Latest AI (Artificial Intelligence) News
Nvidia reports record $81.6 billion quarterly revenue on soaring AI demand
Nvidia said first-quarter fiscal 2027 revenue reached $81.6 billion, up 85% year over year, driven by explosive demand for AI infrastructure and data-center chips. The results underscore how central Nvidia remains to the global AI build-out.
Nvidia begins shipping Vera CPU systems to top AI labs and cloud providers
Nvidia has started shipping its new Vera CPU systems to customers including OpenAI, SpaceX, Anthropic, and Oracle Cloud. The launch expands Nvidia’s AI hardware stack beyond GPUs as it tries to deepen its role in next-generation compute platforms.
China’s Nvidia market outlook remains uncertain despite CEO optimism
Jensen Huang said he expects the Chinese market to reopen after his visit to Beijing with President Trump, but current reports show continued restrictions. China has reportedly banned the RTX 5090D V2 and is resisting Nvidia’s H200 chips, keeping the market highly uncertain.
TSMC accelerates global expansion with major Arizona and Japan investments
TSMC approved a $20 billion capital injection for its Arizona subsidiary as part of its overseas manufacturing expansion. The company also reported the first quarterly profits from its new Japan facility, signaling progress in diversifying advanced-chip production.
AMD starts 2nm production for next-generation Venice EPYC CPUs
AMD has begun producing its next-generation Venice EPYC processors using TSMC’s 2nm process. The company also announced a $10 billion investment to scale advanced packaging and AI infrastructure in Taiwan, reflecting intense competition in AI hardware.
ASML and Tata Electronics partner on 300mm wafer manufacturing in India
ASML and Tata Electronics formed a strategic partnership aimed at developing 300mm wafer manufacturing in India. ASML’s CEO also warned that tighter export restrictions on China could accelerate rival domestic tool development, adding a geopolitical dimension to the deal.
Cerebras debuts on Nasdaq and lands major OpenAI deal
Cerebras made its Nasdaq debut while also securing a reported $20 billion agreement with OpenAI. The milestone highlights strong investor and customer appetite for alternative AI-chip suppliers as demand for compute keeps rising.
GlobalFoundries receives U.S. support for quantum hardware manufacturing
GlobalFoundries is receiving $375 million in U.S. funding to support quantum hardware manufacturing. The funding reflects broader U.S. efforts to strengthen domestic advanced computing supply chains alongside AI-related semiconductor capacity.
Applied Materials posts record revenue amid AI-fueled semiconductor expansion
Applied Materials reported record quarterly revenue, benefiting from the global surge in AI-driven semiconductor investment. The company’s results show how equipment suppliers are also profiting from the expansion of chip fabrication capacity.
Lenovo hits a 26-year high on strong AI-related growth
Lenovo’s stock surged to a 26-year high after reporting strong AI-related growth, according to market coverage from Bloomberg. The move suggests investors are rewarding companies that are translating AI demand into measurable earnings and revenue expansion.
Asia tech stocks rally as investors rotate toward AI build-out winners
Market coverage showed broad strength across Asia-Pacific tech stocks, with AI optimism supporting regional gains. Analysts linked the rally to Nvidia’s expanding focus beyond U.S. data-center buildouts and into physical AI, robotics, and consumer devices.
FPT launches CASAN to help enterprises adopt AI-native operating models
FPT introduced CASAN, an AI transformation framework designed for global enterprises. The framework is aimed at building AI-native operating models, platforms, and new business capabilities, showing continued enterprise demand for practical AI adoption tools.