GPUs, chips, datacenters, cloud capacity, power, networking for AI.
DRAM suppliers will only meet 60% of global demand by end-2027, with SK Group warning shortages could persist until 2030. Samsung, SK Hynix, and Micron are ramping production but face a multi-year capacity crunch affecting AI infrastructure buildout.
Cerebras, an AI chip maker, is going public following major partnerships with Amazon Web Services and OpenAI (valued at $10B+). The IPO marks a significant milestone for the specialized hardware sector supporting large-scale AI infrastructure.
Meta disclosed it paid Broadcom $2.3 billion in 2025 for custom AI chip design assistance, marking a rare public window into how major tech firms fund semiconductor development for AI infrastructure.
Cerebras, an AI chip designer, is filing for IPO with plans to raise over $3 billion at a $35 billion valuation—a 60% jump from its $22 billion private round in February. The move signals investor confidence in specialized AI infrastructure amid intense competition for compute capacity.
OpenAI committed over $20 billion to purchase Cerebras AI chips over three years, gaining minority equity warrants and providing $1 billion for datacenter development. The deal signals OpenAI's effort to reduce Nvidia dependence and cut future compute costs.
TSMC reported Q1 revenue growth of 40.6% and raised full-year guidance above 30%, driven by robust AI chip demand from customers like Nvidia and cloud providers. CEO C.C. Wei signaled continued strength in AI-related orders, suggesting upcoming earnings from major tech firms will reflect similar momentum.
Sabi, a California startup, is developing a wearable beanie that translates neural signals directly into text, positioning brain-computer interfaces as a near-term consumer application rather than distant sci-fi.