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Nvidia invests $2 billion in CoreWeave to build 5GW of AI factories and deploy new Vera CPU

Nvidia has invested $2 billion in CoreWeave to accelerate the company's plans to add over 5 gigawatts of AI computing capacity by 2030. The chipmaker purchased Class A shares at $87.20 per share, increasing its stake to approximately 9%. CoreWeave, which carries $18.81 billion in debt, will be the first customer to receive Nvidia's new Vera CPU as a standalone product.

Business32 sources

Nvidia invests $2 billion in CoreWeave to build 5GW of AI factories and deploy new Vera CPU

Business32 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Samsung is close to securing Nvidia certification for its HBM4 AI memory chips, entering final qualification phases after supplying initial samples in September. The company prepares for mass production in February, aiming to debut alongside Nvidia's Rubin AI platform at GTC 2026. Meanwhile, SK Hynix reports significant progress in its own HBM4 tests, setting up an intense competition between South Korean rivals.

Technology8 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Technology8 sources

AMD stock surges on AI partnerships, data center momentum, and mass-market AI PC push

Advanced Micro Devices shares climbed 3.73% to $263.20 as investors responded to expanding AI partnerships and accelerating data center demand. OpenAI plans to deploy AMD GPUs for up to 6 gigawatts of computing capacity, while Oracle will build AI superclusters using 50,000 Instinct MI450 GPUs. The company is also targeting mass-market AI PCs with Dell and HP launching systems starting at $499 in early 2026.

Business2 sources

AMD stock surges on AI partnerships, data center momentum, and mass-market AI PC push

Business2 sources

JBL BandBox practice amps use Stem AI to remove any instrument from songs in real-time

JBL launched the BandBox Solo and BandBox Trio, AI-powered practice amplifiers that use Stem AI technology to separate and isolate vocals and instruments from any song streamed over Bluetooth. The speakers work offline, letting musicians create custom backing tracks instantly. The $250 Solo targets individual players while the $600 Trio supports up to four instruments for bands.

Technology5 sources

JBL BandBox practice amps use Stem AI to remove any instrument from songs in real-time

Technology5 sources

US launches STELLAR-AI to slash nuclear fusion simulation time from months to real-time

Princeton Plasma Physics Laboratory unveiled STELLAR-AI, a computing platform that combines artificial intelligence with high-performance computing to eliminate simulation bottlenecks in fusion energy research. The system connects directly to experimental devices like NSTX-U, enabling real-time data analysis instead of months-long waits for results.

Technology2 sources

US launches STELLAR-AI to slash nuclear fusion simulation time from months to real-time

Technology2 sources

Mistral CEO calls China's AI lag a 'fairy tale' as debate intensifies over US-China AI race

At Davos, Mistral AI's Arthur Mensch dismissed claims that China trails the US in artificial intelligence, calling it a 'fairy tale.' Meanwhile, Google DeepMind CEO Demis Hassabis estimates China is six months behind in frontier model development. The clash highlights a pivotal question: Has algorithmic efficiency and open-source innovation closed the gap despite hardware sanctions?

Policy4 sources

Mistral CEO calls China's AI lag a 'fairy tale' as debate intensifies over US-China AI race

Policy4 sources

Honor Robot Phone with moving AI camera debuts March 1 at Mobile World Congress 2026

Honor has officially confirmed the global unveiling of its Robot Phone at MWC Barcelona 2026 on March 1. The device features a pop-up AI camera assistant mounted on a gimbal that physically rises and moves independently, marking a rare hardware innovation in smartphone imaging. The launch event will also showcase the Honor Magic V6 foldable with a rumored 200MP camera and 7,000mAh battery.

Technology3 sources

Honor Robot Phone with moving AI camera debuts March 1 at Mobile World Congress 2026

Technology3 sources

Intel prioritizes Xeon processors over PC chips as AI demand strains foundry capacity

Intel is reallocating manufacturing resources from consumer processors to data center chips as unexpected AI infrastructure demand creates supply bottlenecks. The company admits hyperscaler customers caught it off guard with surging orders, forcing difficult choices that could impact PC availability and pricing through early 2026.

