1. Nvidia Invests $500M in AI Data Center Startup Nscale to Power OpenAI Expansion
Date: September 22, 2025
What’s Happening: Nvidia has poured $500 million into London-based Nscale, a former crypto mining startup now building GPU data centers for OpenAI and other AI firms. CEO Jensen Huang says Nscale could scale to 300,000 GPUs globally, rivaling U.S. player CoreWeave.
Why It Matters: Nvidia is actively funding a new class of “neocloud” operators to ensure continued demand for its GPUs — reducing reliance on Big Tech clouds like Amazon and Google, which are developing their own chips.
Source: Forbes

2. Microsoft Unveils AI-Designed Liquid Cooling to Boost Chip Overclocking
Date: September 23, 2025
What’s Happening: Microsoft created plant vein–style liquid cooling channels inside chips using AI-designed microfluidics, delivering 3× better heat removal.
Why It Matters: Enables safer overclocking in data centers and lays the foundation for future 3D-stacked chip architectures.
Source: GeekWire

3. Qualcomm Debuts Snapdragon 8 Elite Gen 5 With Big AI Boost
Date: September 24, 2025
What’s Happening: Qualcomm unveiled its new Snapdragon 8 Elite Gen 5 SoC with up to 4.6 GHz CPU clocks and record-breaking Geekbench scores (~3,800 single / ~12,400 multi).
Why It Matters: With a 37% faster NPU and upgraded GPU with ray tracing, it’s set to lead the next wave of AI-powered smartphones and mobile gaming.
Source: TechPowerUp

4. Apple’s First Foldable iPhone Rumored to Be 20% Thinner Than iPhone Air
Date: September 25, 2025
What’s Happening: Reports suggest the upcoming 2026 “iPhone Fold” will feature an ultra-thin 4.5–4.8 mm profile when unfolded — slimmer than the current 5.6 mm iPhone Air.
Why It Matters: If accurate, Apple’s foldable will be both pocket-sized like a Pro model when folded and razor-thin when in use, signaling a major leap in smartphone design.
Source: 9to5Mac

5. China’s EV Boom Turns into Survival War
Date: September 26, 2025
What’s Happening: Despite global success, Chinese EV makers are locked in a brutal price war at home, forcing many brands like Ji Yue to collapse.
Why It Matters: Analysts expect only a few survivors within five years as overcapacity and cutthroat pricing push the industry toward consolidation.
Source: CNN

6. Russia Plans EUV Chipmaking Tools to Replace DUV by 2037
Date: September 26, 2025
What’s Happening: Russia has released a roadmap to build its own EUV lithography machines using an unconventional 11.2 nm wavelength, aiming to advance from 40nm in 2026 to sub-10nm by 2036 — without copying ASML’s design.
Why It Matters: If even partially successful, Russia could sidestep Western chip tool sanctions and offer low-cost alternatives to ASML for smaller fabs — though major doubts remain about whether the plan is realistic.
Source: Tom’s Hardware