Ball game’s over—the US is out of the AI chip market in China
A recent New York Times headline says it all: “Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn't Want It.” The administration endured... Source: brookings.edu
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
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A recent New York Times headline says it all: “Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn't Want It.” The administration endured... Source: brookings.edu
Spending on the hardware that trains and runs artificial intelligence has grown rapidly over the past years. One of the clearest indicators of how rapidly... Source: ourworldindata.org
Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps the debt market to increase liquidity for the first time since... Source: reuters.com
Chipmaking giant Nvidia Corp. sold $25 billion of high-grade bonds, joining a wave of jumbo debt offerings from tech heavyweights as investors clamor to get... Source: latimes.com
Qualcomm has been in talks to buy Tenstorrent, a startup that designs chips for AI, according to a person with direct knowledge of the deal. Source: theinformation.com
Shares of Qualcomm have surged more than 60% in less than eight weeks as the company looks to carve out a bigger slice of the growing AI pie.... Source: sherwood.news
Nvidia is set to raise capital in a debt sale for the first time since 2021, when the chipmaker was a fraction of its current size. Source: cnbc.com
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company... Source: thefastmode.com
Chinese technology company ByteDance is in talks with Shanghai-based Iluvatar CoreX to purchase AI chips for inference work and is also considering a... Source: reuters.com
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million)... Source: pulse2.com
AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. Source: finance.yahoo.com
A Chinese national was sentenced in California federal court Friday to one year and one day in prison for conspiring to unlawfully export to China computer... Source: law360.com
Sharon AI and Nvidia · NVDA. +0.13%. announced a six-year agreement on Friday to stand up 72 megawatts of new data-center capacity in Australia. Source: barrons.com
Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips, as the ongoing... Source: theinformation.com
A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance the build-out of AI infrastructure,... Source: reuters.com
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it... Source: siliconangle.com
AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD... Source: finance.yahoo.com
Taiwan is considering broader AI chip export controls on China, including possible criminal penalties for smuggling advanced Nvidia-based hardware. Source: upi.com
OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal that could include financial... Source: theinformation.com
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage. Source: cnbc.com