Key facts: NVIDIA ramps Feynman; OpenAI Ohio cut to ~5GW; $21B SpaceX - TradingView

NVIDIA is accelerating the mass production of its Feynman AI platform, leveraging advanced technologies such as 3D chiplets, TSMC SoIC, HBM, and co-packaged optics, targeting 2nm-class manufacturing. ... Read original →

NVIDIA’s rapid scaling of the Feynman AI platform, leveraging 3D chiplets, TSMC SoIC, and HBM, underscores its dominance in AI infrastructure and pushes the semiconductor industry toward 2nm production. This technological leap will accelerate supply chain upgrades, particularly in memory and optical interconnects, while pressuring competitors like Intel and AMD to accelerate their own roadmap. The reduced OpenAI Ohio funding reflects growing investor caution amid geopolitical headwinds, signaling a shift in capital allocation toward more conservative AI infrastructure plays. With major players like Apollo and Goldman Sachs backing NVIDIA, the company is building a robust financial and strategic ecosystem. In robotics and space, the partnership with LG and SpaceX highlights a broader trend of AI platform convergence across industries. Over the next 18 months, global AI chip demand will drive capacity expansion, especially as supply chains reconfigure amid U.S.-China tech decoupling, with Taiwan and Hong Kong playing pivotal roles in semiconductor logistics and manufacturing.