AI Chips

Twitter

Facebook

Copy Link

Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Noetra CEO calls $2.33B robot AI venture Japan's last chance in global AI race

Japan launches Noetra, a government-backed AI venture with $2.33 billion in first-year funding to develop a foundational model for robots. CEO Hironobu Tamba frames it as the country's final opportunity to achieve technological self-sufficiency as China and the US dominate AI development. Backed by 44 companies including SoftBank, Honda, and Sony, the project targets 10 million AI-enabled robots by 2040.

Technology3 sources

Noetra CEO calls $2.33B robot AI venture Japan's last chance in global AI race

Technology3 sources

Wistron opens $700M Fort Worth plant to mass-produce Nvidia's most powerful AI superchips

Wistron launched its first U.S. facility in Fort Worth, Texas, a $700 million AI manufacturing plant producing Nvidia's GB300 Grace Blackwell Ultra Superchip. The 324,000-square-foot site marks the first time Nvidia's flagship AI chip has been mass-produced on American soil, creating over 500 jobs with plans to reach 1,000 by year's end.

Technology8 sources

Wistron opens $700M Fort Worth plant to mass-produce Nvidia's most powerful AI superchips

Technology8 sources

Nvidia unveils Vera CPU specs and benchmarks, positioning itself to challenge AMD and Intel

Nvidia released detailed specifications for its Vera CPU, featuring 88 custom Olympus cores designed specifically for agentic AI workloads. The chip is part of the company's Vera Rubin platform and represents its first custom core design for data centers. Early customers including OpenAI, Microsoft, and Oracle are already receiving systems, marking Nvidia's aggressive push into a CPU market traditionally dominated by AMD and Intel.

Technology14 sources

Nvidia unveils Vera CPU specs and benchmarks, positioning itself to challenge AMD and Intel

Technology14 sources

Startup's oscillator-based AI technology could slash energy consumption by 1,000 times

Unconventional AI has unveiled Un-0, an experimental image-generation model that replaces traditional computing with a network of physical oscillators. Founded by researchers from MIT and Stanford, the startup claims this oscillator-based AI technology could eventually consume 1,000 times less energy than current systems. While the proof of concept shows promise on benchmark tests, the team acknowledges dedicated hardware is needed to realize the full energy savings.

Technology2 sources

Startup's oscillator-based AI technology could slash energy consumption by 1,000 times

Technology2 sources

US and China plan high-level AI talks in September to address frontier model risks

The United States and China are preparing to hold AI talks in September, marking a significant outcome of the Trump-Xi summit in May. Treasury Secretary Scott Bessent will lead the US delegation as both superpowers seek to address risks posed by increasingly powerful frontier models. The meeting is expected before President Xi Jinping's planned September 24 visit to the US.

Policy5 sources

US and China plan high-level AI talks in September to address frontier model risks

Policy5 sources

Intel layoffs target Data Center and AI Group despite strong revenue growth and AI boom

Intel announced fresh job cuts in its Data Center and AI Group, the division responsible for server CPUs and AI chips. The layoffs come despite the unit generating $5.05 billion in Q1 2026 revenue, up 22% year-over-year. CEO Lip-Bu Tan continues his turnaround plan as Intel shares have surged over 317% in the past year.

Business2 sources

Intel layoffs target Data Center and AI Group despite strong revenue growth and AI boom

Business2 sources

Bit2Watt attack shows how malicious cloud tenants could destabilize power grids using GPU workloads

Chinese researchers at Zhejiang University have revealed a cyber-physical vulnerability called Bit2Watt that allows malicious cloud tenants to weaponize GPU workloads and potentially cause widespread blackouts. The theoretical attack exploits the power consumption patterns of AI datacenters, demonstrating how approximately 1,000 GPUs could create cascading failures affecting over 80% of large-scale power systems.

Technology3 sources

Bit2Watt attack shows how malicious cloud tenants could destabilize power grids using GPU workloads

Technology3 sources

Google Cloud revenue surges 82% as AI investments justify massive spending spree

Alphabet reported Google Cloud revenue jumped 82% to $24.8 billion, driven by enterprise AI adoption and infrastructure demand. The results exceeded analyst expectations despite concerns over capital expenditures rising to as much as $205 billion for the year. CEO Sundar Pichai defended the spending, citing strong demand indicators and long-term deals that justify the company's AI infrastructure investments.

