-Changer for the Galaxy S26 Ultra

Technology7 sources

Microsoft Taps Intel's 18A Process for Next-Gen AI Accelerator

Microsoft is reportedly planning to use Intel Foundry's advanced 18A semiconductor process for its next-generation Maia 3 AI accelerator. This move highlights Intel's growing role in high-performance chip manufacturing and its push into the AI hardware market.

Technology2 sources

Microsoft Taps Intel's 18A Process for Next-Gen AI Accelerator

Technology2 sources

IBM Teams Up with Groq to Accelerate Enterprise AI Deployment

IBM and Groq announce a strategic partnership to enhance AI deployment for enterprises. The collaboration aims to speed up the implementation of agentic AI by integrating Groq's hardware-accelerated inference technology with IBM's watsonx Orchestrate platform.

Technology2 sources

IBM Teams Up with Groq to Accelerate Enterprise AI Deployment

Technology2 sources

Foxconn Gears Up for NVIDIA's Next-Gen Vera Rubin AI Servers, Eyeing 2026 Launch

Foxconn, a key NVIDIA partner, has begun developing the next-generation Vera Rubin NVL144 MGX AI servers. Mass production is slated for late 2026, signaling NVIDIA's aggressive AI product timeline and Foxconn's growing dominance in the AI server market.

Technology2 sources

Foxconn Gears Up for NVIDIA's Next-Gen Vera Rubin AI Servers, Eyeing 2026 Launch

Technology2 sources

Nvidia's AI Market Share in China Plummets to Zero Amid Geopolitical Tensions

Nvidia CEO Jensen Huang reveals the company's complete exit from the Chinese AI market due to U.S. export controls. The tech giant's market share has dropped from 95% to 0%, raising concerns about the impact on both American and Chinese tech industries.

Technology5 sources

Nvidia's AI Market Share in China Plummets to Zero Amid Geopolitical Tensions

Technology5 sources

Nvidia and TSMC Celebrate First US-Made Blackwell Wafer, Marking Milestone in American Chip Manufacturing

Nvidia and TSMC have produced the first Blackwell wafer in the US, signaling a shift in semiconductor manufacturing. While this marks a significant step towards American chip production, the process still requires completion in Taiwan.

Technology15 sources

Nvidia and TSMC Celebrate First US-Made Blackwell Wafer, Marking Milestone in American Chip Manufacturing

Technology15 sources

ABB CEO Bullish on AI-Driven Data Center Demand, Announces Nvidia Partnership

ABB's CEO Morten Wierod expresses strong confidence in future demand for data centers powering AI, citing double-digit growth in orders. The company partners with Nvidia for next-gen chip electrification products.

Business3 sources

ABB CEO Bullish on AI-Driven Data Center Demand, Announces Nvidia Partnership

Business3 sources

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