#ai-chips

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#nvidia

Nvidia overtakes Apple as world's most valuable company with $3.5T valuation

Nvidia has surpassed Apple to become the world's most valuable company, driven by surging demand for AI chips.

Nvidia blows past expectations with record Q2 earnings but shares fall

Nvidia surpassed revenue expectations by 122% but faced investor disappointment due to production issues with upcoming chips, leading to a significant drop in share price.

Red-Hot AI IPO Cerberas Claims Chips are 20X Faster Than NVIDIA (NVDA)

Cerebras, expected to IPO in 2025, has a novel approach to AI chips with significant advantages over current NVIDIA offerings.

Nvidia Blackwell servers are overheating, leaving customers concerned

Nvidia's Blackwell AI chips face overheating issues and design flaws, impacting delivery timelines and raising concerns among customers.

Nvidia says its Blackwell AI chip is 'full steam' ahead

Nvidia's AI chip success has fueled its growth, making it more valuable than Microsoft and Apple.
AI data centers contributed significantly to Nvidia's record earnings, signaling a major shift from gaming.

Nvidia shares slump amid reports US is ramping up antitrust investigation

Nvidia's stock has plummeted due to an escalating investigation into potential competition law violations.

Nvidia overtakes Apple as world's most valuable company with $3.5T valuation

Nvidia has surpassed Apple to become the world's most valuable company, driven by surging demand for AI chips.

Nvidia blows past expectations with record Q2 earnings but shares fall

Nvidia surpassed revenue expectations by 122% but faced investor disappointment due to production issues with upcoming chips, leading to a significant drop in share price.

Red-Hot AI IPO Cerberas Claims Chips are 20X Faster Than NVIDIA (NVDA)

Cerebras, expected to IPO in 2025, has a novel approach to AI chips with significant advantages over current NVIDIA offerings.

Nvidia Blackwell servers are overheating, leaving customers concerned

Nvidia's Blackwell AI chips face overheating issues and design flaws, impacting delivery timelines and raising concerns among customers.

Nvidia says its Blackwell AI chip is 'full steam' ahead

Nvidia's AI chip success has fueled its growth, making it more valuable than Microsoft and Apple.
AI data centers contributed significantly to Nvidia's record earnings, signaling a major shift from gaming.

Nvidia shares slump amid reports US is ramping up antitrust investigation

Nvidia's stock has plummeted due to an escalating investigation into potential competition law violations.
morenvidia
#broadcom

A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.

Broadcom's stock soared due to a 220% increase in custom AI chip revenue, emphasizing its growing importance in technology.

Broadcom hits $1T market cap after CEO's 'huge' AI prediction

Broadcom predicts AI chip demand will grow significantly, projecting a $60B to $90B revenue opportunity by 2027.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

OpenAI is collaborating with Broadcom and TSMC to design custom AI chips, enhancing control and efficiency in their supply chain.

OpenAI bets on its own AI chips by 2026

OpenAI is designing its own AI chips to enhance competitiveness, collaborating with TSMC and Broadcom, while currently using AMD processors for model training.

Prediction: This Is When Broadcom Will Split Its Stock Next

Broadcom's stock surged 21% after exceptional AI chip sales growth, making it a trillion-dollar company.

A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.

Broadcom's stock soared due to a 220% increase in custom AI chip revenue, emphasizing its growing importance in technology.

Broadcom hits $1T market cap after CEO's 'huge' AI prediction

Broadcom predicts AI chip demand will grow significantly, projecting a $60B to $90B revenue opportunity by 2027.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

OpenAI is collaborating with Broadcom and TSMC to design custom AI chips, enhancing control and efficiency in their supply chain.

OpenAI bets on its own AI chips by 2026

OpenAI is designing its own AI chips to enhance competitiveness, collaborating with TSMC and Broadcom, while currently using AMD processors for model training.

