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OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft (www.ft.com)
2025-10-13 Microsoft Nvidia AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (slashdot.org)
2025-10-13 Nvidia AMD

Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them (www.ft.com)
2025-10-12 AI Robot Nvidia

AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI (www.forbes.com)
2025-10-12 AI AMD

The Senate passes a measure requiring Nvidia and AMD to prioritize US customers over China for advanced AI chip sales, as part of a defense policy bill (www.bloomberg.com)
2025-10-11 China AI Nvidia Senate AMD

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products (www.ft.com)
2025-10-11 China Nvidia

A profile of Singapore-based Megaspeed, which bought $2B of Nvidia chips and is under US probe for possibly helping Chinese companies evade export controls (www.nytimes.com)
2025-10-10 China Singapore Nvidia

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (t.co)
2025-10-10 China Nvidia

Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip production tech developed and deployed in the US (www.bloomberg.com)
2025-10-10 Intel

Intel's Open Source Future in Question as Exec Says He's Done Carrying the Competition (news.slashdot.org)
2025-10-10 Intel Open Source

Intel's Next-Generation Panther Lake Laptop Chips Could Be a Return To Form (slashdot.org)
2025-10-10 Intel

Intel unveils an 18A-based 2nm Clearwater Forest server CPU, launching in H1 2026 with up to 288 E-cores and more, produced in its Fab 52 plant in Arizona (insidehpc.com)
2025-10-10 Intel

At a three-day Intel event in Arizona, executives repeatedly asserted that 18A is the most advanced chip production tech developed and deployed in the US (www.bloomberg.com)
2025-10-10 Intel

Intel CTO Sachin Katti says 18A and Panther Lake are “foundational to our future” and manufacturing is “mission critical, not just for Intel but for” the US (www.nytimes.com)
2025-10-10 Intel Manufacturing

Intel says 18A-based Panther Lake chips can deliver 50% more performance at similar power to Lunar Lake chips, details RibbonFET efficiency gains, and more (www.tomshardware.com)
2025-10-10 Intel

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026 (www.theverge.com)
2025-10-10 Intel

Inside Intel's new 700-acre factories in the Arizona desert, which cost $32B and are starting large-scale 18A chip production, as it seeks to impress customers (t.co)
2025-10-10 Intel

Reflection AI, which is developing an open-source AI model to compete with DeepSeek, raised $2B led by Nvidia, valuing it at $8B, up from $545M in March (www.nytimes.com)
2025-10-9 AI Nvidia

Sources: US Commerce Department's BIS approves several billion dollars' worth of Nvidia chip exports to the UAE, an early step in a May 2025 bilateral AI deal (www.bloomberg.com)
2025-10-9 AI Nvidia

Nvidia's Huang Says He's Surprised AMD Offered 10% of the Company in 'Clever' OpenAI Deal (slashdot.org)
2025-10-9 Nvidia AMD

Jensen Huang says AMD's deal to offer 10% of itself to OpenAI is “surprising” and “imaginative” considering AMD was “so excited about” its next-generation chip (www.cnbc.com)
2025-10-9 AMD

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B (www.bloomberg.com)
2025-10-9 Nvidia Equity

Inside China's execution conveyor belt: How 'mobile injection vans and firing squads are used to put thousands to death a year' - outstripping capital punishment figures for the rest of the world combined (www.dailymail.co.uk)
2025-10-8 China Mobile

The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market (www.bloomberg.com)
2025-10-8 AI Nvidia

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B (www.bloomberg.com)
2025-10-8 Nvidia Equity

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY (www.bloomberg.com)
2025-10-8 AMD

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
2025-10-8 Oracle Nvidia

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
2025-10-7 Samsung AI Oracle Nvidia AMD

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks (www.bloomberg.com)
2025-10-7 AMD Shopify

OpenAI's computing deals with Nvidia, AMD, Oracle, and others have topped $1T, commitments that dwarf its revenue and raise questions about how it can fund them (t.co)
2025-10-7 Oracle Nvidia AMD

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