Micron to invest $9.6 billion in western Japan plant, report says Signage at the Micron Technology booth at the China International Import Expo in Shanghai is seen on Nov. 6. Micron Technology will spend ¥1.5 trillion ($9.6 billion) to build a plant in western Japan to make memory chips for artificial intelligence applications, Nikkei newspaper reported. The move comes as Micron looks to diversify advanced chip production outside of Taiwan, Nikkei said, citing people familiar with the matter. The new factory will manufacture high-bandwidth memory (HBM) chips, a key component for working with AI processors such as those made by Nvidia, according to the report. Micron will build the facility within the compound of its Hiroshima plant, starting in May, with plans to launch HBM shipments around 2028, Nikkei said. The Ministry of Economy, Trade and Industry will subsidize up to ¥500 billion of the costs for the project, the newspaper said.

The struggling American chipmaker is betting that a new plant and fresh product line will help turn around its fortunes. After four years of construction, Intel said on Thursday that its Fab 52 semiconductor plant in Chandler, Arizona is now turning out its first chips. The company also shared more details about the long-awaited CPUs that it will be producing in the facility using Intel's brand new 18A process technology. The announcement comes just six weeks after the Trump administration acquired a 9.9 percent stake in Intel in exchange for $8.9 billion in stock. The fab opening, while long in the works, is the first major opportunity for the struggling American chip maker to convince the broader tech industry that it can produce some of the world's most advanced chips at scale--and that the White House's investment might pay off.

AMD's shares surge on deal to supply AI chips to OpenAI United States chipmaker AMD will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option to buy up to roughly 10 percent of the company. Shares of the chipmaker surged more than 34 percent on Monday when the deal was announced, putting them on track for their biggest one-day gain in more than nine years and adding roughly $80bn to the company's market value. "We view this deal as certainly transformative, not just for AMD, but for the dynamics of the industry," AMD executive vice president Forrest Norrod told the Reuters news agency. The agreement closely ties the startup at the centre of the AI boom to AMD, one of the strongest rivals of Nvidia, which recently agreed to make substantial investments in OpenAI. Analysts said it was a significant vote of confidence in AMD's AI chips and software but is unlikely to dent Nvidia's dominance, as the market leader continues to sell every AI chip it can make.

OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI OpenAI's latest move in the race to build massive data centers in the US shows it believes demand for AI will keep surging--even as skeptics warn of a bubble. Sam Altman, CEO of OpenAI, Lisa Su, CEO of Advanced Micro Devices, and Michael Intrator, CEO of CoreWeave, arrive to testify during the Senate on Thursday, May 8, 2025.Photograph: Tom Williams; Getty Images Save this storyOpenAI announced on Monday that it will acquire several data centers' worth of chips from AMD in a blockbuster deal that could also give OpenAI the option to acquire a roughly 10 percent stake in the chipmaker. It's another bold bet from OpenAI that demand for generative artificial intelligence will continue rising--bubble be damned. "Excited to partner with AMD to use their chips to serve our users!" OpenAI CEO Sam Altman said on X, adding that the company will also ramp up its investments in Nvidia chips. He added: "The world needs much more compute " OpenAI said in a blog post this morning that it would commit to purchasing 6 gigawatts' worth of AMD chips over the next several years.

Nvidia's CEO, Jensen Huang, talks during the keynote address of Nvidia GTC on 18 March 2025 in San Jose, California. Nvidia's CEO, Jensen Huang, talks during the keynote address of Nvidia GTC on 18 March 2025 in San Jose, California. Nvidia to invest $5bn in Intel after Trump administration's 10% stake Nvidia, the world's leading chipmaker, has announced plans to invest $5bn in Intel and collaborate with the struggling semiconductor company on products. A month after the Trump administration confirmed it had taken a 10% stake in Intel - the latest extraordinary intervention by the White House in corporate America - Nvidia said it would team up with the firm to work on custom datacenters that form the backbone of artificial intelligence (AI) infrastructure, as well as personal computer products. Intel shares jumped nearly 23% after markets closed, making it the largest one-day percentage gain for the company since 1987.

Jensen Huang Wants You to Know He's Getting a Lot Out of the'Fantastic' Nvidia-Intel Deal Nvidia is investing $5 billion in Intel. The news comes after the US government took a roughly 10 percent equity stake in the struggling chipmaker. Nvidia CEO Jensen Huang attends a business event hosted by US president Donald Trump and Britain's prime minister, Keir Starmer, at Chequers, in Aylesbury, central England, on September 18, 2025. One of the world's most valuable companies is throwing Intel a lifeline. Nvidia, which has a market cap of $4.3 trillion, said today that it will invest $5 billion in Intel, the struggling US chipmaker that was recently at the center of an unorthodox investment deal with the US government.

Inside Anthropic's Big Washington Push Welcome back to In the Loop, new twice-weekly newsletter about AI. If you're reading this in your browser, why not subscribe to have the next one delivered straight to your inbox? The AI industry has descended upon Washington. The industry recently pledged up to $200 million toward new super PACs aimed at influencing upcoming elections. And on Monday, I attended an event that epitomized this swell of capital and effort: The Anthropic Futures Forum.

Physicists have created a new type of radar that could help improve underground imaging, using a cloud of atoms in a glass cell to detect reflected radio waves. The radar is a type of quantum sensor, an emerging technology that uses the quantum-mechanical properties of objects as measurement devices. It's still a prototype, but its intended use is to image buried objects in situations such as constructing underground utilities, drilling wells for natural gas, and excavating archaeological sites. If you're interested in the potential of quantum, why not check out: Why AI could eat quantum computing's lunch. Rapid advances in applying artificial intelligence to simulations in physics and chemistry have some people questioning whether we will even need quantum computers at all.

The chip designer Nvidia has said it will build 500bn ( 378bn) worth of artificial intelligence infrastructure in the US over the next four years, in a sign of manufacturers investing in operations on American soil amid Donald Trump's tariffs. The announcement comes after Trump reiterated threats on Sunday to impose imminent tariffs on the semiconductors that Nvidia makes mostly in Taiwan, and after the chipmaker's chief executive, Jensen Huang, dined at the president's Mar-a-Lago resort earlier this month. Nvidia, whose chips have helped drive the huge wave of artificial intelligence (AI) development in recent years, will work with its manufacturing partners to design and build factories so it can create "supercomputers" completely within the US. Production of its popular Blackwell graphics processing unit has already started at Taiwan Semiconductor Manufacturing Company's plant in Phoenix, Arizona, Nvidia said. Construction of new plants is also under way with the manufacturers Foxconn in Houston and Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12 to 15 months.

Bill Gates was once the embodiment of the computer industry. Though the co-founder and former CEO of Microsoft retired over a decade ago to pursue full-time philanthropy, people still listen when he talks -- and in a recent interview, he talked about Intel. Intel is having a rough time of late. It's had high-profile failures for its most powerful CPUs, and rivals AMD and especially Nvidia are kicking its silicon butt in the AI arms race. In December, the company's CEO Pat Gelsinger stepped down after working for Intel on-and-off for decades. Intel is also one of Microsoft's most important partners, so it's no surprise that the company's woes came up in an interview with the Associated Press.