NVIDIA

AMD CEO Lisa Su is challenging NVIDIA’s dominance in the booming AI chip market. AMD’s new MI355 chips reportedly outperform NVIDIA’s offerings in AI software execution and offer a price advantage. Su forecasts the AI chip market will exceed $500 billion. OpenAI will utilize AMD’s chips, and the company aims to significantly expand its market share, though NVIDIA currently leads with substantial revenue. The MI series is pivotal for AMD’s growth.

TSMC is developing CoPoS, a next-gen chip packaging technology using large panel substrates (up to 310x310mm), expanding upon CoWoS. CoPoS, featuring an interposer for improved signal integrity, is slated for pilot production in 2026, mass production by late 2028/early 2029. It targets high-end applications needing robust power delivery, potentially replacing CoWoS-L, with NVIDIA likely as an early adopter. Interposer materials will move toward glass.

Samsung’s 12-layer HBM3E memory is facing delays in obtaining NVIDIA certification, potentially pushing the timeline to Q4 2025. This setback for the tech giant, which previously aimed for earlier certification dates, could impact its market strategy and revenue. Meanwhile, competitors like Micron are poised to gain market share, as they are actively pursuing HBM3E opportunities, notably with NVIDIA’s GB300 project.

Nvidia’s Chief Scientist Bill Dally suggests U.S. export restrictions on China’s AI sector may have unintentionally boosted China’s capabilities. He notes skilled Chinese researchers are now working for Huawei, fostering indigenous AI solutions. Restrictions have created a localized ecosystem, increasing China’s share of high-end AI researchers. Though China may lag in hardware, it possesses significant intellectual capital. The policy has propelled Huawei’s growth, eliminating key rivals and fostering competitive software solutions.

The 2025 Fortune 500 showcases record revenue for top US companies, with the entry threshold rising. Walmart secured the top spot, while Amazon was runner-up. UnitedHealth Group surpassed Apple. While Microsoft, Apple, and Tesla saw ranking adjustments, NVIDIA made a significant leap, fueled by a 114% revenue surge, entering the top 50 and leading in shareholder return.

AWS is aggressively expanding its global infrastructure and securing NVIDIA’s AI chips to meet surging demand, anticipating billions in annual AI revenue. While AWS revenue increased in Q1, it lagged behind competitors like Microsoft Azure and Google Cloud. CEO Matt Garman highlighted datacenter expansions, collaboration with NVIDIA on GB200 chips, and willingness to host OpenAI models, advocating for cross-platform partnerships.

NVIDIA CEO Jensen Huang reaffirmed the company’s strong commitment to the Chinese market in a recent interview. He emphasized China’s significance, highlighting its rapid growth and the long-standing relationships NVIDIA has cultivated there. Huang stated the market is irreplaceable and acknowledged the current limitations on product offerings, while expressing a commitment to explore future strategies.

The U.S. upholds strict AI chip export controls against China despite NVIDIA CEO Jensen Huang’s warnings that such restrictions fuel China’s tech self-sufficiency drive. Huang noted over half of advanced AI research now stems from Chinese entities like Huawei and DeepSeek, with NVIDIA’s China market share plunging from 90% to 50% amid the bans. Huawei’s Ascend chips have filled the gap, becoming its key regional rival. While NVIDIA plans China-compliant Blackwell chips by July, analysts doubt their competitiveness against China’s R&D surge. U.S. Officials defend the curbs as vital for national security, but critics argue the policy risks eroding U.S. influence in shaping global AI innovation, as Huang emphasized leadership stems from breakthroughs, not barriers.

At the World Masters Games, NVIDIA CEO Jensen Huang asked 104-year-old badminton champion Lin Youmao his secret to longevity. Lin’s playful response—“Looking at beautiful women”—prompted laughter and sparked scientific discourse. Research cited links positive visual stimuli to dopamine release and cardiovascular benefits, including a Cornell study noting improved vitality in heart patients exposed to uplifting imagery. Widely shared online, the exchange drew humorous and philosophical reactions, with observers highlighting Lin’s 80-year career blending physical activity with joy. Huang’s engagement underscored growing corporate interest in holistic health, blending tech innovation with wellness insights beyond traditional metrics.

NVIDIA CEO Jensen Huang criticized U.S. AI chip export controls to China as a “failed strategy,” arguing they have spurred China’s semiconductor self-reliance while harming American firms. Speaking at COMPUTEX 2025, Huang noted Nvidia’s China market share dropped from 95% to 50% as local competitors emerged, with potential losses up to $15 billion from H20 chip restrictions. He warned Biden-era bans unintentionally accelerated China’s domestic R&D, with over half of global AI researchers now based there. The 2022 U.S. chipmaking equipment export ban drew backlash, with China condemning “unilateral bullying” harming global supply chains. Trump’s revocation of the “Intelligence Diffusion Rule” highlighted shifting market dynamics, underscoring policies that hinder innovation risk U.S. competitiveness.