Apple unveils the M5 chip with 4x AI GPU gains, 45% graphics uplift, 16-core Neural Engine, and 153GB/s memory bandwidth in MacBook Pro, iPad Pro, and Vision Pro.
OpenAI and Broadcom will jointly design custom AI chips and rack systems for a 10 GW rollout by 2029. The deal complements Nvidia, AMD, and Oracle partnerships, solidifying OpenAI’s vertical AI infrastructure strategy.
OpenAI secured a multi-year partnership with AMD for 6GW of AI compute, starting in late 2026. The deal links OpenAI to nearly 10% of AMD equity and sparked a record stock surge.
The Alibaba and Nvidia deal integrates Physical AI into PAI, expands data centers across eight countries, and boosts AI spending while China curbs Nvidia chip sales.
Stargate expands with five new U.S. data centers to serve 700M weekly users, lifting capacity near 7 GW and $400B investment, on track for 10 GW by 2025.
The $100B OpenAI – NVIDIA Deal for 10 GW of compute introduces a financing model that links investment, hardware purchases, and leasing into one circular structure.
Huawei’s Atlas 950/960 SuperPoDs and yearly Ascend chip upgrades aim to build giant, China-made AI clusters, challenging Nvidia and reshaping compute supply.
Nvidia will invest in Intel with a $5B stock purchase (~4% stake), building NVLink-connected CPUs and RTX SoCs for data centers and PCs, reshaping chip supply.
Oracle’s $300 billion, five-year deal with OpenAI makes it a top-tier hyperscaler, while analysts assess the impact on cloud, AI strategy, and energy demand.