Business35 sources

Google Cloud revenue surges 82% as AI investments justify massive spending spree

Business35 sources

IQE upgrades 2026 sales growth forecast to 30% as AI data-centre demand surges for optical chips

Welsh chipmaker IQE raised its 2026 revenue growth forecast to above 30%, up from 20%, betting on surging AI data-centre demand for its indium phosphide materials. The upgrade comes despite an 18% revenue decline to £97.3m in 2025, with first-half 2026 trading beating expectations at £64m.

Business2 sources

IQE upgrades 2026 sales growth forecast to 30% as AI data-centre demand surges for optical chips

Business2 sources

Snapdragon 4 Gen 6 leak reveals on-device AI headed to budget Android phones under $400

A leak suggests Qualcomm's upcoming Snapdragon 4 Gen 6 will bring dedicated AI processing to budget Android phones for the first time. The chip features a Hexagon DSP and separate machine learning engine, potentially enabling live translation, smarter camera tools, and voice features on entry-level devices costing under $400.

Technology2 sources

Snapdragon 4 Gen 6 leak reveals on-device AI headed to budget Android phones under $400

Technology2 sources

Z.AI builds massive AI data centre entirely on Chinese-made chips, bypassing Nvidia

Chinese AI lab Z.AI has completed a 1-gigawatt data centre running exclusively on domestically produced chips, marking a major milestone in China's push for AI self-sufficiency. The facility operates multiple clusters with over 10,000 chips each to train GLM models, demonstrating that Chinese labs can scale frontier AI development despite US export controls blocking access to Nvidia's most advanced processors.

Technology2 sources

Z.AI builds massive AI data centre entirely on Chinese-made chips, bypassing Nvidia

Technology2 sources

China weighs export controls on AI models and chips to prevent Western acquisition

China's Ministry of Commerce is consulting leading tech firms including Alibaba, ByteDance, and Huawei about implementing export controls on advanced AI models, training data, and semiconductor technologies. The proposed restrictions could ban Chinese chip designers from using TSMC and limit downloads of open-weight models, marking a significant shift in how Beijing protects its technological advancements.

Policy5 sources

China weighs export controls on AI models and chips to prevent Western acquisition

Policy5 sources

Infinity raises $15M to run AI inference on any chip, challenging Nvidia's software dominance

San Francisco-based AI infrastructure startup Infinity has raised $15 million at a $100 million valuation to break Nvidia's software lock-in. Its AI agent Ignition automates the creation of low-level code needed to run AI models on any chip architecture, reducing what typically takes months or years to just hours or days. The company already generates millions in annual revenue from chip partnerships.

Startups3 sources

Infinity raises $15M to run AI inference on any chip, challenging Nvidia's software dominance

Startups3 sources

Google develops Frozen v2 chip with Gemini architecture hardwired into silicon for efficiency

Google is building a specialized AI chip called Frozen v2 that embeds Gemini's architecture directly into hardware. The chip could deliver 6-10 times better efficiency than current TPUs, addressing severe compute shortages that forced Google Cloud to turn away customers. Deployment targets 2028, but the approach trades flexibility for performance.

Technology7 sources

Google develops Frozen v2 chip with Gemini architecture hardwired into silicon for efficiency

Technology7 sources

Alphabet's Frozen v2 chip could deliver 10x efficiency gains by embedding Gemini into silicon

Alphabet is developing Frozen v2, a server chip that embeds its Gemini AI model directly into hardware to achieve 6-10 times more tokens per unit of power than current TPUs. The move signals a strategic shift from spending more on AI infrastructure to making AI operations dramatically cheaper, with deployment targeted for 2028.

Technology3 sources

Alphabet's Frozen v2 chip could deliver 10x efficiency gains by embedding Gemini into silicon

Technology3 sources

Prev 1…91011…84 Next