ComputInsights #24 – Weekly Computing Market Insights

Market Growth

Low Power IC Chips Set to Double Market Value by 2032 as IoT, EVs, and AI Drive Demand

The global low power IC chip market is on track to jump from $12.58B in 2024 to $21.94B by 2032, fueled by the explosion of IoT devices, EV adoption, and energy-conscious AI at the edge. From Intel’s ultra-efficient processors to TSMC’s 3nm breakthroughs, industry leaders are redefining performance-per-watt, enabling everything from always-on wearables to greener data centres. In this next wave of semiconductor innovation, the smartest chips are the ones using the least power.

From Pixels to Profits: Tech Titans Ride the AI & Digital Frontier

From Adobe’s leap into AI-powered creativity to NVIDIA’s reign as the ultimate AI chipmaker, the tech world is redefining how we design, work, and play. Intel faces reinvention, while Unity shapes the virtual worlds of tomorrow – proving that innovation isn’t slowing, it’s accelerating. In this digital gold rush, the winners are those turning imagination into investable reality.

Trump Weighs Green Light for Scaled-Down Nvidia AI Chips in China, Ties Sales to U.S. Revenue

President Trump signaled he may allow Nvidia to sell a reduced-performance version of its next-gen Blackwell AI chips in China, pairing the move with an unprecedented deal requiring Nvidia and AMD to give the U.S. government 15% of related revenues. While the administration says the scaled-down chips won’t threaten national security, critics warn they could still fuel China’s AI ambitions and intensify the tech rivalry between the two superpowers.

AI’s Rapid Rise Reshapes Global Power: Politics, Jobs, and the U.S.-China Tech Rivalry

Artificial intelligence is advancing at a pace faster than Moore’s Law, edging toward autonomous scientific discovery and workplace automation that could upend millions of jobs within years. As AI becomes a defining factor in national power, the U.S. and China are locked in a high-stakes contest over chips, rare earths, and cloud infrastructure. While America holds key advantages, political missteps and strained alliances risk eroding its lead in a race that will shape global security, prosperity, and the future of work.