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Nvidia posted record revenue and revealed $43B in startup holdings, signaling continued market dominance and strategic ecosystem investments.
Alibaba unveils the Zhenwu M890 AI chip designed specifically for AI agents, signaling a strategic move toward building an integrated AI stack. The company's multi-year silicon roadmap and new large language model indicate a long-term vision beyond mere compliance with U.S. export controls.
Learn how cloud computing and AI chip deals work, using the recent partnership between Lambda and Hudson River Trading as an example. Understand the basics of GPU access through cloud services.
Learn how to work with AI chip architectures similar to Alibaba's Zhenwu M890 by setting up your development environment, creating neural networks, and optimizing performance using Python frameworks like TensorFlow and PyTorch.
Analog Devices is in advanced talks to acquire Empower Semiconductor for $1.5 billion, aiming to strengthen its position in the AI chip market.
Tenstorrent, the RISC-V-based AI chip startup led by Jim Keller, is in early-stage takeover discussions with Intel and Qualcomm.
London-based AI chip startup Fractile has raised $220 million to bring its in-memory computing inference chip to production, with support from Accel and Pat Gelsinger.
Broadcom is demanding that Microsoft purchase 40% of OpenAI's custom AI chips before production begins, a move that OpenAI's leadership has deemed financially unattractive.
This explainer explains how AI chips in budget laptops are advancing but still lag behind premium models like the MacBook. It breaks down what AI chips are and why they matter for computing.
SpaceX plans to invest $55 billion in a new AI chip manufacturing facility in Texas, signaling a major entry into the semiconductor industry. The move could reshape the AI chip market and reduce reliance on foreign manufacturing.
AI chipmaker Cerebras is preparing for a $4 billion IPO at a $40 billion valuation, following a strategic retreat in 2024 due to CFIUS concerns and a renewed partnership with OpenAI.
ASML, the sole manufacturer of extreme ultraviolet lithography machines critical for AI chip production, is ramping up output to meet surging global demand.
