China Pushes Back on New U.S. Tech Investment Limits
China is pushing back as the U.S. considers expanding technology-investment restrictions into biotechnology, advanced computing and hypersonic systems. The proposal is not a blanket ban on Chinese investments, but the next steps from Washington and Beijing could influence where technology capital is allowed to flow.
ASML Can't Meet 2027 AI Chip Demand as Supply Tightens
ASML says its planned supply of advanced chipmaking machines will not fully meet customer demand in 2027 and 2028, even as capacity expands. With customers already discussing orders for 2029 and 2030, manufacturing equipment could become one of the AI boom's most important bottlenecks.
Microsoft Maia 300 Challenges Nvidia’s AI Chip Lead
Microsoft plans to deploy potentially more than one million Maia 300 chips next year as it pushes deeper into its own AI infrastructure. With more than $175 billion in expected capital spending, the bigger question is how Microsoft’s shift toward in-house silicon could change where AI money flows.