Newsdata center investment
Google makes chip push with Blackstone-backed AI cloud group
Investment of $5bn by private capital group set to help bring 500MW of data centre capacity online next year. ft.com
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
261 articles
NewsAI power chip M&A
Analog Devices in Talks to Buy AI Power Chip Startup for $1.5 Billion
Chipmaker Analog Devices is in advanced talks to buy startup Empower Semiconductor for about $1.5 billion, in a deal that reflects demand for technology... theinformation.com
Newsalternative chips & supercomputing
As chip industry chases AI, U.S. national labs look to newcomers for supercomputers
Summary; Companies. Sandia tests NextSilicon chips, which passed key technical milestone for government supercomputing; NextSilicon chips use different... reuters.com
PolicyUS-China AI chip trade policy
US-China summit leaves AI chip talks unresolved but eases trade tensions
Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade... digitimes.com
NewsCerebras IPO
Cerebras Prices IPO, Sparks AI Chip Interest
Per CNBC, Cerebras sold 30 million shares at an IPO price of $185, raising about $5.55 billion, and its shares opened at $350 and closed up 68% at $311.07... letsdatascience.com
NewsNvidia competition & inference chips
In AI Chip Race, Nvidia’s Biggest Customers Become Competitors
The types of chips that will keep AI's momentum up are different from those that trained it, creating an opening for rivals to Nvidia. thedailyupside.com
NewsNvidia China export / geopolitics
Trump says China hasn't approved import of Nvidia AI chips because 'they want to develop their own'
When you buy through links on our articles, Future and its syndication partners may earn a commission. If you aren't caught up on the situation,... yahoo.com
NewsCerebras IPO / semiconductor funding
Cerebras IPO Revives AI Chip Startup Fever
AI chip startup Cerebras has completed one of the biggest IPOs in semiconductor history, issuing 30 million shares to raise around $5.5 billion on the... eetimes.com
NewsAI chip competition / Cerebras IPO
What you need to know about Nvidia competitor Cerebras after wild IPO
Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with... cnbc.com
ResearchNvidia Vera Rubin / agentic AI inference
How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem | NVIDIA Technical Blog
Agentic inference has fundamentally changed the runtime dynamics of inference workloads by introducing non-deterministic trajectories—actions, observations… developer.nvidia.com
NewsCerebras IPO / chip market
Why Cerebras AI chips stand out in the Nvidia-dominated market
AI chip company Cerebras (CBRS) went public Thursday, the first of what is expected to be a handful of major AI-based initial public offerings in 2026. finance.yahoo.com
NewsAI chip IPO
Cerebras, A.I. Chip Maker, Rises 89% in Market Debut as Tech IPOs Ramp Up
Cerebras, a Silicon Valley maker of artificial intelligence chips, began trading on the stock market on Thursday, as SpaceX, OpenAI and Anthropic also take... nytimes.com
NewsNVIDIA market cap milestone
Nvidia Rally Propels Stocks to New Records
AI chip giant becomes first company to reach a market value of $5.5 trillion. wsj.com
NewsAI chips / Graphcore funding
SoftBank injects $450M into UK AI chip company Graphcore
The Japanese conglomerate deepens its AI hardware bet by acquiring the British chipmaker that tried to take on Nvidia and lived to tell the tale. cryptobriefing.com
Newscloud compute / philanthropy
Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchers
The foundation of Nvidia CEO Jensen Huang and his wife, Lori, is buying computing time from CoreWeave and donating it to universities and other nonprofit... reuters.com
NewsChina AI chips / Huawei vs Nvidia
Chinese A.I. Firms Push Beyond Nvidia as DeepSeek Turns to Huawei
Before this week's U.S.-Chinese summit, Beijing reached a milestone in its quest for technological self-sufficiency. nytimes.com
NewsUS-China chip controls / geopolitics
China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?
Beijing and Washington are locked in an era-defining contest – and China's rapid technological progress raises questions about limits of containment. scmp.com
OpinionAI memory chip market / investor warning
Harvard's chip expert has a warning for AI memory investors: 'This too will pass'
The Philadelphia Stock Exchange Semiconductor Index has leaped 60% in six weeks, and Micron—a memory chipmaker—surged 38% last week alone, its best week... fortune.com
LaunchNew PCIe AI accelerator / Nvidia/AMD challenger
New PCIe AI accelerator promises massive enterprise language models
A Taiwanese company called Skymizer has unveiled a PCIe AI accelerator that challenges both AMD and Nvidia using surprisingly old technology. techradar.com
NewsBroadcom AI chip financing
Broadcom Weighs Record Private Credit To Extend AI Chip Lead
Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. finance.yahoo.com