AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Importance: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... Source: bizjournals.com
Importance: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... Source: bloomberg.com
Importance: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. Source: cnbc.com
Importance: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. Source: techcrunch.com
Importance:PolicySouth Korea national chip & AI investment
South Korea unveils $880bn chip and AI investment plan
It comes as regional rivals like Taiwan, China and Japan are investing heavily in chip factories and other technology. Source: bbc.com
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the... Source: 247wallst.com
Importance:NewsSouth Korea chip investment / Samsung & SK Hynix
South Korea to invest $576 billion in AI chip production with Samsung and SK Hynix
South Korea rolled out sweeping chip and AI mega-projects on Monday, as President Lee Jae Myung pledged to cement overwhelming industry leadership with... Source: cnn.com
Importance:NewsSouth Korea national chip & AI investment
South Korea announces more than $1 trillion AI, chip investment drive
South Korean president frames the push as a race against time to secure the country's domination in AI boom. Source: aljazeera.com
Importance:NewsAI chip IPO/market
Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO
Baidu's Hong Kong-listed shares rose over 6% amid reports that its AI chip unit Kunlunxin is targeting a $50 billion initial public offering in the city. Source: cnbc.com
Importance:NewsUS-China chip competition
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies... Source: ottumwacourier.com
Importance:Newsnational AI/chip investment policy
South Korean president to unveil massive AI and chip investment drive
The announcement would mark Lee Jae Myung's boldest push yet to align South Korea's AI and chip ambitions with his pledge to the country's narrow... Source: japantimes.co.jp
Importance:NewsQualcomm data center AI
Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold
CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft. Source: fortune.com
Importance:Newschip technology breakthrough
IBM unveils tech for chip smaller than 1 nanometer in AI computing push
IBM on Thursday unveiled what it said was the world's first technology capable of producing chips smaller than one nanometer, as tech companies race to... Source: reuters.com
Importance:Launchnew AI chip/hardware launch
Nvidia RTX Spark: 1-Petaflop Arm PC Chip [2026]
Nvidia RTX Spark debuts at Computex 2026: a 20-core Arm + Blackwell superchip with 128GB unified memory that rattled Intel, AMD and Qualcomm stock. Source: tech-insider.org
Importance:Newscustom AI chips
OpenAI and Broadcom Unveil Custom A.I. Chip Design
In October, the artificial intelligence start-up OpenAI said it would work with the chip maker Broadcom to build custom computer chips suited to running... Source: nytimes.com
Importance:Newscustom AI chips
OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure
OpenAI showed off the company's first custom artificial intelligence chip designed in conjunction with Broadcom on Wednesday, as it seeks to speed its... Source: reuters.com
Importance:Newscustom AI chips
OpenAI unveils first chip as part of Broadcom deal in effort to 'build the full stack'
Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño. Source: cnbc.com
Importance:Launchcustom AI chips
OpenAI and Broadcom unveil LLM-optimized inference chip
OpenAI and Broadcom introduce Jalapeño, a custom AI chip built for LLM inference to improve performance, efficiency, and scale across AI systems. Source: openai.com
Importance:Newscustom AI chips
OpenAI just announced its first custom chip to help ChatGPT run better
OpenAI on Wednesday announced its first custom AI chip in a step towards expanding beyond consumer products to become a player in AI infrastructure. Source: cnn.com
Importance:Newscustom AI chips
OpenAI tests homegrown AI chips
OpenAI said Wednesday that it has begun testing "Jalapeño," the first in a family of homegrown chips, with plans to start using the chips to handle customer... Source: axios.com