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US Commerce Secretary Howard Lutnick told ASML executives that the Trump administration believes EUV-related chipmaking gear may have reached China in violation of export controls. ASML denies any such transfer and says it has never shipped EUV equipment to China.
AMD's CDNA 5 accelerator on TSMC 2nm with 432 GB HBM4 memory - the GPU behind OpenAI's 1GW deployment and Oracle's 50,000-chip supercluster.
a16z-backed Orbital wants to run AI inference from low Earth orbit using NVIDIA Blackwell GPUs, targeting 10,000 satellites and 1 GW of compute at full scale.
Meta is building tent-style rapid deployment structures at its Ohio Prometheus facility, cutting construction timelines roughly in half and bypassing grid delays with off-grid gas power.
Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.
AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.
NVIDIA RTX Spark is a 20-core ARM + Blackwell GPU superchip delivering 1 petaFLOP FP4 and 128GB unified memory for AI-first Windows laptops and desktops.
Nvidia's Cosmos 3 is the first fully open omnimodel for physical AI, trained on 20 trillion tokens to teach robots and autonomous vehicles how to reason and act in the real world.
XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.
Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.
Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
