Semiconductors

Japan targets AI leadership through new Nvidia–Fujitsu collaboration

Nvidia and Fujitsu have partnered to build an AI infrastructure in Japan, focusing on robotics and advanced computing. The project will utilise Nvidia’s GPUs and Fujitsu’s expertise to support healthcare, manufacturing, environmental work, and customer services, with completion targeted for 2030.

Speaking in Tokyo, Nvidia CEO Jensen Huang said Japan could lead the world in AI and robotics. He described the initiative as part of the ongoing AI industrial revolution, calling infrastructure development essential in Japan and globally.

The infrastructure will initially target the Japanese market but may later expand internationally. Although specific projects and investment figures were not disclosed, collaboration with robotics firm Yaskawa Electric was mentioned as a possible example.

Fujitsu and Nvidia have previously collaborated on digital twins and robotics to address Japan’s labour shortages. Both companies state that AI systems will continually evolve and adapt over time.

Fujitsu CEO Takahito Tokita said the partnership takes a humancentric approach to keep Japan competitive. He added that the companies aim to create unprecedented technologies and tackle serious societal challenges.

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Atlantic Quantum joins Google Quantum AI to advance scalable quantum hardware

Google Quantum AI has taken a major step in its pursuit of error-corrected quantum computing by integrating Atlantic Quantum, an MIT spin-out focused on superconducting hardware.

The move, while not formally labelled an acquisition, effectively brings the startup’s technology and talent into Google’s programme, strengthening its roadmap toward scalable quantum systems.

Atlantic Quantum, founded in 2021, has worked on integrating qubits with superconducting control electronics in the same cold stage.

A modular chip stack that promises to simplify design, reduce noise, and make scaling more efficient. Everything is equally important to build machines capable of solving problems beyond the reach of classical computers.

Google’s Hartmut Neven highlighted the approach as a way to accelerate progress toward large, fault-tolerant devices.

The startup’s journey, from MIT research labs to Google integration, has been rapid and marked by what CEO Bharath Kannan called ‘managed chaos’.

The founding team and investors were credited with pushing superconducting design forward despite the immense challenges of commercialising such cutting-edge technology.

Beyond hardware, Google gains a strong pool of engineers and researchers, enhancing its competitive edge in a field where rivals include IBM and several well-funded scale-ups.

A move that reflects a broader industry trend where research-heavy startups are increasingly folded into major technology firms to advance long-term quantum ambitions. With governments and corporations pouring resources into the race, consolidation is becoming common.

For Atlantic Quantum, joining Google ensures both technological momentum and access to resources needed for the next phase. As co-founder Simon Gustavsson put it, the work ‘does not stop here’ but continues within Google Quantum AI’s effort to deliver real-world quantum applications.

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Taiwan rejects US proposal on semiconductor production split

Taiwan has dismissed reports of a US plan to divide global semiconductor production evenly between the two sides. Vice Premier Cheng Li-chiun, returning from tariff talks in Washington, said her negotiating team had never discussed or agreed to a 50-50 split on chipmaking.

‘Rest assured, we did not discuss this issue during this round of talks, nor would we agree to such conditions,’ Cheng told reporters.

The clarification followed comments by US Commerce Secretary Howard Lutnick, who suggested Washington was seeking such an arrangement. Neither the US Department of Commerce nor the Office of the Trade Representative commented on the reports.

Taiwan, home to leading chipmaker TSMC, currently faces a 20% tariff on exports to the United States but hopes negotiations will lead to more favourable trade terms.

TSMC is already expanding production abroad with a $165 billion investment in factories in Arizona, though the majority of its output will remain in Taiwan. The government has emphasised that the ongoing trade talks with Washington have achieved ‘certain progress’ but remain focused on tariffs, not production quotas.

Separately, President Lai Ching-te met with US officials to discuss agricultural trade. Taiwan pledged to purchase $10 billion worth of American agricultural products, including soybeans, wheat, corn, and beef, over the next four years, signalling broader economic cooperation despite tensions over chips.

