At Google Cloud Next ‘26, the company unveiled two AI chips, each tailored specifically for training and inference.
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Rather than making upfront purchases, OpenAI plans to lease GPUs from Nvidia for its upcoming data centers.
Following the ban on Chinese firms purchasing Nvidia chips, Huawei is seizing the opportunity to dominate China's AI chip market with little to no competition.
Donald Trump's reversal on selling AI chips to China has raised national security concerns among top Senate Democrats.
China appears to have sought access to Nvidia products for military AI applications and the development of a robot dog.
The Chinese government has summoned Nvidia over concerns that the chipmaker has backdoors in its hardware.
Taiwan Semiconductor Manufacturing Company (TSMC) is expanding into Europe by creating more fabrication units for AI and automotive sectors, while also trying to respond to geopolitical tensions.
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AMD has recently made bold claims regarding its upcoming chips, saying that they can outperform some of Nvidia's.
AMD plans to develop the MI300 AI chip specifically for China due to US export restrictions. It aims to compete with Nvidia and Intel by offering compliant solutions to capitalize on China's demand.
Chinese companies could soon be restricted from using some Microsoft cloud services. The US is supposedly readying restrictions that would limit Chinese access to cloud services that use AI chips.
Samsung is partnering up with Ambarella, an AI semiconductor company, that will utilize Samsung's 5nm process chip technology for its latest AI based central domain controller chip.
