Global AI infrastructure investment could reach $31.6 trillion by 2050 as spending on data centres, chips and computing capacity accelerates, PwC projects.
AWS will deploy two million additional Nvidia GPUs across its global infrastructure in 2027 and 2028 as demand for large-scale AI computing continues to grow.
Huawei has proposed supplying over 2,000 Ascend AI chips for Egyptian government data centres as the US explores a rival offer involving Nvidia, AMD and Microsoft.
OpenAI’s first Jalapeño benchmarks show up to 1.9x higher performance per watt and up to 3.6x lower latency across three AI models.
Xiaomi has launched its 3nm Xring O3 mobile processor with enhanced AI capabilities as it looks to gain greater control over chips used in flagship devices.
Alibaba plans to raise about $10.2 billion through a Hong Kong share placement, with all net proceeds earmarked for AI capabilities and infrastructure.
Nvidia AI server prices are reportedly set to rise by more than 15% in many cases as soaring memory costs affect Vera Rubin and Grace Blackwell systems.
Waymo has revealed a custom 5nm ASIC for its robotaxis, designed to process camera, lidar and radar data in real time as it scales its sixth-generation autonomous driving system.
AMD has agreed to acquire AI chip startup Taalas, adding specialised silicon technology designed to improve AI inference performance and efficiency.
Qualcomm has acquired AI software company Modular and secured a BMW partnership to strengthen its automotive AI platform for next-generation software-defined vehicles.
Databricks has expanded its Microsoft partnership, increasing Azure adoption and deploying Azure Cobalt processors to power enterprise AI and agentic AI workloads.
AMD has unveiled its Helios rack-scale AI platform, with Microsoft set to deploy it on Azure as competition in AI infrastructure intensifies.
Meta is reportedly in talks to lease AI computing power to Anthropic in a potential $10 billion agreement, signalling its growing ambitions in AI infrastructure.
Kandou AI has opened its India chip design headquarters in Hyderabad to expand AI semiconductor engineering and high speed interconnect innovation.
South Korea has unveiled a major AI chip investment plan led by Samsung and SK Hynix to strengthen semiconductor leadership.
SiMa.ai and Mistral Solutions have partnered to develop an AI-powered drone platform that brings autonomous intelligence to edge deployments.
OpenAI and Broadcom have launched Jalapeño, their first custom AI inference processor built to improve efficiency and reduce reliance on Nvidia chips.
The on-device AI market is projected to surpass $75.5 billion by 2033 as privacy concerns, real-time intelligence and edge computing drive adoption.
Nvidia dominated the opening of Computex 2026 as CEO Jensen Huang outlined the company's vision for AI infrastructure, computing and next-generation systems.
Zoho-backed Netrasemi has launched its A2000 AI chip and begun customer trials for edge AI use cases in surveillance and automotive technology.
Alibaba has launched a new AI chip aimed at strengthening its AI infrastructure and competing with Nvidia in the fast-growing AI market.
Anthropic has reportedly committed $200 billion to Google Cloud and AI chip infrastructure as competition in generative AI intensifies.
Meta has partnered with AWS to run AI workloads on Graviton chips, aiming to improve efficiency and scalability.
Anthropic has partnered with Broadcom and Google to develop AI chips, strengthening its infrastructure for advanced AI systems.
Huawei’s AI chips are seeing strong demand, with ByteDance and Alibaba reportedly placing orders amid global chip supply shifts.
AWS has partnered with Cerebras to deliver faster AI inference on Amazon Bedrock, enabling enterprises to run generative AI applications with improved speed and efficiency.
Tesla is reportedly planning the Terafab project to scale production of AI chips powering its Dojo supercomputer, autonomous driving systems and robotics initiatives.
ByteDance is exploring the development of an in-house AI processor and may partner with Samsung to strengthen its AI compute capabilities.
AI chip startup Positron has raised $230 million in Series B funding to scale development of inference-focused chips and compete in the fast-growing AI hardware market.
Intel shares slipped as the company warned of AI server chip supply constraints and a weaker financial outlook, highlighting the challenges of meeting surging demand for data-center hardware.
The US approves limited Nvidia AI chip exports to China, easing earlier restrictions while maintaining controls on advanced semiconductor sales.
Amazon launches Nova AI models and Nova Forge, a platform allowing enterprises to customise models with secure data to support advanced, scalable AI adoption.
Satya Nadella confirms Microsoft now has full access to OpenAI’s system level IP, strengthening its long term AI chip strategy and reducing reliance on external semiconductor players.
NVIDIA to provide 260,000 AI GPUs to South Korea to support large-scale national AI factories and sovereign AI goals.
NVIDIA and TSMC unveil the first US-made Blackwell AI chip wafer, marking a major step toward strengthening domestic semiconductor manufacturing and AI infrastructure.
OpenAI teams up with Broadcom to develop 10 gigawatts of in-house AI accelerators, marking a major move toward self-reliant chip infrastructure for next-generation AI models.
Indian AI chipmaker SandLogic plans to raise $30–40M to expand AI hardware capabilities, signaling rising investor interest in India’s semiconductor ecosystem.
Nvidia revealed that two unidentified customers accounted for 39% of its Q2 revenue, raising concerns about dependency, market risks, and the AI economy’s future.
Tesla shuts down its Dojo supercomputer project, shifting focus to a unified AI chip strategy for self-driving, robotics, and future AI products.
Two Chinese nationals arrested in California for smuggling Nvidia AI chips to China, reigniting tensions over export control and tech security.
Intel slashes 15% of its workforce and suspends multibillion-dollar chip expansion plans as it faces mounting losses. The move aims to revive profitability and strengthen the company’s AI ambitions.
Huawei unveils its most advanced AI computing system, powered by the Ascend 910B chip, to rival Nvidia's top AI accelerators and aims for self-reliance amid geopolitical tech restrictions.
Nvidia CEO Jensen Huang says his leadership has created more billionaires than any other CEO, amid Nvidia's AI-led growth surge.
Huawei CEO admits company’s AI chips lag behind US rivals but outlines strategy focused on infrastructure, optimization, and local deployment.
Next-gen AI evolves into “Physical AI”—autonomous factories, wearable exoskeletons, and service robots are embedding intelligence into the real world.
