EXCLUSIVE: Positron raises $230M Series B to take on Nvidia’s AI chips
The investment comes from backers including the Qatar Investment Authority as demand for chips beyond Nvidia soars and as Qatar aims to build out its AI infrastructure.
semiconductors
Taiwan to invest $250B in US semiconductor manufacturing
The U.S. struck a trade deal with Taiwan as the country looks to help boost domestic semiconductor manufacturing.
Nvidia’s $2B Synopsys bet tightens its grip on the chip-design stack
The $2 billion investment in Synopsys, which makes software and components for designing semiconductor chips, deepens their existing partnership at a time when analysts scrutinize circular AI-industry deals and warn of a potential bubble.
Meta partners up with Arm to scale AI efforts
Semiconductor firm Arm is partnering with Meta to enhance the social media company’s AI systems amid an unprecedented infrastructure buildout.
Intel’s chief executive of products departs among other leadership changes
Intel also announced the creation of a central engineering group that will build custom chips for outside customers.
US government is reportedly in discussions to take stake in Intel
This deal would be meant to help Intel bulk up its U.S. chip manufacturing, including its much-delayed Ohio factory.
A backlog at the Commerce Department is reportedly stalling Nvidia’s H20 chip licenses
News of a backlog at the U.S. federal department comes less than a week after national security experts urged the Trump administration to reverse its decision that allows Nvidia to export H20 chips to China.
20 national security experts urge Trump administration to restrict Nvidia H20 sales to China
The letter states that allowing sales of the H20 AI chip to China could hurt the U.S.’s AI “edge” and further chip bottlenecks in the U.S.
Intel continues to pull back on its manufacturing projects
Intel cancelled multiple manufacturing projects in Europe and delayed its Ohio chip plant for the second time this year.
Trump’s AI Action Plan aims to block chip exports to China but lacks key details
The AI Action Plan offers a path, but not a concrete plan, for what the administration is thinking when it comes to chip export restrictions.