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Browsing: semiconductor industry
AMD Just Bet $5 Billion on Anthropic and Committed Its Most Advanced AI Chips to Power It. The Deal Is the Most Direct Challenge to Nvidia’s Stranglehold on the AI Supply Chain Anyone Has Announced This Year
By fariehan
AMD just made one of the boldest artificial intelligence moves of 2026. The chipmaker committed up to $5 billion to…
SambaNova Just Raised $1 Billion at an $11 Billion Valuation to Challenge Nvidia on AI Inference. The Bet Is That Speed at the Edge Matters More Than Raw Training Power and Enterprises Are Starting to Agree.
By precious
SambaNova has secured $1 billion in new funding at an $11 billion post money valuation as the AI chip company…
Meta’s Custom AI Chip Iris Is Going Into Production in September. The Company Spending $145 Billion on AI This Year Has Decided the Cost of Depending on Nvidia Is No Longer Worth It.
By precious
Meta is preparing to begin production of its latest custom artificial intelligence (AI) chip in September as the company pushes…
Apple Just Locked In Its Most Important Chip Partnership Until 2031. Here Is What the Broadcom Extension Reveals About How Serious Apple Is About Owning Its Own Silicon Future
By fariehan
Apple’s Broadcom partnership has entered a new phase after Apple extended its custom chip agreement with Broadcom through 2031. At…
Export Controls Were Supposed to Keep Advanced AI Chips Out of China. Taiwan’s Smuggling Investigation Suggests That Is Not How It Is Playing Out
By fariehan
AI chips are once again at the center of the U.S.-China technology race after Taiwan uncovered an alleged smuggling operation…
South Korea Just Committed $880 Billion to Semiconductors and AI Data Centers. Samsung and SK Hynix Are at the Center of the Largest Coordinated Tech Investment Any Country Has Ever Announced.
By precious
South Korea has unveiled plans for at least $880 billion (£666 billion) in investment to build out its chip manufacturing…
Nvidia’s Most Important Memory Supplier Just Went Public on Nasdaq to Raise $29.4 Billion. Here Is Why That Money Matters So Much
By precious
South Korean chipmaker SK Hynix is initiating one of the largest share sales in Wall Street history, with plans to…
Nvidia Has Dominated AI Data Centers for Years. Qualcomm Just Announced It Wants That Market Too. Here Is Whether It Can Win
By fariehan
Qualcomm’s AI data center ambitions have entered a new phase. Qualcomm wants a meaningful share of the rapidly expanding AI…
OpenAI Just Built the One Thing That Could Make It Stop Depending on Nvidia. Here Is What Its First Custom Chip Does
By precious
OpenAI has built its first chip from the ground up and it does one specific job – handling ChatGPT and…
Alphabet Is Raising Billions for AI Infrastructure and the Compute Race Is Still Accelerating. Here Is What That Capital Commitment Tells You About Where the AI Market Is Heading
By fariehan
Alphabet has raised $84.75 billion through an equity offering. This record capital infusion signals immense confidence in AI’s future. However,…