#Semiconductors

Amazon Career Choice 2026 Adds Pro Credentials

Amazon expands Career Choice to bachelor’s holders with six new credentials from Stanford Online and others, opening October 2026.

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 Is the main topic

Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.

LLMs Fail to Write Fast Multi-GPU Kernels

Simran Arora from Together AI discusses the challenges of multi-GPU kernel development and why current LLMs struggle to optimize them, despite ongoing research.

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.

NVIDIA Vera CPU Ships, Targeting Agentic AI Workloads

Nvidia CFO: Revenue to Grow 70% Amid High AI Demand

Nvidia CFO Colette Kress forecasts 70% revenue growth in fiscal 2028, driven by AI demand, while acknowledging supply chain challenges and a slight dip in margins.

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.

Nvidia Earnings Loom as Gates Warns on AI Risks

Nvidia's earnings report is a key AI spending indicator, while Bill Gates warns of AI's potential dangers and calls for regulation.

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.

Nvidia Earnings Preview, Apple's AI Macs & OpenAI's Chip Ambitions

Nvidia's stock rebound, Apple's new Mac Minis, and OpenAI's custom chip claims dominate tech news. Experts discuss Nvidia's earnings outlook and the shifting software market.

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.

LLM Query Types Drive GPU Demand

LLM query types dramatically affect GPU demand, memory, and power, highlighting the need for optimized AI infrastructure planning.

Apple Launches Mac Studio with M5 Ultra AI Powerhouse

Apple unveils M6 chip 2nm, M5 Ultra pushes AI compute

OpenAI's Jalapeño Chip Boosts AI Inference

OpenAI's new Jalapeño inference chip achieves record speed and efficiency, powered by AI-assisted design and programming.

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.

IBM and Arm Forge Dual-Architecture Processor for Enterprise

NVIDIA Vera Rubin Inference Gains Speed with LPX, CPX Platforms

The inference chip layer raised $1.65 billion in five days. The AI cloud answered with $5.6 billion in bonds.

Etched, Fractile, and Groq split $1.65B on competing chip bets while Nebius and Domyn borrowed $5.6B in convertible debt. Castelion hit $13B making hypersonic missiles. Week of Aug 17-23, 2026.

AI for Chip Design: AIDAChip's Vision for Team Alignment

AIDAChip's Abdullah Muhammad outlines a new AI architecture, a 'shared nervous system,' designed to boost alignment and efficiency in complex fields like chip design.

AI Debt Surge Challenges Market Appetite, Raises Buildout Risks

Erika Klauer of Science and Technology Partners discusses the massive debt issuance for AI infrastructure and the market's struggle to absorb it, alongside buildout risks.

Anthropic Preps for Blockbuster IPO, Aims to Top SpaceX

Anthropic aims for a historic IPO, potentially matching SpaceX's $75B debut, amidst significant financial questions. Broadcom plans a $60B+ debt deal for AI chip financing.

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.

Broadcom's $100B AI Debt Deal Structure Explained

Broadcom is reportedly seeking over $60 billion in a complex debt deal to fund AI infrastructure, utilizing an SPV structure similar to NVIDIA's proposal.

Agentic AI Demands System-Level Coordination, Arm Argues

Broadcom in Talks for $60B+ AI Chip Financing

Broadcom is reportedly in talks to raise over $60 billion in debt financing for AI chip deals, potentially benefiting Anthropic and other AI companies.

Broadcom Eyes $100B AI Debt Deal with Blackstone, Apollo

Broadcom is reportedly seeking up to $100 billion in debt financing for AI infrastructure, partnering with Blackstone and Apollo in a massive deal.

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.

AI Race: Is US Dominance Dangerous?

Tech analyst Ben Thompson discusses the potential dangers of US AI supremacy and the complex economic and geopolitical factors shaping the AI race.

Anthropic Fuels Marvell, Macy's Gains, Hive Digital Surges

Bloomberg's Stock Movers podcast discusses Marvell Technology's rally driven by Anthropic's revenue growth, Macy's investor interest, and Hive Digital's surge on a $350M AI data center deal.

Anthropic Revenue Surges, Wealthy Bet on SpaceX

Anthropic's $11.5B Q2 revenue, family office investments in SpaceX, and autonomous excavators lead tech news.

AI Buildout Enters Riskier Phase, Says Parnassus CIO

Parnassus Investments CIO Todd Ahlsten discusses the AI buildout's risks, highlighting bottlenecks, GPU economic life, and software sector vulnerabilities.

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.

Anthropic in $6B Talks to Acquire AI Startup Decart

Anthropic is reportedly in talks to acquire Israeli AI startup Decart for $6 billion, a move that would bolster its AI capabilities and infrastructure ahead of a potential IPO.

Dan Ives on AI's 'Fourth Industrial Revolution'

Tech analyst Dan Ives discusses his move to Yorkville Ives, the AI revolution as the 'fourth industrial revolution,' and the risks and opportunities ahead.

Microsoft Boosts AI Chips, Apple Faces Hardware Hurdles

Anurag Rana of Bloomberg Intelligence discusses Microsoft's AI chip production boost and contrasts it with Apple's hardware challenges, including potential foldable phone developments.

AMD Buys Taalas for AI Inference

AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.

Chiplets and LLMs Expand Hardware Attack Surface

Chiplets and LLMs revolutionize chip design but dramatically expand the hardware attack surface, necessitating new security paradigms for both systems and EDA flows.

AI Selloff Ignores Data, Investor Says

An investor argues that AI stock selloffs ignore accelerating fundamentals, with data showing strong demand and revenue growth.

CoreWeave Dominates AI Inference Benchmarks

CoreWeave leads AI inference benchmarks for Moonshot AI's Kimi K2.6 model, showcasing superior speed and cost-efficiency through full-stack optimization.

Mizuho's Jordan Klein on Amazon's $25B Custom Silicon Run Rate

Mizuho's Jordan Klein breaks down Amazon's $25B custom chip run rate, AWS growth, and why investors are shifting capital from Apple into Amazon.

Qualcomm CEO on AI, Automotive, and Smartphone Slump

Qualcomm CEO Cristiano Amon discusses the company's diversification into automotive and data centers amidst smartphone market pressures, and the strategic importance of its AI platform.

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.

Nvidia's $750 Billion AI Deals Face 'Circular' Scrutiny

Nvidia's massive AI deals, the tech industry's scrutiny of capex, Meta's internal struggles, and the tin can industry's tariff woes were discussed on the Bloomberg Intelligence Podcast.