CHIP DESIGN COMPETITION
AMD stock up over 9% after new AI chips reveal: Is AMD the breakout investors have been waiting for?
AMD stock jumped over 9% after the company unveiled its latest AI chips, including the Instinct MI325X, sparking fresh investor excitement. The news came during AMD’s “Advancing AI” event, where it laid out its future AI roadmap and new hardware plans. With major analysts raising price targets and AMD doubling down on AI tech, many now wonder if this is the breakout moment investors have been waiting for. Backed by rising volume, upbeat forecasts, and bullish momentum, AMD stock is once again in the spotlight — and the story is far from over.
AMD unveils AI server as OpenAI taps its newest chips
AMD has unveiled its upcoming MI400-based "Helios" AI server, set for 2026, to rival Nvidia’s dominance. CEO Lisa Su stressed open collaboration, with support from OpenAI, Meta, and xAI. Su was joined onstage by OpenAI's Sam Altman, who said his company is using AMD's MI300X and MI450 chips.
Paytm, Mobikwik shares slip; US onsite visas stall
Paytm and Mobikwik stocks slide after MDR rumour sparks selloff. This and more in today’s ETtech Top 5.
Chip wars heat up: Israeli startup Speedata raises millions to challenge Nvidia with lightning-fast processor
Speedata, an Israeli chip startup, secured $44 million in Series B funding, bringing its total to $114 million. The company is set to unveil its APU, a processor designed to accelerate data analytics workloads, potentially challenging Nvidia's dominance. Speedata's APU demonstrated a 280x speed improvement over traditional hardware in pharmaceutical testing.
Google ChatGpt creator OpenAI deal inked? What we know so far
Google's addition of OpenAI to its customer list shows how the tech giant has capitalized on its in-house AI technology from hardware to software to accelerate the growth of its cloud business.
Fire sale at Byju’s; Meesho’s pre-IPO move
Troubled edtech startup Byju’s is selling its US assets at steep losses, mandated by a US bankruptcy court. This and more in today’s ETtech Top 5.
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OpenAI taps Google in unprecedented cloud deal despite AI rivalry, sources say
The deal, which has been under discussion for a few months, was finalized in May, one of the sources added. It underscores how massive computing demands to train and deploy AI models are reshaping the competitive dynamics in AI, and marks OpenAI's latest move to diversify its compute sources beyond its major supporter Microsoft, including its high-profile Stargate data center project.
Turf war in the clouds showers on the ground
As neocloud firms begin to challenge hyperscalers’ dominance, Indian data centres seek to benefit from this shift in cloud business, finds Himanshi Lohchab.
OnePlus 13s review: Making the compact smartphone segment exciting
OnePlus 13s is launched today. The smartphone is powered by Qualcomm Snapdragon 8 Elite SoC. The device also features a new Plus key.
Best wedding gifts under 20000 for couples who deserve the best
Search for the best wedding gifts under 20,000 to enjoy a couple’s special day with meaningful style. Gifts can be anything from useful gadgets to elegant home ware to memorable keepsakes. Thoughtful gifts can demonstrate love, support, and well-wishes. In this collection, you will find useful and original wedding gifts that have a beautiful balance of aesthetics and function. Each gift idea has been chosen as a pleasant surprise to help you choose a wedding gift that has significance and will be highly appreciated.
Jensen Huang on edge: After DeepSeek, Chinese chipmakers may threaten Nvidia's dominance
Nvidia CEO Jensen Huang acknowledges the rapid advancement of Chinese chipmakers, particularly Huawei's AI chips. Lisuan Technology, a Chinese startup, is developing the G100 GPU, aiming for RTX 4060-level performance. Despite skepticism and ongoing testing, this development signifies China's growing capabilities in the GPU market.
Experts speculate Samsung's spinoff of foundry business will boost trust and competitiveness, Samsung says it's too early
Samsung may separate its foundry business from its semiconductor division. This move addresses conflict of interest concerns. It mirrors a similar separation at Samsung Biologics. The foundry business makes chips for other firms. Concerns exist about technology leaks to competitors like Nvidia and Qualcomm. Experts suggest profitability is needed before the split.
June 2025 Smartphones Release: OnePlus, Poco, Infinix and more gear up to dazzle tech fans
Smartphones releasing in June 2025: June 2025 is set to be a thrilling month for smartphone enthusiasts, with brands launching devices across all segments. From gaming powerhouses like the Infinix GT 30 Pro to compact flagships such as the OnePlus 13s, there's a phone for every need.
A compelling economic logic is leading India's big data push away from major coastal centres, deep into the inlands
Data centres in India are moving inland. Companies are choosing locations with cheaper land and power. RackBank, CtrlS, Nxtra, and Infibeam Avenues are leading this shift. They are building facilities in cities like Indore, Patna and Lucknow. This decentralisation supports low latency and data localization. It also makes digital infrastructure more affordable.
