Major moves happening in the semiconductor space that could reshape computing infrastructure. Two industry heavyweights just strengthened their partnership in India, focusing on chip supply chain development and AI-powered computing devices.

This collaboration signals a broader shift in global semiconductor manufacturing. As chip supply chains decentralize beyond traditional hubs, we're seeing new regions emerge as tech manufacturing powerhouses. India's positioning itself strategically here.

What catches attention is the AI PC angle. With machine learning workloads becoming standard—whether for trading algorithms, node operations, or computational tasks—demand for specialized chips keeps climbing. These partnerships don't just impact consumer tech; they ripple through entire computing ecosystems.

The supply chain focus matters too. Recent years taught everyone that chip availability affects everything from mining rigs to validator hardware. Diversified manufacturing could mean more stable access to components that power decentralized networks.

Worth watching how this develops. Hardware infrastructure often flies under the radar, but it's foundational to everything running on-chain.