#AI chips
35 articles with this tag
AI Computing Power Surges, Fueling Rapid Advancement
The artificial intelligence landscape is on the cusp of a major transformation as a massive influx of computing power is coming online. This surge is fueled by the rapid production of AI chips, which are doubling in number approximately every nine months.
AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio
AMD's data center segment hit $6.7 billion in Q2 2026, up 107% year-over-year, driven by Instinct MI350 GPUs and EPYC Venice CPUs. Here is a breakdown of the four AI product layers Lisa Su has assembled at AMD, from accelerators to the new Helios rack-scale system.
Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026
Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.
DeepSeek's Leaked Meeting: Liang Wenfeng's AGI Strategy, Secret Chips
DeepSeek raised $7.4B at a $52B valuation in May 2026. Here is what founder Liang Wenfeng told his investors: an AGI-first mission, secret chip development, ten-month pricing discipline, and a fundraising pause after the briefing leaked.
On Tuesday, three AI chip companies raised $2.55 billion in one day. The inference wars are moving from research to capital.
Three AI chip companies raised $2.55B on one Tuesday. Lyzr AI let an agent run its $100M raise. Ollama got funded with 9M users and 14 employees. The inference wars are moving from research to capital.
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.
AWS Trainium Powers Next-Gen World Models
AI startups are increasingly choosing AWS Trainium to train world models, achieving unprecedented efficiency and sustained performance for complex simulations.
Pinterest Bets $4B on AWS for AI
Pinterest inks a $4 billion, multi-year deal with AWS to power its AI-driven visual discovery features for over 600 million users.
Meta surges 4% on subscription launch while ARM tumbles 6%; cybersecurity names slide after Zscaler miss, SOXX -1.1%
Arm Holdings fell 5.8% on Wednesday as manufacturing constraints continued to delay revenue recognition from its AGI CPU launch, while Meta Platforms surged 3.7% on a paid subscription rollout across Instagram, Facebook, and WhatsApp. The SOXX semiconductor ETF dropped 1.1% as CrowdStrike, Cloudflare, and Palo Alto Networks all fell more than 3% after Zscaler issued disappointing fiscal fourth-quarter guidance.
Nvidia CEO: China Market to Open for AI Chips
Nvidia CEO Jensen Huang believes China's market will open to US AI chips amid high global demand, while Dell Technologies highlights the importance of scalable infrastructure for AI.
Defense AI absorbed $6.2 billion this week. Strip it, and the rest of the market shrank by half.
Defense AI absorbed 44% of venture capital in the week of May 11-17, 2026. Strip Anduril and Helsing, and non-defense funding shrank 53%. Five signals from a split market week.
Fractile Secures $220M for AI Chips
Fractile raises $220M to accelerate development of its specialized AI inference chips amidst intense market demand.
Google's AI Chip Race: Rapprochement with Nvidia?
Google Cloud is reportedly developing its next-generation AI chips, codenamed Trillium, to compete with Nvidia. The move signals a continued push for specialized, cost-effective AI hardware.
Google Bets on Custom AI Chips to Challenge Nvidia
Bloomberg News reporter Dina Bass discusses Google's strategy to develop and deploy custom AI chips, aiming to challenge Nvidia's market dominance in AI hardware.
Nvidia's AI Chip Dominance and Future Growth
Nvidia projects massive growth in AI chip revenue, reaching $20 billion in FY25 and $200 billion by 2027, fueled by its Blackwell platform and expanding software ecosystem.
Nvidia's $1 Trillion AI Chip Forecast Raises Questions
Nvidia forecasts $1 trillion in AI chip revenue through 2027, signaling strong demand and highlighting the company's dominant position in the AI hardware market.
US Mulls Permits for Global AI Chip Sales
The US Department of Commerce is considering new regulations requiring permits for global AI chip sales, potentially impacting companies like Nvidia and AMD.
Broadcom CEO: AI Chip Sales to Surpass $100 Billion in 2027
Broadcom CEO Hock Tan forecasts AI chip sales to exceed $100 billion by 2027, driven by strong demand and custom silicon solutions for cloud providers.
Nvidia AI Chip Sales Surge, Robinhood Expands
Nvidia anticipates $100 billion in AI chip sales next year, driven by strong demand from AI leaders. Meanwhile, Robinhood is launching a premium credit card to expand its financial services.
OpenAI Secures $110B from Amazon, NVIDIA, SoftBank
OpenAI announced a $110 billion funding round from Amazon, NVIDIA, and SoftBank, while affirming its continued exclusive partnership with Microsoft Azure.
Etched Secures $500M for AI Chip Battle
Google alum Reiner Pope's startup, Etched, raises $500M to develop specialized AI chips designed to compete with Nvidia.
Meta's Billions Drive AMD AI Chip Deal
Meta is investing tens of billions in AMD AI chips and data center gear, reflecting its aggressive pursuit of "super intelligence" and the industry's insatiable demand for compute power.
Meta Taps AMD for AI Chips
Meta Platforms is reportedly securing a five-year, $100 billion-plus deal with AMD for AI chips and systems, intensifying competition with Nvidia in the AI hardware race.
Google's AI Chip Ascent Signals Healthy Competition, Not Bubble Burst
Meta’s Google AI Chip Talks Reshape Cloud and Silicon Battleground
Google's Gemini 3.0 and the Strategic Resurgence of TPUs
AMD CEO Lisa Su: AI Investment is "The Right Gamble" in a Trillion-Dollar Market
Qualcomm CEO Declares "All Of It" For AI Data Centers
EdgeCortix Series B fuels $110M push for efficient edge AI chips
Amazon Q3 earnings show its AI engine is finally firing
Amazon's AI Power Play: Inside the $11 Billion Indiana Data Center
Texas Instruments: A Coiled Spring in the Semiconductor Cycle
NVIDIA Blackwell US Production: A New Era for AI Chips
Vertical Semiconductor raises $11M to build power-efficient AI chips platform
Vertical Semiconductor, an MIT spinoff, raised $11 million to develop Vertical GaN AI chips that enhance power efficiency and reduce energy consumption in AI data centers.