Prediction: This Is When Broadcom Will Split Its Stock Next

Broadcom's stock surged 21% after exceptional AI chip sales growth, making it a trillion-dollar company.
morebroadcom
#arm

Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

Rene Haas highlights Arm's pivotal role in computing shifts and its potential move towards designing and manufacturing AI chips.

Semiconductor giant Arm to launch AI chips next year, report says

Arm, a major player in the chip market, is expanding into AI chip development to align with SoftBank's AI ambitions.

Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

Rene Haas highlights Arm's pivotal role in computing shifts and its potential move towards designing and manufacturing AI chips.

Semiconductor giant Arm to launch AI chips next year, report says

Arm, a major player in the chip market, is expanding into AI chip development to align with SoftBank's AI ambitions.
morearm
#semiconductor-industry

Marvell Technology (MRVL) Soars on Transformational AWS Agreement

Marvell Technology's growth is significantly driven by demand for AI technology, particularly through a promising agreement with Amazon.

3 promising European startups in the race for next-generation chips

European chip startups are leveraging their strengths in R&D and chip design to compete in the semiconductor industry.

Marvell Technology (MRVL) Soars on Transformational AWS Agreement

Marvell Technology's growth is significantly driven by demand for AI technology, particularly through a promising agreement with Amazon.

3 promising European startups in the race for next-generation chips

European chip startups are leveraging their strengths in R&D and chip design to compete in the semiconductor industry.
moresemiconductor-industry
#intel

Intel's years of missteps leave it fighting for survival in the Nvidia-dominated AI era

Intel's future hinges on the success of its $30 billion investment in Chandler and the new 18A chipmaking process.

Intel is in trouble. Here are 5 things tech companies can learn to avoid the same struggles

Intel's future is uncertain as it faces severe financial challenges and considers restructuring options after significant workforce reductions.

Intel scores Amazon AI chip deal, reigniting hopes for a turnaround

Intel's partnership with AWS could address current chip production limitations for AI.
This collaboration may lead to advancements in AI chip technologies.
The profitability of Intel's AI chip deal hinges on production yield rates.

Intel stock price today: 3 possible reasons why INTC shares are up

Intel's stock has fallen sharply but saw a recent increase due to a deal with Amazon for AI chip production.

Intel's Struggles and Potential Acquisition by Qualcomm

Intel's decline stems from missing opportunities in smartphones and AI.
Qualcomm-Intel merger may not improve AI competitiveness.
Investing in Intel poses significant risks without major reforms.

Intel confirms CEO Pat Gelsinger has left the company | Computer Weekly

Intel's CEO Pat Gelsinger has retired amid struggles with AI chip demand and the company's effort to regain investor confidence.

Intel's years of missteps leave it fighting for survival in the Nvidia-dominated AI era

Intel's future hinges on the success of its $30 billion investment in Chandler and the new 18A chipmaking process.

Intel is in trouble. Here are 5 things tech companies can learn to avoid the same struggles

Intel's future is uncertain as it faces severe financial challenges and considers restructuring options after significant workforce reductions.

Intel scores Amazon AI chip deal, reigniting hopes for a turnaround

Intel's partnership with AWS could address current chip production limitations for AI.
This collaboration may lead to advancements in AI chip technologies.
The profitability of Intel's AI chip deal hinges on production yield rates.

Intel stock price today: 3 possible reasons why INTC shares are up

Intel's stock has fallen sharply but saw a recent increase due to a deal with Amazon for AI chip production.

Intel's Struggles and Potential Acquisition by Qualcomm

Intel's decline stems from missing opportunities in smartphones and AI.
Qualcomm-Intel merger may not improve AI competitiveness.
Investing in Intel poses significant risks without major reforms.

