The global technology industry is entering a new phase of competition as major technology companies increase investment in artificial intelligence infrastructure, custom processors and advanced semiconductor technology. Google has announced a major partnership with Marvell to develop custom AI chips, while semiconductor manufacturers are facing strong demand for AI-related capacity. The competition is extending beyond traditional graphics processors into custom AI accelerators, networking, memory and data-centre infrastructure. At the same time, developments in China, the United States and other technology markets are reshaping the global AI and semiconductor landscape. The growing demand for computing power is also creating new challenges around energy, data-centre construction, chip supply and infrastructure investment.
