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The United Arab Emirates is spending $20 billion on OpenAI’s Stargate UAE. The project is billed as a sovereign AI capability, yet it relies entirely on American chips, software, and infrastructure. This is the sovereign AI paradox: The harder nations push for AI independence, the deeper their dependencies become.The UAE is not alone. From Paris to New Delhi, governments are pouring billions into so-called “sovereign” frontier models. France backs Mistral. India promotes BharatGPT. Each promises strategic autonomy yet is dependent on a globalized stack.The term “AI factories,” adopted by Nvidia CEO Jensen Huang, rebrands data centers as strategic infrastructure akin...

Japan is reportedly planning to import nearly $7 billion worth of U.S.-made semiconductors in a move that could significantly benefit chipmakers like Nvidia Corporation amid ongoing trade negotiations with the Donald Trump administration. What Happened: Japan has proposed purchasing up to 1 trillion yen ($6.94 billion) in U.S. semiconductor products, reported Reuters via Asahi newspaper, which cited unidentified sources. The Japanese government would subsidize domestic companies that purchase the American chips, the report said. The plan is designed to help reduce the U.S.'s approximately 10 trillion yen trade deficit with Japan. Japan's chief tariff negotiator, Ryosei Akazawa, is expected to...

Chinese tech giant Huawei is reportedly ready to test a new artificial-intelligence chip to compete with Nvidia — but the U.S. chipmaker shouldn’t be too concerned, according to one analyst. Huawei is looking to test its Ascend 910D chip with fellow homegrown tech companies and is expected to get its first samples of the chips next month, the Wall Street Journal reported, citing unnamed people described as familiar with the matter. The Chinese company, which was added to the U.S. Entity List in 2019, reportedly is aiming to take on Nvidia Corp.’s H100 chips, which are used to train some...

Now that Pat Gelsinger is no longer occupying the corner office at embattled chipmaker Intel (INTC), he can acknowledge one thing about the semiconductor industry.Nvidia (NVDA) has a wide, wide lead over its rivals on the tech front..."They have built meaningful moats around their franchise," he added.Gelsinger led aggressive efforts to turn around Intel for more than three years. He slashed thousands of jobs, improved costs, secured CHIPS Act funding, built chip foundries, and promised fast AI chips that could compete with Nvidia and AMD (AMD).He was fired in early December amid missed financial targets, lack of progress on the...

Technology stocks declined Wednesday, led by a 7% drop in Nvidia, as the chipmaking sector signaled that President Donald Trump’s sweeping tariff plans could hamper demand and growth. Nvidia revealed in a filing Tuesday that it will take a $5.5 billion charge tied to exporting its H20 graphics processing units to China and other countries and said the government will require a license to ship the chips there and other destinations. Technology stocks have whipsawed in the wake of Trump’s tariff announcements, which sparked global trade war fears and recession concerns. The market slumped in the initial aftermath of the...

Nvidia has announced plans to build AI supercomputers in Texas and invest up to $500 billion in AI production within the United States. Barron’s reports that AI powerhouse Nvidia has commissioned over a million square feet of manufacturing space in Arizona and Texas to build and test its Blackwell chips and AI supercomputers. This marks the first time that Nvidia will be producing its cutting-edge AI technology entirely within the United States. Nvidia’s Blackwell chips have already started production at TSMC’s chip plants in Phoenix, Arizona. Meanwhile, the company is constructing supercomputer manufacturing plants in partnership with Foxconn in Houston...

NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas. NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the...

Taco Bell is about to get an AI makeover from one of the biggest names in the game. Yum! Brands, the owner of Taco Bell, KFC, and Pizza Hut, announced it is teaming up with chip company Nvidia to bring the chip giant’s AI technology to its drive-thrus and restaurant operations — upgrading and expanding Taco Bell’s existing voice AI. According to Tuesday’s announcement, Nvidia’s AI software will be integrated into Yum’s in-house tech platform, enabling voice assistants to take orders more smoothly, smart cameras to track bottlenecks in real time, and AI analytics to help managers optimize operations. Yum...

Watch NVIDIA CEO Jensen Huang’s GTC keynote to catch all the announcements on AI advances that are shaping our future. GTC March 2025 Keynote with NVIDIA CEO Jensen Huang | 2:37:47 NVIDIA | 1.9M subscribers | 492,386 views | Streamed live 9 hours ago

Joe Biden’s final act of shamelessness was pardoning his entire crime family in the final hours of his presidency. There’s a mountain of corruption that’s yet to be fully revealed. On the weaponization of government front, you’d think the sustained lawfare launched against President Donald Trump from the Department of Justice was evidence enough. Pro-life activists and the January 6 defendants also being ensnared by the Biden DOJ’s extralegal crusade on political dissidents. That’s only the tip of the iceberg. The Media Research Center found not one, not ten, but 57 anti-free speech and censorship initiatives aimed at chipping away...

