Jensen Huang put the cost of running Nvidia's AI agent software at about $2,000 per GPU per year during a question and answer session at GTC Berlin on 22 October 2026. Nvidia's existing AI Enterprise platform lists at $4,500 per GPU for a year.
Treasury has proposed regulations implementing the Comprehensive Outbound Investment National Security Act, expanding the outbound investment screening regime from China to Russia, Iran, North Korea and Cuba. Public comments run through 7 December 2026.
ChangXin Memory Technologies estimated January to September revenue of 265bn to 270bn yuan, up 742 per cent, and net profit of up to 132.5bn yuan. Its chairman proposed a buy-back of up to 2bn yuan; the shares dropped 6.5 per cent on 19 October.
Japan will invest up to $21 billion in two semiconductor plants in New York state that GlobalFoundries will build and run but not own, the company said on 14 October 2026. Reuters reported the factories will be jointly owned by the US government and Japanese interests, and that Washington is taking a further 4 per cent of GlobalFoundries itself.
ASML reported third-quarter net sales of €11,662 million and net income of €4,960 million on 14 October 2026, raised its full-year outlook to €44 billion to €45 billion, and said customers are asking about orders for 2029 and 2030. It published no quarterly bookings figure.
Microsoft unveiled Maia 300 on 12 October 2026 and said it will scale its in-house accelerator family to multi-gigawatt deployments from 2027. Reuters reported the company plans to deploy potentially more than a million of the chips next year. None of the claimed efficiency gains has been independently measured.
Samsung Electronics estimated third-quarter operating profit of 107.4 trillion won and TSMC reported quarterly revenue of T$1.49 trillion on the same day. One is an earnings estimate, the other is turnover, and neither company has split price from volume.
The agreement covers the patents behind LogicFolding, the stacking technique Huawei developed without access to EUV lithography. Nikkei Asia reports it makes Qualcomm a net payer to Huawei for the first time since Huawei began licensing Qualcomm patents in 2001.
South Korea's trade ministry reported on 1 October 2026 that September exports rose 83.5% year on year to a record $120.94 billion, with semiconductors alone at $60.30 billion. Contract prices, not just volumes, are doing much of the work.
Semiconductors & AI computing · Santa Clara, California, US
The dominant supplier of accelerated computing for AI training and inference, and increasingly a platform company spanning chips, networking, software and robotics.
AI data centres are purpose-built facilities that house dense clusters of accelerators, with power, cooling and networking designed for training and serving large models.
Intelligence that perceives and acts in the physical world.
Physical AI refers to AI systems embodied in machines that sense their environment, reason about it and take physical actions: robots, autonomous vehicles, drones and industrial equipment driven by foundation models.
