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Technology Stocks : ASML Holding NV

ASML 1,017

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Nov 7 9:30 AM EST

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From: BeenRetired	10/9/2025 6:09:38 AM
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Graphcore research hub in India. The company is Graphcore, a UK-based AI chipmaker owned by SoftBank. They’re investing $1.3 billion in India to establish a major AI research hub in Bengaluru. Here’s what Bloomberg and other sources revealed about the move: Who Is Graphcore? Founded: 2016 in Bristol, UK. Specialty: Designs Intelligence Processing Units (IPUs) — chips optimized for AI workloads, especially in data centers. SoftBank Acquisition: Acquired in 2024 after struggling to compete commercially with NVIDIA. SoftBank saw strategic value in Graphcore’s architecture for global AI infrastructure. ???? India Investment Highlights Amount: £1 billion (~$1.3 billion USD) over the next decade. Location: New AI research hub in Bengaluru, India’s silicon and AI capital. Hiring Plan: Up to 500 engineers over five years, starting with 100 AI semiconductor roles. Purpose: Tap into India’s chip design talent pool. Support SoftBank’s broader AI infrastructure strategy, including the $500B Stargate initiative with OpenAI and Oracle. Position Graphcore as a key player in India’s emerging AI and semiconductor ecosystem. Strategic Context India’s AI Push: Backed by an $8.6B government incentive fund for chipmakers. Global Realignment: US-China tensions have made India a preferred destination for AI and semiconductor expansion. Graphcore’s Role: Their IPUs could power next-gen AI clusters, especially in hyperscale and edge deployments. This move signals SoftBank’s intent to deepen its AI footprint globally, and Graphcore’s pivot from a UK-centric startup to a global infrastructure player. Want to map how Graphcore’s IPU architecture compares to NVIDIA’s Hopper or AMD’s MI300? I can break that down next.

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