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.

258 articles

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... cnn.com

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... 247wallst.com

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. bbc.com

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. aljazeera.com

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... ottumwacourier.com

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. cnbc.com

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... japantimes.co.jp

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. fortune.com

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... reuters.com

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. tech-insider.org

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... nytimes.com

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... reuters.com

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. cnbc.com

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. openai.com

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. cnn.com

Newsdata center chips

Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia

Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market. finance.yahoo.com

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... axios.com

NewsGPU deployment / data center deals

Super Micro-Backed AI Firm Bags $7.8 Billion Deals With Nvidia Chips in Demand

SMCI-backed Argentum AI has agreed deals to deploy 47000 Nvidia GB300 chips. barrons.com

NewsChina black market / export controls

Nvidia's banned AI chips double in price on China's black market, FT reports

Nvidia's AI ​chips have ‌more than ​doubled ​in price on ⁠China's ​black market, ​the Financial Times ​reported ​on Tuesday, citing ‌multiple ⁠Chinese chip... reuters.com

NewsAI chip M&A / Qualcomm-Modular acquisition

Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports

Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing ​the AI chip company at about $4 ‌billion, Bloomberg News reported on... reuters.com