Jensen Huang bluntly stated: UK lacks the digital infrastructure needed to realize the potential of AI.
TSMC’s plans to build new factories in Japan and Germany may be adjusted.
The US signaled concessions in exchange for mainland rare earths. White House officials said any export controls would be relaxed.
Ren Zhengfei: Many Chinese chip companies are doing very well, and US has exaggerated Huawei’s achievements.
Thanks to the growth of ChatGPT, OpenAI has reached $10 billion in annual recurring revenue.
Mercury Research: AMD’s server revenue share reached 39.4% in Q1 2025, a record high.
IonQ has acquired Oxford Ionics, UK quantum computing company, for more than $1 billion.
Amazon announced plans to invest at least $20 billion in Pennsylvania to expand its data center infrastructure to support AI and cloud computing.
TrendForce released the Q1 global top 10 wafer foundry revenue rankings: TSMC, SAMSUNG, SMIC, UMC, GlobalFoundries, Huahong Group, VIS, Tower, Nextchip, PSMC.