AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
GlobalFoundries announced it will receive $300 million from the US government to advance research into silicon photonics technology. The funding aims to speed up data links between AI chips. Source: reuters.com
Bold AI investment announcements from Amazon, Microsoft, and Alphabet reinforced expectations of surging demand for chips and related hardware. The news triggered a rally across semiconductor and equipment stocks. Source: latimes.com
Amazon's AI chip lineup — Trainium, Graviton, and Nitro — now generates over $25B in annual revenue run rate. The company has landed major deals with Anthropic, OpenAI, Meta, and Uber. Source: aboutamazon.com
Tech leaders including OpenAI's Sam Altman and Nvidia's Jensen Huang gathered in Washington, D.C. ahead of a deadline set by the White House's AI executive order. The visit comes amid growing tension over how AI should be regulated in the US. Source: cnbc.com
Chinese AI firm Moonshot has struck a computing deal with Alibaba Group Holding for access to roughly 20,000 Nvidia chips. The arrangement supports Moonshot's Kimi AI model amid tight chip supply in China. Source: bloomberg.com
Nvidia CEO Jensen Huang says memory supply, not GPU capacity, has become the key constraint holding back AI hardware development. Analysts note this shortage could further strengthen Nvidia's dominant position in certain segments of the AI hardware market. Source: fool.com
Samsung Electronics and Broadcom recently signed a long-term memorandum of understanding worth more than $200 billion covering supply of high-bandwidth memory and related AI chip components. The scale of the deal has raised questions about how it might influence investor sentiment toward Broadcom (AVGO). Source: au.finance.yahoo.com
TSMC is said to be developing a new chip-packaging technology comparable to one Intel already offers, according to sources familiar with the matter. The move signals intensifying competition between the two chipmakers in advanced packaging for AI hardware. Source: theinformation.com
GlobalFoundries has been awarded $300 million in funding to support development of chips for AI applications. Further details on the program were not specified in the report. Source: news10.com
SK Hynix, a leading memory chipmaker, reported stratospheric sales and profits on Wednesday. But it was not enough to calm skittish investors. Source: nytimes.com
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations. Source: finance.yahoo.com
As part of its Advancing AI launch event last week, AMD unveiled ROCm.ai, a new “developer experience” that introduces AI coding agents into AMD's ROCm... Source: hpcwire.com
South Korean technology giant Samsung Electronics has reported a record operating profit of $62 billion for the April-June quarter. Source: washingtonpost.com
Penguin Solutions CEO Kash Shaikh appeared on CNBC on July 29 with his thesis for the current AI cycle: “Memory is the new compute, especially with agentic... Source: 247wallst.com
Samsung Electronics extended its record run with second-quarter operating profit topping analysts' estimates. Source: cnbc.com
Deploying an AI coding assistant in a regulated, sovereign, or source-sensitive environment, often comes with challenges. Three common issues are: the... Source: developer.nvidia.com
Cerebras CMO Julie Choi says the AMD Helios and Cerebras Wafer-Scale Engine partnership delivers 5X higher throughput for disaggregated AI inference. Source: siliconangle.com
South Korea's SK hynix reported a staggering 1,242% year-on-year jump in second-quarter net profit. The surge was fueled by booming demand for memory chips used in artificial intelligence hardware. Source: finance.yahoo.com
OpenAI is said to be close to securing a massive data center project worth around $500 billion, with Nvidia providing a $250 billion financial backstop. If finalized, it would rank among the largest AI infrastructure deals to date. Source: nytimes.com
According to CNBC, Nvidia and OpenAI are negotiating a financial backstop worth as much as $250 billion to support OpenAI's plans to lease new AI data center capacity. The talks highlight the scale of infrastructure investment needed to support future AI growth. Source: cnbc.com