The tech world saw two massive money moves. Meta is reportedly reallocating its massive Reality Labs budget from long-term metaverse bets to AI-powered smart glasses. Meanwhile, in China, AI chipmaker Moore Threads just raised $1.13 billion in a wildly popular IPO.
Google’s stock is up 66% in 2025, fueled by its AI ambitions. A reported multi-billion dollar deal to supply Meta with its custom Tensor Processing Units (TPUs) could signal a major shift in the high-stakes AI hardware race, directly challenging Nvidia.
Google’s in-house AI chips, called TPUs, are a major reason its stock surged 31% last quarter. Investors are betting the company could start selling them, creating a potential $900 billion revenue stream. The internal strength is clear, but the external market is a whole different game.
AMD is reportedly implementing price hikes across its CPU and GPU product lines. The increases, which could be around 10%, are said to affect the new Ryzen 9000 series and older chips, and take effect at midnight tonight.
A new report claims NVIDIA has secured exclusive early access to TSMC’s next-generation A16 manufacturing process. This 1.6nm-class technology is slated for NVIDIA’s future Feynman GPUs, expected after the Rubin family in 2026/2027.
Intel’s advanced packaging technology is gaining significant attention from major AI players. Google is reportedly considering EMIB for its TPU v9 expected in 2027, while Meta may use it for MTIA accelerators. This comes as TSMC’s CoWoS capacity remains heavily allocated to NVIDIA and AMD.
Meta is reportedly planning to use Google’s tensor processing units in its data centers starting in 2027. The move could signal growing competition for Nvidia in the AI chip market and sent Nvidia shares down 3% on the news.
Samsung is bringing LG’s semiconductor testing subsidiary LB Semicon on board for its upcoming flagship Exynos 2600 chip. This marks the first time LB Semicon will handle testing for a high-end Exynos processor. The move suggests Samsung expects to ship significant volumes of the chip that will powe
The Trump administration is internally debating whether to permit Nvidia to sell its H200 artificial intelligence chips to China. No final decision has been made, and the idea might never result in actual license approvals. The discussions represent a potential major win for the world’s most valuabl
Intel’s new CEO Lip-Bu Tan acknowledges the company missed major technology waves due to bureaucracy and complacency. He’s now leading an aggressive AI strategy with annual product cycles and management restructuring to restore relevance.
