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OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

OpenAI and Broadcom have announced Jalapeño, a custom AI processor designed specifically for large language model inference in data centers. The chip promises better performance per watt than current options and marks OpenAI's push toward vertical integration. With deployment planned by year-end, this move signals OpenAI's strategy to reduce dependence on Nvidia while controlling its entire AI infrastructure stack.

Technology32 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

Technology32 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Hyperscale Data stock jumped 20% in premarket trading after announcing its first Master Services Agreement with a California-based neocloud provider. The deal covers 20 megawatts of AI compute capacity at its Michigan data center, expected to generate over $1.2 billion in revenue, with potential expansion that could push total contract value beyond $3.0 billion.

Business2 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Business2 sources

Qualcomm in talks with ByteDance for custom chip design as it pushes beyond smartphones

Qualcomm is negotiating with ByteDance to provide custom chip-design services, marking a strategic shift away from its smartphone-dominated revenue model. The discussions involve designing video processing units based on AlphaWave Semi technology, with potential mass production by year-end. The talks underscore continued US-China tech business engagement despite escalating geopolitical tensions over AI chips.

Business4 sources

Qualcomm in talks with ByteDance for custom chip design as it pushes beyond smartphones

Business4 sources

Banned Nvidia AI chips double to $1.1M on China black market as US crackdown tightens supply

Nvidia's banned DGX B300 AI server now sells for over $1.1 million on China's black market—nearly triple its US retail price. The surge follows intensified US export restrictions and a customs freeze that's choking off both legal and illegal supply routes. Even five-year-old A100 servers have tripled in price as Chinese tech firms scramble for alternatives.

Business4 sources

Banned Nvidia AI chips double to $1.1M on China black market as US crackdown tightens supply

Business4 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

VIAVI Solutions has launched the industry's first Ultra Ethernet Transport validation solution for AI networks, offering GPU-free testing capabilities for hyperscalers and cloud providers. The new VIAVI TestCenter offering validates AI back-end networks using the Ultra Ethernet Consortium's stack, addressing the challenge of scaling AI clusters to millions of endpoints without relying on physical GPUs.

Technology2 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

Technology2 sources

China's LineShine supercomputer claims TOP500 crown with domestically designed chips

China's LineShine supercomputer has seized first place on the TOP500 list, achieving 2.198 ExaFLOPS using only CPUs and domestically designed chips. Built at the National Supercomputing Centre in Shenzhen, it dethroned US El Capitan but ranked fourth on AI-specific benchmarks. Experts say the achievement highlights China's push for self-sufficiency in computing rather than dominance in AI workloads.

Technology7 sources

China's LineShine supercomputer claims TOP500 crown with domestically designed chips

Technology7 sources

TensorX Secures €8M and $1B Partnership to Build Europe's Sovereign AI Infrastructure

Dublin-based TensorX raised €8M in seed funding and partnered with Solstice on a $1 billion financing facility to expand sovereign AI infrastructure across the EU. The company is purchasing Nvidia Blackwell GPUs to deliver GDPR-compliant AI inference from EU-based data centers, targeting regulated industries that cannot send data abroad. Solstice will also launch aiUSX, a yield-bearing asset that lets companies finance the buildout with capital they already hold for AI.

Business5 sources

TensorX Secures €8M and $1B Partnership to Build Europe's Sovereign AI Infrastructure

Business5 sources

Netherlands joins Pax Silica alliance as US tech diplomacy scores win amid ASML export disputes

The Netherlands has formally joined the US-led Pax Silica initiative to secure AI supply chains, marking a strategic victory for US tech diplomacy. However, tensions remain over the MATCH Act, which could restrict ASML from servicing chip equipment in China. Dutch Trade Minister Sjoerd Sjoerdsma expressed concerns that forced cooperation could undermine national security interests.

Policy4 sources

Netherlands joins Pax Silica alliance as US tech diplomacy scores win amid ASML export disputes

Policy4 sources

Micron secures $22 billion in AI memory deals as chipmakers bet on breaking boom-bust cycle

Memory chip giants Micron, Samsung, and SK Hynix are forging long-term supply agreements worth billions to escape decades of volatility. Micron announced $22 billion in customer commitments, including deals with Nvidia, as high-bandwidth memory becomes the defining bottleneck in AI infrastructure. The shift treats memory as strategic necessity rather than commodity, with experts arguing AI has evolved from a compute race to a memory race.

Business9 sources

Micron secures $22 billion in AI memory deals as chipmakers bet on breaking boom-bust cycle

Business9 sources

Cerebras stock plummets 17% as AI chipmaker's first earnings report reveals margin pressures

Cerebras Systems delivered strong 92% revenue growth in its first earnings report since going public, but investor concerns over shrinking gross margins sent shares tumbling 17%. The AI chipmaker forecast full-year margins of 38-41%, significantly below rivals like Nvidia, highlighting the financial pressures of manufacturing wafer-scale AI chips despite securing major deals with OpenAI and Amazon.

Business8 sources

Cerebras stock plummets 17% as AI chipmaker's first earnings report reveals margin pressures

Business8 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

SoftBank CEO Masayoshi Son dismissed Elon Musk's vision for orbital data centers, arguing that the costs of launching and maintaining space-based infrastructure far outweigh electricity savings. With SoftBank committing $65 billion to OpenAI and the Stargate project, Son insists the AI race will be decided on Earth in the next few years, not in orbit a decade from now.

Business4 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

Business4 sources

Samsung HBM4 sales cross $1 billion within four months as AI chip demand accelerates

Samsung Electronics achieved over $1 billion in HBM4 sales just four months after launching mass production in February, becoming the first company globally to ship sixth-generation high bandwidth memory chips. The rapid revenue growth signals accelerating demand for next-generation hardware tailored for AI applications, particularly for platforms like Nvidia's Vera Rubin that power generative AI workloads.

Technology2 sources

Samsung HBM4 sales cross $1 billion within four months as AI chip demand accelerates

Technology2 sources

Qualcomm acquires AI chip startup Modular for $4 billion to challenge Nvidia's dominance

Qualcomm announced a $4 billion all-stock acquisition of AI infrastructure startup Modular, gaining software that runs AI models across different chips without custom coding. The deal positions Qualcomm to challenge Nvidia's CUDA platform while expanding its presence in the booming data center market as it reduces reliance on smartphone chips.

Startups9 sources

Qualcomm acquires AI chip startup Modular for $4 billion to challenge Nvidia's dominance

Startups9 sources

Dell Technologies stock surges as PowerEdge XE8812 AI server promises 50% more memory for workloads

Dell Technologies unveiled the PowerEdge XE8812 at ISC in Hamburg, a next-generation AI server built on NVIDIA's Vera Rubin NVL4 architecture that scales to 144 GPUs per rack. The stock rallied 4.7% as the announcement showcased Dell's continued partnership with NVIDIA at the frontier of high-performance computing. The system offers 50% more memory per socket and GPU than previous generations, targeting enterprise AI infrastructure expansion.

Technology2 sources

Dell Technologies stock surges as PowerEdge XE8812 AI server promises 50% more memory for workloads

Technology2 sources

Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Super Micro Computer shares soared over 14% following a GF Securities upgrade from Hold to Buy with a $48 price target. The rally gained momentum as the company unveiled its Data Center Building Block Solutions Blueprint featuring NVIDIA Vera Rubin NVL4 platform at ISC 2026, showcasing liquid-cooled racks with up to 1,152 NVIDIA Rubin GPUs.

Business2 sources

Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Business2 sources

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