Business7 sources

Intel prioritizes Xeon processors over PC chips as AI demand strains foundry capacity

Business7 sources

Tesla Plans $20 Billion AI Push as Elon Musk Abandons Traditional Car Business

Tesla announced capital spending of over $20 billion in 2026, more than double last year's budget, to fund autonomous vehicles and humanoid robots. The strategic shift comes as the company reported a 61% profit plunge and its first-ever annual revenue decline, with vehicle deliveries falling 16% year-over-year in the fourth quarter.

Business23 sources

Tesla Plans $20 Billion AI Push as Elon Musk Abandons Traditional Car Business

Business23 sources

Neurophos Raises $110M to Build Optical AI Chips That Challenge Nvidia's GPU Dominance

Austin-based Neurophos has raised $110 million in Series A funding led by Bill Gates' Gates Frontier to develop optical processing units that promise 100x better performance than current AI chips. The startup's breakthrough uses metamaterial optical transistors 10,000 times smaller than existing photonic elements, aiming to address AI's mounting energy and compute challenges.

Startups5 sources

Neurophos Raises $110M to Build Optical AI Chips That Challenge Nvidia's GPU Dominance

Startups5 sources

Nvidia slashes RTX 50-series production to prioritize AI demand, triggering GPU drought

Nvidia is reportedly cutting production of its RTX 50-series consumer graphics cards by 15-20% through at least Q3 2026 to meet surging AI demand. The RTX 5060 may be discontinued for six months, while flagship models like the RTX 5090 and 5070 Ti could become nearly unobtainable. Industry sources warn of potential 30-50% price increases as the company prioritizes AI data centers over gaming hardware.

Business4 sources

Nvidia slashes RTX 50-series production to prioritize AI demand, triggering GPU drought

Business4 sources

Alibaba plans IPO for chip unit T-Head to bankroll $53B AI infrastructure push

Alibaba is preparing to list its AI chipmaking unit T-Head through an initial public offering, tapping surging investor demand for companies competing in the AI accelerator market. The move follows CEO Eddie Wu's pledge of over $53 billion toward AI infrastructure investments. T-Head will first be restructured with partial employee ownership before the IPO, though timing remains unclear.

Business5 sources

Alibaba plans IPO for chip unit T-Head to bankroll $53B AI infrastructure push

Business5 sources

AMD Adrenalin 26.1.1 brings optional AI Bundle and Ryzen AI 400 support to simplify local AI

AMD released Adrenalin 26.1.1 with an optional AI Bundle featuring PyTorch, ComfyUI, Ollama, LM Studio, and Amuse for streamlined local AI workflows. The WHQL driver adds support for Ryzen AI 400 series processors and delivers game optimizations for Starsand Island and Avatar: Frontiers of Pandora, alongside fixes for graphics and performance bugs across Radeon GPUs.

Technology3 sources

AMD Adrenalin 26.1.1 brings optional AI Bundle and Ryzen AI 400 support to simplify local AI

Technology3 sources

Broadcom secures 60% AI chip market dominance as hyperscalers race to build custom silicon

Broadcom is cementing its position as the go-to partner for custom AI chips, with analysts projecting 60% market share in AI server compute ASIC design through 2027. CEO Hock Tan reports insatiable demand across both chip and networking divisions, with Google alone planning to deploy 6-7 million TPU processors in 2027. The company holds an 18-month lead over customer-owned chip programs, positioning it to capture explosive AI infrastructure spending growth.

Business4 sources

Broadcom secures 60% AI chip market dominance as hyperscalers race to build custom silicon

Business4 sources

Upscale AI Hits $1 Billion Valuation With $200M Funding to Challenge Nvidia and Broadcom

AI networking startup Upscale AI raised $200 million in Series A funding led by Tiger Global, Premji Invest, and Xora Innovation, pushing its valuation past $1 billion. The company is developing SkyHammer chips designed specifically for scale-up AI networking to compete with Nvidia's NVSwitch and tackle network congestion plaguing AI data centers.

Startups3 sources

Upscale AI Hits $1 Billion Valuation With $200M Funding to Challenge Nvidia and Broadcom

Startups3 sources

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