Uber expands its AWS contract to leverage Amazon's custom chips for ride-sharing features and AI model training, bypassing Oracle and Google.

Intel signs on to Musk's Terafab initiative to build a U.S. semiconductor factory in Texas, powering humanoid robots and AI data centers.

Broadcom announced expanded agreements to produce next-generation AI chips for Google and a new deal with Anthropic, deepening its AI hardware partnerships.

Chinese semiconductor companies including SMIC reported record 2025 revenues driven by AI demand, with SMIC's revenue rising 16% to $9.3 billion and projected to top $11 billion in 2026.

Samsung Electronics is projected to report a record Q1 2026 operating profit of ~$26.9 billion, fueled by soaring memory chip prices driven by AI infrastructure demand.

Nvidia has taken a $2B stake in Marvell Technology, enabling custom AI chip integration and sparking a 13% rally in Marvell's stock price.

South Korean AI chip startup Rebellions raised $400 million ahead of its IPO, valuing the company at $2.34 billion as it plans U.S. expansion.

Reports indicate Nvidia could resume selling its second-most-advanced AI chips to China after the Trump administration issued conditional export licenses, a move White House AI czar David Sacks argues discourages Chinese competitors from investing in domestic chip development.

Following the launch of its Language Processing Unit chip at GTC 2026, NVIDIA updated its data center product roadmap to include three generations of GPU, LPU, and CPU hardware through 2028, including the Groq 3 LPX, Rubin Ultra, and Feynman platforms, cementing an annual release cadence for AI infrastructure.

Elon Musk announced via X that his 'Terafab Project' semiconductor manufacturing venture will officially launch on March 21, 2026, aiming to supply AI chips for Tesla, SpaceX, and xAI at a scale of 100–200 billion chips per year.

Nvidia's GTC 2026 conference opens in San Jose with CEO Jensen Huang's keynote, expected to unveil next-generation AI chips, robotics platforms, and details on the Groq inferencing technology integration.

Meta has announced a major expansion of its custom MTIA silicon program, reducing reliance on third-party chips and powering its growing AI infrastructure including recommendation systems and generative AI.

The US Commerce Department has confirmed a new, stricter framework for AI accelerator export controls, formally replacing the Biden-era AI diffusion rule and requiring government licensing for strategic AI chip shipments to most countries.

Nvidia is set to announce a new inference chip platform at its upcoming GTC conference in March, aiming to further solidify its dominance in the AI hardware market.

Analysts warn the global smartphone market is on track for its sharpest decline on record in 2026, as AI-driven data center demand for HBM memory chips squeezes supply for consumer devices made by Samsung, Apple, and Google.

Nvidia reported record Q4 FY2026 revenue of $68.1 billion, up 73% year-over-year, while announcing Vera Rubin AI GPU samples have been delivered to customers and Q1 guidance of $78 billion exceeded all expectations.

Nvidia reported record fiscal Q4 revenue of $68.1 billion, beating Wall Street estimates, with data center revenue up 75% year-over-year. The company guided Q1 revenue to $78 billion, signaling sustained AI infrastructure demand.

A wave of AI chip startups collectively raised more than $1.1 billion in venture capital, led by MatX's $500M round, as investors bet on alternatives to Nvidia's dominant GPU ecosystem.

Nvidia reports fiscal Q4 2026 results after market close on February 25, with analysts projecting $66B in revenue and $1.53 EPS, while investors weigh hyperscaler capex commitments against competitive chip threats.

Meta announced a multiyear agreement to purchase up to $100 billion worth of AMD MI540 GPUs and CPUs, issuing AMD a performance-based warrant for up to 160 million shares as part of its AI infrastructure push.