AI Chips

Twitter

Facebook

Copy Link

Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Samsung's Gaia AI chip could solve Exynos overheating problems in future Galaxy devices

Samsung is testing a new AI chip called Gaia with laptop makers HP and Lenovo, targeting mass production in 2027. Built by the same team behind Exynos phone chips, Gaia's memory-centric design handles on-device AI tasks efficiently. The architecture could eventually address the persistent thermal and performance issues that have plagued Exynos-powered Galaxy phones for years.

Technology2 sources

Samsung's Gaia AI chip could solve Exynos overheating problems in future Galaxy devices

Technology2 sources

AMD Helios AI rack system takes direct aim at Nvidia with Microsoft, OpenAI backing

AMD launched Helios, its first rack-scale AI platform designed to compete with Nvidia's dominance in data center computing. The system combines 72 Instinct MI455X GPUs and has already secured major customers including Microsoft, OpenAI, Meta, and Anthropic. With superior performance metrics and gigawatt-scale deployments planned, AMD positions itself as a serious Nvidia competitor in the AI accelerator market.

Technology35 sources

AMD Helios AI rack system takes direct aim at Nvidia with Microsoft, OpenAI backing

Technology35 sources

Indian-origin tech leader Uday Ruddaraju steps into CTO of Compute role at OpenAI after xAI exit

Uday Ruddaraju has been promoted to Chief Technology Officer of Compute at OpenAI, a year after joining from Elon Musk's xAI. The Indian-origin tech leader will oversee the company's mission to build the world's largest compute footprint, supporting frontier models like GPT-5.6. His team focuses on scaling compute infrastructure across distributed systems, hardware, and data centers as the AI race intensifies.

Business3 sources

Indian-origin tech leader Uday Ruddaraju steps into CTO of Compute role at OpenAI after xAI exit

Business3 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Etched, founded by three Harvard dropouts in 2022, has closed a $300 million Series C funding round at a $10.3 billion valuation—doubling its worth in just seven months. Led by Sequoia with participation from SK Hynix and Andreessen Horowitz, the AI chip startup is building specialized hardware for inference to challenge Nvidia's dominance with custom chips designed for low-voltage operation and cluster-scale memory.

Startups8 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Startups8 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

General Compute landed $400 million in debt financing from Upper90 to build an AI inference cloud using SambaNova and AMD chips instead of Nvidia GPUs. The deal marks the first time inference-specific chips have been used as loan collateral, signaling a shift toward cost-efficient alternatives as AI infrastructure costs come under scrutiny.

Business2 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

Business2 sources

Apple overtakes Nvidia to reclaim title as world's most valuable company amid AI strategy shift

Apple briefly surpassed Nvidia on Friday with a market valuation of $4.88 trillion versus Nvidia's $4.86 trillion, reclaiming the top spot for the first time since April last year. The shift signals changing investor sentiment as Apple's lower capital expenditure approach to artificial intelligence gains favor over Nvidia's infrastructure-heavy model, despite the chipmaker's dominance in generative AI hardware.

Business10 sources

Apple overtakes Nvidia to reclaim title as world's most valuable company amid AI strategy shift

Business10 sources

South Korea's AI stocks now set the tone for global markets as chipmaker swings ripple worldwide

South Korea's $4 trillion equity market has transformed from a peripheral investment destination into a critical bellwether for global AI sentiment. Fund managers in London, New York, and Tokyo now start their day by checking Korean stocks, as swings in Samsung Electronics and SK Hynix ripple through chip markets worldwide. But the influence comes with extreme volatility driven by leveraged trading.

Business11 sources

South Korea's AI stocks now set the tone for global markets as chipmaker swings ripple worldwide

Business11 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Nvidia's Vera Rubin platform has reached full production, with CoreWeave reporting 10 times more tokens per watt compared to the previous GB200 NVL72 system. Major customers including OpenAI, Microsoft Azure, Google Cloud, and Meta are deploying the next-generation AI infrastructure, which combines 72 Rubin GPUs with custom Vera CPUs to handle agentic AI workloads more efficiently.

