AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
AMD announced it has agreed to acquire Toronto-based startup Taalas, which specializes in hardwiring AI models directly into custom silicon. The deal aims to strengthen AMD's inference technology stack. Source: siliconangle.com
By acquiring Taalas, AMD aims to boost inference speed by etching AI models directly onto dedicated chips rather than running them on general-purpose hardware. Early demos reportedly show these model-specific chips processing up to 17,000 tokens per second. Source: theregister.com
AMD said Thursday it will acquire chip startup Taalas for an undisclosed sum, aiming to strengthen its inference technology as competition in AI hardware intensifies. The move reflects AMD's push to keep pace with rivals in the fast-growing AI chip market. Source: reuters.com
Taalas currently builds chips running a scaled-down version of Meta's Llama 3.1, but it's already developing hardware for larger, more advanced models. Baking models directly into silicon promises major efficiency gains over general-purpose chips. Source: cnbc.com
SpaceX and Tesla are reportedly planning an initial $16.8 billion investment to build a large semiconductor manufacturing complex in Texas. The facility would focus on producing AI-related chips for the companies' operations. Source: assemblymag.com
GlobalFoundries posted second-quarter revenue above Wall Street expectations, driven by rising demand for chips used in data centers. The growth reflects the broader boom in AI infrastructure spending. Source: reuters.com
Anthropic has confirmed earlier rumors, announcing it is developing its own custom AI chip. A company spokesperson told Business Insider more details about the project, though specifics remain limited. Source: siliconangle.com
Anthropic is assembling an in-house team to design custom AI chips. The company behind Claude says it wants to co-design hardware and models together to boost the efficiency of its systems. Source: techcrunch.com
Elon Musk announced that SpaceX will build its data centers exclusively with Nvidia's graphics chips, while also promoting the idea of deploying AI servers in space. Source: finance.yahoo.com
At the FMS conference, NVIDIA demonstrated how accelerated computing lets AI applications access storage directly, making it fast enough to function like memory while remaining secure by design. Source: blogs.nvidia.com
Volta Infra Holdings Ltd., a new AI cloud computing company, has raised $300 million in venture funding and secured an additional $5 billion in backing. Source: bloomberg.com
Chipmaker Onsemi forecast third-quarter revenue above analyst estimates, citing rising demand for power management chips used in AI data centers. The upbeat guidance reflects broader momentum in AI-related hardware spending. Source: reuters.com
The real battleground in AI isn't just about models, but about who controls the infrastructure powering them. As long as the US holds this advantage, it's likely to remain the dominant force in AI. Source: fortune.com
NVIDIA's valuation rests on a promise of continuous innovation, while Micron has secured its revenue through long-term supply agreements. The two approaches represent very different bets on how the AI boom will play out. Source: trefis.com
Nvidia's dominance has long relied on its CUDA software ecosystem acting as a moat against competitors. Now, new AI-driven software developed by startups and major tech companies is beginning to erode that advantage. Source: businessinsider.com
AMD positions its new Ryzen AI Halo chip as designed for the coming era of autonomous AI agents rather than simple chatbots. The company says it enables faster on-device execution of AI agent tasks, measured by completed work rather than raw GPU specs. Source: amd.com
AMD introduced its Instinct MI455X accelerator as a direct response to Nvidia's upcoming Rubin GPU line. The chip is positioned as AMD's new flagship processor for large-scale AI workloads. Source: networkworld.com
James Dacombe, 25, has raised $312 million for his AI chip start-up Olix from investors including Arm, tripling its valuation to $3.3 billion within just six months. Source: ft.com
The ASUS UGen300 is a USB-based AI accelerator combining a 40 TOPS Hailo-10H processor with 8GB of LPDDR4 memory. It's designed to support workloads like large language models (LLMs) and computer vision. Source: cnx-software.com
CuspAI, an AI start-up backed by Jeff Bezos and valued at $2.6 billion, is partnering with Nvidia and Meta to tackle materials challenges facing the chip industry. The move addresses a growing bottleneck as AI hardware demand keeps rising. Source: fool.com