Made in India iPhones will still be cheaper in US, even with Trump's 25% tariff: GTRI Report
A Global Trade Research Initiative report indicates that manufacturing iPhones in India remains more cost-effective than in the U.S., even with a potential 25% tariff. The significant difference in labor costs, with Indian assembly workers earning considerably less than their U.S. counterparts, offsets the tariff impact. Apple's profit margins would be drastically reduced if production shifted to the U.S.
Made in India iPhones will still be cheaper in US, even with Trump's 25% tariff: GTRI report
The report breaks down the current value chain of a $1,000 iPhone, which involves contributions from over a dozen countries. Apple retains the largest share of the value, about $450 per device, through its brand, software, and design. It also added that the U.S. component makers, such as Qualcomm and Broadcom, add $80, while Taiwan contributes $150 through chip manufacturing.
Apple plans glasses for 2026 as part of AI push, nixes watch with camera
Apple is accelerating development of AI-powered smart glasses, targeting a 2026 release, while cancelling plans for a camera-equipped Apple Watch. The glasses will rival Meta’s Ray-Bans, featuring cameras, microphones, and Siri integration. Concerns remain over Apple’s AI capabilities, which currently lag behind competitors like Meta and Google.
Baidu says domestic tech will shield AI push from US curbs
Baidu asserts that U.S. export controls on semiconductors will not significantly hinder its AI development, citing access to domestic alternatives. The company's first-quarter revenue surpassed expectations, driven by growing demand for its AI cloud services. Baidu is actively innovating in AI, launching new models and upgrading existing ones to compete in the evolving landscape.
Dell unveils new AI servers powered by Nvidia chips to boost enterprise adoption
Dell and Super Micro Computer have benefited from the growing demand for servers designed to handle the computer-heavy AI tasks, but the high cost of producing the systems and tough competition have pressured their margins. Dell in February forecast a decline in adjusted gross margin rate for fiscal 2026, while Super Micro projected fourth-quarter revenue below estimates earlier this month as tariff-driven economic uncertainty pressures its performance.
Going against Donald Trump, Jensen Huang-led Nvidia to open R&D center in China; here are the details
Despite US-China tensions, Nvidia plans a new AI research facility in Shanghai, signaling a strong commitment to its second-largest market. China accounted for 14% of Nvidia's revenue in 2024, with CEO Jensen Huang predicting significant growth. The center will navigate export restrictions, optimize products, and tap into Chinese AI talent.
PhonePe’s pre-IPO challenges; VC funds get AI edge
Happy Monday! Digital payments leader PhonePe is struggling with diversifying its revenue streams on the road to IPO. This and more in today’s ETtech Morning Dispatch.
iPhone 17 Air Price Leak: Expected cost, specs, thickness, and battery details revealed
Apple attributes its pricing strategy for the iPhone 17 series to “major design upgrades” and “new features,” in addition to global tariff pressures. The company is reportedly gearing up for a broader price revision across the entire lineup.
Multibagger or IBC - Part 6: Will change in focus to EV make this auto ancillary company a major automaker?
The year was 2016. At a time most of its peers were wondering how they could adapt to survive the EV transformation in the auto sector, this auto ancillary had not only made the pivot but had actually switched to becoming an EV OEM. That year, it launched its first electric bus! In addition, today, as rivals are worrying about US tariffs, this company is doubling down on India and select international markets through a mix of aggressive tender wins, strategic JVs, and capital infusion from global institutions.
Nvidia plans China research centre as export curbs bite: Report
Nvidia is planning to establish a research centre in Shanghai to address Chinese market needs while complying with US export controls. However, core design and production will remain outside China. Amid tighter US chip restrictions, Nvidia faces growing competition from firms like Huawei, as China pushes for greater technological self-reliance in AI and semiconductors.
Sony WH 1000XM6 review: best noise canceling headphones yet but with a higher price tag
Sony has released the WH 1000XM6 noise canceling headphones three years after its WH 1000XM5 launch. With better audio quality, smarter design, and improved ANC, the $449 headphones are more premium than ever. But are the new features enough to justify the price jump? Here is what you need to know
Potential US semiconductor manufacturing boom complicated by Trump's economic policies
The US semiconductor industry is expanding rapidly, especially in Greater Sacramento, driven by CHIPS Act incentives and supply chain concerns. However, Trump's tariff threats and policy uncertainty are stalling investment and risking progress. Experts warn prolonged trade tensions could disrupt growth, despite major commitments from firms like Bosch and TSMC.
China's Xiaomi to launch self-developed mobile chip in late May
Xiaomi will launch its self-developed mobile chip, XringO1, in late May, CEO Lei Jun announced. The move signals Xiaomi’s push into advanced chip design, competing with Apple and Huawei, who use custom chips to boost performance and ecosystem integration in China’s increasingly competitive smartphone market.
SiCarrier-Huawei partner in chips seeks $2.8 billion in funds, sources say
It is a prime example of how US restrictions on exports of chipmaking gear and advanced semiconductors to China, while curbing tech progress in the world's second-largest economy in some ways, have spurred Chinese firms to take up President Xi Jinping's call to evolve into a self-sufficient domestic chip industry.
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