Silicon Valley's conference season begins with focus on AI, tariffs, and chip developments.

From Yahoo Finance: 2025-05-14 15:47:00

Silicon Valley’s big conference season kicks off next week with Google and Microsoft hosting their annual developer events. Chip giants like AMD, Intel, Nvidia, and Qualcomm will participate in the Computex Taipei tech expo. Apple’s WWDC 2025 conference in June will reveal more about the company’s AI plans.

Tech industry continues to grapple with issues like President Trump’s tariffs, AI growth fears, and chip export restrictions. Each company aims to address investor anxiety, provide positive outlooks for future products and services at upcoming conferences.

Microsoft’s Build conference on May 19 will feature keynotes by CEO Satya Nadella and CTO Kevin Scott. Expect updates on Copilot AI software for enterprise and consumer markets, improvements for Azure cloud computing platform, and integration plans for Microsoft 365 productivity suite.

Google’s I/O developer conference on May 20 will showcase updates to Gemini AI models, integration into Google Cloud Platform (GCP) and enterprise services. Google’s cloud segment revenue grew to $12.2 billion in the latest quarter, an increase from $9.5 billion a year ago.

AMD, Intel, Nvidia, and Qualcomm will be at Computex Taipei, providing details on AI offerings, turnaround strategies, and market expansions. Nvidia and AMD secured deals with Saudi Arabia’s Humain AI startup, while Trump administration investigates potential tariffs on AI chips.

Investors are cautious about future tariffs on AI chips and potential impact on electronics prices. Google, Meta, and Apple are in a race to develop AI-powered glasses, while tech giants prepare to unveil AI advancements and strategies at upcoming conferences.



Read more at Yahoo Finance: Silicon Valley’s conference season kicks off amid AI, tariff trepidation