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.
