Jensen Huang, the CEO of Nvidia, is the FT’s Person of the Year for 2025. His company’s AI chips are at the center of a global economic transformation, and a surprise call from Donald Trump highlights his new political influence.
Broadcom’s quarterly results are a major signal for the AI market. Analysts expect huge growth from custom chips for Google, Meta, and a mystery $10 billion customer, likely OpenAI. But after a 74% stock surge this year, the upside might be limited.
AMD is targeting the power-constrained embedded server market with its new EPYC 2005 series processors. Built on the Zen 5 architecture, these chips promise higher performance density and efficiency in a tiny package compared to Intel’s offerings.
US authorities have charged three businessmen with smuggling Nvidia’s advanced AI chips to China. The crackdown comes amid a major policy shift, with former President Trump approving the sale of H200 GPUs to China under new terms.
Former President Trump announced a policy shift allowing Nvidia to sell its advanced H200 chips in China. The move, which boosted Nvidia’s stock, includes a proposed 25% fee paid to the U.S. Nvidia praised the decision as a balance that supports American jobs.
Apple is reportedly considering Intel as a second fabrication partner for its iPhone chips. The move would be part of a broader strategy to build a more resilient supply chain and could start with lower-end models in 2028.
According to Fortune, Alphabet’s custom AI chips, called TPUs, are fueling a massive stock rally and could become a near-trillion dollar business. The company is already supplying chips to AI firms like Anthropic and is reportedly in talks with Meta. Analysts see a huge new revenue stream emerging.
Samsung is forming a new team to design custom CPU cores again, five years after it stopped due to the failed Mongoose cores. This move aims to create truly custom chips and potentially turn Samsung into a chip design agency for other companies.
The U.S. Department of Commerce has signed a preliminary deal to provide up to $150 million to xLight, an EUV startup where ex-Intel CEO Pat Gelsinger is Executive Chairman. The funding, under the CHIPS Act, aims to develop a domestic free-electron laser light source for advanced chipmaking.
Nvidia is making a massive $2 billion strategic investment in Synopsys, a leader in chip-design software. The move aims to supercharge electronic design automation with Nvidia’s AI hardware, fundamentally changing how future semiconductors are created.
