AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
August 2026 saw a wave of new AI chip launches, including Nvidia Rubin, Google's TPU 8i/8t, Microsoft Maia 300, and Intel's 3nm chips. Here's a breakdown of what each of these chips actually offers. Source: google.com
According to a Reuters report citing The Information, Nvidia plans to begin small-volume shipments of an AI chip designed specifically for Chinese customers before the end of the year. Source: google.com
Broadcom is said to be seeking as much as $100 billion in new borrowing to help finance a major artificial intelligence chip agreement. Source: google.com
Google's upcoming 10th-generation TPU is said to be developed with AMD, marking a shift away from its long-time partner Broadcom. Source: google.com
AI model-building startup Poolside has reportedly reached a non-exclusive $6 billion licensing agreement with Nvidia, while separately raising $1 billion for the rest of the company at a $12 billion valuation. Source: google.com
Nvidia has pushed back against a report from The Information claiming the company intends to start shipping a language processing unit (LPU) built for Chinese customers before the end of the year. Source: google.com
Alphabet has deepened its AI chip partnership with Marvell Technology, with the collaboration centered on custom processors designed for AI workloads. Source: google.com
Google has linked its potential ownership stake in Marvell directly to future custom-chip orders extending through fiscal year 2033. The arrangement ties long-term chip purchasing commitments to a possible equity investment. Source: finance.yahoo.com
Google has partnered with chipmaker Marvell to co-develop custom AI chips, with an option to acquire up to $12.2 billion worth of Marvell shares. The deal underscores Google's push to expand its custom silicon capabilities. Source: ft.com
Nvidia is working to sustain demand for its AI hardware well into the future, anticipating a time when chip supply becomes far more abundant. The company's strategy focuses on extending the current AI growth cycle beyond near-term shortages. Source: bloomberg.com
NVIDIA Holoscan is a platform for developing real-time AI applications at the edge, spanning use cases from medical imaging to robotics. Its companion repository, HoloHub, provides supporting resources for developers building on the platform. Source: developer.nvidia.com
Marvell's stock surged following news of an agreement letting Google purchase up to $12.2 billion worth of its shares as part of a custom AI chip partnership. The deal reflects a broader push by Google and other tech giants to develop proprietary chips and cut dependence on Nvidia. Source: cnbc.com
Marvell Technology will assist in developing Google's highly sought-after custom chips, offering the tech giant the option to purchase a stake worth up to $12.2 billion. The arrangement strengthens ties between the two companies in the custom AI silicon space. Source: reuters.com
Velaura AI announced it raised $110 million in a Series A round, pushing the chip-design startup's valuation above $1 billion. Source: reuters.com
Beijing has allowed small shipments of Nvidia's H200 chips into mainland China, aiming to help domestic AI firms keep pace in the global race. The move signals a partial easing of earlier import curbs on advanced US chips. Source: ft.com
Investor Michael Burry singled out Etched, a startup staffed by former Nvidia engineers, as a company capable of challenging Nvidia's grip on the AI chip market. Source: benzinga.com
Nvidia still leads the AI chip market by a wide margin, but as rivals close in, the company is increasingly leaning on its financial strength as a competitive advantage. Source: cnbc.com
OpenAI announced a 20-year lease for a massive data center in central Ohio. Part of the financing for the project is guaranteed by Nvidia. Source: google.com
Nvidia has agreed to provide a guarantee of up to $105 billion to support OpenAI's lease of a massive data center in Ohio. The facility is being developed by SoftBank-owned SB Energy. Source: google.com
Nvidia will back one of the world's largest data centers in Ohio with guarantees worth up to $105 billion. The facility, potentially costing as much as $500 billion, is set to be leased by OpenAI. Source: google.com