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Monday, 8 September 2025

A People-First AI Fund: $50M to support nonprofits

OpenAI 11 months ago 35

OpenAI launched a $50 million fund providing grants to U.S. nonprofits working on education, community innovation, and economic opportunity through AI applications. The application deadline is October 8, 2025, with grants offered without restrictions on how organizations use the funds. Nonprofits can now apply to directly influence how AI development serves public interest goals in their communities.

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

SemiAnalysis 11 months ago 11

Huawei is ramping production of Ascend AI chips, shipping 507k units in 2024 and 805k in 2025, with a stockpile of 2.9 million die from TSMC carrying production through 2025 while SMIC scales its own manufacturing. SMIC will require only 20k wafers per month by end of 2025 to produce millions of Ascend die monthly, with capacity potentially reaching 60k-80k wafers per month for advanced nodes. As the TSMC die bank depletes within nine months and SMIC capacity matures, Huawei's vertical integration of chip design, fabrication, and tooling will enable China to reduce dependence on foreign semiconductor supply for AI infrastructure.

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