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.
Amazon’s $20 billion investment in a data center in Pennsylvania expands to Falls Township, tapping nuclear power and fueling AI infrastructure growth.
Nvidia’s Computex 2025 announcements include NVLink Fusion, allowing custom CPUs and AI accelerators to integrate with its GPUs, and DGX Cloud Lepton, a GPU resource marketplace for global developers.
UAE and US partner to build the largest AI campus outside the US, as part of $200B in bilateral deals backed by Nvidia chips and US firms.
Huawei is accelerating shipments of its Ascend 910C AI chip, a domestic alternative to Nvidia’s restricted GPUs, reshaping China’s AI hardware landscape.
Nvidia will manufacture AI chips and supercomputers in the U.S., investing $500B through 2029. New factories, robotics, and Omniverse tech power the move.
Microsoft is canceling AI data center investments, including 200MW of U.S. leases, while maintaining an $80B budget. Learn how this impacts the AI arms race and cloud computing.
libaba Group Holding announced a $53 billion investment in AI and cloud computing infrastructure over the next three years, marking China’s largest private computing project. The plan exceeds Alibaba’s total AI spending over the past decade and rivals the US Stargate initiative.
