Amazon is in advanced discussions with OpenAI about a $10 billion investment that would also see the AI startup adopt Amazon's Trainium chips and increase its use of Amazon Web Services. The proposed deal could lift OpenAI's valuation past $500 billion while deepening the company's reliance on Amazon's cloud and hardware infrastructure. At the same time, OpenAI continues to expand relationships with other technology partners, including Microsoft, NVIDIA, Oracle and AMD, prompting investors to scrutinize the circular nature of its financing and compute arrangements. Leer más →

Disney and OpenAI announced a three‑year licensing agreement that lets OpenAI’s Sora video generator produce user‑prompted social videos featuring more than 200 characters from Disney, Marvel, Pixar and Star Wars. The deal includes a $1 billion investment from Disney, plans to deploy ChatGPT for Disney employees, and the launch of Sora‑generated content on Disney+. No talent likenesses or voices are included, and the first fan‑inspired videos are expected in early 2026. Leer más →

SoftBank Group and Nvidia are reportedly negotiating a joint investment exceeding $1 billion in Skild AI, a robotics‑software startup valued at $14 billion. The company, which last raised $500 million at a $4.7 billion valuation, focuses on a robot‑agnostic foundation model rather than proprietary hardware. Skild AI recently unveiled its general‑purpose robot model, Skild Brain, and has secured partnerships with LG CNS and Hewlett Packard Enterprise. The move reflects growing investor interest in AI‑driven robotics, following large funding rounds for peers such as Physical Intelligence, Figure, and 1X. Leer más →

Nvidia and OpenAI have struck a landmark partnership that could see Nvidia invest up to $100 billion in OpenAI while providing the massive compute infrastructure needed for the next generation of AI models. The agreement calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems across new data centers, beginning with a one‑gigawatt rollout on Nvidia’s Vera Rubin platform in the second half of 2026. The deal positions Nvidia as both a supplier and a stakeholder, anchoring it at the heart of the AI boom and giving OpenAI a long‑term pipeline of cutting‑edge hardware to stay competitive with rivals. Leer más →

Cambricon Technologies, a Beijing‑based AI chip designer, has seen its market value soar above RMB580 billion, driven by a revenue surge to RMB28.81 billion in the first half of 2025 and a net profit of RMB1.038 billion. The company’s Siyuan chips, touted to approach Nvidia’s market‑leading performance, have propelled this growth. Yet the bulk of sales come from a single, unnamed cloud provider, and the firm remains on a U.S. trade blacklist that limits access to overseas suppliers. Investors are weighing the rapid financial turnaround against customer concentration and geopolitical headwinds. Leer más →

French AI startup Mistral AI is finalizing a €2 billion investment that places the company at a post‑money valuation of $14 billion. The two‑year‑old OpenAI rival, founded by former DeepMind and Meta researchers, builds open‑source language models and the Le Chat chatbot for European users. While the firm declined to comment, the round marks its first major raise since a June 2024 financing that valued it at €5.8 billion. Mistral has previously secured over €1 billion from investors such as Andreessen Horowitz and General Catalyst, amid a surge in European AI funding. Leer más →

Microsoft disclosed a £22 billion (about $30 billion) investment in the United Kingdom to expand AI infrastructure and support ongoing operations. The plan includes $15 billion in capital spending to build the nation’s largest supercomputer, featuring more than 23,000 advanced GPUs, in partnership with Nscale. The effort will also fund data‑center expansion and support the company’s 6,000 UK employees. Microsoft’s pledge dwarfs Google’s earlier £5 billion (around $6.8 billion) commitment to UK AI. British officials praised the investment as a strong vote of confidence in the country’s tech leadership. Leer más →

NVIDIA announced a $5 billion investment in Intel as part of a new collaboration to jointly develop custom x86 CPUs for PCs and data‑center servers. The partnership will blend NVIDIA’s leading GPU and AI chips with Intel’s processor expertise, manufacturing, and advanced packaging. Intel will build “NVIDIA‑custom x86 CPUs” that integrate NVIDIA’s RTX GPU chiplets, while both CEOs highlighted the strategic value of combining their technologies. The deal marks a rare alliance between the two rivals and could reshape the landscape for high‑performance computing. Leer más →

Nvidia is putting $5 billion into Intel common stock as part of a new partnership that will see the two companies jointly create multiple generations of custom system‑on‑chip products for both PCs and data‑center workloads. Intel will build x86 SoCs that integrate Nvidia RTX GPU chiplets, while the firms will also combine their interconnect technologies such as Nvidia’s NVLink. The collaboration is intended to strengthen both companies against rivals like AMD and to broaden Nvidia’s AI and accelerated‑computing reach. The announcement coincided with a U.S. government stake in Intel and a SoftBank investment, sending Intel’s shares sharply higher. Leer más →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Leer más →

Cambricon Technologies, a Beijing‑based AI chip designer, has seen its market value soar above RMB580 billion, driven by a revenue surge to RMB28.81 billion in the first half of 2025 and a net profit of RMB1.038 billion. The company’s Siyuan chips, touted to approach Nvidia’s market‑leading performance, have propelled this growth. Yet the bulk of sales come from a single, unnamed cloud provider, and the firm remains on a U.S. trade blacklist that limits access to overseas suppliers. Investors are weighing the rapid financial turnaround against customer concentration and geopolitical headwinds. Leer más →

