Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
OpenAI and Broadcom team up to develop 10 GW of AI accelerators October 14, 2025 OpenAI and Broadcom have announced a strategic, multi-year collaboration to develop and deploy 10 gigawatts of custom AI accelerators.
AMD and OpenAI announce multi-gigawatt GPU partnership October 06, 2025 AMD and OpenAI have announced a strategic multi-year agreement to deploy up to 6 gigawatts of AMD GPUs to support OpenAI’s next-generation AI infrastructure.
Samsung partners with OpenAI to boost global AI infrastructure October 03, 2025 This collaboration will bring together the collective strengths of Samsung companies across semiconductors, data centers, shipbuilding, cloud services and maritime technologies.
OpenAI, Oracle, and SoftBank expand Stargate with five new AI data centre sites September 26, 2025 OpenAI, Oracle, and SoftBank are expanding their joint AI infrastructure initiative, Stargate, with five new US data centre sites. The expansion brings the project’s planned capacity to nearly 7 gigawatts and over USD 400 billion in committed investment, moving the partners ahead of schedule toward their USD 500 billion, 10-gigawatt target set for the end of 2025.
Nvidia to invest up to $100 billion in OpenAI September 23, 2025 Nvidia and OpenAI have unveiled what they are calling the largest AI infrastructure deployment in history, a strategic partnership aimed at scaling OpenAI’s computational capabilities to unprecedented levels.
Dubai’s du announces $540M hyperscale data center deal with Microsoft May 27, 2025 The hyperscale data center will have Microsoft as the main tenant and its capacity will be delivered in tranches.
Report: Apple partners with Anthropic to build AI coding platform May 19, 2025 The system is a new version of Apple’s programming software Xcode, which will integrate Anthropic’s Claude Sonnet model, according to a report by Bloomberg.
Data center builder CoreWeave signs $4B deal with OpenAI May 16, 2025 Nvidia-backed CoreWeave also said it is looking to spend over USD 20 billion this year on AI infrastructure and data center capacity, amid booming demand from clients.
Meta plans nearly $1 billion data center project in Wisconsin April 07, 2025 According to a report by Bloomberg, Wisconsin struck a deal with the social media giant to develop a data center in the US state with an expected investment of $837 million spread out across years.
OpenAI raises record $40 billion in SoftBank-led round April 01, 2025 SoftBank said it would fund OpenAI with USD 10 billion in mid-April and another USD 30 billion in December, subject to the AI firm transitioning to for-profit by the end of the year.
SoftBank to acquire US chip designer Ampere in $6.5B deal March 20, 2025 Carlyle Group and Oracle will sell their stakes in Ampere, which will operate as a wholly owned subsidiary of Japanese conglomerate SoftBank and keep its headquarters in Santa Clara, California.
Trump slams CHIPS act in congress – credits tariffs for investments March 05, 2025 In an address to Congress on Tuesday, US President Donald Trump called the CHIPS Act a “horrible, horrible thing” and credited his administration's economic policies for a surge in domestic investment.
Stargate on the Seine: Macron unveils $113B AI investment February 10, 2025 The French president said the initiative was similar to Trump’s Stargate announcement. For France, financial commitments have come from the UAE, investment funds, and companies like Iliad and Thales.
xAI secures further billions in investment January 03, 2025 U.S. tech billionaire Elon Musk has secured another six billion USD (€5.8 billion) in investment for his artificial intelligence company xAI. According to xAI, the latest round of investors included U.S. venture capitalists such as Blackrock and Morgan Stanley, U.S. chipmakers Nvidia and AMD, and investment funds from Saudi Arabia and Qatar.
Liquid AI raises $250 million in early-stage funding December 16, 2024 The funding round was led by chipmaker Advanced Micro Devices (AMD), which is also the Cambridge, Massachusetts-based startup Liquid AI's strategic partner.
TSMC, Samsung consider building $100 billion chip factories in UAE September 23, 2024 The projects, which will help meet the soaring demand for AI computing, could be funded by the UAE, with the Abu Dhabi-based sovereign development vehicle Mubadala playing a key role, the WSJ says.
Nvidia gets subpoena from US Department of Justice September 04, 2024 Last month, the DoJ launched a probe into the company after competitors complained that it had abused its market dominance.
Nvidia and Apple in talks to invest in OpenAI August 30, 2024 OpenAI uses Nvidia’s chips to power its AI services. Apple brought chatbot ChatGPT to its devices in June, making OpenAI the first official partner for Apple Intelligence.
Scale AI's new fund raise values the firm at $14bn May 28, 2024 Scale AI has emerged as one of the world's hottest startups following the closure of a new funding round that attracted some of the tech sector's foremost VCs.
SoftBank planning $100bn AI chip venture February 19, 2024 Japanese investment firm, SoftBank Group is talking to Middle Eastern funds about supporting an ambitious semiconductor supply venture.
Sam Altman's chip project: he wants trillions February 09, 2024 New reports say OpenAI CEO Sam Altman is seeking up to USD 7 trillion to fund his plan to create a new network of advanced chip manufacturers.
Sam Altman arrives in South Korea for chip talks January 26, 2024 Sam Altman, CEO of OpenAI, has flown to South Korea to meet representatives of Samsung and SK Hynix, say reports.
Sam Altman 'raising billions' for new chip venture January 22, 2024 The CEO of the world's leading AI company, OpenAI, is rumoured to be talking to investors about building an ambitious new network of semiconductor fabrication plants.
AMD takes on Nvidia with new AI chip products December 08, 2023 Advanced Micro Devices is predicting a huge boom in the market for AI processors after launching a new chip series to challenge Nvidia's dominance in the space.
Synopsys to apply GenAI to design process for semiconductors November 17, 2023 Semiconductor electronic design automation firm Synopsys has unveiled Synopsys.ai Copilot, a natural language tool that will help engineering teams reduce time to market for chip design.
Microsoft unveils two 'home-made' chip products November 17, 2023 Computing behemoth Microsoft has announced its entry into the AI chip space, setting up the company to compete with Nvidia, Google, Amazon and Intel.
Huawei set to open specialist robotics subsidiary June 28, 2023 The company will spend around USD 121 million to establish its new Jimu Machinery Co in Dongguan.
Canadian government invests to boost the country's semiconductor industry March 29, 2023 The government of Canada says that it is committed to collaborating with the Canadian industry and is investing in semiconductor innovation and manufacturing.