AI Chips

Twitter

Facebook

Copy Link

Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Baidu Revenue Falls 4% as AI Cloud Boom Fails to Offset Marketing Decline

Baidu reported its fifth consecutive quarterly revenue drop to RMB31.3bn ($4.62bn), down 4% year-over-year, as its traditional online marketing business declined 19% despite AI cloud infrastructure revenue surging 50%. CEO Robin Li pledged to return the Ernie model to AI's frontier amid mounting competitive pressure.

Business10 sources

Baidu Revenue Falls 4% as AI Cloud Boom Fails to Offset Marketing Decline

Business10 sources

Snapdragon X2 Elite Extreme outpaces Intel Core Ultra X9 and AMD Ryzen AI 9 by up to 83% in tests

Qualcomm's Snapdragon X2 Elite Extreme demonstrated significant performance leads in Signal65 testing, beating Intel Core Ultra X9 by up to 53% and AMD Ryzen AI 9 by 83% in Geekbench 7. The battery-powered Snapdragon system outperformed plugged-in x86 systems across CPU and AI benchmarks, though testing caveats and funding sources warrant scrutiny.

Technology2 sources

Snapdragon X2 Elite Extreme outpaces Intel Core Ultra X9 and AMD Ryzen AI 9 by up to 83% in tests

Technology2 sources

SK hynix Launches $29 Billion Buyback as AI Infrastructure Demand Drives Memory Chip Stock Surge

SK hynix announced a massive $29 billion share buyback and raised its shareholder return target above 50% of free cash flow. The move comes as AI infrastructure demand for high-bandwidth memory intensifies, with Elon Musk calling memory the biggest bottleneck in AI expansion and Goldman Sachs projecting agentic AI will consume 24 times more tokens by 2030.

Business4 sources

SK hynix Launches $29 Billion Buyback as AI Infrastructure Demand Drives Memory Chip Stock Surge

Business4 sources

High School Dropout James Dacombe Becomes Europe's Youngest Self-Made Billionaire With AI Chip Startup Olix

At 25, James Dacombe has become Europe's youngest self-made billionaire after his AI chip-making firm Olix tripled in value to $3.3 billion following a $312 million funding round. The British entrepreneur dropped out of high school at 17 to build CoMind and later founded Olix, joining just 11 self-made billionaires worldwide under 30.

Business3 sources

High School Dropout James Dacombe Becomes Europe's Youngest Self-Made Billionaire With AI Chip Startup Olix

Business3 sources

Groq Raises $350 Million at $3.5 Billion Valuation as Nvidia Joins Funding Round

Groq has secured $350 million in Series A funding led by Disruptive, with Nvidia joining the round. The AI infrastructure company is valued at $3.5 billion, down from $6.9 billion last September. This marks Groq's continued pivot from AI chip maker to neocloud provider following Nvidia's $20 billion licensing deal that took its founder and key talent.

Startups3 sources

Groq Raises $350 Million at $3.5 Billion Valuation as Nvidia Joins Funding Round

Startups3 sources

Google Teams with AMD on 10th-Generation TPU Project for Reinforcement Learning Workloads

Google is reportedly collaborating with AMD to develop its 10th-generation TPU, marking AMD's first major involvement in a custom AI accelerator project. The hybrid design may integrate on-package CPU cores alongside tensor compute chiplets to handle reinforcement learning and agentic AI workloads that demand more general-purpose processing power.

Technology2 sources

Google Teams with AMD on 10th-Generation TPU Project for Reinforcement Learning Workloads

Technology2 sources

Nvidia reveals $21B SpaceX stake and $30B Intel position in strategic AI infrastructure expansion

Nvidia disclosed major equity positions worth over $50 billion in its latest SEC filing, including a $21 billion stake in SpaceX and $30 billion in Intel shares. The chipmaker's strategic investments span AI infrastructure, telecommunications, and chip development, reinforcing its dominance in the AI ecosystem.

