AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Arm Holdings CEO Rene Haas said he's growing more confident the company can secure enough manufacturing capacity to meet $2 billion in customer demand for its new AI chip. The statement points to strengthening supply chain arrangements behind the product. Source: cnbc.com
Huawei Technologies plans to unveil new AI chip technology this week despite ongoing U.S. export restrictions. The move is part of Huawei's push to displace Nvidia's dominance in the Chinese AI chip market. Source: japantimes.co.jp
A consortium of 10 banks is providing a $22 billion loan to finance chip purchases for Crux AI, a new cloud venture backed by Blackstone and Alphabet, according to a source familiar with the deal. The financing underscores the scale of investment being funneled into AI infrastructure. Source: reuters.com
The article describes how an AI data center in Silicon Valley responded to a grid signal during a hot August evening as power demand for cooling surged. It illustrates NVIDIA's approach to balancing energy consumption with maximizing token production in AI factories. Source: blogs.nvidia.com
Dutch startup Euclyd secured $230 million in a funding round co-led by Samsung, Somerset Capital Partners, the Scaleup Europe Fund and Innovation Industries. The investment comes amid growing interest in alternatives to Nvidia's dominant GPU technology for AI workloads. Source: cnbc.com
Shares of Micron, SanDisk, Intel and AMD fell after Anthropic called for caution in AI development. Investors are now weighing the safety warning against the ongoing surge in AI infrastructure spending. Source: finance.yahoo.com
Calls from AI industry leaders to slow down development are expected to put short-term pressure on chipmakers and companies across the supply chain. Analysts see the warning as a potential headwind for the sector's recent rally. Source: bloomberg.com
Fujitsu plans to start selling its domestically produced AI chip internationally starting in November 2026, according to Kyodo News. Details on pricing and target markets have not yet been disclosed. Source: english.kyodonews.net
According to the company's Japan chief, the semiconductor industry must adopt new materials to keep progressing as traditional chip miniaturization nears its physical limits. Applied Materials is using AI tools to speed up the discovery and testing of these new materials. Source: asia.nikkei.com
Photos shared by HKEPC reportedly show pallets of boxed GeForce RTX 5090 cards being unpacked at facilities that assemble AI servers. The trend suggests some firms are turning to consumer-grade GPUs rather than data-center-specific hardware. Source: techpowerup.com
Oracle used its latest earnings call to reveal hard numbers on GPU utilization, a figure Nvidia investors rarely get to see so precisely. The 97.9% utilization rate suggests demand for AI computing capacity continues to outstrip available supply. Source: fool.com
Broadcom has emerged as one of the strongest challengers to NVIDIA's off-the-shelf GPU business as hyperscalers push toward custom-designed AI chips. Yet much of that growth still depends on TSMC, which manufactures these custom chips and effectively holds significant leverage over the whole ecosystem. Source: finance.yahoo.com
According to sources familiar with the matter, Anthropic is negotiating with Nvidia to join as an anchor investor in what could become the largest IPO ever recorded. Details of the potential deal remain unconfirmed by either company. Source: reuters.com
TSMC is reportedly planning to double its CoWoS advanced packaging capacity by 2028 amid persistent AI chip shortages. Meanwhile, Intel's competing bridge-based packaging technology could reach 45,000 wafer-equivalents that year, aiming to serve custom AI chip demand from companies like Google and Amazon. Source: wccftech.com
Shares of Shanghai-based Enflame Technology surged 179% on their trading debut after the company raised 6.12 billion yuan, roughly $912 million, in its IPO. The listing marks one of the largest funding events yet for a Chinese AI chip designer. Source: siliconangle.com
Nvidia is investing $3.5 billion in chipmaker MediaTek as part of a deal that includes licensing Nvidia's technology. The move is the latest in a string of large Nvidia investments aimed at strengthening its position across the AI industry. Source: networkworld.com
Startup Ayar Labs secured an additional $150 million in late-stage funding aimed at supporting the buildout of larger AI chip clusters. The company develops optical interconnect technology used to link chips in data centers. Source: siliconangle.com
Enflame, seen as a rival to Nvidia and one of China's so-called "four little dragons" in AI chips, saw its shares soar 206% upon debuting on the Shanghai exchange. The rally reflects continued strong investor demand for AI-related stocks in China. Source: cnbc.com
Enflame Technology, one of the leading Chinese challengers to Nvidia, saw its share price jump 188% during its Friday debut on the Shanghai stock exchange. The surge underscores intense investor interest in China's AI chip sector. Source: scmp.com
Chinese AI chipmaker Shanghai Enflame Technology jumped nearly 200% on its Shanghai market debut Friday. The Tencent-backed firm benefited from surging investor appetite for Chinese AI chip companies. Source: reuters.com