India approved a $13.3 billion semiconductor package aimed at boosting domestic chip manufacturing capabilities. The move comes as global demand for AI infrastructure continues to accelerate.

Intel marked a significant milestone by becoming the first company to begin high-volume manufacturing using ASML’s High NA EUV lithography tools. This technology is critical for producing next-generation chips at advanced nodes.

Tower Semiconductor announced a $3 billion expansion in Japan focused on AI chips and silicon photonics. The investment targets growing demand in data centers and high-performance computing.

Aehr Test Systems reported record orders driven by AI semiconductor testing needs and raised its long-term outlook.

On the model front, Anthropic introduced Claude for Teachers, an education-oriented version emphasizing student privacy protections. Reports also point to upcoming releases including xAI’s Grok-4 with robotics focus, Anthropic’s Claude 4, Meta’s Llama 4 multimodal model, and updates to DeepMind’s AlphaFold 3.

Policy developments include the White House launching a new AI and cybersecurity coordination group. Australia proposed a new AI copyright and governance framework, while New York advanced the first U.S. state-level moratorium on new hyperscale data centers due to infrastructure concerns.

Demis Hassabis of DeepMind called for a U.S.-led independent watchdog to test frontier AI models before release. The NTIA opened applications for AI-native wireless network innovation funding.

Corporate moves saw Nokia and NVIDIA unveil the world’s first commercial AI-Native RAN platform. OpenAI responded to Apple’s trade-secrets lawsuit, and Apple reportedly received Chinese approval to launch Apple Intelligence using local technology partners. DeepSeek is preparing a potential $1.5 billion raise, and Samsung is in talks to manufacture custom AI chips for Anthropic.

These developments highlight ongoing investment in AI hardware, model innovation, and increasing regulatory attention around safety, infrastructure, and international supply chains.

Why it matters

The semiconductor and AI infrastructure buildout remains one of the most capital-intensive shifts in tech history. Regulatory responses are beginning to shape where and how companies can expand data centers and deploy frontier models.

The bottom line

Chipmakers and AI labs continue to execute on aggressive roadmaps while governments move to balance innovation with infrastructure and safety considerations. The next few months will likely bring further clarity on both fronts.