Trump’s Middle East trip spurs major AI infrastructure deals, highlights energy and chip synergies

US President Donald Trump’s recent visit to the Middle East has emerged as a significant catalyst for the global AI industry, sparking new partnerships and investments aimed at addressing key infrastructure bottlenecks in the US. Amid growing challenges related to power grids and escalating capital requirements, the trip has helped align North American AI giants—including Nvidia, AMD, and Micron—with Middle Eastern capital and energy resources.

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Balancing act: Nvidia banks on Shanghai R&D center to sustain China market as US export curbs tighten

The Financial Times recently reported, citing informed sources, that Nvidia plans to establish a new R&D center in Shanghai to strengthen its strategic presence in the Chinese market. The initiative not only responds to China’s persistent strong demand for high-end chips but also underscores a pragmatic strategy by the US chip firm to find balance amid rising geopolitical tensions.

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Xiaomi cracks the 3nm barrier with XRing O1: Qualcomm faces a new reality

On the evening of May 22, Xiaomi is expected to launch its self-developed 3nm mobile system-on-chip (SoC), the XRing O1, in a move that underscores both the company’s technological maturity and China’s broader drive toward semiconductor independence amid tightening US export restrictions. The chip has already entered mass production and is set to power Xiaomi’s upcoming mobile device lineup, according to chairman and founder Lei Jun.

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Lite-On targets 20% AI revenue by 2025, ramps up Nvidia server PSU shipments

Lite-On Technology projects AI-related products will generate 20% of its total revenue by 2025, fueled by rising shipments of next-gen server power supply units (PSUs) and deeper integration into Nvidia’s AI server ecosystem. CEO Anson Chiu cited strong demand for GB200 and GB300 power models, growing adoption of PSUs, and fresh orders for liquid cooling systems as key growth drivers.

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China races ahead in hydrogen development but risks repeating solar sector pitfalls

China has rapidly emerged as a global powerhouse in hydrogen energy, demonstrating strong capabilities across the entire supply chain—from production and storage to transport and fuel cell vehicle manufacturing. However, industry observers warn that the sector could soon face the same overcapacity and cutthroat price competition that once plagued the solar and wind industries.

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