NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

Apple is reportedly making progress on a custom chip for its smart glasses, with mass production expected by the end of next year or in 2027, according to Bloomberg. If development stays on track, the glasses could launch in the next two years. As with Apple’s other key chips, manufacturing will ...

Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

Tech giants are ramping up in-house AI chip development to cut costs and reduce reliance on NVIDIA, and Meta is following suit. According to Reuters, Meta is testing its first in-house AI training chip, while another Commercial Times report suggests the chip will be built on TSMC’s 5nm process, wi...