Cambricon Technologies, a Beijing‑based AI chip designer, has seen its market value soar above RMB580 billion, driven by a revenue surge to RMB28.81 billion in the first half of 2025 and a net profit of RMB1.038 billion. The company’s Siyuan chips, touted to approach Nvidia’s market‑leading performance, have propelled this growth. Yet the bulk of sales come from a single, unnamed cloud provider, and the firm remains on a U.S. trade blacklist that limits access to overseas suppliers. Investors are weighing the rapid financial turnaround against customer concentration and geopolitical headwinds. Leer más →

French AI startup Mistral AI is finalizing a €2 billion investment that places the company at a post‑money valuation of $14 billion. The two‑year‑old OpenAI rival, founded by former DeepMind and Meta researchers, builds open‑source language models and the Le Chat chatbot for European users. While the firm declined to comment, the round marks its first major raise since a June 2024 financing that valued it at €5.8 billion. Mistral has previously secured over €1 billion from investors such as Andreessen Horowitz and General Catalyst, amid a surge in European AI funding. Leer más →

French AI startup Mistral AI is finalizing a €2 billion investment that places the company at a post‑money valuation of $14 billion. The two‑year‑old OpenAI rival, founded by former DeepMind and Meta researchers, builds open‑source language models and the Le Chat chatbot for European users. While the firm declined to comment, the round marks its first major raise since a June 2024 financing that valued it at €5.8 billion. Mistral has previously secured over €1 billion from investors such as Andreessen Horowitz and General Catalyst, amid a surge in European AI funding. Leer más →

Microsoft disclosed a £22 billion (about $30 billion) investment in the United Kingdom to expand AI infrastructure and support ongoing operations. The plan includes $15 billion in capital spending to build the nation’s largest supercomputer, featuring more than 23,000 advanced GPUs, in partnership with Nscale. The effort will also fund data‑center expansion and support the company’s 6,000 UK employees. Microsoft’s pledge dwarfs Google’s earlier £5 billion (around $6.8 billion) commitment to UK AI. British officials praised the investment as a strong vote of confidence in the country’s tech leadership. Leer más →

Microsoft disclosed a £22 billion (about $30 billion) investment in the United Kingdom to expand AI infrastructure and support ongoing operations. The plan includes $15 billion in capital spending to build the nation’s largest supercomputer, featuring more than 23,000 advanced GPUs, in partnership with Nscale. The effort will also fund data‑center expansion and support the company’s 6,000 UK employees. Microsoft’s pledge dwarfs Google’s earlier £5 billion (around $6.8 billion) commitment to UK AI. British officials praised the investment as a strong vote of confidence in the country’s tech leadership. Leer más →

NVIDIA announced a $5 billion investment in Intel as part of a new collaboration to jointly develop custom x86 CPUs for PCs and data‑center servers. The partnership will blend NVIDIA’s leading GPU and AI chips with Intel’s processor expertise, manufacturing, and advanced packaging. Intel will build “NVIDIA‑custom x86 CPUs” that integrate NVIDIA’s RTX GPU chiplets, while both CEOs highlighted the strategic value of combining their technologies. The deal marks a rare alliance between the two rivals and could reshape the landscape for high‑performance computing. Leer más →

NVIDIA announced a $5 billion investment in Intel as part of a new collaboration to jointly develop custom x86 CPUs for PCs and data‑center servers. The partnership will blend NVIDIA’s leading GPU and AI chips with Intel’s processor expertise, manufacturing, and advanced packaging. Intel will build “NVIDIA‑custom x86 CPUs” that integrate NVIDIA’s RTX GPU chiplets, while both CEOs highlighted the strategic value of combining their technologies. The deal marks a rare alliance between the two rivals and could reshape the landscape for high‑performance computing. Leer más →

Nvidia is putting $5 billion into Intel common stock as part of a new partnership that will see the two companies jointly create multiple generations of custom system‑on‑chip products for both PCs and data‑center workloads. Intel will build x86 SoCs that integrate Nvidia RTX GPU chiplets, while the firms will also combine their interconnect technologies such as Nvidia’s NVLink. The collaboration is intended to strengthen both companies against rivals like AMD and to broaden Nvidia’s AI and accelerated‑computing reach. The announcement coincided with a U.S. government stake in Intel and a SoftBank investment, sending Intel’s shares sharply higher. Leer más →

Nvidia is putting $5 billion into Intel common stock as part of a new partnership that will see the two companies jointly create multiple generations of custom system‑on‑chip products for both PCs and data‑center workloads. Intel will build x86 SoCs that integrate Nvidia RTX GPU chiplets, while the firms will also combine their interconnect technologies such as Nvidia’s NVLink. The collaboration is intended to strengthen both companies against rivals like AMD and to broaden Nvidia’s AI and accelerated‑computing reach. The announcement coincided with a U.S. government stake in Intel and a SoftBank investment, sending Intel’s shares sharply higher. Leer más →