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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Wall Street's AI anxiety is reshaping global investment flows. While US stocks decline on fears of business disruption from artificial intelligence, Asian markets have surged over 12% in 2026. Investors are pivoting toward Asian chipmakers like TSMC and Samsung, which dominate the AI supply chain as hardware producers with strong pricing power and surging memory chip prices.

Business2 sources

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Business2 sources

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Applied Materials reported first-quarter earnings that beat analyst expectations, with adjusted EPS of $2.38 on revenue of $7.01 billion. The semiconductor equipment manufacturer projects over 20% growth in 2026, driven by surging demand for AI chips and a worldwide memory shortage. Shares jumped over 12% in extended trading as the company's bullish forecast lifted sentiment across the chip equipment sector.

Business3 sources

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Business3 sources

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

OpenAI released GPT-5.3-Codex-Spark, its first production AI model running on non-Nvidia hardware from Cerebras Systems. The lightweight coding model delivers over 1,000 tokens per second—roughly 15 times faster than its predecessor—using Cerebras' wafer-scale chips packed with 4 trillion transistors. The release marks the first milestone in OpenAI's $10 billion partnership with the AI chipmaker.

Technology14 sources

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

Technology14 sources

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

NVIDIA's GB300 NVL72 systems powered by Blackwell Ultra GPUs achieve up to 50x higher throughput per megawatt and 35x lower cost per token compared to the Hopper platform. Cloud providers including Microsoft, CoreWeave, and Oracle are deploying these systems at scale for agentic AI and coding assistants, while leading inference providers report 4x to 10x cost reductions using open-source models.

Technology6 sources

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

Technology6 sources

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

Microsoft's AI chief Mustafa Suleyman announced the company is pursuing AI self-sufficiency by developing its own advanced foundation models. The strategic shift aims to reduce reliance on OpenAI while maintaining their partnership through 2032. Microsoft previewed MAI-1, trained on 15,000 NVIDIA H100 GPUs, and launched the Maia 200 inference chip to control AI economics.

Business3 sources

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

Business3 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

Business2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Business2 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Indian space startup Agnikul Cosmos and cloud firm NeevCloud plan to launch an AI-powered data centre in Low Earth Orbit, with a proof-of-concept mission this year and commercial operations by 2027. The orbital AI data centre platform will host 500 high-performance AI chips on Agnikul's extended upper stage, processing up to 10 million AI-driven calls daily and serving 100,000 concurrent users.

Technology4 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Technology4 sources

Anthropic pledges $20 million to back candidates favoring AI regulation and safety measures

Anthropic is donating $20 million to Public First Action, a political advocacy group supporting congressional candidates who favor AI safety rules. The move puts the AI company in direct opposition to OpenAI and the billionaire-backed Leading the Future PAC, which plans to spend $125 million backing lighter regulation. This marks a significant escalation in the political battle over AI governance ahead of the 2026 midterm elections.

Policy10 sources

Anthropic pledges $20 million to back candidates favoring AI regulation and safety measures

Policy10 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Lenovo reported 18% revenue growth to $22.2 billion in its December quarter, driven by strong AI server demand and consumers rushing to beat memory price hikes. However, the world's largest PC maker warned that rising memory costs and supply constraints will pressure unit sales, even as its AI infrastructure business hit record revenue with 31% growth.

Business5 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Business5 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Taiwan's economy surged 8.6% in 2024, fueled by global demand for artificial intelligence and TSMC's dominance in advanced chips. Exports to the U.S. jumped 78% as Nvidia expands operations on the island. But heavy reliance on the AI supply chain raises concerns about bubble risks similar to the dot-com crash, while geopolitical tensions with China continue to threaten the island's vital role in global semiconductor fabrication.

Business2 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Business2 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Cisco reported record Q2 revenue of $15.3 billion, up 10% year-over-year, fueled by explosive AI infrastructure demand from hyperscalers. The networking giant raised its full-year revenue forecast to $61.2-$61.7 billion and secured $2.1 billion in AI infrastructure orders from hyperscalers alone, reflecting triple-digit order growth. CEO Chuck Robbins highlighted momentum in Silicon One architecture and sovereign AI solutions as enterprises modernize networks for AI-era workloads.

Business4 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Business4 sources

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

GlobalFoundries reported Q4 revenue of $1.83 billion and forecast Q1 revenue above Wall Street expectations, driven by strong chips demand from data centers. The company announced a $500 million share buyback program and revealed its silicon photonics revenue doubled to over $200 million, with plans to nearly double again this year as it pivots toward Physical AI.

Business2 sources

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

Business2 sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Aehr Test Systems (NASDAQ:AEHR) shares jumped 33% after announcing an initial production order from a leading hyperscaler for its Sonoma ultra-high-power test and burn-in systems. The order supports next-generation AI processors for data center applications, with delivery scheduled for summer 2026. This marks a significant validation of Aehr's technology in the rapidly expanding AI chip testing market.

Business3 sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Business3 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Israeli chipmaker Tower Semiconductor surpassed fourth-quarter profit expectations, posting 78 cents per share versus estimates of 68 cents. The company announced a $920 million total investment in silicon photonics technology to meet surging demand from data center operators building AI infrastructure, aiming to quintuple production capacity by late 2026.

Business2 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Business2 sources

Zhipu Unveils GLM-5 Model With 744B Parameters, Intensifying Chinese AI Race With DeepSeek

Chinese AI startup Zhipu released GLM-5, a new flagship model with 744 billion parameters that rivals Anthropic's Claude Opus in coding benchmarks. Trained entirely on Huawei Ascend chips, the open-source model achieved a record-low hallucination rate and sent Zhipu shares surging 34%. The release intensifies competition among Chinese AI companies ahead of DeepSeek's anticipated next-generation model launch.

Technology5 sources

Zhipu Unveils GLM-5 Model With 744B Parameters, Intensifying Chinese AI Race With DeepSeek

Technology5 sources

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