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Browsing: semiconductor industry
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…
Nvidia Is Discussing a $250 Billion Financing Guarantee for OpenAI’s Ohio Data Center. The Chip Maker Funding Its Own Biggest Customer Is the Most Circular Financing Deal in Tech History.
By precious
Nvidia is discussing a deal that could make it much more than OpenAI’s biggest chip supplier. The chip maker is…
Wistron Just Opened a $700 Million Factory in the US Dedicated Entirely to Building Nvidia Superchips. The Facility Is Part of a Quiet but Accelerating Push to Move AI Hardware Manufacturing Onto American Soil
By fariehan
Wistron’s Nvidia Superchips are moving into U.S. production after Wistron opened a $700 million manufacturing facility in Fort Worth, Texas.…
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…