AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Importance:Newschip manufacturing investment
Applied Materials Invests $500 Million To Expand Singapore Manufacturing And R&D For AI Chip Demand
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
Importance:NewsAI chip deals
AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus
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
Importance:NewsNVIDIA data center expansion/Australia
This AI Stock Is Australia’s Answer to CoreWeave. It Just Notched a Deal With Nvidia.
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
Chinese National Gets 1 Year In AI Chip Export Scheme
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
Importance:NewsGoogle AI chip manufacturing
Google Turns to Samsung for Future AI Chip as Capacity Tightens
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
Importance:NewsAI infrastructure investment
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
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
Importance:NewsAI cloud funding
Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly
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
Importance:NewsAMD investment/cloud
AMD TensorWave Bet Ties AI Cloud Growth To Rich Valuation
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
Importance:Policyexport controls
Taiwan weighs tighter rules for AI chip exports to China
Taiwan is considering broader AI chip export controls on China, including possible criminal penalties for smuggling advanced Nvidia-based hardware. Source: upi.com
Importance:Newsdata center / OpenAI / Nvidia
OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia
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
Importance:NewsAI chip competition
Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix
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
Importance:LaunchNvidia confidential computing / Apple Intelligence
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC. Source: blogs.nvidia.com
Importance:NewsNvidia / Apple / cloud compute
Nvidia Finally Lands Apple as an AI Customer. Why the Stock Is Dropping.
Nvidia stock falls. Apple is accessing Nvidia's hardware via the cloud-computing services of Google rather than buying the chips directly. Source: barrons.com
Importance:Newsexport controls
Taiwan Mulls Curbs on AI Chip Exports to China to Align With US
Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar... Source: bloomberg.com
Importance:Policynational AI compute infrastructure
UK sets out $1.5 billion AI hardware plan with supercomputer, chip funding
Britain set out a new £1.1 billion ($1.47 billion) plan on Monday to build domestic AI computing capacity, including a new national supercomputer and... Source: reuters.com
Importance:Newschip manufacturing capacity
Google and Nvidia Consider Intel as Backup Chip Manufacturer
TSMC's capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip... Source: theinformation.com
Importance:NewsNvidia South Korea partnerships
Nvidia clinches deals with South Korean giants including SK Group to advance AI boom
Nvidia on Monday announced a series of deals in South Korea with tech giants including SK Hynix and Naver , as it looks to secure crucial memory chips to... Source: reuters.com
Importance:Newscustom AI chips vs Nvidia
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design... Source: fool.com
Importance:LaunchAI factory/cloud infrastructure
NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand
News Summary: NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK... Source: nvidianews.nvidia.com
Importance:NewsNvidia South Korea data center deals
Nvidia Unveils AI Infrastructure Deals In South Korea
US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals... Source: barrons.com