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Browsing: AI chips
SMIC Just Reported Record Quarterly Revenue of $3 Billion and Raised Its Chip Prices to Match. China’s Most Important Semiconductor Manufacturer Is No Longer Playing Catch-Up on Revenue Either
By fariehan
SMIC’s record quarterly revenue has pushed China’s leading chipmaker into a stronger position. For the first time, the company reported…
The Nvidia RTX 5090 Launched at $1,999 and Is Now Routinely Selling for Over $4,000 on the Secondary Market. The GPU Shortage Driving That Premium Is the Same One Slowing Down Every AI Lab, Game Studio, and Research Institution That Cannot Get Allocation
By fariehan
Nvidia’s RTX 5090 launched at $1,999, yet its market price has climbed above $4,000. Currently, prices have reached roughly $4,400. …
Google, Broadcom, Morgan Stanley, Apollo, and Blackstone Have Assembled Roughly $200 Billion in Financing Just to Keep Anthropic Supplied With Chips and Data Centers. None of It Sits on Google’s Balance Sheet and That Arrangement Is Entirely by Design
By fariehan
Anthropic now sits at the center of a roughly $200 billion financing network for chips and data centers. The company…
China Just Listed Its Most Valuable Publicly Traded Company and Most of the World Has Never Heard of It. CXMT Makes the Memory Chips That Could End China’s Dependence on Samsung and SK Hynix
By fariehan
CXMT has become China’s most valuable listed company, yet few people know the company. However, its Shanghai debut changed that…
The US Just Awarded GlobalFoundries $300 Million to Solve One of the Hardest Problems in AI Chip Design. The Interconnect Research It Is Funding Could Determine Whether American Chips Can Keep Up With What Taiwan Is Building
By fariehan
GlobalFoundries will receive an expected $300 million U.S. CHIPS R&D award for silicon photonics research. The program will advance optical…
Apple Just Passed Nvidia to Become the World’s Most Valuable Company Again. The Flip Says Less About Apple Than It Does About How Investors Are Starting to Feel About the AI Infrastructure Boom
By fariehan
Apple has overtaken Nvidia as the world’s most valuable public company again. The reversal comes as investors reassess the AI…
Intel Just Committed Over $20 Billion in Capital Spending for 2026 and AI Servers Are the Entire Reason Why. The Company That Almost Missed the AI Era Is Now Betting Everything on Not Missing It Twice
By fariehan
Intel is raising its 2026 capital spending forecast as AI demand strengthens its server business. The increase gives Intel more…
Google Is Raising Pixel 11 Prices and a Sixfold Surge in RAM Costs Is the Reason. Here Is Why the Memory Crisis Behind Your Next Smartphone Bill Connects Directly to the AI Infrastructure Race
By fariehan
Google faces a memory squeeze as rising RAM costs threaten Pixel 11 pricing. Google says supplier memory costs reached unprecedented…
AMD and Microsoft Just Expanded Their Helios AI Infrastructure Deal on Azure and the Scale of What They Are Building Together Has No Precedent in the Cloud Industry. Here Is What It Signals About Where Enterprise AI Compute Is Heading
By fariehan
AI infrastructure continues evolving as AMD and Microsoft expand their Azure partnership. The agreement brings AMD’s Helios rack-scale platform to…
Amazon Just Cut Jobs Inside Its AGI Unit While Simultaneously Increasing AI Investment Everywhere Else. The Restructuring Tells You Exactly Which Bets on Artificial General Intelligence Amazon Has Decided Are Not Worth Making
By fariehan
Amazon’s AGI restructuring marks a significant shift in the company’s artificial intelligence strategy. Amazon recently reduced jobs within part of…