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Samsung joins OpenAI for AI data centre push

Samsung Electronics, alongside OpenAI, has signed a letter of intent to collaborate on AI data centre infrastructure. The partnership leverages Samsung’s expertise in semiconductors, cloud services, and shipbuilding. Combining these strengths aims to accelerate advancements in global AI technology.

Samsung Electronics will provide energy-efficient DRAM for OpenAI’s Stargate, meeting a projected demand of 900,000 wafers monthly. Advanced chip packaging and heterogeneous integration further enhance Samsung’s ability to deliver tailored semiconductor solutions for AI workflows.

Samsung SDS will design and operate Stargate AI data centres while offering enterprise AI services, including ChatGPT integration for Korean businesses. Meanwhile, Samsung C&T and Samsung Heavy Industries will explore floating data centres to address land scarcity and reduce emissions.

Signed in Seoul, the agreement positions Samsung to support Korea’s ambition to rank among the top three AI nations globally. Broader adoption of ChatGPT within Samsung’s operations will also drive workplace AI transformation.

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Four new Echo devices debut with Amazon’s next-gen Alexa+

Amazon has unveiled four new Echo devices powered by Alexa+, its next-generation AI assistant. The lineup includes Echo Dot Max, Echo Studio, Echo Show 8, and Echo Show 11, all designed for personalised, ambient AI-driven experiences. Buyers will automatically gain access to Alexa+.

At the core are the new AZ3 and AZ3 Pro chips, which feature AI accelerators, powering advanced models for speech, vision, and ambient interaction. The Echo Dot Max, priced at $99.99, features a two-speaker system with triple the bass, while the Echo Studio, priced at $219.99, adds spatial audio and Dolby Atmos.

The Echo Show 8 and Echo Show 11 introduce HD displays, enhanced audio, and intelligent sensing capabilities. Both feature 13-megapixel cameras that adapt to lighting and personalise interactions. The Echo Show 8 will cost $179.99, while the Echo Show 11 is priced at $219.99.

Beyond hardware, Alexa+ brings deeper conversational skills and more intelligent daily support, spanning home organisation, entertainment, health, wellness, and shopping. Amazon also introduced the Alexa+ Store, a platform for discovering third-party services and integrations.

The Echo Dot Max and Echo Studio will launch on October 29, while the Echo Show 8 and Echo Show 11 arrive on November 12. Amazon positions the new portfolio as a leap toward making ambient AI experiences central to everyday living.

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Semicon Coalition unites EU on chip strategy and autonomy

European ministers have signed the Declaration of the Semicon Coalition, calling for a revised EU Chips Act 2.0 to boost semiconductor resilience, innovation, and competitiveness. The declaration outlines five priorities: collaboration, investment, skills, sustainability, and global partnerships.

The coalition, launched by the Netherlands in March, includes Austria, Belgium, Finland, France, Germany, Italy, Poland, and Spain. Other EU states joined today in Brussels, where Dutch minister Vincent Karremans presented the declaration to the European Commission.

Over fifty leading European and international semiconductor players have endorsed the declaration. This support strengthens momentum for placing end-markets at the core of the EU’s semiconductor strategy and aligns with Mario Draghi’s report on competitiveness.

The priorities include aligning EU and national funding, accelerating approvals for strategic projects, building a skilled talent pipeline, and promoting circular, energy-efficient manufacturing. International partnerships will also be deepened while safeguarding European strategic autonomy.

Minister Karremans said the strategy demonstrates Europe’s response to global tensions and its commitment to boosting semiconductor capacity, research funding, and readiness for demand in AI, automotive, energy, and defense.

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EU and Indonesia free trade deal strengthens tech and digital supply chains

The European Union and Indonesia have concluded negotiations on a Comprehensive Economic Partnership Agreement (CEPA) and an Investment Protection Agreement (IPA), strongly emphasising technology, digitalisation and sustainable industries.

The agreements are designed to expand trade, secure critical raw materials, and drive the green and digital transitions.

Under the CEPA, tariffs on 98.5% of trade lines will be removed, cutting costs by €600 million annually and giving EU companies greater access to Indonesia’s fast-growing technology sectors, including electric vehicles, electronics and pharmaceuticals.

European firms will also gain full ownership rights in key service areas such as computers and telecommunications, helping deepen integration of digital supply chains.

