Tags: SoftBank

A U.S. District Court granted Qualcomm a complete victory in the licensing lawsuit filed by Arm. The court dismissed the remaining claims against Qualcomm and upheld a prior jury verdict that found Qualcomm and its subsidiary Nuvia did not breach their licensing agreement. The decision lets Qualcomm continue selling chips that incorporate Nuvia designs, including those used in Microsoft Surface laptops. Arm announced it will appeal the ruling, while Qualcomm looks ahead to its own pending lawsuit against Arm, scheduled for trial in 2026. Lire la suite

Silicon Valley dominated headlines this week with massive AI infrastructure deals. Nvidia announced a potential $100 billion investment in OpenAI, while OpenAI revealed plans to add five new Stargate data centers in partnership with Oracle and SoftBank, promising gigawatts of fresh capacity. Oracle financed the effort by selling $18 billion in bonds. At the same time, OpenAI launched Pulse, a personalized morning briefing feature in ChatGPT that currently runs only for $200‑a‑month Pro users due to server constraints. The flurry of investments and product launches raises questions about the balance between costly data‑center expansion and new AI services. Lire la suite

OpenAI disclosed plans to stand up five new data center sites across Texas, New Mexico, Ohio and a yet‑to‑be‑announced Midwest location, partnering with Oracle and SoftBank. The effort is part of the so‑called Stargate project, which aims to deliver up to 10 gigawatts of AI compute power and involves billions of dollars in investment. Existing facilities include a site in Abilene, Texas, and collaborations with CoreWeave. CEO Sam Altman emphasized that expanding compute is essential to AI’s promise, while noting challenges such as financing, permitting and community opposition. A lawsuit from Ziff Davis over alleged copyright infringement is also highlighted. Lire la suite

OpenAI announced plans to add five new data centers across the United States under its Stargate program, partnering with Oracle and SoftBank. The expansion will bring total U.S. capacity close to seven gigawatts and includes sites in Texas, New Mexico, Ohio, and a yet‑to‑be‑named Midwest location. Oracle will operate the flagship Abilene facility, while SoftBank’s SB Energy backs two of the new sites. The project is tied to broader U.S. AI competitiveness goals, with expectations of thousands of jobs and additional collaborations with Nvidia and international partners. Lire la suite

Tech giants and investors are pouring massive capital into AI infrastructure, signing multi‑billion‑dollar cloud and data‑center deals to meet soaring compute demands. Microsoft, Oracle, Google, Amazon, Nvidia, and others have locked in partnerships with AI firms such as OpenAI, Anthropic, and Meta, committing billions to cloud services, GPU supply, and new data‑center construction. These agreements underline a race to secure the hardware and energy needed for next‑generation models, while also highlighting the growing influence of AI on corporate strategy and the broader technology ecosystem. Lire la suite

Nvidia is putting $5 billion into Intel common stock as part of a new partnership that will see the two companies jointly create multiple generations of custom system‑on‑chip products for both PCs and data‑center workloads. Intel will build x86 SoCs that integrate Nvidia RTX GPU chiplets, while the firms will also combine their interconnect technologies such as Nvidia’s NVLink. The collaboration is intended to strengthen both companies against rivals like AMD and to broaden Nvidia’s AI and accelerated‑computing reach. The announcement coincided with a U.S. government stake in Intel and a SoftBank investment, sending Intel’s shares sharply higher. Lire la suite

OpenAI announced a nonbinding memorandum of understanding with Microsoft that would allow the AI startup to convert its for‑profit arm into a public benefit corporation. The deal keeps OpenAI’s nonprofit board in control while granting Microsoft preferred access to the technology and primary cloud services. The agreement follows months of negotiation, legal disputes, and competing partnership offers, including a cloud contract with Oracle and a data‑center collaboration with SoftBank. Regulators in California and Delaware must still approve the transition, and the arrangement remains subject to a definitive contract. Lire la suite