Nvidia has reached an agreement with the Dutch government to provide hardware and technical support for AI facilities.

Nvidia CEO Jensen Huang announced at CES 2025 that Nvidia and its partners have begun full production of Blackwell GPUs (for AI and HPC) and servers based on these GPUs. All major cloud service providers have enabled Blackwell systems, and Nvidia’s partners have systems that can be adapted to all data centers around the world. Moreover, GeForce RTX 5000 series graphics cards will use Micron G7 video memory.

IDC: Global PC market shipments reached 262.7 million units in 2024, a year-on-year increase of 1%.

Rapidus has set up a wafer foundry in Hokkaido, aiming to mass-produce 2nm chips, which may become a new rival to TSMC.

TSMC Arizona plant has begun producing a second Apple chip.

Arm plans to acquire CPU startup Ampere, which was once valued at $8 billion.

SEMI: By 2025, 18 new wafer fabs will be built worldwide, including 4 in the United States and Japan; 3 in mainland China, Europe and the Middle East; 2 in Taiwan, China; and 1 in South Korea and Southeast Asia.

Micron breaks ground on new HBM advanced packaging facility in Singapore.

US President-elect Trump announced that he had introduce at least $20 billion in funds from the United Arab Emirates to build data centers in multiple locations in the United States. The first phase will cover Texas, Ohio, and the final order for AI servers is bound to fall into the hands of Foxconn and Quanta.

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