A profile of Sachin Katti, who joined OpenAI from Intel in November 2025 as its head of industrial compute and now helps guide OpenAI's infrastructure efforts
For months, OpenAI's Sam Altman has been talking up plans to spend trillions of dollars on an unprecedented buildout of data centers stocked with advanced chips to power AI.
T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and mainly comes from Nittobo, which won't add much capacity until late 2026
T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months
A type of ultrathin glass sheet, used in advanced chips, is in short supply and prices are up sharply
Sources: the Chinese government is intervening in how SMIC distributes its chip output for AI, prioritizing Huawei amid US export restrictions on advanced chips
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds
Sources: Intel is in early-stage talks to add AMD as a foundry customer, but it lacks the technology to produce AMD's most advanced chips; INTC closed up 7.12%
Rohan Goswami / Semafor :
Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”
Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …
Sources: the US secretly embedded location trackers in select AI chip shipments, such as in Dell and Super Micro servers, to detect illegal diversions to China
U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk …
Sources say Alibaba, Tencent, Baidu, and other Chinese companies are testing domestic alternatives as they deal with a dwindling stockpile of Nvidia processors
Tougher US export restrictions on advanced chips give added urgency to testing of domestic alternatives
In a notice last week, China said it would exempt advanced chips from its US tariffs; experts say the move shows China won't let a trade war impact chip supply
Meaghan Tobin / New York Times :
Japan plans to expand export controls on advanced chips, lithography equipment, and cryocoolers for quantum computers, with new rules taking effect by late May
Mayumi Negishi / Bloomberg :