Elon Musk's Terafab project seeks to revolutionize chip manufacturing with $20-25 billion investment, targeting 1 terawatt capacity by 2029. While stock prices surged, analysts raise concerns about its feasibility, estimating costs could reach $5-13 trillion.

Nvidia CEO Jensen Huang urged the Trump administration to communicate directly with China on AI development, emphasizing cooperation over isolation. He highlighted China's chip production and advocated for a global AI model based on American technology, warning against dividing the open-source ecosystem.

Taiwan's TSMC reported Q1 2026 revenue of $11.34 billion, driven by high HPC chip demand, surpassing expectations. Operating margin rose to 58.1%. Advanced-nodes made up significant revenue, with strong AI orders. Q2 guidance also exceeds estimates.

Elon Musk announced the completion of Tesla's AI5 chip tapeout, with powerful variants AI6 and Dojo3 in development. He praised TSMC and Samsung's support, predicting the AI5 will be a top global AI chip.

NVIDIA's N1 development board, co-developed with MediaTek, has appeared on a second-hand market for about $1,370. Featuring 10 high-performance and 10 energy-efficient CPU cores, it aims to boost gaming and content creation on Arm-based Windows PCs. Official details are expected at GTC 2026.

Broadcom and Meta have extended their partnership until 2029, focusing on custom accelerators and AI chip development. The collaboration aims to empower billions through advanced computational infrastructure, while Broadcom's stock has risen significantly.

Nvidia shares increased by over 18% in 10 days, fueled by high demand for AI chips from major tech companies. CEO Huang announced over $1 trillion in GPU orders through 2027, while Nvidia denied acquisition rumors and launched a quantum computing model.

Broadcom and Meta have entered a strategic partnership to enhance Meta's AI infrastructure, focusing on MTIA chips, projected to extend through 2029. Hock Tan will leave Meta's board, transitioning to an advisory role on chip development.

Anthropic and CoreWeave have reached a multi-year agreement to rent its data center capacity to support growing demand for AI services. The deal will help Anthropic build its Claude AI models and includes multiple Nvidia chip architectures. The partnership will also require working with Broadcom and Google to secure 3.5 gigawatts of power.

SK Telecom, Arm, and Rebellions sign a trilateral memorandum of understanding to jointly develop AI data center inference server solutions, combining Arm’s AGI CPU and the RebelCard chip to optimize high-density inference and large-scale AI deployments.