chipmakers

An ASML executive has said the Dutch chipmaking equipment giant currently sells no machines within Europe, despite being one of the continent's most valuable technology companies. The remark highlights Europe's limited domestic chip manufacturing base, with ASML's lithography systems going overwhelmingly to customers in Asia and the United States.

Nvidia is approaching insurance companies to help spread the financial risk of its massive artificial intelligence infrastructure build-out, according to the Financial Times. The chipmaker has committed billions of dollars to data centres and AI deals, and is exploring ways to offload some of the exposure tied to those increasingly large commitments.

Samsung has committed $1 billion to an AI infrastructure company backed by Nvidia and private equity firm KKR. The investment adds Samsung to the growing list of major tech and finance players funding the data centers and computing capacity needed to power artificial intelligence, underscoring how aggressively chipmakers and investors are pouring capital into AI infrastructure.

AMD has committed $8.2 billion in a deal to bring in the researcher widely known as the 'Godmother of AI', according to finance coverage circulating widely. The move is being read as a major bet on artificial intelligence talent and technology as chipmakers race to secure leading AI expertise.

Nvidia has launched an open-source platform designed to stop AI agents from hacking other websites. The tooling is intended to keep autonomous AI systems from probing or breaking into sites while carrying out tasks on behalf of users. Discussion centers on how far agent safety measures can go in preventing misuse of increasingly capable AI software.

Nvidia has added $150 billion to its stock buyback program, described as the largest share repurchase authorization ever announced by a company. The move comes as the chipmaker continues to ride enormous profits from demand for its artificial intelligence processors, giving it vast cash reserves to return to shareholders.

Nvidia has authorised a stock buyback worth $150 billion, one of the largest in corporate history. The move returns cash to shareholders by reducing the number of shares outstanding, which can support earnings per share and signal management's confidence in the chipmaker's future. Analysts are weighing what the repurchase means for existing shareholders and whether potential investors should read it as a sign the stock remains undervalued.

AMD has agreed to acquire World Labs, the AI startup founded by Fei-Fei Li, in a deal valued at $8.2 billion, according to a Wall Street Journal report. The acquisition would give the chipmaker access to World Labs' spatial intelligence technology and its team, deepening AMD's push into artificial intelligence beyond processors and accelerators.

Synopsys has introduced AgentEngineer, an Autopilot-style platform that uses AI agents to carry out chip development tasks autonomously. The company says the technology is expected to reach general availability by the end of 2026, marking a push to automate parts of the traditionally labor-intensive chip design process.

Chipmaker Cerebras has agreed to supply 100 megawatts worth of AI chips to Gimlet Labs, a cloud startup building AI infrastructure. The deal marks a major scale-up for Cerebras, whose wafer-scale chips compete with GPUs for AI workloads, and signals growing demand among emerging cloud providers for alternative AI computing hardware.

China's artificial intelligence industry is entering a new phase, DigiTimes Asia reports, shifting from trying to catch up with US rivals to monetizing AI at scale. The report links the trend to domestic semiconductor efforts, including CXMT's DRAM production and advanced hardware packaging, as Chinese firms build homegrown supply chains to support commercial AI deployment and reduce reliance on foreign chip technology.

AMD has agreed to acquire World Labs, the spatial intelligence startup founded by AI pioneer Fei-Fei Li, in a deal valued at $8.2 billion. The move marks one of the largest acquisitions in the AI startup space, giving the chipmaker a foothold in world-model technology. Observers are weighing what the deal means for competition with Nvidia and the growing consolidation of top AI firms.

China is reportedly broadening its approach to extreme ultraviolet lithography by investigating alternative EUV light sources, rather than solely trying to replicate the ASML platform. According to DigiTimes Asia, the strategy suggests Chinese researchers are pursuing different technical routes to overcome export restrictions on advanced chipmaking equipment.

Chipmaker AMD is reportedly acquiring World Labs, the spatial intelligence startup founded by AI researcher Fei-Fei Li, in a deal valued at $8.2 billion. The move would give AMD a major foothold in world-model AI technology as competition over the next generation of artificial intelligence intensifies. The acquisition, reported by TechCrunch, is drawing attention as one of the largest AI startup deals to date.

Samsung has pledged $1.0 billion to an AI infrastructure company backed by private equity firm KKR and chipmaker Nvidia, according to The Wall Street Journal. The investment underscores Samsung's push to expand its footprint in artificial intelligence infrastructure amid intense global competition for AI capacity, hardware and data-center resources. Details on the target company's valuation and Samsung's strategic plans for the stake were not disclosed in the report.

Nvidia has unveiled a new security platform designed to prevent AI agents from acting unpredictably or beyond their intended instructions. The announcement, reported by wire outlets, addresses growing concerns that autonomous AI systems operating in businesses could take unintended actions. It signals Nvidia's push to supply not just AI chips but also safety and control tools for enterprises deploying agentic AI.