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.
Hardware
Chips, GPUs, data centres and the physical infrastructure the AI economy runs on.
Agentic AI Demands System-Level Coordination, Arm Argues
Robotics Adoption Rises, But Readiness Lags
Samsung Health AI Connected Care 2026 Vision Unveiled
Google Ads Enhances AI Max Tools for Campaign Scaling
Samsung Preps Galaxy S26 AI Innovations Event
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.
Samsung AI Assistant Boosts Education Accessibility
Samsung Boosts AI Data Center Cooling Solutions with Korea Production Line
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.