Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.
SambaNova Systems launches the powerful SN50 AI chip for fast, efficient "agentic" AI, teams up with Intel for better alternatives to Nvidia GPUs, and secures over $350 million in funding to scale up.
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
Intel and SoftBank's Saimemory partner on next-generation memory tech for AI computing. ZAM program targets 2029 commercialization with improved performance and efficiency.
Nvidia and Apple plan to shift some chip production to Intel by 2028, reducing reliance on TSMC while maintaining core manufacturing partnerships.
ASML announces 1,700 job cuts to streamline operations while reporting record €13.2B Q4 bookings driven by AI chip demand. Sales expected to grow to €34-39B in 2026.