Intel confirms CEO Pat Gelsinger has left the company | Computer Weekly

Intel's CEO Pat Gelsinger has retired amid struggles with AI chip demand and the company's effort to regain investor confidence.
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Samsung reshuffles executives amidst chip market challenges

Samsung promotes leaders to strengthen AI chip market position, but leadership changes might not address investor concerns about US trade risks.
#investor-interest

Nvidia rival Cerebras Systems files for IPO as demand for chips soars and investors hunger for AI stocks

Cerebras Systems is preparing for an IPO amidst strong demand for AI chips, despite ongoing financial losses.

Exclusive: MatX, chip startup founded by Google alums, raised Series A at valuation of $300M+, sources say

MatX has raised $80 million in Series A funding to enhance chip design for AI workloads, minimizing existing shortages and improving performance.

Nvidia rival Cerebras Systems files for IPO as demand for chips soars and investors hunger for AI stocks

Cerebras Systems is preparing for an IPO amidst strong demand for AI chips, despite ongoing financial losses.

Exclusive: MatX, chip startup founded by Google alums, raised Series A at valuation of $300M+, sources say

MatX has raised $80 million in Series A funding to enhance chip design for AI workloads, minimizing existing shortages and improving performance.
moreinvestor-interest

Amazon attempts to lure AI researchers with $110M in grants and credits | TechCrunch

AWS launches $110 million AI research initiative, Build on Trainium, to support academia with access to AI chips and funding.
#tsmc

TSMC will stop making 7 nm chips for Chinese customers

TSMC is emphasizing its alignment with US interests to avoid being labeled unreliable as geopolitical tensions rise with Trump's presidency.

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC is set to announce a significant 34% increase in Q3 revenues, driven by AI chip demand and global semiconductor supply chain shifts.

TSMC alerts US to potential sanctions breach from Huawei

TSMC alerted US authorities about Huawei's potential attempts to bypass export controls for AI chips.

What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips

TSMC's strong earnings signal continued demand for AI chips despite ASML's recent disappointing report.

TSMC is reportedly suspending production of advanced AI chips for Chinese firms

TSMC will stop supplying advanced AI chips to Chinese customers, reflecting US tech restrictions.

TSMC plans to expand European operation with new factories

TSMC is expanding its manufacturing capabilities in Europe to produce AI chips, starting with a new $10 billion facility in Dresden, Germany.

TSMC will stop making 7 nm chips for Chinese customers

TSMC is emphasizing its alignment with US interests to avoid being labeled unreliable as geopolitical tensions rise with Trump's presidency.

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC is set to announce a significant 34% increase in Q3 revenues, driven by AI chip demand and global semiconductor supply chain shifts.

TSMC alerts US to potential sanctions breach from Huawei

TSMC alerted US authorities about Huawei's potential attempts to bypass export controls for AI chips.

What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips

TSMC's strong earnings signal continued demand for AI chips despite ASML's recent disappointing report.

TSMC is reportedly suspending production of advanced AI chips for Chinese firms

TSMC will stop supplying advanced AI chips to Chinese customers, reflecting US tech restrictions.

TSMC plans to expand European operation with new factories

TSMC is expanding its manufacturing capabilities in Europe to produce AI chips, starting with a new $10 billion facility in Dresden, Germany.
moretsmc
#apple

Apple is Developing AI Chips in Data Centers According to Report

Apple is developing specialized AI chips for data centers to enhance AI capabilities, part of Project ACDC.

Apple claims its maxed M4 chips 4x faster than rival AI PCs

Apple claims its M4 silicon surpasses AI PC chips like Intel's in performance, particularly for memory-intensive workloads.
M4 Pro and Max offer superior memory bandwidth and capacity which is advantageous for running large language models.

Apple is Developing AI Chips in Data Centers According to Report

Apple is developing specialized AI chips for data centers to enhance AI capabilities, part of Project ACDC.

