Technology

Nvidia is investing $3.5 billion in convertible bonds issued by Taiwan’s MediaTek as the two companies expand collaboration on next-generation AI chip development.

Vietnam’s semiconductor industry generated over $21 billion in 2025 revenue and drew $14 billion in FDI, but still lacks fabrication capacity, officials say.

Nvidia posted 126% revenue growth in 2024 and 114% in 2025 while sitting at a $4 trillion valuation. A new analysis compares the $800 billion AI CapEx race to the 1873 railroad bubble.

Commerce Minister Piyush Goyal projects over $200 billion in India data centre investment, with industry estimates reaching $700-800 billion amid a global AI infrastructure race.

Marvell lands a landmark Google chip deal tied to purchases through 2033 and a new Amazon Trainium 3 agreement, reshaping the custom AI silicon market.

Counterpoint Research reports the global pure-play foundry semiconductor market grew 29% year-over-year in Q2, driven largely by surging AI chip demand.

Applied Materials CEO Gary Dickerson says AI is driving the semiconductor industry’s biggest growth inflection, backed by a $5 billion EPIC Center investment.

OpenAI says its in-house Jalapeno AI chip, built with Broadcom, topped Nvidia’s GB300 on power efficiency and speed, with deployment planned later this year.

South Korea’s LS Electric expanded a power infrastructure deal 117% to $165.72 million as its unnamed Big Tech client scales up AI data center capacity in Texas and Utah.

Surging data center power demand from AI is pushing Big Tech to build its own plants and drawing private equity firms into utility asset deals across the US.