AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
A close ally of Xi Jinping is spearheading China's intense push to develop domestic alternatives to American AI chips. Chinese AI firms have reportedly been warned against relying on foreign hardware as Beijing races to gain ground in the chip competition. Source: wsj.com
Nvidia CEO Jensen Huang used his very first post on X to share an open letter addressed to US policymakers. The letter, backed by several major tech firms, calls on Washington to protect the future of open-source AI. Source: businessinsider.com
Etched Inc., which develops chips optimized specifically for AI inference, announced a new $300 million funding round. The raise pushes the startup's valuation past $10.3 billion, more than double its previous value. Source: siliconangle.com
AMD officially unveiled its Helios rack-scale AI system, with CEO Lisa Su confirming it has entered full production. The launch marks AMD's most direct challenge yet to Nvidia's dominance in the AI hardware market. Source: finance.yahoo.com
AMD announced a new partnership with Cerebras that will allow customers to distribute AI inference workloads across both companies' hardware. The collaboration aims to combine strengths of both platforms for more efficient inference processing. Source: axios.com
AMD says the second generation of its AI servers, designed to rival Nvidia's top offerings, has entered full-scale production. Shipments to customers are expected to begin within months. Source: reuters.com
NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) announced a new joint AI research lab based at KAIST's campus. The initiative aims to speed up AI research and innovation across the country. Source: nvidianews.nvidia.com
AMD and Cerebras on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock both rose. Source: investors.com
Advanced Micro Devices will sell Anthropic tens of billions of dollars' worth of AI servers and invest as much as $5 billion in the Claude maker,... Source: reuters.com
Nvidia CEO Jensen Huang believes America has nothing to fear from China's open-source AI models — and everything to fear from the growing campaign to ban... Source: axios.com
At the World AI Conference in Shanghai, Chinese chipmakers pitched their latest hardware to customers who can't get Nvidia's technology — and can't get... Source: nbcnews.com
The future of AI technology manufacturing has landed in North Texas. On Tuesday, AI giants Wistron and Nvidia held a grand opening celebration at their new... Source: cbsnews.com
On the surface, this week's Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial... Source: siliconangle.com
Nvidia became the most valuable company because of insatiable demand for its graphics processing unit, the primary chip used for AI. But the chip giant is... Source: cnbc.com
The AI era runs on AI infrastructure. Many of these advanced systems are built and tested in Texas. Wistron opened its first U.S. manufacturing facility... Source: blogs.nvidia.com
Taiwan's Wistron , a supplier to Nvidia , launched a $700 million manufacturing facility in Texas on Tuesday to produce the U.S. chipmaker's latest AI... Source: reuters.com
Google is developing a new server chip that would incorporate elements of its Gemini model directly into the hardware, in a bid to serve its AI models... Source: reuters.com
Alphabet, Google's parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently. The new chip, internally... Source: techcrunch.com
Google's stock jumped 3% on Monday after a report that the company is developing a new chip to optimize its Gemini AI model. Source: finance.yahoo.com
The new AI chip, called "Frozen v2," would embed parts of Gemini's architecture directly into the silicon, according to the report. Source: cnbc.com