President Donald Trump is expected to announce a $100 billion investment from Taiwan Semiconductor Manufacturing to bolster chip manufacturing over the next four years in the U.S, NBC has learned. The Wall Street Journal first reported the news. TSMC, which supplies semiconductors to the likes of Nvidia and Apple for artificial intelligence use, would help support the Trump administration’s efforts to make the U.S. an artificial intelligence hub. Last month, Trump announced a multibillion-dollar AI infrastructure project with Oracle , OpenAI and Softbank. Trump has repeatedly called out and accused Taiwan of stealing the U.S. chip manufacturing business and touted...

Singapore has charged three men with smuggling NVIDIA AI GPUs to Chinese firm DeepSeek. The AI servers, supplied by Dell and Super Micro, were allegedly moved from Singapore to Malaysia. Authorities are investigating with US cooperation to determine if export control items were involved. The case highlights scrutiny on AI server sales. AI servers have been used in a fraud case that Singapore announced last week, with NVIDIA AI GPUs that were supplied by US companies like Dell, with banned AI chips from entering China according to a government minister on Monday. Singapore has charged three men with a fraud...

Gelsinger took to X on Monday to suggest that the market's assumptions were wrong. He said that instead of reducing demand, making computing "dramatically cheaper" and more efficient to use — as DeepSeek appears to have done — "will expand the market for it." The former Intel boss, who retired from the company in December after struggling to capitalize on the AI boom, also suggested that the Chinese engineers at DeepSeek "had limited resources, and they had to find creative solutions" to squeeze performance out of their models. The AI industry has insisted that models become smarter when powered with...

Shares of Intel (INTC) jumped on Tuesday morning, the first day of trading since new reports emerged over the weekend that the chipmaker is the center of acquisition talks once again. Chip designer Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Company (TSM), the biggest chipmaker in the world, are each in the early stages of considering bids that could see the American chipmaker be broken up, the Wall Street Journal reported over the weekend citing people familiar with the matter.

Rumors are swirling about a possible takeover of Intel. Nothing has been inked, but Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) both are in the early stages of proposing potential deals, according to The Wall Street Journal. Broadcom could potentially seek a deal for Intel’s chip design assets, while TSMC eyes its manufacturing capabilities.Intel interim executive chairman allegedly met with buyers, government Broadcom and TSMC are not officially working together, and any plans either company has for deals with Intel are in preliminary stages, The Wall Street Journal said. However, Intel’s Interim Executive Chairman Frank Yeary has allegedly met with...

Broadcom and Taiwan Semiconductor Manufacturing Co. are reportedly weighing plans to bid for Intel that would result in the storied chipmaker breaking up.According to The Wall Street Journal in a report Saturday, Broadcom has been looking into Intel’s chip-design and marketing business and and has “informally discussed” a bid with its advisers if it finds a partner for Intel’s chip-making operations.The report said TSMC has examined taking over some or all of Intel’s chip plants, meanwhile, as part of an investor consortium or another structure.

Chinese tech company Alibaba has unveiled a new artificial intelligence (AI) model that it claims outperforms its rivals at OpenAI, Meta and DeepSeek. The announcement of the Qwen2.5-Max model yesterday (Jan. 29) is the second major AI announcement from China this week, after DeepSeek's R1 open-weight model took the world by storm following claims that it performs better and is more cost-effective than its American competitors. Now, Alibaba claims that Qwen 2.5-Max, which is also partly open-source, is even more impressive — surpassing a number of rival models in various tests run by the company. "In benchmark tests such as...

Chinese AI startup DeepSeek's chatbot achieved only 17% accuracy in delivering news and information in a NewsGuard audit that ranked it tenth out of eleven in a comparison with its Western competitors including OpenAI's ChatGPT and Google Gemini. The chatbot repeated false claims 30% of the time and gave vague or not useful answers 53% of the time in response to news-related prompts, resulting in an 83% fail rate, according to a report published by trustworthiness rating service NewsGuard on Wednesday. That was worse than an average fail rate of 62% for its Western rivals and raises doubts about AI...

OpenAI has claimed it found evidence suggesting that DeepSeek used distillation, a technique that extracts data from larger models to train smaller ones. OpenAI’s GPT-4 model, which cost over $100 million to train, is an example of a large and complex AI system.OpenAI has raised serious concerns about Chinese AI startup DeepSeek, suspecting the company of using its data to train its own models. DeepSeek has gained significant attention for its cost-effective AI solutions, which are seen as strong competitors to OpenAI’s offerings. Following this, OpenAI and its partner Microsoft are now investigating whether DeepSeek used OpenAI’s API to integrate...

CNBC asked industry experts for their views on DeepSeek, and how it actually compares to OpenAI, creator of viral chatbot ChatGPT, which sparked the AI revolution.