Demand for CPUs by AI systems is creating positive sentiment and drives AMD and Intel stocks to their highs.

The U.S. Court of Appeals determines $3 billion VLSI lawsuit was not suitable for summary judgment and must instead be evaluated by a jury, so it must return to a district court for proceedings.

Ex-Apple, ex-Nuvia CPU designers Gerard Williams, John Bruno, and Ram Srinivasan establish Nuvacore startup to develop clean-sheet CPUs for always-on compute-intensive AI workloads.

Broadcom inks deal with Meta to supply multi-GW of custom MTIA silicon through 2029, but Hock Tan will leave Meta's board.

As Elon Musk shows off the first Tesla AI5 sample with a 384-bit memory interface, he says next-generation AI6 and Dojo 3 processors are in the works.

Nvidia widely uses AI for different stages of the chip design process, though it admits that AI is a long way from designing chips completely autonomously.