NewsAI chip market
South Korea chip maker SK hynix rides AI boom raising $26.5bn in huge US listing
SK hynix, a supplier of advanced memory chips, has seen profits skyrocket thanks to the global race to build AI datacentres. theguardian.com
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
273 articles
LaunchAI infrastructure
5C and AMD Collaborate to Advance the Next Generation of Gigascale AI Campuses
Strategic collaboration combines AMD AI technology with 5C's infrastructure expertise to accelerate the development of AMD Helios-ready AI factories. prweb.com
NewsAI chip manufacturing
EXCLUSIVE: Meta to put AI chip into production in September as it looks to double computing capacity, memo shows
Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall computing power to 14... reuters.com
NewsAI chip competition
Nvidia owns the AI chips market. Google, Amazon, and others are coming
Nvidia has owned the AI hardware market for years. Six tech giants are racing to escape its grip at wildly different speeds. qz.com
NewsIndustry trends/custom chips
The AI chip rush is crowding the same narrow pipeline
Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs. axios.com
NewsPerformance/benchmarks
Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
Third-party testing shows heterogeneous compute platform combining H200s and SN50 RDUs churning out 763 tok/s in MiniMax M2.7. theregister.com
NewsChina policy/Nvidia chips
China Plans to Let Top AI Firms Buy Limited Amount of Nvidia H200 Chips
China plans to allow some of the country's biggest AI companies to buy a small number of Nvidia's H200 chips, according to two people with direct knowledge... theinformation.com
NewsChina policy/Nvidia chips
China plans to let top AI firms buy limited Nvidia H200 chips, the Information reports
China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, the Information reported on Wednesday,... reuters.com
NewsAI chip geopolitics
DeepSeek Wants to Bypass U.S. Sanctions With a Custom Chip. Why Nvidia Stock Is Sliding.
Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip. barrons.com
NewsAI chip geopolitics
EXCLUSIVE: China's DeepSeek developing its own AI chip, sources say
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia... reuters.com
LaunchAI processors
NVIDIA Vera CPU Boosts AI Factory Throughput to Accelerate Agentic Workloads | NVIDIA Technical Blog
Agentic systems turn model reasoning into action through multi-step workflows that combine inference, tool use, code execution, retrieval, orchestration… developer.nvidia.com
LaunchAI chip partnerships
Nvidia and D-Matrix Announce Joint AI Chip System
Nvidia and AI server chip startup d-Matrix are combining their respective hardware in a new system to power AI models, The Information reported. theinformation.com
NewsAI Chip IPO
After Cerebras Listing, Intel-Backed AI Chip Firm Syntiant Files For IPO
Syntiant posted a net loss of $20.9 million on revenue of $64.5 million for the first quarter of 2026. Syntiant makes ultra-low-power AI processors and... stocktwits.com
NewsSamsung Chip Sales
Samsung profits jump 1,800% as AI boom drives chip sales
South Korean technology giant Samsung Electronics says it expects to post a 19-fold jump in its profits, driven by global demand for artificial intelligence... bbc.com
NewsNvidia AI Server
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Nvidia (NVDA), on Monday, pushed back on a report by SemiAnalysis that the AI chip giant is delaying next-generation Kyber AI server systems by a year until... finance.yahoo.com
NewsAI chip competition
China’s Biren seeks US$900m to fund GPU push and challenge Nvidia
The company says 60 per cent of the fresh capital will be for commercialisation and mass production of next generation general-purpose GPUs. scmp.com
NewsAI hardware delays
Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits. cnbc.com
NewsAI chip deals
Meta (META) Nears $6.5 Billion Samsung AI Chip Deal And Launches Meta Compute
Meta Platforms is reportedly close to a $6.5b manufacturing deal with Samsung Foundry for its next generation custom 2nm AI chips. simplywall.st
NewsAI chip partnerships
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)
Data center chip sales could go from $0 to $15 billion in four years. finance.yahoo.com
NewsAI chip development / partnerships
Broadcom and OpenAI debut 'Jalapeño' AI chip in $200B push
Major AI milestone: Broadcom and OpenAI unveiled 'Jalapeño', a custom AI chip for large language model inference under a 10-gigawatt partnership. msn.com