Technology11 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Technology11 sources

Uttar Pradesh aims to become global hub for AI and robotics with India's first PRAGATI park

Chief Minister Yogi Adityanath unveiled plans to transform Uttar Pradesh into a global deep tech manufacturing hub with PRAGATI, India's first integrated robotics and advanced manufacturing cluster spanning 75 acres in Noida. The initiative targets over one lakh jobs and Rs 2,000 crore in value addition over five years while reducing import dependence.

Policy2 sources

Uttar Pradesh aims to become global hub for AI and robotics with India's first PRAGATI park

Policy2 sources

Montage Technology reports surging AI chip sales as South Korean prosecutors raid office

China-based Montage Technology forecasts first-half net profit growth of up to 81% driven by strong AI demand for memory interface chips and interconnect chips. But the semiconductor company faces regulatory scrutiny after Korean prosecutors raided its Seoul office over suspected price-fixing, sending shares plummeting over 20% and prompting a share buyback plan to restore investor confidence.

Business2 sources

Montage Technology reports surging AI chip sales as South Korean prosecutors raid office

Business2 sources

Intel expands Google Cloud partnership to deploy Gemini AI across workforce for chip design

Intel is expanding its long-running partnership with Google Cloud by deploying Gemini Enterprise across its global workforce to accelerate chip design and automate workflows. The chipmaker will use AI agents for engineering, supply chain, and marketing operations while leveraging Google Cloud's C4 and N4 instances to run multiple high-performance computing simulations concurrently and dramatically speed up semiconductor development timelines.

Technology4 sources

Intel expands Google Cloud partnership to deploy Gemini AI across workforce for chip design

Technology4 sources

Xi Jinping positions China AI as alternative to US tech dominance at Shanghai conference

Xi Jinping presided over the World Artificial Intelligence Conference in Shanghai, where 29 countries signed up to join the World Artificial Intelligence Cooperation Organization. The Chinese president announced 5,000 AI training opportunities for developing nations while criticizing what he called the overstretching of national security concerns—a veiled reference to US export controls that have blocked China's access to advanced chips.

Policy23 sources

Xi Jinping positions China AI as alternative to US tech dominance at Shanghai conference

Policy23 sources

Xpeng L03 launches with proprietary AI chips, challenging Tesla's autonomous driving dominance

Xpeng unveiled the L03 across 65 markets, marking the first Chinese EV to ship proprietary AI driving chips in every trim. The coupe-SUV features up to three Turing AI chips delivering 2,250 TOPS and runs the company's VLA 2.0 system. With Level 4 autonomy planned by 2028 and Volkswagen already licensing the technology, Xpeng is positioning itself as a serious challenger to Tesla's FSD dominance.

Technology4 sources

Xpeng L03 launches with proprietary AI chips, challenging Tesla's autonomous driving dominance

Technology4 sources

AMD Challenges Nvidia with Next Generation of AI Infrastructure at Major San Francisco Event

AMD launched a suite of AI hardware including Helios server racks and EPYC Venice CPUs at its Advancing AI event in San Francisco, directly challenging Nvidia's dominance. The chipmaker secured major deals with Microsoft, Anthropic, and OpenAI, potentially bringing in tens of billions in revenue as the AI chip market shifts focus from GPUs to server CPUs and throughput optimization.

Technology6 sources

AMD Challenges Nvidia with Next Generation of AI Infrastructure at Major San Francisco Event

Technology6 sources

Europe Inc heads into strongest earnings season in years, but AI gap with US widens

European companies are set for their strongest earnings season since late 2022, with second-quarter profits expected to grow 15.3% on average. But energy sector gains mask a deeper challenge: Europe Inc lacks the AI-powered growth engines driving US corporate performance, where earnings are forecast to surge 23.7%.

Business2 sources

Europe Inc heads into strongest earnings season in years, but AI gap with US widens

Business2 sources

Prev 1…101112…84 Next