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
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
258 articles
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 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 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
NewsAI chip manufacturing capacity
Micron Begins $9.3 Billion Japan Plant Expansion To Boost AI Chip Production - Micron Technology (NASDAQ
Micron has started its expansion work on a factory in Japan that will mass‑produce cutting‑edge semiconductors for generative AI and other applications. benzinga.com
NewsAI chip development / geopolitics
Chinese AI chip start-up bets on 3D stacking to bypass US controls
Dongfang Suanxin is headed by Wei Shaojun, who is also vice-president of the China Semiconductor Industry Association. scmp.com
NewsAI infrastructure deals
Meta Platforms eyes $6.5B MTIA AI chip deal with Samsung Foundry, Sedaily reports
Meta in talks with Samsung Foundry for $6.5B 2nm MTIA AI chips, shifting from TSMC. seekingalpha.com
NewsAI infrastructure deals
Meta's AI Chip Roadmap May Shift
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) is reportedly weighing a $6.5 billion AI chip deal with Samsung Foundry,... finance.yahoo.com
Newscustom AI chips
Anthropic eyes South Korea's Samsung for custom AI chip
Anthropic is exploring Samsung's 2-nanometer process for a custom AI chip as AI developers seek lower costs and less dependence on Nvidia hardware. upi.com
Newscustom AI chips
Anthropic in Talks With Samsung for Custom AI Chip: Information
Anthropic PBC is in talks with Samsung Electronics Co. to be a manufacturing partner for a custom artificial intelligence chip, the Information said,... bloomberg.com
Newscustom AI chips
Anthropic is discussing a new custom chip with Samsung
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom. techcrunch.com
LaunchNVIDIA partnerships
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
establishes AI Compute Partnership (ACP) in its market ecosystem. michaelparekh.substack.com
LaunchAI infrastructure
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model. blogs.nvidia.com
NewsAI chip manufacturing
Anthropic in Talks With Samsung to Manufacture Custom AI Chip
Anthropic has begun early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner, following the lead of... theinformation.com
NewsAI chip startups
AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors
AI chip startup Etched said it has raised $800 million and revealed that its investors include Jane Street and a venture firm linked to Taiwan Semiconductor... bloomberg.com
Newschip export controls
Taiwan raids Super Micro offices in probe tied to AI chips sent to China
Taiwan authorities raided Super Micro Computer and affiliated companies as part of an investigation into alleged illegal exports of Nvidia AI chips to... bizjournals.com
NewsAI chip startups
Nvidia competitor Etched hits $5B valuation, $1B in sales for AI chip
Nvidia AI chip competitor Etched says it has already booked $1 billion under contract for the inference systems powered by its chip. techcrunch.com
Newschip market trends
Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
Chip stocks notched historic gains in the second quarter as investors widened their AI portfolio to include names other than Nvidia. cnbc.com
NewsNvidia Vera Rubin architecture
Computing architecture redefined: Nvidia Vera Rubin
Computing architecture is being reimagined as CoreWeave and Nvidia validate the Vera Rubin NVL72 rack-scale platform to power agentic AI. siliconangle.com