AI Chips

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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Memory shortage driven by AI demand could keep prices high until 2027 or beyond

The global memory shortage shows no signs of easing, with manufacturers expected to meet only 60% of demand by 2027. AI's appetite for high-bandwidth memory is pushing DRAM and NAND prices to record highs, forcing Samsung to consider its first-ever smartphone loss while consumers face steeper prices for phones, laptops, and other devices.

Business8 sources

Memory shortage driven by AI demand could keep prices high until 2027 or beyond

Business8 sources

Google in talks with Marvell Technology to develop two AI chips, diversifying chip suppliers

Google is negotiating with Marvell Technology to design two new AI chips—a memory processing unit and an inference-optimized TPU—adding a third partner to its custom silicon supply chain alongside Broadcom. The move signals Google's strategy to diversify chip suppliers as inference workloads become the dominant compute cost in AI.

Technology15 sources

Google in talks with Marvell Technology to develop two AI chips, diversifying chip suppliers

Technology15 sources

Cerebras Systems files for IPO after landing $20 billion OpenAI deal and challenging Nvidia

Cerebras Systems, an AI chipmaker building wafer-scale processors, has filed publicly for an IPO months after withdrawing a previous attempt. The company brought in $510 million in revenue in 2025 with a $24.6 billion backlog, including a massive $20 billion deal with OpenAI. But despite 20x revenue growth since 2022, Cerebras remains operationally unprofitable with 86% of revenue coming from just two customers.

Business11 sources

Cerebras Systems files for IPO after landing $20 billion OpenAI deal and challenging Nvidia

Business11 sources

Google negotiates Pentagon deal to deploy Gemini AI in classified military environments

Google is in talks with the U.S. Department of Defense to deploy Gemini AI models in classified settings for the first time. The negotiations include deploying tensor processing units inside secure environments and adding GPU capacity to Google Distributed Cloud, which holds DoD Impact Level 6 authorization. Google pushes for contract language prohibiting domestic mass surveillance and autonomous weapons without human oversight.

Technology3 sources

Google negotiates Pentagon deal to deploy Gemini AI in classified military environments

Technology3 sources

Upscale AI targets $2 billion valuation in third funding round since September launch

AI infrastructure startup Upscale AI is negotiating a new funding round that would value the company at $2 billion, just seven months after emerging from stealth. The Santa Clara-based company aims to raise $180-200 million despite not yet releasing a product, betting on custom chips and full-stack infrastructure solutions to transform how AI data centers operate.

Startups2 sources

Upscale AI targets $2 billion valuation in third funding round since September launch

Startups2 sources

Intel Core Series 3 mobile processors bring 40 TOPS AI compute to budget-friendly laptops

Intel launched its Core Series 3 mobile processors, targeting students, small businesses, and value buyers with AI-ready capabilities. Built on the same Panther Lake foundation as flagship Core Ultra Series 3 chips using Intel's 18A process node, these processors deliver up to 47% faster single-thread performance and 40 TOPS of on-device AI acceleration while reducing power consumption by up to 64%.

Technology5 sources

Intel Core Series 3 mobile processors bring 40 TOPS AI compute to budget-friendly laptops

Technology5 sources

Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

Taiwan's stock market has overtaken the UK to become the world's seventh-largest, reaching $4.14 trillion in market capitalization. The surge comes as TSMC reported record earnings with 58% net income growth, driven by insatiable demand for AI chips. The Taiex Index has gained 26.5% year-to-date, while TSMC alone represents 45% of Taiwan's entire market cap.

Business2 sources

Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

Business2 sources

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Taiwan Semiconductor Manufacturing Co. posted a record $18 billion quarterly profit, driven by surging global demand for chips used in AI applications. The world's largest contract chipmaker raised its 2026 revenue guidance to above 30% growth and announced plans to add three new 3-nanometer fabrication plants. However, TSMC warned that geopolitical tensions in the Middle East could impact profitability as supply chain costs increase.

Business12 sources

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Business12 sources

Xiaomi 18 Pro leak shows dedicated AI button for smart home control and connected car features

Early renders of the Xiaomi 18 Pro reveal a dedicated physical AI button positioned on the device's side, designed for one-tap access to AI features, smart home control, and connected car functions. The smartphone leak also confirms the return of a rear secondary display, now upgraded to an AI-powered smart window, alongside dual 200-megapixel cameras and a 7,000mAh battery.

Technology3 sources

Xiaomi 18 Pro leak shows dedicated AI button for smart home control and connected car features

Technology3 sources

Nvidia CEO Jensen Huang defends selling AI chips to China amid national security debate

Nvidia CEO Jensen Huang pushed back forcefully against critics questioning whether selling AI chips to China threatens U.S. national security. During a heated podcast exchange, Huang argued that keeping Chinese developers on the American tech stack is essential for maintaining AI dominance, warning that export restrictions could backfire by accelerating an independent Chinese tech ecosystem built around alternatives like Huawei's Ascend chips.

Policy10 sources

Nvidia CEO Jensen Huang defends selling AI chips to China amid national security debate

Policy10 sources

Elon Musk confirms Terafab will use Intel's 14A process to manufacture AI chips for Tesla and SpaceX

Elon Musk announced that his Terafab chip manufacturing venture will adopt Intel's 14A process technology to produce AI chips. Tesla will build a $3 billion research facility in Austin processing thousands of wafers monthly, while SpaceX will handle high-volume chip manufacturing. This marks Intel's first major external customer for 14A technology, a critical win for its struggling contract manufacturing business.

Technology10 sources

Elon Musk confirms Terafab will use Intel's 14A process to manufacture AI chips for Tesla and SpaceX

Technology10 sources

Allbirds pivots from sustainable shoes to AI infrastructure, stock surges 580% in single day

Allbirds, once known for sustainable footwear, announced a dramatic shift to become NewBird AI, a GPU-as-a-Service provider. After selling its shoe brand for $39 million to American Exchange Group, the company secured $50 million in financing to acquire GPU assets. The announcement sent shares soaring over 580%, though questions remain about the execution of this extreme pivot.

Business48 sources

Allbirds pivots from sustainable shoes to AI infrastructure, stock surges 580% in single day

Business48 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Elon Musk announced Tesla's successful tape-out of the AI5 chip, designed to power Full Self-Driving systems in vehicles and Optimus robots. The chip promises up to 40x performance improvement over its predecessor, featuring 12 memory packages and a 384-bit interface. However, the milestone comes nearly two years behind schedule, with volume production not expected until mid-2027.

Technology6 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Technology6 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

UK autonomous driving startup Wayve raised $60 million from semiconductor giants AMD, Arm, and Qualcomm, extending its Series D funding round to $1.2 billion. The strategic investment gives Wayve access to virtually every automotive compute platform, supporting its hardware-agnostic AI Driver that works across different chips and vehicles without location-specific engineering.

Startups3 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

Startups3 sources

Meta locks Broadcom for custom AI chips through 2029 as Hock Tan exits board

Meta and Broadcom announced a multi-year partnership extending through 2029 for custom AI accelerators, with initial deployment exceeding 1 gigawatt of computing capacity. Broadcom CEO Hock Tan is stepping down from Meta's board to avoid conflict of interest but will continue advising on Meta's custom silicon roadmap as the social media giant pursues its AI infrastructure goals.

Technology16 sources

Meta locks Broadcom for custom AI chips through 2029 as Hock Tan exits board

Technology16 sources

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