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AMD to invest up to $5 billion in Anthropic under AI infrastructure deal

ai, AI (Artificial Intelligence), AI Business Strategy, AI chips, AI Hardware & Chips, AI Infrastructure, AI Market Trends, AI Startups & Funding, Artificial Intelligence, Funding, hardware, Infrastructure & Hardware

AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two gigawatts of capacity using AMD’s Instinct MI450-series accelerators, with deployment of the first gigawatt beginning in the first half of 2027. AMD’s investment will […]

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SenseTime’s Galaxy Project targets domestic AI chip scale-up

ai, AI (Artificial Intelligence), AI Business Strategy, AI chips, AI Hardware & Chips, AI in Action, AI Startups & Funding, Artificial Intelligence, china, chips, data centres, Featured News, galaxy project, Governance, Regulation & Policy, Government & Public Sector AI, hardware, How It Works, hybrid inference, infrastructure, Infrastructure & Hardware, Inside AI, intelligent compute, Manufacturing & Engineering AI, optical compute, quantum compute, satellite compute, sensetime, throughput, Utilities

SenseTime has launched the Galaxy Project, teaming with nearly 20 partners to scale domestic AI chip infrastructure in China. In a keynote titled ‘Intelligent Transformation and Symbiosis,’ Yang Fan – the company’s co-founder and president of its Large Device Business Group – laid out what SenseTime describes as a closed loop connecting chip-level technology, ecosystem

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Nvidia CEO wants Taiwan to be center of “AI revolution,” not US

ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, china, chip tariffs, Donald Trump, Jensen Huang, nvidia, Nvidia H200, Policy, semiconductor tariffs, Taiwan

In a splashy move that signals that Taiwan remains irreplaceable to the AI industry’s short-term and long-term goals, Nvidia CEO Jensen Huang announced Wednesday that his chip company will invest $150 billion a year to make sure Taiwan remains at the “epicenter” of the “AI revolution.” “This is where the chips come, packaging comes, this

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The Nvidia H200 China deal survived the Trump-Xi summit–just not in the way anyone expected

ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, china, chip geopolitics, deepseek, Governance, Regulation & Policy, Government & Public Sector AI, Huawei, Jensen Huang, nvidia, Trump Xi summit

President Trump flew to Beijing, brought Jensen Huang along at the last minute, and left two days later, telling reporters that “something could happen” on chip exports. Nothing did. Not a single Nvidia H200 has shipped to China since Trump first authorised the sales in December 2025, and US Trade Representative Jamieson Greer told Bloomberg that semiconductor controls were

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TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch

ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, Chip Manufacturing, offshore wind, semiconductor manufacturing, Taiwan, Taiwan Semiconductor Manufacturing Company, Tech, TSMC, Wind power

Taiwanese chipmaker TSMC is raking in record profits during the AI boom—but it is also racing to help Taiwan develop wind power and other energy alternatives to fossil fuels amid a global energy crisis. The chipmaker has signed a 30-year corporate power purchase agreement for 100 percent of the power produced by the Hai Long

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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

ai, AI (Artificial Intelligence), AI chips, AI Hardware & Chips, Artificial Intelligence, China tech, Hong Kong IPO, How It Works, Infrastructure & Hardware, Inside AI, Lightelligence, optical interconnect, optoelectronic computing, Photonics

When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips

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Samsung Electronics (005930.KS) — AI Equity Research | April 2026

005930, ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, Asian Markets, DRAM, Equity Research, HBM4, Korea Exchange, memory semiconductor, Samsung Electronics, semiconductor stocks, South Korea tech, Technology Stocks

This analysis was produced by an AI financial research system. All data is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators — no proprietary data, paid research, or institutional tools are used. Every figure cited can be independently verified by the reader using the sources listed at the end…

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Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)

advanced nodes, ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, Chip Manufacturing, Equity Research, foundry market, geopolitical risk investing, HPC semiconductors, Semiconductor Sector, semiconductor stocks, stock analysis 2026, Taiwan Semiconductor, Technology Investing, TSM, TSMC

Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial…

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Samsung Electronics (005930.KS) — AI Equity Research | April 2026

005930, ai, AI (Artificial Intelligence), AI chips, Artificial Intelligence, Asian Markets, DRAM, Equity Research, HBM4, Korea Exchange, memory semiconductor, Samsung Electronics, semiconductor stocks, South Korea tech, Technology Stocks

This analysis was produced by an AI financial research system. All data is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators — no proprietary data, paid research, or institutional tools are used. Every figure cited can be independently verified by the reader using the sources listed at the end…

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Intel is going all-in on advanced chip packaging

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Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was established in the 1980s, part of it built on top of a sod farm. In 2007, as Intel’s business faltered, operations in one of the key fabs, Fab 9, came

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