AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
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... Source: reuters.com
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... Source: stocktwits.com
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... Source: bbc.com
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... Source: finance.yahoo.com
Data center chip sales could go from $0 to $15 billion in four years. Source: finance.yahoo.com
The company says 60 per cent of the fresh capital will be for commercialisation and mass production of next generation general-purpose GPUs. Source: scmp.com
Meta Platforms is reportedly close to a $6.5b manufacturing deal with Samsung Foundry for its next generation custom 2nm AI chips. Source: simplywall.st
The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits. Source: cnbc.com
Major AI milestone: Broadcom and OpenAI unveiled 'Jalapeño', a custom AI chip for large language model inference under a 10-gigawatt partnership. Source: msn.com
Micron has started its expansion work on a factory in Japan that will mass‑produce cutting‑edge semiconductors for generative AI and other applications. Source: benzinga.com
Dongfang Suanxin is headed by Wei Shaojun, who is also vice-president of the China Semiconductor Industry Association. Source: scmp.com
Meta in talks with Samsung Foundry for $6.5B 2nm MTIA AI chips, shifting from TSMC. Source: seekingalpha.com
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. Source: upi.com
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) is reportedly weighing a $6.5 billion AI chip deal with Samsung Foundry,... Source: finance.yahoo.com
establishes AI Compute Partnership (ACP) in its market ecosystem. Source: michaelparekh.substack.com
Anthropic PBC is in talks with Samsung Electronics Co. to be a manufacturing partner for a custom artificial intelligence chip, the Information said,... Source: bloomberg.com
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom. Source: techcrunch.com
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... Source: theinformation.com
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model. Source: blogs.nvidia.com
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... Source: bloomberg.com