Nvidia CEO Jensen Huang says AI will complement software and highlights value in tech stocks as demand for AI infrastructure stays strong.
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.
Samsung Electro-Mechanics has reported record annual revenue, driven by rising demand for AI servers and electric vehicle components across global markets.
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.
India could see up to $150 billion in AI infrastructure investments by 2026 as the government focuses on data centres, compute capacity and semiconductor manufacturing.
India has committed $3 million to develop indigenous silicon ingots, aiming to secure its AI chip supply chain and reduce reliance on imports.
India is exploring plans to manufacture a compact AI supercomputer using Nvidia technology, aligning with its push into advanced computing and AI infrastructure.
Arm launches a dedicated physical AI unit to support growth in robotics and autonomous systems, expanding its role in real-world AI applications.
Nvidia unveils its Rubin architecture at CES, outlining the next phase of AI computing beyond Blackwell as demand for advanced AI infrastructure grows.
India has approved 22 new electronics manufacturing projects worth ₹41,863 crore, strengthening domestic production and supply chain resilience.
Apple enters preliminary discussions with Indian semiconductor firms to assemble and package iPhone components, marking a potential shift in its global supply chain strategy.
The US approves limited Nvidia AI chip exports to China, easing earlier restrictions while maintaining controls on advanced semiconductor sales.
Taiwan’s Allegiance Group will invest Rs 1000 crore in Karnataka to boost the state’s semiconductor ecosystem, strengthening India’s push for chip manufacturing.
Marvell will acquire Celestial AI for 3.5 billion dollars to advance optical interconnects and scale next generation data centre connectivity for AI workloads.
PNY establishes a local RMA facility in India for NVIDIA GeForce and NVIDIA Professional GPUs, aiming to improve turnaround times and service support for Indian customers.
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 and Qualcomm Ventures join the India Deep Tech Alliance as capital commitments exceed $850 million, aiming to support AI, semiconductors and advanced technology startups.
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.
Bengaluru-based Maieutic Semiconductor raises $4.15M to revolutionize analog chip design with generative AI, aiming to automate and accelerate the IC design cycle.
