AI Chips

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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Google and Meta team up to challenge Nvidia dominance in AI chip market with TorchTPU project

Alphabet's Google is joining forces with Meta Platforms to develop TorchTPU, making Google's TPU chips fully compatible with PyTorch. The strategic move aims to reduce the AI industry's reliance on Nvidia, which dominates the market through its CUDA ecosystem. Nvidia shares dropped 2% following the announcement as competition in AI hardware intensifies.

Technology2 sources

Google and Meta team up to challenge Nvidia dominance in AI chip market with TorchTPU project

Technology2 sources

Micron Technology soars as AI boom drives memory chip shortage and record earnings

Micron Technology delivered blockbuster fiscal first-quarter results, crushing Wall Street expectations with $4.78 earnings per share on $13.64 billion revenue. The memory chip maker's stock surged nearly 16% as CEO Sanjay Mehrotra forecasted continued growth through 2026, driven by an acute shortage of high-bandwidth memory chips essential for AI infrastructure. Analysts raised price targets to $300-$500, citing the memory super-cycle.

Business10 sources

Micron Technology soars as AI boom drives memory chip shortage and record earnings

Business10 sources

Mythic Raises $125 Million to Challenge Nvidia with 100x More Efficient AI Chips

Palo Alto-based Mythic has secured $125 million in funding to develop analog processing units that cut AI energy use by up to 100 times compared with GPUs. Led by DCVC with backing from SoftBank, Honda, and Lockheed Martin, the AI chip startup plans to deploy its compute-in-memory technology across data centers, automotive systems, robotics, and defense applications.

Technology3 sources

Mythic Raises $125 Million to Challenge Nvidia with 100x More Efficient AI Chips

Technology3 sources

Amazon appoints Peter DeSantis to lead unified AI group as Rohit Prasad departs

Amazon CEO Andy Jassy announced a major AI reorganization, naming 27-year AWS veteran Peter DeSantis to lead a new division combining AI models, silicon development, and quantum computing. The leadership change at Amazon sees Rohit Prasad, head of Artificial General Intelligence, leaving after overseeing Nova's launch. The move signals Amazon's strategic bet on vertical integration to compete with Microsoft and Google.

Business14 sources

Amazon appoints Peter DeSantis to lead unified AI group as Rohit Prasad departs

Business14 sources

China builds secret EUV prototype to rival the West in AI chips, targeting 2030 production

Chinese scientists have completed a prototype EUV lithography machine in a high-security Shenzhen laboratory, built by former ASML engineers through reverse engineering. The machine generates extreme ultraviolet light but hasn't produced working chips yet. China targets 2028 for functional chip production, though 2030 is more realistic—years ahead of Western estimates.

Technology4 sources

China builds secret EUV prototype to rival the West in AI chips, targeting 2030 production

Technology4 sources

MetaX soars 700% as Chinese AI chips challenge Nvidia's dominance amid U.S. export restrictions

Chinese chipmaker MetaX Integrated Circuits jumped 700% in its Shanghai market debut, raising $600 million. The surge follows Moore Threads' 400% IPO pop two weeks earlier, as China accelerates efforts to build self-sufficient semiconductor capabilities and reduce reliance on Nvidia amid escalating U.S. tech restrictions.

Business4 sources

MetaX soars 700% as Chinese AI chips challenge Nvidia's dominance amid U.S. export restrictions

Business4 sources

Rapidus unveils glass interposer tech to challenge TSMC's dominance in AI chips production

Japan's state-backed chipmaker Rapidus has developed a prototype glass interposer that could cut AI chip production costs significantly. The company plans mass production by 2028, using 600mm glass substrates that yield 10 times more interposers than traditional silicon wafers. This breakthrough positions Rapidus to compete directly with TSMC as Japan invests heavily to rebuild its semiconductor industry.

Technology3 sources

Rapidus unveils glass interposer tech to challenge TSMC's dominance in AI chips production

Technology3 sources

OpenAI pursues $100B funding round at $830B valuation as Amazon investment talks intensify

OpenAI is negotiating to raise up to $100 billion in a funding round that could value the ChatGPT maker at $830 billion by Q1 2026. Separately, Amazon is in early discussions to invest $10 billion in OpenAI while supplying its Trainium AI chips and cloud computing services, marking another circular deal in the AI industry as compute costs continue to escalate.

Business26 sources

OpenAI pursues $100B funding round at $830B valuation as Amazon investment talks intensify

Business26 sources

Nvidia and SK Hynix develop AI SSD targeting 100 million IOPS to solve inference bottlenecks

Nvidia and SK Hynix are jointly developing an AI SSD called Storage Next, promising 100 million IOPS by 2027—ten times faster than current enterprise drives. The collaboration aims to eliminate data storage bottlenecks that throttle AI inference workloads, as the industry shifts focus from training to inference where storage speed becomes critical.

Technology3 sources

Nvidia and SK Hynix develop AI SSD targeting 100 million IOPS to solve inference bottlenecks

Technology3 sources

Samsung denies ending SATA SSD production as AI-driven demand reshapes memory markets

Samsung has pushed back against reports claiming it plans to phase out consumer SATA SSD production, despite mounting pressure from AI infrastructure. The controversy highlights how artificial intelligence is redirecting NAND flash memory away from consumer hardware, creating supply constraints and driving dramatic price increases across the storage market.

Business2 sources

Samsung denies ending SATA SSD production as AI-driven demand reshapes memory markets

Business2 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

A Stanford-led research team has manufactured the first monolithic 3D integrated circuit at a commercial US foundry, showing four-fold performance improvements over conventional flat chips. The prototype, built at SkyWater Technology, vertically stacks memory and logic using carbon nanotube transistors and could eventually deliver up to 1,000-fold gains in energy efficiency for future AI systems.

Science2 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

Science2 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

RAM and SSD prices have skyrocketed since summer 2025, with some kits costing four times more than in August. The surge stems from AI data centers consuming massive amounts of high-bandwidth memory, forcing manufacturers like Micron to redirect wafer capacity away from consumer products. Industry experts warn the memory shortage will persist well beyond 2026, affecting everything from PC builds to smartphones and home appliances.

Business21 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

Business21 sources

Intel moves to acquire SambaNova for $1.6 billion as AI chip battle with Nvidia intensifies

Intel is in advanced acquisition discussions to buy AI chip startup SambaNova Systems for $1.6 billion including debt, marking a steep discount from its $5 billion valuation in 2021. The deal would strengthen Intel's position in AI inference solutions as it competes against Nvidia's market dominance in the AI hardware market.

Business7 sources

Intel moves to acquire SambaNova for $1.6 billion as AI chip battle with Nvidia intensifies

Business7 sources

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Oracle has pushed back delivery timelines for several large AI data centers built for OpenAI from 2027 to 2028, citing labor and material shortages. The data center delays sparked investor concerns about the artificial intelligence investment boom, sending Oracle shares down over 5% before the company disputed any contractual setbacks. The setback highlights mounting challenges in the race to build AI infrastructure.

Business14 sources

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Business14 sources

Warren Accuses Trump of Selling Out National Security with Nvidia Chip Sales to China

Sen. Elizabeth Warren condemned President Trump's approval of Nvidia's H200 chip exports to China, calling it a betrayal of national security. The decision reverses longstanding restrictions and has sparked bipartisan concern, with senators questioning whether corporate donations influenced the policy shift that could accelerate China's military AI capabilities.

Policy3 sources

Warren Accuses Trump of Selling Out National Security with Nvidia Chip Sales to China

Policy3 sources

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