Nvidia is pushing back against concerns that Google’s AI chips could threaten its dominance. The company says its Blackwell platform remains a generation ahead of competitors. But Google’s TPUs are gaining traction with major players like Meta.
Japan is making an ambitious $12 billion push to rejoin the semiconductor elite through Rapidus, a government-backed foundry targeting 2nm chip production by 2027. The project faces massive technical and financial hurdles but represents Tokyo’s most serious attempt in decades to reclaim chip leaders
Nvidia experienced its biggest single-day drop since April as investors shifted toward Google’s AI technology. The sell-off erased nearly $250 billion from Nvidia’s market cap while Alphabet shares hit record highs approaching $4 trillion valuation.
Nvidia’s stunning earnings report sent shockwaves through markets, with shares jumping over 4.6% in premarket trading. The chipmaker’s performance eased concerns about an AI bubble and lifted the entire semiconductor sector.
Nvidia just projected $65 billion in sales for the current quarter, representing 65% annual growth. CEO Jensen Huang directly addressed investor concerns about an AI bubble, arguing the underlying infrastructure demand is real and sustainable.
Intel’s AI leadership is undergoing another major shakeup as CEO Lip-Bu Tan takes direct control following Sachin Katti’s departure to OpenAI. This comes just months after Katti was appointed to lead Intel’s AI strategy and follows the company missing its $500 million Gaudi chip revenue target last
Rebellions just secured $260 million with backing from US venture firms Kindred Ventures and Top Tier Capital Partners. The Korean AI chip unicorn, valued at $1.4 billion, is expanding its global presence with energy-efficient chips designed for large-scale AI inference. This marks their first inves
GlobalFoundries is licensing TSMC’s gallium nitride technology to accelerate next-gen power devices. The deal will bring US-based GaN production to GF’s Vermont facility, with development starting in early 2026 and production later that year. This strategic move targets critical power applications i
NVIDIA’s Rubin GPUs have reportedly entered production just weeks after Jensen Huang’s GTC 2025 reveal. The company has also secured HBM4 memory samples from all major suppliers ahead of expected mass production in Q3 2026.
Apple is reportedly developing M5 Ultra chips that will debut in the Mac Studio, completely skipping the M4 Ultra generation. The company is also planning a $599 budget MacBook with iPhone chips and OLED touchscreen models for 2026-2027. These moves signal major shifts in Apple’s computing strategy.
