AI Chips

Twitter

Facebook

Copy Link

Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Samsung and Micron have started mass production and shipping of HBM4 memory, the next-generation high-bandwidth memory critical for AI acceleration hardware. Samsung claims industry-first status with 11.7Gbps speeds and up to 3.3TB/s bandwidth, while Micron confirms it delivered product a quarter ahead of schedule. The development signals readiness for Nvidia's upcoming Vera Rubin accelerators launching in Q2 2026.

Technology15 sources

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Technology15 sources

Apollo Global Management nears $3.4 billion loan to fund AI chips for Elon Musk's xAI

Apollo Global Management is finalizing a $3.4 billion loan to an investment vehicle that will purchase Nvidia chips and lease them to Elon Musk's xAI. The deal, arranged by Valor Equity Partners, could close this week and marks Apollo's second major chip-leasing investment in xAI, following a $3.5 billion loan in November.

Business3 sources

Apollo Global Management nears $3.4 billion loan to fund AI chips for Elon Musk's xAI

Business3 sources

Big Tech's $660 Billion AI Boom Gamble: Why Amazon and Meta Are Spending More Than They Earn

Amazon, Meta, and Alphabet are spending more than they generate in operating cash flow for the first time, pouring $660 billion into AI infrastructure. The companies are borrowing hundreds of billions and draining cash reserves to build data centers and chips, abandoning their asset-light business model in a high-stakes bet that AI demand will justify the costs.

Business2 sources

Big Tech's $660 Billion AI Boom Gamble: Why Amazon and Meta Are Spending More Than They Earn

Business2 sources

STMicroelectronics lands multi-billion dollar AWS deal to power AI data centers

STMicroelectronics announced a multi-year, multi-billion dollar strategic partnership with AWS to supply advanced semiconductors for next-generation AI data centers. The Franco-Italian chipmaker will provide high-bandwidth connectivity chips and power management solutions for hyperscale operations. AWS received warrants to acquire up to 24.8 million STMicro shares at $28.38, vesting based on product payments over seven years.

Business4 sources

STMicroelectronics lands multi-billion dollar AWS deal to power AI data centers

Business4 sources

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Chinese chip designer Montage Technology surged over 50% in its Hong Kong stock market debut after raising $902 million at the top of its pricing range. The world's largest memory interconnect chip supplier attracted strong investor interest, with retail orders oversubscribed more than 700 times, signaling renewed appetite for AI-related IPOs despite broader market volatility.

Business2 sources

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Business2 sources

OpenAI's AI Earbuds Named Dime Could Launch Simpler Than Expected Due to Component Shortages

OpenAI's first hardware product appears to be AI earbuds named Dime, according to leaked patent filing details. The company may launch a basic version first in 2026, with more advanced AI-powered earbuds delayed until component prices stabilize. Memory price hikes and production risks have reportedly forced OpenAI to scale back its initial ambitions.

Technology3 sources

OpenAI's AI Earbuds Named Dime Could Launch Simpler Than Expected Due to Component Shortages

Technology3 sources

Vista Equity Partners and Intel lead $350M funding round for AI chip startup SambaNova Systems

Vista Equity Partners is leading a $350 million funding round for AI chip startup SambaNova Systems, marking a rare departure from its exclusive focus on enterprise software. Intel Corp plans to invest up to $150 million in the oversubscribed Series E round as the chipmaker seeks to compete with Nvidia in the growing AI inference market.

Startups4 sources

Vista Equity Partners and Intel lead $350M funding round for AI chip startup SambaNova Systems

Startups4 sources

India's AI data centers promise internet era-type job boom, but IMF warns of 40% displacement

Nvidia CEO Jensen Huang claims AI infrastructure will create massive employment across construction, operations, and innovation in India. With $200 billion in expected data center investments and tax holidays until 2047, tech giants are betting big. But the IMF warns AI could disrupt 40% of jobs, creating tension between physical infrastructure optimism and automation reality.

