While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...

Google is increasing spending in the AI race. According to Reuters, Google parent Alphabet said that capital expenditure could nearly double this year. Alphabet executives said investments in AI computing capacity—covering servers, data centers, and networking equipment—are central to plans to t...

As AI workloads increasingly shift toward inference, OpenAI may be reassessing its satisfaction with NVIDIA’s chips. According to Reuters, sources say OpenAI believes NVIDIA’s latest AI processors may not fully meet its requirements and has been exploring alternative options since last year. Ope...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...

Almost a year after DeepSeek jolted the global AI industry, Chinese developers have accelerated the rollout of new models. According to South China Morning Post, Alibaba  and Moonshot AI have both rolled out new flagship AI models, further closing the gap with U.S. leaders such as OpenAI and Google...