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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Nvidia's $250 billion OpenAI backstop ignites debate over circular AI financing risks

Nvidia is negotiating a $250 billion financial guarantee to help OpenAI lease a massive data center in Ohio, potentially the largest AI infrastructure project ever. The deal has sent Nvidia's credit default swaps to record levels as investors question whether the chipmaker's pattern of backing its own customers creates systemic financial risks across the AI industry.

Business12 sources

Nvidia's $250 billion OpenAI backstop ignites debate over circular AI financing risks

Business12 sources

Jensen Huang says AI boom won't bust soon, claims 'this time is different' for chip industry

Nvidia CEO Jensen Huang dismissed concerns about an imminent AI bust, claiming the current AI chip boom is fundamentally different from past semiconductor cycles. Speaking to Axios, he argued the surge is industrially driven rather than seasonal, requiring the semiconductor industry to expand five to tenfold over the next decade despite growing skepticism about massive capital expenditures.

Business4 sources

Jensen Huang says AI boom won't bust soon, claims 'this time is different' for chip industry

Business4 sources

DeepSeek suspends second funding round after Liang Wenfeng's viral comments on AI rivalry

Chinese AI startup DeepSeek has paused its second fundraising round targeting at least 10 billion yuan after founder Liang Wenfeng's comments on US-China AI competition went viral online. The suspension comes weeks after the company closed a record $7 billion first round and as it prepares for a potential IPO this year.

Business6 sources

DeepSeek suspends second funding round after Liang Wenfeng's viral comments on AI rivalry

Business6 sources

Samsung and Broadcom forge $200 billion AI chip partnership to challenge TSMC's dominance

Samsung Electronics signed a $200 billion memorandum of understanding with Broadcom to supply AI chips, memory, and foundry services through 2030. The Samsung Broadcom partnership will leverage sub-2-nanometer manufacturing and advanced packaging to produce custom AI accelerators, strengthening Samsung's position against industry leader TSMC.

Business7 sources

Samsung and Broadcom forge $200 billion AI chip partnership to challenge TSMC's dominance

Business7 sources

Nvidia and SK Group forge $500 billion AI partnership spanning data centers and memory chips

Nvidia has locked in a massive $500 billion partnership with South Korea's SK Group to secure high-bandwidth memory supply and build large-scale AI data centers. SK Telecom will construct a 2-gigawatt facility using Nvidia's Vera Rubin chips and SK Hynix's HBM4 memory, with operations starting in 2027. Separately, Nvidia is investing $1 billion in Naver to expand AI infrastructure in South Korea.

Technology8 sources

Nvidia and SK Group forge $500 billion AI partnership spanning data centers and memory chips

Technology8 sources

MSI PRO MAX EDGE AI+ brings Ryzen AI Max+ 395 and 128GB memory for running massive AI models locally

MSI launched the PRO MAX EDGE AI+, a compact desktop system powered by AMD's Ryzen AI Max+ 395 processor with up to 128GB of unified memory. The 4-liter system can run large language models with up to 120 billion parameters locally, while multiple units can be clustered to handle models with up to 670 billion parameters.

Technology3 sources

MSI PRO MAX EDGE AI+ brings Ryzen AI Max+ 395 and 128GB memory for running massive AI models locally

Technology3 sources

AMD partners with Eric Trump-backed Foundation to build humanoid robots for military and industry

AMD has partnered with Foundation Future Industries to develop autonomous humanoid robots using its Ryzen AI Embedded X100 Series processors. The startup, backed by Eric Trump, plans to deploy robots for both heavy industry and defense, with facilities capable of producing 55,000 units annually by next year.

Technology2 sources

AMD partners with Eric Trump-backed Foundation to build humanoid robots for military and industry

Technology2 sources

Amkor Technology locks $1.5B Nvidia partnership to expand U.S. advanced packaging for AI chips

Amkor Technology announced a multi-year strategic partnership with Nvidia worth $1.5 billion to develop semiconductor packaging and test technologies for AI and accelerated computing platforms. The deal includes Nvidia prepayment support to expand Amkor's U.S.-based advanced packaging capacity in Arizona, with AMKR stock surging 16.6% in after-hours trading following the announcement.

