Nvidia Jensen Huang: Will build 20 AI factories in Europe, and quantum computing has reached a turning point.
Nvidia’s suppliers are facing shortages of key minerals and have only enough inventory to last a few weeks.
Samsung Exynos 2600 prototype chip has entered mass production and plans to increase the 2nm GAA process yield to 50%.
Samsung and Nvidia plan to invest in robotics startup Skild AI.
OpenAI is in talks with Saudi Arabia and Indian investors to advance $40 billion in funding.
TEL invested 728 million to build a smart factory, which will increase production capacity threefold.
Construction of several factories funded by the CHIPS Act was delayed, causing Micron to lose $5 million in one day.
The demand for AI and tariff effects have triggered a surge in demand, increased overtime hours for electronic components.
AI server shipments will reach 1.81 million units in 2025, with high-end models growing by 40% year-on-year.
