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Nvidia beats Wall Street expectations with $81.6bn Q1 revenue as AI infrastructure boom accelerates

Nvidia reported first-quarter revenue of $81.62 billion, surpassing analyst estimates of $78.86 billion, driven by unprecedented demand for AI chips. The company announced an $80 billion share buyback program and forecast second-quarter revenue of $91 billion, well above the $86.84 billion expected. Data center revenue reached $75.2 billion as tech giants continue massive AI infrastructure investments.

Business12 sources

Nvidia beats Wall Street expectations with $81.6bn Q1 revenue as AI infrastructure boom accelerates

Business12 sources

Intel CEO bets on agentic AI and foundry revival as chipmaker eyes 10A and 7A process nodes

Intel CEO Lip-Bu Tan is transforming the chipmaker after bankruptcy fears initially scared away top recruits. The company has slashed management layers from 12 to five, secured billions in backing, and is now betting on agentic AI and inference workloads to drive recovery. With 18A yields improving 7% monthly and 14A ahead of schedule, Intel is already mapping out its 10A and 7A roadmap.

Business2 sources

Intel CEO bets on agentic AI and foundry revival as chipmaker eyes 10A and 7A process nodes

Business2 sources

AMD prices Ryzen AI Halo at $3,999 with June preorders, challenges Nvidia's DGX Spark dominance

AMD unveiled pricing for its Ryzen AI Halo developer platform at $3,999, undercutting Nvidia's DGX Spark by $700. The compact AI workstation features 128GB of unified memory and supports both Windows and Linux, targeting developers seeking cost-effective alternatives to cloud-based AI solutions. Preorders begin in June 2026.

Technology15 sources

AMD prices Ryzen AI Halo at $3,999 with June preorders, challenges Nvidia's DGX Spark dominance

Technology15 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Beijing added Nvidia's RTX 5090D V2 to its banned imports list on May 15 while CEO Jensen Huang was visiting China alongside President Trump. The gaming chip, designed to comply with US export controls, had become a workaround for Chinese AI developers cut off from advanced processors. The move signals China's determination to support domestic chipmakers like Huawei as the US-China AI race intensifies.

Policy5 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Policy5 sources

CircuitHub raises $28M from Plural to scale automated PCB manufacturing across US and Europe

CircuitHub has raised $28 million led by Plural to expand its automated electronics manufacturing facilities that produce circuit boards in days instead of months. The Cambridge-rooted company has delivered over 2 million boards to 20,000 engineers and now plans to build Grid facilities across Europe and the US, targeting the underserved small-batch PCB market worth nearly $1 trillion.

Business2 sources

CircuitHub raises $28M from Plural to scale automated PCB manufacturing across US and Europe

Business2 sources

Alibaba reveals Zhenwu M890 AI chip but admits struggling with production scale

Alibaba launched the Zhenwu M890 AI chip, claiming triple the performance of its predecessor, but disclosed it has only shipped 560,000 units total—a fraction of Nvidia's output. The announcement highlights China's push for semiconductor self-reliance amid US export restrictions, while exposing the production challenges Chinese chipmakers face without access to advanced manufacturing processes.

Technology8 sources

Alibaba reveals Zhenwu M890 AI chip but admits struggling with production scale

Technology8 sources

Intel Crescent Island leaked PCB reveals massive Xe3P GPU with 160GB LPDDR5X to dodge HBM crisis

Leaked images of Intel's Crescent Island AI GPU show a massive Xe3P chip paired with 160GB of LPDDR5X memory instead of HBM. The data-center GPU targets AI inference workloads and air-cooled servers, with Intel planning customer sampling in the second half of 2026 as it pursues a cost-effective alternative amid global memory shortages.

