OpenAI & Broadcom Team Up, Nvidia's $1.5B Lambda Deal, and SK Group's AI Data Center - Silicon Brief #34

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. OpenAI is making headlines with its partnership with Broadcom for AI chip development, a move that could significantly impact the future of AI hardware. Meanwhile, Nvidia is set to rent AI chips from Lambda in a deal worth $1.5 billion, highlighting the growing demand for advanced AI processing capabilities.

On the data center front, SK Group is planning to build the largest AI data center in Ulsan, South Korea, while Amazon is investing $4.4 billion in new data centers in New Zealand. These projects underscore the global expansion and investment in AI-ready infrastructure, as companies aim to support the increasing computational needs of AI technologies.

NextEra Energy is set to restart the Duane Arnold nuclear plant in Iowa by 2028 to meet the growing electricity demand from AI data centers. Meanwhile, BDx Data Centers has teamed up with HEXA Renewables to import 50 MW of renewable energy from Malaysia, supporting Singapore's sustainable digital infrastructure under the Green Plan 2030.

Fujitsu, 1Finity, and Arrcus have formed a strategic partnership to advance network infrastructure for AI, focusing on data centers and cloud platforms. Meanwhile, NVIDIA is leveraging AI to optimize data center humidity control, enhancing energy efficiency and reducing hardware risks.

ASML Holding NV is exploring opportunities in India's chip industry, with CEO Christophe Fouquet announcing plans for collaboration at the Semicon India summit. Meanwhile, India and Singapore have agreed to enhance cooperation in AI and semiconductors to counter U.S. tariff impacts and boost trade relations.

SK Group has announced plans to build the largest AI data center in Ulsan, South Korea, aiming for significant economic impact and job creation over the next 30 years. Meanwhile, North Dakota State University has secured $3.85 million to acquire an AI supercomputer named Bison, enhancing AI research capabilities across North Dakota institutions.

G42 is actively engaging with major US tech firms, including Amazon Web Services and Google, to diversify chip suppliers for its AI campus in the UAE. Meanwhile, GlobalFoundries has introduced its 22FDX+ platform with embedded RRAM technology, targeting AI and IoT devices, with production slated for 2026.