AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Micron has started its expansion work on a factory in Japan that will mass‑produce cutting‑edge semiconductors for generative AI and other applications. Source: benzinga.com
Dongfang Suanxin is headed by Wei Shaojun, who is also vice-president of the China Semiconductor Industry Association. Source: scmp.com
Anthropic is exploring Samsung's 2-nanometer process for a custom AI chip as AI developers seek lower costs and less dependence on Nvidia hardware. Source: upi.com
Meta in talks with Samsung Foundry for $6.5B 2nm MTIA AI chips, shifting from TSMC. Source: seekingalpha.com
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) is reportedly weighing a $6.5 billion AI chip deal with Samsung Foundry,... Source: finance.yahoo.com
establishes AI Compute Partnership (ACP) in its market ecosystem. Source: michaelparekh.substack.com
Anthropic PBC is in talks with Samsung Electronics Co. to be a manufacturing partner for a custom artificial intelligence chip, the Information said,... Source: bloomberg.com
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom. Source: techcrunch.com
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model. Source: blogs.nvidia.com
Anthropic has begun early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner, following the lead of... Source: theinformation.com
Chip stocks notched historic gains in the second quarter as investors widened their AI portfolio to include names other than Nvidia. Source: cnbc.com
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
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
Computing architecture is being reimagined as CoreWeave and Nvidia validate the Vera Rubin NVL72 rack-scale platform to power agentic AI. Source: siliconangle.com
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
South Korean president frames the push as a race against time to secure the country's domination in AI boom. Source: aljazeera.com
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
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
It comes as regional rivals like Taiwan, China and Japan are investing heavily in chip factories and other technology. Source: bbc.com
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