NVIDIA, Microsoft, and Kawasaki Heavy Industries are collaborating to accelerate the large-scale deployment of physical AI in society.
Micron: The sixth-generation HBM4 is ramping up production at twice the rate, and yield is improved at a faster rate.
Morgan Stanley: The global semiconductor market could reach $1.5 trillion by 2030, with AI-related semiconductor products accounting for half of that.
Trump delayed signing an executive order on AI, saying he was “dissatisfied” with certain aspects.
SpaceX is about to have the largest IPO in history, but analysts warn of the risk of overvaluation.
Alibaba DAMO’s XuanTie 9 series processors have been officially adapted for Android RISC-V, accelerating large-scale commercial deployment.
South Korea: With the advent of the AI era, skilled blue-collar workers are in high demand.
Jensen Huang will meet with supply chain partners this week and attend the groundbreaking ceremony for NVIDIA’s Taiwan headquarters on May 27th 2026.
