Semiconductors
50 articles in this category
OpenAI Jalapeño inference chip lands soon
OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.
Broadcom AI chip forecast fiscal 2027 2028 doubles
Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.
Redefining Chip Architecture with Arm CEO
Arm CEO Rene Haas tells NoPriors why CPUs still anchor AI data centers and why Arm is now building its own AGI CPU with Meta.
Cerebras hits 10,000 tokens per second with CS5
Cerebras showed 4,400 TPS on CS4 and promised 10,000 TPS on CS5, with OpenAI already running its largest model 14x faster.
Jensen Huang Nvidia Strategy Bets on Neoclouds
Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.
Azure Maia 200 AI accelerator faces yield test
Microsoft reframes AI infrastructure around yield, with Azure Maia and Cobalt co-design aimed at agentic workloads that use 3,400x more tokens.
Nvidia's 70% Growth Outlook Driven by AI Demand
Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.
Lam Research CEO on AI Demand & Semiconductor Innovation
Lam Research CEO Tim Archer discusses the surge in AI-driven chip demand and the company's $3B investment in R&D labs to meet the growing need for advanced manufacturing processes.
AWS and NVIDIA Supercharge AI with 2 Million More GPUs
AWS and NVIDIA are expanding their partnership, committing to deploy 2 million more NVIDIA GPUs by 2028 and integrating NVIDIA Vera CPUs.
Maia 200: Dataflow's AI Ascent
The Maia 200 AI accelerator pioneers SDLA, shifting AI compute to data-movement-centric architectures for superior efficiency and performance.
Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims
Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.
OpenAI's Jalapeno Chip Challenges Nvidia's Dominance
OpenAI's VP of Hardware, Richard Ho, discusses the company's new custom inference chip, Jalapeno, claiming it outperforms Nvidia in key benchmarks and highlighting its novel architecture.
Nvidia Price Hikes: Demand Outstrips Supply
Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.
Nvidia Faces Price Hikes Amid AI Chip Demand Surge
Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.
Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play
Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.
AMD Adds Tech Veteran Tim Ryan to Board
AMD appoints Tim Ryan, former PwC U.S. Chair and Citi tech lead, to its board to bolster AI and HPC strategy.
Marvell & Google Deepen AI Chip Partnership
Marvell Technology and Google are expanding their chip development partnership, with Google gaining rights to buy up to $12B in Marvell stock, focusing on AI accelerators.
Cerebras CS-4: AI Speed Leap
Cerebras launches CS-4 AI accelerator, claiming up to 30x faster inference than GPUs with new wafer-scale engine and rack design.
SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant
CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.
Nvidia's Chris Alexiuk on Compression at the Edge
Nvidia's Chris Alexiuk discusses the critical role of data compression in enabling powerful AI processing on resource-constrained edge devices.
AMD Buys Taalas for AI Inference
AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.
AMD's AI Surge Powers Record Q2 Revenue
AMD reports record $11.5B Q2 2026 revenue, driven by a 107% surge in Data Center AI hardware sales. Strong outlook for H2 2026.
Amazon Chip Business Hits $25B Run Rate
Amazon custom silicon business passes $25B annual run rate as AWS Trainium3 and Graviton5 capture massive commitments from Anthropic and OpenAI.
SK Hynix Profit Misses AI Expectations Amidst Chinese Chip Surge
SK Hynix's profit miss and CXMT's IPO highlight the dynamic semiconductor market, with China's advancements challenging established players.
AI Spending Jitters Grip Chip Stocks
Chip stocks like Micron reel from AI spending jitters, while space infrastructure startup Nebex aims to modernize the burgeoning space economy.
Nvidia's $750B Deals Spark Circular AI Financing Debate
Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.
Nvidia's Huang: AI Will Require 10x Chip Industry Growth
Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.
Nvidia CEO Jensen Huang on AI, Korea, and Open Models
Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.