A deal that embeds commitments to the Paris Agreement while promoting renewable energy and low-carbon technologies. It also includes cooperation on digital standards, intellectual property protections and trade facilitation for sectors vital to Europe’s clean tech and digital industries.

With Indonesia as a leading producer of critical raw materials, the agreement secures sustainable and predictable access to inputs essential for semiconductors, batteries and other strategic technologies.

Launched in 2016, the negotiations concluded after the political agreement reached in July 2025 between Presidents Ursula von der Leyen and Prabowo Subianto. The texts will undergo legal review before the EU and Indonesia ratification, opening a new chapter in tech-enabled trade and innovation.

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NVIDIA and OpenAI partner to build 10 gigawatts of AI data centres

OpenAI and NVIDIA have announced a strategic partnership to build at least 10 gigawatts of AI data centres powered by millions of NVIDIA GPUs.

A deal, supported by the investment of up to $100 billion from NVIDIA, that aims to provide the infrastructure for OpenAI’s next generation of models, with the first phase scheduled for late 2026 on the NVIDIA Vera Rubin platform.

The companies said the collaboration will enable the development of AGI and accelerate AI adoption worldwide. OpenAI will treat NVIDIA as its preferred strategic compute and networking partner, coordinating both sides’ hardware and software roadmaps.

They will also continue working with Microsoft, Oracle, SoftBank and other partners to build advanced AI infrastructure.

OpenAI has grown to more than 700 million weekly users across businesses and developers globally. Executives at both firms described the new partnership as the next leap in AI computing power, one intended to fuel innovation at scale instead of incremental improvements.

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BlackRock backs South Korea push to become Asia AI hub

South Korea has secured a significant partnership with BlackRock to accelerate its ambition of becoming Asia’s leading AI hub. The agreement will see the global asset manager join the Ministry of Science and ICT in developing hyperscale AI data centres.

A deal that followed a meeting between President Lee Jae Myung and BlackRock chair Larry Fink, who pledged to attract large-scale international investment into the country’s AI infrastructure.

Although no figures were disclosed, the partnership is expected to focus on meeting rising demand from domestic users and the wider Asia-Pacific region, with renewable energy powering the facilities.

The move comes as Seoul increases national funding for AI, semiconductors and other strategic technologies to KRW150 trillion ($107.7 billion). South Korean companies are also stepping up efforts, with SK Telecom announcing plans to raise AI investment to a third of its revenue over five years.

BlackRock’s involvement signals international confidence in South Korea’s long-term vision to position itself as a regional AI powerhouse and secure a leadership role in next-generation digital infrastructure.

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OpenAI and NVIDIA forge $100B AI power deal

OpenAI and NVIDIA have unveiled plans for a major partnership to build next-generation AI infrastructure, with NVIDIA committing up to $100 billion to support OpenAI’s push toward superintelligence. The deal, outlined in a letter of intent, will see NVIDIA provide at least 10 gigawatts of computing power, with the first systems expected to be online in late 2026 through its new Vera Rubin platform.

NVIDIA’s CEO Jensen Huang called the agreement the next leap forward in AI, noting the companies’ decade-long collaboration from the early DGX supercomputers to the rise of ChatGPT. OpenAI’s CEO Sam Altman stressed that computing power is now the backbone of the future economy, framing the new investment as vital for both breakthroughs and large-scale access to AI.

OpenAI President Greg Brockman emphasised the scale of the move, saying 10 gigawatts of computing will allow the organisation to expand the frontier of intelligence and make the benefits of AI more widely available. NVIDIA will serve as OpenAI’s preferred partner for compute and networking, with both companies coordinating their hardware and software roadmaps.

The alliance builds on OpenAI’s existing collaborations with companies like Microsoft, Oracle, and SoftBank, which are working with the group to develop advanced AI infrastructure. Together, they are targeting global enterprise adoption while ensuring systems can grow at a pace that matches AI’s rapid evolution.

With over 700 million weekly active users and strong uptake across businesses and developers, OpenAI sees the partnership as central to its mission of creating artificial general intelligence that benefits humanity. Details of the deal are expected to be finalised in the coming weeks.

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