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Chip Industry News 13 July 2025 - 9 October 2025

OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s Insatiable Need for AI Compute OpenAI – maker of ChatGPT and GPT-4 – has made it clear that access to massive computing power is the biggest constraint on advancing AI ts2.tech. Training and running ever-larger AI models requires tens of thousands of cutting-edge GPUs and enormous electricity and cooling resources. Sam Altman has likened today’s AI race to an “arms race” for silicon and server space, saying OpenAI must “build enough AI infrastructure to meet its needs” reuters.com. In Altman’s view, current cloud data centers are not sufficient for the next generation of AI – “we have decided that
9 October 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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Space Races, Chip Wars & Cyber Shocks: Global Tech Roundup (Sept 15–16, 2025)

Space Races, Chip Wars & Cyber Shocks: Global Tech Roundup (Sept 15–16, 2025)

Key Facts Consumer Electronics: Big Bets and New Launches Meta’s $800 Smart Glasses: Meta Platforms is doubling down on augmented reality hardware. At its upcoming Connect event, CEO Mark Zuckerberg will debut Meta’s first consumer smart glasses with an integrated display reuters.com. Codenamed “Hypernova” (to be marketed as Celeste), the high-tech specs feature a mini display in the right lens for basic notifications reuters.com. Analysts expect a steep ~$800 price tag, reflecting Meta’s push to stay relevant in AR even as it lags rivals in AI software reuters.com. The glasses underscore Meta’s strategy to fuse AI and AR – offering
16 September 2025
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Tech Turmoil: iPhone 17 ‘Awe Dropping’ Hype, Chip Wars & Crypto Windfalls Rock Sept 7–8

Tech Turmoil: iPhone 17 ‘Awe Dropping’ Hype, Chip Wars & Crypto Windfalls Rock Sept 7–8

Key Facts Consumer Electronics (Apple & Gadgets) Anticipation reached fever pitch in the consumer tech world as Apple’s fall launch event loomed. Slated for Tuesday, Sept. 9, the “Awe Dropping” event was widely expected to debut the iPhone 17 lineup alongside a new Apple Watch and AirPods indianexpress.com indianexpress.com. Rumors swirling in the lead-up indicated four iPhone 17 models (including a ultra-thin “iPhone 17 Air” variant) and significant design changes like a full-width “camera island” on the Pro models indianexpress.com. Leaked dummy units on the IFA tech show floor in Berlin showed case makers already displaying accessories for the unannounced
8 September 2025
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AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

Market Overview: AI Momentum Rebounds After a late-summer lull, AI-related stocks roared back at week’s end. Weaker U.S. jobs data fueled expectations of a Federal Reserve rate cut, sparking a rally in high-growth tech names home.saxo. The S&P 500 and Nasdaq each rose roughly 0.8–0.9% on Thursday, with the Nasdaq touching record territory behind renewed enthusiasm for AI-driven companies home.saxo. Investor sentiment toward AI had wavered in August, but fresh catalysts – from blockbuster chip deals to optimistic product news – helped restore confidence in the “AI trade.” European markets echoed the optimism, as the STOXX 600 climbed 0.6% and
6 September 2025
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AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

During Aug 21–22, 2025, the Nasdaq Composite and the S&P 500 tech sector each fell roughly 2% by Wednesday. Ahead of Fed Chair Jerome Powell’s Jackson Hole address, traders de-risked amid hopes of rate cuts. An MIT study found 95% of companies see no returns on AI spending, and OpenAI CEO Sam Altman cautioned investors may be overexcited. Tech stocks traded at about 30× forward earnings, a one-year high, prompting profit-taking and rotation into defensive names. Palantir Technologies entered a six-day losing streak, erasing about 17% of its value and becoming the S&P 500’s worst performer for the week. Nvidia
22 August 2025
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AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

SoundHound AI posted Q2 revenue of $42.7 million, up 217% year-over-year, about $10 million above expectations, and lifted full-year revenue guidance to $160–$178 million. Palantir Technologies reported Q2 revenue above $1 billion for the first time, with U.S. government sales up 53% to $426 million (over 42% of total revenue), and raised full-year revenue guidance to $4.14–$4.15 billion, with the stock up about 4%. C3.ai pre-announced weak Q1 results, with CEO Thomas Siebel calling sales “completely unacceptable,” sending the stock down over 14% after hours as the company began a leadership search and D.A. Davidson cut the target to $13.
11 August 2025
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Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

AOL will discontinue its Dial-up Internet service on September 30, 2025 after a 34-year run. AOL will retire the AOL Dialer software and the AOL Shield browser, both optimized for older operating systems, alongside the dial-up shutdown. Marks & Spencer relaunched its online click-and-collect service on August 11, 2025 after a 15-week ransomware outage that began in late April, with four suspects linked to the DragonForce group arrested. The Cybersecurity and Infrastructure Security Agency ordered urgent patches for a Microsoft Exchange Server vulnerability that could enable total domain compromise, with federal agencies told to patch by August 11, 2025. Nvidia
11 August 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%
24 July 2025
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China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai planned to deploy Nvidia H100/H200 GPUs. The plan to build a massive AI supercomputing network in western deserts involves over 115,000 Nvidia chips. Moore Threads and MetaX filed for IPOs on Shanghai’s STAR Market in July to raise about ¥12 billion ($1.65 billion). Biren Technology raised ¥1.5 billion in July and was reportedly eyeing a Hong Kong listing. Huawei offered
13 July 2025
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