Business2 sources

Amkor Technology locks $1.5B Nvidia partnership to expand U.S. advanced packaging for AI chips

Business2 sources

Nvidia commits $1.5B to Amkor to expand US chip packaging and secure AI supply chain

Nvidia has agreed to provide Amkor Technology with a $1.5 billion prepayment to expand advanced semiconductor packaging capacity in Arizona. The deal secures critical capacity for AI accelerator production as packaging constraints have limited how many chips Nvidia can ship. The partnership aims to develop next-generation packaging technologies while strengthening domestic supply chains.

Business3 sources

Nvidia commits $1.5B to Amkor to expand US chip packaging and secure AI supply chain

Business3 sources

AMD and Cerebras forge strategic partnership to challenge Nvidia's $20 billion Groq acquisition

AMD and Cerebras Systems announced a strategic partnership to develop a disaggregated AI inference platform that combines AMD's Helios rack-scale infrastructure with Cerebras' Wafer-Scale Engine. The collaboration promises up to 5x higher tokens per second per watt by splitting inference workloads between AMD's EPYC processors and Instinct GPUs for prompt processing, while Cerebras handles memory-intensive token generation with its SRAM-powered accelerators.

Technology10 sources

AMD and Cerebras forge strategic partnership to challenge Nvidia's $20 billion Groq acquisition

Technology10 sources

Intel posts fastest revenue growth in 15 years as AI spending drives data center boom

Intel delivered its strongest quarterly performance since 2011, with revenue climbing 25% to $16.1 billion in Q2 2026. The chipmaker's data center and AI business surged 59% year-over-year as tech companies increasingly buy CPUs for AI agents. CEO Lip-Bu Tan acknowledged Intel must leapfrog rivals AMD and Arm while raising capital expenditure to $20 billion to meet unprecedented AI demand.

Business13 sources

Intel posts fastest revenue growth in 15 years as AI spending drives data center boom

Business13 sources

AMD Ryzen AI Embedded X100 brings Zen 5 power to autonomous robots and physical AI applications

AMD launched its Ryzen AI Embedded X100 Series processors at the Advancing AI 2026 event, combining 16-core Zen 5 CPU, RDNA 3.5 GPU with 40 compute units, and XDNA 2 NPU for robotics and physical AI. The chips support 24/7 operation with a 10-year lifecycle, unified memory architecture up to 128 GB, and extreme temperature tolerance from -40°C to 105°C, directly competing with Intel Panther Lake and Nvidia's robotics platforms.

Technology4 sources

AMD Ryzen AI Embedded X100 brings Zen 5 power to autonomous robots and physical AI applications

Technology4 sources

Alphabet locks in $811 billion for AI infrastructure as future spending jumps $500 billion

Alphabet revealed $811 billion in contracted future spending commitments at the end of Q2, surging nearly $500 billion from the previous quarter. The massive obligations cover AI infrastructure including chips, data centers, and power agreements, representing roughly four years of spending at current rates. Meanwhile, the company raised its 2026 capital expenditure guidance to $195-$205 billion.

Business2 sources

Alphabet locks in $811 billion for AI infrastructure as future spending jumps $500 billion

Business2 sources

Databricks and Microsoft extend Azure partnership through 2030s with custom chip focus

Databricks and Microsoft are expanding their strategic partnership through the 2030s, with the data analytics firm committing to increased use of Microsoft Azure and Azure Cobalt custom chips. The deal marks a significant win for Microsoft's cloud business as enterprise AI adoption accelerates, with Databricks valued at $188 billion and serving over 20,000 organizations globally.

Business4 sources

Databricks and Microsoft extend Azure partnership through 2030s with custom chip focus

Business4 sources

Inside the Data Centers Powering the AI Boom: Why Secrecy Is Fueling Public Backlash

A rare tour inside Digital Realty's Virginia facility reveals the massive physical infrastructure behind AI: gold-painted Nvidia racks worth $1 million each, nearly 40 diesel generators, and deafening noise. But industry secrecy around these data centers is sparking growing community concerns about power consumption and environmental impact.

Technology2 sources

Inside the Data Centers Powering the AI Boom: Why Secrecy Is Fueling Public Backlash

Technology2 sources

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