Business6 sources

Nvidia reveals $21B SpaceX stake and $30B Intel position in strategic AI infrastructure expansion

Business6 sources

Nvidia invests $1.5B in SB Energy, backs OpenAI's Ohio data center with $105B guarantee

Nvidia commits up to $105 billion to guarantee OpenAI's massive Ohio data center at PORTS-Pike Technology Campus, while investing $1.5 billion in SoftBank-linked data center developer SB Energy. The deal positions Nvidia as the exclusive chip provider for what could become one of the world's largest AI infrastructure projects.

Business30 sources

Nvidia invests $1.5B in SB Energy, backs OpenAI's Ohio data center with $105B guarantee

Business30 sources

Ukraine Finds Nvidia Jetson Orin AI Chip Inside Russian S-71 Cruise Missile

Ukrainian military intelligence discovered an Nvidia Jetson Orin module inside Russia's new S-71 Monochrome cruise missile, suggesting AI-powered autonomous targeting capabilities. The finding raises serious questions about the effectiveness of current export controls and sanctions enforcement despite Nvidia's 2022 exit from Russia.

Technology3 sources

Ukraine Finds Nvidia Jetson Orin AI Chip Inside Russian S-71 Cruise Missile

Technology3 sources

US Demands Allies Choose Between American and Chinese AI Coalitions as Technology Cold War Escalates

Washington is preparing to force 35 countries into choosing between its Pax Silica initiative and China's rival AI framework. A leaked State Department letter warns nations they cannot belong to both coalitions, marking a decisive shift in the AI cold war. Kazakhstan's dual membership has triggered the ultimatum as both superpowers compete for control over semiconductors, critical minerals, and AI supply chains.

Policy11 sources

US Demands Allies Choose Between American and Chinese AI Coalitions as Technology Cold War Escalates

Policy11 sources

Senator Jim Banks Pushes Trump to Support Open-Weight AI Models Over Chinese Alternatives

Republican Senator Jim Banks urged the Trump administration to create incentives for U.S. tech companies to develop open-weight AI models, citing national security concerns about Chinese alternatives. The Senate Armed Services Committee member called for limiting dependence on Chinese-made open-weight models and restricting their access to American semiconductors.

Policy2 sources

Senator Jim Banks Pushes Trump to Support Open-Weight AI Models Over Chinese Alternatives

Policy2 sources

Samsung Electronics Recruits Two AI Experts to Accelerate Chip Business Transformation

Samsung Electronics has appointed two AI specialists—Han Bo-hyung from Seoul National University and former Meta data engineering manager Hahn Tai-rin—to accelerate AI adoption across its semiconductor operations. The move aims to shorten development cycles, improve manufacturing efficiency, and strengthen Samsung's competitive position in advanced chips.

Business2 sources

Samsung Electronics Recruits Two AI Experts to Accelerate Chip Business Transformation

Business2 sources

Micron Technology Unveils $250 Million Venture Fund to Fuel AI Technologies and Infrastructure

Micron Technology launched the Micron Ventures Paradigm Fund, committing $250 million to invest in AI technologies spanning model architectures, compute infrastructure, and physical AI systems. This third and largest fund brings Micron's total capital commitment to $550 million, positioning the semiconductor giant to partner with innovators shaping AI's future memory and storage demands.

Business2 sources

Micron Technology Unveils $250 Million Venture Fund to Fuel AI Technologies and Infrastructure

Business2 sources

Google Pixel 11 Tensor G6 is a 3nm chip, not 2nm as previously rumored

Google confirmed its Tensor G6 chip in the Pixel 11 uses TSMC's 3nm process, not the rumored 2nm node. Despite missing the cutting-edge fabrication, the processor delivers 25% faster web browsing, 15% quicker app launches, and 50% more TPU compute power for enhanced on-device AI capabilities.

Technology2 sources

Google Pixel 11 Tensor G6 is a 3nm chip, not 2nm as previously rumored

Technology2 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Chipmaking equipment supplier Lam Research announced a $3 billion-plus investment over five years to expand its global R&D laboratory network. The move aims to boost experimental capacity by over 50% and accelerate semiconductor innovation driven by AI chips. CEO Tim Archer emphasized that the AI era demands faster development cycles for new chip architectures and materials.

Business4 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Business4 sources

Prev 1…141516…98 Next