Nvidia invests $5B in struggling Intel for joint chip development—a power reversal that would've seemed impossible three years ago. Intel gets cash and validation; Nvidia gets x86 access without foundry risk. AMD faces pressure on two fronts.
Huawei breaks years of chip silence with roadmap through 2028 as China bans Nvidia purchases—a coordinated tech offensive timed for Trump-Xi talks. The clustering strategy and memory breakthrough claims signal parallel infrastructure.
Upscale AI's $100M bet: open standards can outperform proprietary networking stacks that dominate AI infrastructure. Serial founders from Palo Alto Networks claim their SONiC-based fabric can match Big Tech's performance while breaking vendor lock-in.
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