Alibaba Prepares AI Chip Unit for Potential IPO Alibaba Group Holding Ltd. is preparing to spin out and potentially list its AI chipmaking arm, T-Head, as investor interest surges in companies positioned to compete in the fast-growing AI accelerator market.

Meta’s Manus Deal Meets Early Resistance Meta Platforms’s reported $2 billion acquisition of AI startup Manus was meant to accelerate its push into enterprise and automation software. Instead, the deal is already prompting some of Manus’ existing customers to walk

AI Data Centers Are Pulling Intel Back Into the Game CPU demand quietly tightens Intel is benefiting from the same AI buildout driving massive capital spending across Big Tech — even without being the dominant GPU supplier. According to KeyBanc

Another milestone quarter Taiwan Semiconductor Manufacturing Company reported a blowout fourth quarter, with profit jumping 35% year over year as demand for artificial intelligence chips continued to surge. Revenue reached NT$1.046 trillion ($33.7 billion), while net income climbed to NT$505.7

A strategic AI pivot Apple has entered a multi-year partnership with Google to use its Gemini artificial intelligence models to power next-generation Siri features, marking one of the most significant shifts in Apple’s AI strategy in years. Under the agreement,

What’s changing Nvidia is imposing unusually strict payment terms on Chinese customers seeking its H200 artificial intelligence chips, requiring full upfront payment before orders are accepted, according to people familiar with the matter. Under the policy, buyers must commit capital

Musk Pushes Back on Nvidia’s CES Reveal Confidence in Tesla’s FSD lead Elon Musk said Tuesday that it would take five to six years — or longer — before Nvidia’s latest autonomous driving technology poses serious competition to Tesla’s Full

U.S. Demand Forces Meta to Hit Pause Supply can’t keep up Meta Platforms announced it is delaying the international rollout of its Ray-Ban Display AI glasses after demand in the United States far exceeded expectations. According to the company, product

A Historic Run Meets Reality Momentum slows after an extraordinary surge Nvidia entered 2026 as the world’s most valuable company — but with noticeably shakier footing than just a few months ago. Since peaking in late October, Nvidia shares have

Nvidia is moving to secure additional manufacturing capacity for its H200 artificial intelligence chips, sounding out Taiwan Semiconductor Manufacturing Company about expanding production as demand from Chinese technology firms sharply accelerates, according to multiple sources familiar with the matter. Chinese