AI at TechInsights: Sep 2025 Review

September was a pivotal month in AI chips, featuring NVIDIA's $500B investment and more. Dive into our full analysis for insights and major developments.

September marked a period of intense activity in the AI chip sector, with developments in both manufacturing and product innovation. A major event was NVIDIA's announcement of plans to invest $500 billion to produce AI chips in the United States. Intel unveiled the architectural details for its next-generation client processor. Meanwhile, the geopolitical AI race continued, with Alibaba reportedly revealing a new chip that Chinese state media claims is designed to compete with NVIDIA's H20. At TechInsights, our coverage included analysis of AI’s impact on co-packaged optics and the supply chain. We analyzed implications of ASML’s investment in Mistral, and covered edge AI for VR, and the smart home market. Read about the AI coverage at TechInsights in September 2025.