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AI & Enterprise

Google considers using Samsung Electronics 2 nm process for next-generation TPU components

Google is considering involving Samsung Electronics in producing key components for its next-generation AI chip, TPU, The Information reported on Wednesday. Google is discussing having some TPU elements manufactured using Samsung\'s 2-nanometre process. Google has produced TPUs at TSMC, but rising AI chip demand and limited capacity, alongside growing external demand for TPUs, is increasing the need for more production capacity.

AI & Enterprise

Jensen Huang says Nvidia opened $200 billion new market, sees CPU demand surging

Nvidia is pushing into a new AI infrastructure market with its in-house CPU, Vera, as it expands beyond GPUs in anticipation of the agent AI era. CEO Jensen Huang said Vera has opened a new total addressable market of about $200 billion and described it as the first CPU designed from the ground up for agent AI. He said AI agents’ tool use and task execution will drive heavy CPU demand. Nvidia also cited early sales and strong revenue guidance.

Crypto

AI infrastructure investment to grow; expectations rise for AI coins on Nvidia tailwind

Nvidia’s market value surpassing $5 trillion is directly affecting the cryptocurrency market as expectations grow for AI-linked tokens. Traders are watching Nvidia’s performance and AI equipment investment trends as key variables for tokens such as Bittensor (TAO), Render (RNDR) and Fetch.ai (FET). Nvidia shares recently traded around $222 to $230 and hit a record close of $236.74 on May 14. Big tech firms are expected to invest $660 billion in AI infrastructure in 2026.