Two conflicting forecasts say domestic chips could dominate China’s AI market by 2026, raising questions about export controls, supply and demand.

Qualcomm unveiled its Dragonfly C1000 data center CPU built for agentic AI workloads, with Meta confirmed as its first Big Tech customer starting production in 2028.

OpenAI and Broadcom debut Jalapeño, OpenAI's first custom AI accelerator chip, purpose-built for inference workloads and developed using OpenAI's own models.

Elon Musk showcased the first sample of Tesla's AI5 chip, claiming a 40x performance improvement over its predecessor, manufactured by TSMC.

Arm Holdings has broken from its traditional licensing-only model by unveiling its first proprietary in-house chip designed for AI data centers, with the company forecasting the move will generate billions of dollars in additional annual revenue and sending its stock surging over 16%.

Broadcom announced it has shipped the industry's first 2nm custom compute System-on-Chip for AI workloads, built on its proprietary 3.5D Extreme Dimension System-in-Package platform, marking a major leap in AI chip density and performance.