AMD, Cerebras Target Low-Latency AI
AMD and Cerebras announce a new partnership to deliver ultra-low latency AI inference solutions by combining AMD Helios and Cerebras Wafer-Scale Engine.
AMD Unveils Helios AI Rack
AMD launches its first rack-scale AI solution, AMD Helios, alongside new CPUs and GPUs, aiming to dominate the agentic AI era.
AMD & Anthropic Ink 2GW GPU Deal
AMD and Anthropic partner for massive AI hardware deployment, integrating AMD GPUs and AI optimization.
Nvidia: Rubin AI Chips Shipping Amidst Production Scrutiny
Nvidia confirms its new Vera Rubin AI chips are shipping, addressing production concerns and highlighting rapid deployment capabilities.
Nvidia's AI Chip Rollout & China's AI Race
Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.
AMD's Helios: A Make-or-Break AI System
AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.
AMD Helios Powers Azure AI Inference
Microsoft is deploying AMD's Helios AI inference platform on Azure, integrating new EPYC CPUs and Instinct GPUs to power frontier models and AI services.
AMD Elevates AI Chip Architect With Corporate Fellow Honor
AMD promotes Alan Smith to Corporate Fellow, recognizing his pivotal role in advancing GPU architecture and driving the company's AI computing initiatives.
AMD Sets Q2 2026 Earnings Date
AMD has scheduled its Q2 2026 earnings release for August 4, 2026, with a post-market conference call.
AI Chip Selloff Hits Global Markets
Markets are witnessing an AI chip selloff, with Samsung's record profits failing to impress and Amazon raising $25B for AI infrastructure.
Chip Stocks Rally as AI Trade Revival Continues
Chip stocks are rallying, signaling a revival in the AI trade after a period of decline, with a renewed focus on the underlying technologies driving artificial intelligence.
Valar Atomics Powers Nvidia Chip with Nuclear Reactor
Valar Atomics has achieved a US first by powering an Nvidia AI chip with a 100kW nuclear reactor, showcasing a new path for sustainable AI infrastructure.
AI Memory Chip Costs Spark Asian Tech Stock Sell-off
Asian tech stocks face pressure as AI memory chip costs surge, driven by high demand for HBM. Apple's price hikes reflect this trend.
Micron, Qualcomm Show Strong AI Demand
Micron and Qualcomm report strong AI demand, with Micron forecasting record revenue and Qualcomm highlighting custom silicon growth. Apple faces rising component costs, leading to hardware price increases.
Micron, Qualcomm Rally on AI Boom, Businessweek Reports
Micron and Qualcomm stocks are surging as AI demand drives forecasts for memory and data center chips, according to Bloomberg Businessweek Daily.
Micron Shares Surge on AI Demand, Apple Hikes Prices
Bloomberg Money Minute reports Micron shares surging due to AI demand, while Apple raises Mac and iPad prices citing AI-driven memory chip shortages.
OpenAI's Custom AI Chip Plans Revealed
OpenAI unveils its first custom AI chip, Raptor, developed with Broadcom, aiming for 50% cost reduction in AI inference.
OpenAI's Custom AI Chip with Broadcom
OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.
Lip Bu Tan on Re-engineering Intel's Semiconductor Supply Chain
Intel CEO Lip Bu Tan discusses re-engineering the semiconductor supply chain, the impact of AI, and Intel's strategic focus on innovation and customer needs.
Taiwan Considers AI Chip Export Curbs Amid China's AI Push
Taiwan may impose stricter export controls on AI chips to China amid Beijing's growing AI ambitions and US-led tech restrictions.
D-Matrix Claims 10x AI Speed Advantage Over GPUs
D-Matrix unveils its new 'Corsair' AI chip, claiming a 10x speed advantage over GPUs for AI inference by integrating SRAM directly onto the chip.
AMD Invests £2B in UK AI
AMD announces a £2 billion investment over five years to boost UK AI innovation, research, and computing infrastructure through new partnerships.