Tag · 28 stories
Every story tagged AI Chips on AI Chat Daily.
Antitrust scrutiny lands on the leader of the AI hardware stack as regulators examine terms of a deal with a rival inference-chip maker.
MediaTek gets NVLink Fusion access to design custom silicon for hyperscalers — inside Nvidia's rack-scale stack, not outside it.
Data center revenue hit $89B, profits doubled to $59.7B, and Nvidia is now one quarter away from joining the $100B-per-quarter club.
Google gains the right to buy 58.9M Marvell shares at $206.58 apiece through fiscal 2033, expanding its custom silicon push beyond Broadcom.
The AI inference chip startup doubled its price tag in a month after the quant fund tested its hardware and bought a rack.
The Claude maker is hiring chip engineers and reportedly scouting Samsung as a fab partner, joining OpenAI and Google in vertical hardware moves.
Sequoia led the round; the AI inference chip startup says it has booked $1B in orders and is running silicon in its lab.
Alphabet is designing a 2028 server chip to run Gemini cheaper as it spends $190B on AI infrastructure this year.
Seoul projects 2.6% GDP growth in 2026, up from 2.2% in 2025, as memory-chip orders from AI data-center buildouts drive exports.
The social giant is spending up to $145B this year on AI compute and wants its own silicon to blunt GPU costs.
General Atlantic leads the first close as the AI chip maker locks in JPMorgan Chase as an inference-infrastructure customer.
The Korean chipmaker's earnings surge tracks the HBM buildout powering Nvidia, AMD, and every frontier AI training cluster.
The Claude maker is exploring a Samsung-built processor as competitors OpenAI, Google, and Amazon race to reduce Nvidia dependence.
The Harvard-dropout founders raised $500M in December and have TSMC-manufactured silicon in customer hands.
The deal hands a domestic Chinese memory maker its largest AI customer to date, as Tencent races to secure chips for data center buildouts.
The AI accelerator spinout would list in Hong Kong at a valuation that rivals top global chip designers, per The Information.
The ex-Databricks AI chief released Un-0, an image model running on a simulated oscillator chip, with silicon schematics promised next.
The 0.7nm node packs nearly 100 billion transistors on a fingernail-sized chip, with 50% more performance than 2nm silicon.
The AI chipmaker beat Q1 estimates with $193M in revenue, but a 38–41% full-year margin forecast triggered the selloff.
The processor targets inference workloads and was co-developed using OpenAI's own models, with early tests showing better performance-per-watt.
The HBM leader expects to start trading July 10, issuing 17.79 million shares at a 45.45 trillion won value to broaden its US base.
The AI chip startup is doubling down on its inference cloud business under interim CEO Adam Winter, with Disruptive and Infinitium backstopping the round.
The Korean memory maker is closing in on a milestone reached only by a handful of companies, powered by HBM orders from AI chipmakers.
The world's largest contract chipmaker says AI workloads are the primary engine pushing semiconductor revenue past the trillion-dollar mark this decade.
The AI chipmaker is raising its target ahead of pricing as order books fill, pushing Cerebras toward a richer public-market debut.
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