AIskimIQ

Daily AI & tech news brief

Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

Importance:NewsSuper Micro / Nvidia chip smuggling probe

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