India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Leia mais →

India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Leia mais →

ASML, the Dutch photolithography specialist, posted record new orders worth 13 billion euros, more than double the previous quarter. The surge reflects strong demand from artificial‑intelligence data‑center builders, underscoring the continued momentum of the AI infrastructure boom. CEO Christophe Fouquet highlighted that customers are increasingly confident about medium‑term AI‑related demand, suggesting that the industry expects sustained growth in chip production for AI workloads. Leia mais →

OpenAI has signed significant agreements with AMD and Broadcom to supply AI chips and accelerators for its data‑center deployments. The AMD deal focuses on large‑scale GPU production, while Broadcom will provide custom AI accelerators and Ethernet systems. Both partnerships underline OpenAI's strategy to diversify its silicon supply and reduce reliance on a single vendor. However, the majority of the chips are still expected to be fabricated by Taiwan Semiconductor Manufacturing Company (TSMC), whose capacity constraints and geographic concentration remain a critical bottleneck for the broader AI and semiconductor industries. Leia mais →

OpenAI announced a partnership with Broadcom to design and deploy custom AI accelerators. The collaboration will see OpenAI creating specialized hardware while Broadcom handles manufacturing and integration into server racks that include its Ethernet, PCIe and optical connectivity products. Both companies say the effort will improve performance and efficiency for large‑scale AI models such as ChatGPT and the new Sora 2 video generator. Executives highlighted the partnership as a step toward broader AI infrastructure that benefits businesses and consumers, reinforcing a trend of major tech firms joining forces on AI hardware. Leia mais →

AMD and OpenAI have entered a multi‑year agreement that lets OpenAI buy up to 160 million AMD shares at a nominal price while securing a substantial supply of AMD AI chips. The deal adds roughly 6 gigawatts of AMD‑based compute capacity to OpenAI’s growing AI infrastructure, complementing its existing relationships with Nvidia and its own silicon efforts. Industry sources say the partnership does not alter OpenAI’s broader compute strategy, including its work with Microsoft and Broadcom. Leia mais →

OpenAI announced a strategic partnership with AMD to procure AMD's Instinct GPUs for large‑scale AI infrastructure. The agreement envisions deploying up to six gigawatts of compute power, with the first gigawatt slated for the second half of 2026. In addition to the hardware purchase, OpenAI will acquire 160 million AMD shares at a nominal price, potentially giving it a ten‑percent stake in the chipmaker. The deal positions AMD as a core compute partner and underscores OpenAI’s push to diversify its hardware sources beyond its existing relationships. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

China’s Cyberspace Administration has prohibited domestic technology companies, including ByteDance and Alibaba, from buying Nvidia AI chips such as the RTX Pro 6000D server. The move follows earlier encouragement for firms to use locally‑made alternatives. Nvidia’s CEO Jensen Huang expressed disappointment but affirmed the company will respect the market’s wishes. The ban adds to a broader backdrop of U.S. licensing requirements that have limited Nvidia’s sales in China, with the firm forecasting significant revenue loss and noting that recent U.S. license approvals have yet to translate into actual shipments. Leia mais →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leia mais →

Morningstar Equity Research forecasts Nvidia's AI‑related sales could approach $400 billion by 2028, driven largely by its accelerator products. The analysis highlights that hyperscaler cloud providers are expected to push annual capital expenditures beyond $450 billion by 2027, fueling demand for AI hardware. While growth remains robust, the pace is projected to decelerate after 2024, raising questions about sustainability. Competitive pressures from Broadcom, AMD and other semiconductor firms, together with rising energy needs, regulatory scrutiny and geopolitical factors, could temper Nvidia's dominance in the long run. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

China’s Cyberspace Administration has prohibited domestic technology companies, including ByteDance and Alibaba, from buying Nvidia AI chips such as the RTX Pro 6000D server. The move follows earlier encouragement for firms to use locally‑made alternatives. Nvidia’s CEO Jensen Huang expressed disappointment but affirmed the company will respect the market’s wishes. The ban adds to a broader backdrop of U.S. licensing requirements that have limited Nvidia’s sales in China, with the firm forecasting significant revenue loss and noting that recent U.S. license approvals have yet to translate into actual shipments. Leia mais →

China’s Cyberspace Administration has prohibited domestic technology companies, including ByteDance and Alibaba, from buying Nvidia AI chips such as the RTX Pro 6000D server. The move follows earlier encouragement for firms to use locally‑made alternatives. Nvidia’s CEO Jensen Huang expressed disappointment but affirmed the company will respect the market’s wishes. The ban adds to a broader backdrop of U.S. licensing requirements that have limited Nvidia’s sales in China, with the firm forecasting significant revenue loss and noting that recent U.S. license approvals have yet to translate into actual shipments. Leia mais →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leia mais →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leia mais →

Morningstar Equity Research forecasts Nvidia's AI‑related sales could approach $400 billion by 2028, driven largely by its accelerator products. The analysis highlights that hyperscaler cloud providers are expected to push annual capital expenditures beyond $450 billion by 2027, fueling demand for AI hardware. While growth remains robust, the pace is projected to decelerate after 2024, raising questions about sustainability. Competitive pressures from Broadcom, AMD and other semiconductor firms, together with rising energy needs, regulatory scrutiny and geopolitical factors, could temper Nvidia's dominance in the long run. Leia mais →

Morningstar Equity Research forecasts Nvidia's AI‑related sales could approach $400 billion by 2028, driven largely by its accelerator products. The analysis highlights that hyperscaler cloud providers are expected to push annual capital expenditures beyond $450 billion by 2027, fueling demand for AI hardware. While growth remains robust, the pace is projected to decelerate after 2024, raising questions about sustainability. Competitive pressures from Broadcom, AMD and other semiconductor firms, together with rising energy needs, regulatory scrutiny and geopolitical factors, could temper Nvidia's dominance in the long run. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →