Apple, Nvidia, AMD AI Chip Demand Surges

The artificial intelligence landscape is rapidly evolving, with significant developments across technology, retail, and public services. In the chip manufacturing sector, TSMC is accelerating its advanced N3 process delivery to its Arizona facilities by 2028, driven by strong demand for AI products from major clients like Apple, Nvidia, and AMD. Intel Foundry Services is reportedly set to manufacture Microsoft's next-generation Maia 2 AI processor using its 18A technology, potentially offering Microsoft a US-based chip supply chain alternative. Meanwhile, AMD is experiencing increased investor interest due to major AI chip deals with Oracle, which plans to use 50,000 of AMD's MI450 GPUs, and a multi-year agreement with OpenAI. In the retail space, Walmart is partnering with OpenAI to integrate AI into its shopping experiences, aiming to leverage OpenAI's technology with Walmart's customer trust. The broader impact of AI on markets is being compared to the transformative effect of the internet's adoption. Beyond hardware and retail, AI is also finding applications in public services, with police departments in Eagan and Brooklyn Park, Minnesota, using AI to help officers write reports faster, reducing documentation time. However, concerns about potential bias and errors have been raised by groups like the ACLU. In creative fields, Natasha Lyonne's AI company, Asteria, has released an animated short film, 'All Heart,' which integrates AI techniques into the animation process. Universal Music Group (UMG) has established an AI policy prioritizing artist consent, stating it will not license AI models that use an artist's voice or songs without permission and compensation, while also seeking partnerships to develop new tools. Finally, cybersecurity leaders are preparing for an increase in AI-driven cyber threats, such as deepfakes and automated phishing, and are investing in AI-powered defenses, though human oversight remains critical.

Key Takeaways

• TSMC is accelerating the delivery of its N3 chip manufacturing technology to its Arizona facilities by 2028 due to high customer demand for AI products from companies like Apple, Nvidia, and AMD.
• Intel Foundry Services is reportedly contracted to manufacture Microsoft's next-generation Maia 2 AI processor using its 18A chipmaking technology.
• AMD's valuation is rising following significant AI chip deals, including Oracle's plan to use 50,000 AMD MI450 GPUs and a multi-year agreement with OpenAI.
• Walmart is collaborating with OpenAI to integrate artificial intelligence into its retail shopping experiences.
• Police departments in Eagan and Brooklyn Park, Minnesota, are using AI to assist officers in writing reports, aiming to increase efficiency, though concerns about bias and errors exist.
• Universal Music Group (UMG) has implemented an AI policy requiring artist consent for the use of their voice or songs in AI models and is pursuing partnerships for new artist tools.
• Cybersecurity leaders are preparing for AI-powered cyber threats and are investing in AI defenses, emphasizing the continued importance of human oversight.
• The market impact of AI is being compared to the transformative influence of the internet's adoption.
• Natasha Lyonne's AI company, Asteria, has released an animated short film, 'All Heart,' which incorporates AI into the animation process.
• Viven has developed a system to create digital twins of employees to improve collaboration by answering questions based on their past interactions.

TSMC speeds up advanced chip tech for Arizona AI chip production

TSMC is accelerating the delivery of advanced chip manufacturing technology to its Arizona facilities to meet the high demand for AI products made in the U.S. The company plans to bring its N3 process to the US by 2028 and is now looking to introduce even more advanced technologies sooner. CEO C.C. Wei stated that this decision is driven by strong customer demand for AI-related products. This move could mean TSMC's second Arizona fab will receive technology beyond the N3 node, potentially skipping it for newer options. This acceleration is influenced by major customers like Apple, Nvidia, and AMD, and possibly by Intel's own advancements in chip production.

Intel Foundry to build Microsoft's next-gen AI chip, report says

Intel Foundry Services (IFS) has reportedly secured a contract to manufacture Microsoft's next-generation Maia 2 AI processor using its 18A or 18A-P chipmaking technology. This deal would provide Microsoft with a US-based chip supply chain, potentially offering an alternative to TSMC. The production of a large AI processor like Maia on Intel's 18A node suggests the process is achieving good yields. This partnership could be a significant step for Intel Foundry Services in securing major customers for its advanced manufacturing capabilities.

Eagan police use AI to help write reports faster

Police officers in Eagan, Minnesota, are using artificial intelligence to help write their reports, cutting down the time spent on documentation. The AI system, integrated with Axon body cameras, transcribes officer interactions, allowing officers to review and finalize reports in about five minutes. This technology is also being tested by other local departments like Bloomington. While Eagan police emphasize that officers always review reports for accuracy and that they are not official evidence, the ACLU has raised concerns about AI's potential for bias and errors. The system costs Eagan police about $150 per officer annually.

AI assists Eagan and Brooklyn Park police with report writing

Police departments in the Twin Cities, including Eagan and Brooklyn Park, are now using artificial intelligence to help officers write their reports. This technology aims to free up officers to focus more on community service and protection. While proponents believe it increases efficiency, some critics suggest the technology might be going too far. The AI system assists officers by processing interactions recorded by body cameras.

Viven's Ashutosh Garg introduces AI employee digital twins for collaboration

Viven, a new company, has developed a way to create digital twins of employees to improve collaboration. CEO Ashutosh Garg explains that these digital twins can answer questions by accessing information from an employee's interactions with various apps, creating a knowledge graph. This approach aims to save time by providing quick answers without interrupting colleagues for detailed reports. Viven ensures privacy by limiting data access and preventing inquiries about sensitive personal information. Garg has a history of developing advanced knowledge graph technologies.

Walmart and OpenAI partner to transform retail with AI

Walmart is teaming up with OpenAI to reshape the retail industry by integrating artificial intelligence into its shopping experiences. This collaboration aims to combine Walmart's established customer trust with advanced AI technology from OpenAI. The partnership is expected to introduce innovative AI-driven shopping solutions. This initiative represents a significant move for Walmart in leveraging cutting-edge technology to enhance its retail operations.

AI's impact on markets compared to the internet's

Chris Versace, Chief Investment Officer at Tematica Research, believes the current market is not experiencing an artificial intelligence bubble. He compares the potential paradigm shift caused by AI to the transformative impact of the internet's adoption. Versace shared his insights on market trends and AI's future role during an appearance on Market Domination. His analysis suggests AI's influence could be as significant as the internet's was.

AMD's valuation rises on major Oracle, OpenAI AI chip deals

Advanced Micro Devices (AMD) is seeing increased attention following significant partnerships with Oracle and OpenAI for its AI chips. Oracle plans to use 50,000 of AMD's upcoming MI450 GPUs for its AI superclusters, while OpenAI has signed a multi-year deal for AMD's processors. These collaborations have driven a 46% increase in AMD's share price over the last six months. The growing demand for AI hardware positions AMD favorably against competitors like Nvidia, with investors closely monitoring its financial performance and market share gains.

Natasha Lyonne's AI company Asteria releases new animated short 'All Heart'

Natasha Lyonne's AI company, Asteria, has produced a new animated short film titled 'All Heart.' The nine-minute film, created by Michael Govier and Will McCormack, combines traditional hand-drawn animation with AI techniques. It explores themes of grief, memory, and love, and has qualified for Academy Award consideration. Asteria trained a custom AI model to help artists create assets in the style of illustrator Jimmy Thompson, integrating AI into the animation process to save time and enhance artistic freedom.

Universal Music Group sets AI policy for artist consent

Universal Music Group (UMG) has announced its official policy on artificial intelligence, emphasizing artist consent and responsible development. UMG will not license AI models that use an artist's voice or incorporate their songs without permission and compensation. The company is actively forming partnerships with AI developers to create new tools for artists and fans. UMG aims to foster a healthy AI ecosystem where artists, songwriters, and tech companies can all benefit, while also combating 'AI slop' on streaming platforms.

Security leaders prepare for AI vs AI cyber threats

Cybersecurity leaders are preparing for an escalating battle between artificial intelligence-powered attacks and AI-driven defenses. AI-enabled threats like deepfakes, automated phishing, and malware are major concerns for organizations. According to Foundry's 2025 Security Priorities Study, AI attacks are a top worry, leading many companies to invest in AI defenses. Security experts highlight the need for human oversight and training to combat AI-driven deception, emphasizing that human risk management is crucial alongside technical controls.

Sources

• TSMC US fab getting advanced chip tech sooner than thought
• Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership
• Eagan police among growing number of metro departments using AI to write reports
• AI writing reports for Eagan, Brooklyn Park police officers
• Could employee digital twins streamline collaboration? Viven co-founder Ashutosh Garg thinks so
• How Walmart and OpenAI are reshaping retail with AI shopping
• How the AI paradigm shift will compare to the internet's
• A Look at AMD’s Valuation Following Major Oracle, OpenAI AI Partnerships and Growing AI Hardware Demand
• Natasha Lyonne’s AI Company Asteria Produces New Animated Short ‘All Heart’ (Exclusive)
• UMG outlines its AI policy: Artist consent, responsible training, and what the future of AI holds for the music industry
• CISOs brace for an “AI vs. AI” fight