Technology3 sources

Intel Crescent Island leaked PCB reveals massive Xe3P GPU with 160GB LPDDR5X to dodge HBM crisis

Technology3 sources

Microsoft Surface for Business AI PC lineup debuts with Intel chips, starting at $1,499

Microsoft has launched its latest Surface for Business lineup featuring Intel's Core Ultra Series 3 processors and aggressive AI PC positioning. The new Surface Pro and Surface Laptop models start at $1,499 and come equipped with NPUs delivering up to 50 TOPS for local AI processing. The company is pushing enterprises toward Copilot+ PCs with features like integrated privacy screens, enhanced security, and improved repairability across the portfolio.

Technology4 sources

Microsoft Surface for Business AI PC lineup debuts with Intel chips, starting at $1,499

Technology4 sources

Western Digital Integrates Post-Quantum Cryptography into Ultrastar HDDs for AI Data Security

Western Digital has integrated post-quantum cryptography into its high-capacity Ultrastar UltraSMR hard disk drives, marking an industry first in quantum-resilient storage. The PQC-enabled drives are currently in qualification with multiple hyperscale customers, designed to protect AI data against future quantum computing threats like harvest now, decrypt later attacks.

Technology3 sources

Western Digital Integrates Post-Quantum Cryptography into Ultrastar HDDs for AI Data Security

Technology3 sources

Analog Devices acquires Empower Semiconductor for $1.5B, forecasts strong revenue amid AI boom

Analog Devices announced a $1.5 billion acquisition of Empower Semiconductor to expand its AI-focused power management portfolio. The chipmaker also forecast third-quarter revenue of $3.9 billion, well above Wall Street estimates, driven by surging demand for power management semiconductors and sensor components across AI data centers and automotive systems.

Business8 sources

Analog Devices acquires Empower Semiconductor for $1.5B, forecasts strong revenue amid AI boom

Business8 sources

Google and Blackstone form $5 billion AI cloud venture to meet surging demand for specialized chips

Google and Blackstone announced a new AI cloud company backed by $5 billion in equity from the investment giant. The venture will provide compute-as-a-service using Google's Tensor Processing Units, with Blackstone holding a majority stake. Benjamin Treynor Sloss, a 22-year Google veteran, will lead the unnamed company as it brings 500MW of capacity online by 2027.

Technology12 sources

Google and Blackstone form $5 billion AI cloud venture to meet surging demand for specialized chips

Technology12 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Nvidia CEO Jensen Huang announced the company expects nearly $20 billion in CPU revenue this year, positioning it to become the world's leading CPU supplier. The Vera CPU, designed specifically for agentic AI workloads, opens a $200 billion market opportunity that Nvidia has never addressed before, directly challenging Intel and AMD in the traditional server CPU market.

Technology13 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Technology13 sources

Seagate shares drop 8% as CEO warns new factories would take too long to meet AI chip demand

Seagate led a memory stock sell-off with shares falling over 8% after CEO Dave Mosley revealed the company can't quickly scale production to meet AI-driven demand. His comments at a JPMorgan conference highlighted the semiconductor industry's struggle with long lead times, as building new factories would slow technological growth while demand continues to significantly outstrip current capabilities.

Business2 sources

Seagate shares drop 8% as CEO warns new factories would take too long to meet AI chip demand

Business2 sources

Dell Technologies overhauls enterprise AI infrastructure with local agentic AI systems

Dell Technologies unveiled a sweeping AI infrastructure overhaul at Dell Technologies World, introducing deskside-to-data center solutions for agentic AI. The company claims enterprises can achieve 20x-30x productivity gains while cutting cloud costs by up to 87%. Over 5,000 companies including Lilly, Samsung, and Honeywell now run AI workloads on Dell AI Factory with NVIDIA.

Technology14 sources

Dell Technologies overhauls enterprise AI infrastructure with local agentic AI systems

Technology14 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

As the chip industry chases AI, US national labs face a supply crunch for high-precision computing. Sandia National Laboratories is testing NextSilicon's dataflow processors as alternatives to GPUs for supercomputers, marking a shift in how nuclear weapons simulations and critical scientific work gets done. The move signals growing concerns about Nvidia's declining focus on FP64 performance.

Technology2 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

Technology2 sources

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