Sources: Google begins pitching customers, including Meta and big financial institutions, on using its TPUs in their data centers; Meta could spend billions
Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business.
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 ch...
Nvidia reports Q3 revenue up 62% YoY to $57.01B, above $54.92B est., Data Center revenue up 66% YoY, and forecasts Q4 revenue above est.
Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarte...
Sources: Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to raise funds
Turing Award winner seeks to depart as Mark Zuckerberg makes ‘superintelligence’ push — Melissa Heikkilä in London …
Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might
The White House has told others in the federal government it won't allow Nvidia to sell its latest scaled-down AI chips to China …
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process
Samsung Electronic Co. Ltd. said today it's partnering with Nvidia Corp. to build an “AI Megafactory” …
With an influx of Meta alums, some OpenAI staffers worry it is adopting Meta's tactics, like using social media dynamics with Sora and a softening stance on ads
There will be ads in OpenAI products faster than even they expect. [image] Casey Newton / @caseynewton : Really the most Meta-like tactic on display from OAI lately is to release ...
Sources: Chinese DRAM chipmaker CXMT plans a Shanghai IPO as soon as Q1 2026, targeting an up to ~$42B valuation and aiming to raise between ~$2.8B and ~$5.6B
- Firm plans Shanghai IPO in first quarter of 2026 — Aims to raise funding of 20 billion to 40 billion yuan
Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them
The Information :
A look at some uncertainties surrounding Nvidia's proposed $100B investment in OpenAI, including concerns about the agreement's circular structure
Jensen Huang seeks to ensure US chipmaker stays at the heart of new tech — Tim Bradshaw in London, George Hammond in Abilene, Texas and Stephen Morris in San Francisco
Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+
Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …
Sources: the US is proposing annual approvals for exports of chipmaking supplies to Samsung and SK Hynix factories in China, as part of a “site license” idea
The US is proposing annual approvals for exports of chipmaking supplies to Samsung Electronics Co. and SK Hynix Inc.'s factories …
OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expected
OpenAI recently had both good news and bad news for shareholders. Revenue growth from ChatGPT is accelerating at a more rapid rate than the company projected half a year ago.
Sources: DeepSeek is developing an agentic AI model that can carry out multistep actions with little human intervention and can learn and improve, coming in Q4
DeepSeek is developing an artificial intelligence model with more advanced AI agent features to compete with US rivals like OpenAI …
How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market
www.ft.com/content/36be... [image] Philip Stafford / @staffordphilip : Very nice piece on why memory chips, the unglamorous corner of the chip market, are having a moment in the s...
The US makes it harder for Samsung, SK Hynix, and Intel to produce chips in China by revoking waivers for the use of US equipment in their Chinese operations
Karen Freifeld / Reuters :
Analysis: Meta's Hypernova AR glasses will enter mass production in Q3 2025 to beat Apple to market, but have a modest sales target of 150K-200K over two years
But Analyst Warns Uptake May Be Muted For Now Trevor Mogg / Digital Trends : Meta's ‘Hypernova’ AI smart specs will be an ‘experimental’ device Nickolas Diaz / Android Central : Me...
Sources: a Chinese fab making Huawei's AI chips is set to start production as soon as the end of 2025, with two more due in 2026; the fabs' ownership is unclear
Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia's top processors
Sources: Oracle is on the hook for tens of billions to build unprecedentedly large data centers, including $1B+ per year on a gas-powered megasite in West Texas
Oracle Corp.'s Larry Ellison used to scoff at the idea of cloud computing, saying in 2008 that it was “complete gibberish.”
SoftBank agrees to invest $2B in Intel, buying ~2% of Intel's outstanding shares for $23 per share, becoming Intel's fifth-biggest shareholder; INTC jumps 5%+
Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment in the embattled chipmaker.