AMD has agreed to buy World Labs, the world-model start-up founded by Fei-Fei Li, the ‘godmother of AI’, in an all-stock deal worth about $8.2 billion, with Li becoming AMD’s chief scientist. We set out the terms, what World Labs builds, how its value climbed, why a chipmaker wants a model lab, where Nvidia fits and what it means for businesses.
On 27 September 2026, The Information reported that China’s Ministry of Industry and Information Technology asked Alibaba, ByteDance and other companies how many of Nvidia’s new RTX Pro 5500 workstation chips they want and what they would use them for, and told some of them it intends to approve the purchases. This article explains the chip, the H200 rationing process it follows, the RTX Pro 6000D orders Beijing blocked in 2025, what Nvidia now earns in China, Alibaba’s Zhenwu V900 and Huawei’s Ascend roadmap, the US export questions the report leaves open, and the signals to watch next.
Google will launch its first AI chips into orbit on 1 October 2026 under Project Suncatcher. This article explains the MVP satellite and its four TPUs, the launch, radiation and cooling tests, the laser-linked constellation planned for 2027, the $200 per kilogram economics, rivals Starcloud, SpaceX and Nvidia, the sceptics’ case and what it means for businesses.
Huawei told Huawei Connect in Shanghai on 17 September 2026 that the Ascend 960DT will be ready in the first quarter of 2027 rather than the third — a three-quarter acceleration announced by rotating and acting chairman David Wang, one week before Trump and Xi were due to meet in Washington. This article separates the schedule claim from the unverifiable performance claim, sets the new dates against the roadmap Huawei published in 2025, walks through the Peerium Computing Architecture and UnifiedBus interconnect the chip plugs into, and examines the discrepancy analyst Rui Ma flagged between a 15,488-chip SuperPoD on the old roadmap and the 4,096-chip system described this week.
A KAIST-led team has reported a single material — degenerately doped tin diselenide — that injects charge efficiently into both n-type and p-type atomically thin semiconductor channels, removing the need for a separate contact metal per polarity. The paper reports a drive current more than a thousand times higher than a nickel electrode in p-type tungsten diselenide, an on/off ratio above a billion in n-type molybdenum disulfide, a subthreshold swing below 70 mV per decade, and a monolayer CMOS inverter with a voltage gain near 340. This article explains the physics, converts the figures into engineering terms, places the result against earlier contact schemes, and sets out the distance between a laboratory inverter and a manufacturable chip.
Nvidia is investing $3.5 billion in MediaTek through convertible bonds, announced 31 August 2026, deepening a partnership spanning AI data centres, RTX and DGX Spark-class PCs and automotive platforms. MediaTek will adopt Nvidia’s NVLink Fusion and NVHBM interconnects to design custom chips for AI companies and hyperscalers that plug straight into Nvidia-based data centres. This analysis covers what the deal includes, why it lands as Amazon, Google, Microsoft, OpenAI and Anthropic build their own silicon, MediaTek’s $2 billion-to-$12 billion data-centre ambition, the risks, and what it means for businesses buying AI services.
At the Hot Chips conference on 25 August 2026, OpenAI published the first benchmark results for Jalapeño, the custom inference chip it built with Broadcom. On SemiAnalysis’s InferenceX benchmark, OpenAI reported 1.5x to 1.9x more work per watt and 1.7x to 3.6x lower end-to-end latency than an Nvidia Blackwell system, rising to 4.1x faster on highly interactive workloads. Here are the numbers, the architecture behind them, what OpenAI still has not disclosed, and what it means for anyone buying AI capacity.
A detailed analysis of Nvidia conceding share in China’s AI chip market to Huawei, including strategy, risk, and global semiconductor market impact.
A detailed analysis of AMD’s reported $10 billion Taiwan AI industry investment plan, including strategy, risk, and semiconductor market impact.
A detailed analysis of the reported Anthropic-Microsoft chip discussions after a $5 billion investment signal, including strategy, risk, and market impact.
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