Business3 sources

India's AI data centers promise internet era-type job boom, but IMF warns of 40% displacement

Business3 sources

Semiconductor sales set to hit $1 trillion in 2026 as AI demand fuels historic industry growth

The semiconductor industry reached $791.7 billion in sales in 2025, marking a 25.6% year-over-year increase, and is projected to cross the $1 trillion milestone in 2026. The Semiconductor Industry Association attributes this growth to surging demand for AI infrastructure, including advanced computing chips and memory products, as tech firms invest heavily in building data centers for artificial intelligence.

Business3 sources

Semiconductor sales set to hit $1 trillion in 2026 as AI demand fuels historic industry growth

Business3 sources

MediaTek Dimensity 9500s to power OPPO Find X9s and new POCO phone in India

MediaTek announced the Dimensity 9500s and 8500 chipsets at its Tech Day event in Delhi, targeting flagship and premium smartphones with advanced on-device AI processing. OPPO confirmed the Find X9s will feature the 3nm Dimensity 9500s chip, while POCO revealed plans for an X-series device. Both chipsets use an All-Big Core CPU architecture designed for generative AI workloads, gaming performance, and enhanced connectivity.

Technology2 sources

MediaTek Dimensity 9500s to power OPPO Find X9s and new POCO phone in India

Technology2 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Intel and AMD are warning Chinese customers of major server CPU supply constraints, with delivery delays stretching up to six months. The AI infrastructure boom is driving unprecedented demand for traditional computing components, pushing Intel's server chip prices up more than 10% in China. Supply constraints stem from manufacturing challenges and TSMC's prioritization of AI chips.

Business5 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Business5 sources

Amazon unveils $200 billion AI spending plan as shares plunge on investor concerns over returns

Amazon announced plans to spend $200 billion on AI infrastructure in 2026, a 50% jump from last year's $131 billion and far exceeding Wall Street's $150 billion estimate. The massive capital expenditure sparked investor concerns about profitability, sending shares down as much as 11% in after-hours trading despite strong AWS revenue growth of 24%.

Business20 sources

Amazon unveils $200 billion AI spending plan as shares plunge on investor concerns over returns

Business20 sources

Nvidia delays next-gen graphics cards until 2028 as AI chips take priority over gaming GPUs

Nvidia is pushing back its RTX 6000 graphics cards to 2028, marking a three-year gap without new gaming GPU releases. The delay stems from a global memory shortage fueled by AI data center demand, forcing the company to prioritize its lucrative AI chips over consumer gaming products. With gaming GPUs now representing just 8% of Nvidia's revenue compared to 35% in 2022, PC gamers face extended waits and rising prices.

Business6 sources

Nvidia delays next-gen graphics cards until 2028 as AI chips take priority over gaming GPUs

Business6 sources

Minisforum unveils AI X1 Pro-470 mini PC with Ryzen AI 9 HX 470 for on-device AI acceleration

Minisforum has launched the AI X1 Pro-470, the world's first mini PC powered by AMD's Ryzen AI 9 HX 470 processor with 86 TOPS NPU performance. The compact system targets on-device AI acceleration with support for up to 128 GB DDR5 memory, 12 TB storage capacity, and OCuLink for external GPU connectivity, starting at $634 for barebone configuration.

Technology2 sources

Minisforum unveils AI X1 Pro-470 mini PC with Ryzen AI 9 HX 470 for on-device AI acceleration

Technology2 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Taiwan's TSMC announced plans to manufacture advanced 3-nanometer semiconductors at its second Kumamoto factory in Japan, a significant upgrade from initial plans. The move addresses bottlenecked production capacity driven by surging AI demand from customers like Nvidia, while also reflecting geopolitical considerations as the chipmaker diversifies beyond Taiwan.

Business3 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Business3 sources

Prev 1…333435…63 Next