Apple claims its maxed M4 chips 4x faster than rival AI PCs

Apple claims its M4 silicon surpasses AI PC chips like Intel's in performance, particularly for memory-intensive workloads.
M4 Pro and Max offer superior memory bandwidth and capacity which is advantageous for running large language models.
moreapple

White House considers expanding Nvidia and AMD's AI chip export limits to additional countries | TechCrunch

The U.S. may limit AI chip sales to Gulf countries due to security concerns.
The Persian Gulf is becoming increasingly significant in the AI sector.
Efforts to restrict AI chip exports reflect broader U.S. tech competition strategies.
#amd

AMD's AI chip exceeds sale expectations, as it reaches $1 billion last quarter

AMD's Instinct MI300X GPUs contribute over $1 billion to data center revenues, marking a significant shift in sales towards data center products.

AMD is becoming an AI chip company, just like Nvidia

Nearly half of AMD's sales are in data center products, driven by the success of the AMD Instinct MI300 accelerator chip.
AMD plans to release new AI chips annually, mirroring Nvidia's strategy, despite being behind in the data center market size.

AMD Reveals Fleet of Chips for Heavy AI Workloads

AMD aims to establish an open AI ecosystem with the launch of its powerful Instinct MI325X accelerators.

AMD is turning its back on flagship gaming GPUs - to chase AI first

AMD is shifting focus to AI chips over flagship gaming GPUs, aiming to build market share and developer interest.

AMD's AI chip exceeds sale expectations, as it reaches $1 billion last quarter

AMD's Instinct MI300X GPUs contribute over $1 billion to data center revenues, marking a significant shift in sales towards data center products.

AMD is becoming an AI chip company, just like Nvidia

Nearly half of AMD's sales are in data center products, driven by the success of the AMD Instinct MI300 accelerator chip.
AMD plans to release new AI chips annually, mirroring Nvidia's strategy, despite being behind in the data center market size.

AMD Reveals Fleet of Chips for Heavy AI Workloads

AMD aims to establish an open AI ecosystem with the launch of its powerful Instinct MI325X accelerators.

AMD is turning its back on flagship gaming GPUs - to chase AI first

AMD is shifting focus to AI chips over flagship gaming GPUs, aiming to build market share and developer interest.
moreamd
#taiwan-semiconductor

Live Updates: Nasdaq Composite Down Slightly with Good News for AI Stocks like NVIDIA (NVDA)

The DOJ is considering breaking up Google, significantly impacting tech stocks, particularly Google and Apple.
AI chip demand remains strong, evidenced by Taiwan Semiconductor's impressive revenue growth.

The Best Technology Stock to Buy in September

Taiwan Semiconductor is a top pick for long-term investors seeking stable exposure to the AI growth trend.

Live Updates: Nasdaq Composite Down Slightly with Good News for AI Stocks like NVIDIA (NVDA)

The DOJ is considering breaking up Google, significantly impacting tech stocks, particularly Google and Apple.
AI chip demand remains strong, evidenced by Taiwan Semiconductor's impressive revenue growth.

The Best Technology Stock to Buy in September

Taiwan Semiconductor is a top pick for long-term investors seeking stable exposure to the AI growth trend.
moretaiwan-semiconductor

Huawei Poised to Challenge Nvidia with New AI Chip Amid U.S. Sanctions

Huawei's Ascend 910C may challenge Nvidia's dominance in China's AI chip market amid U.S. sanctions.

The AI chip startup that could take down Nvidia

The AI chip market is rapidly growing due to advancements in microchip architecture.

AI chip startup Groq lands $640M to challenge Nvidia | TechCrunch

Groq raises $640 million led by Blackrock, values company at $2.8 billion. Groq's LPUs can run AI models faster and more energy-efficiently.

With Smugglers and Front Companies, China Is Skirting American A.I. Bans

The black market in Shenzhen offers a thriving trade in restricted AI chips, enabling China to bypass U.S. export controls amid growing military competition.

Intel's Plan to Improve Stock Price--Fire People

Intel plans layoffs to boost margins after missing big opportunities like AI chips. NVIDIA's success highlights Intel's downfalls in key markets.

Google's next-gen TPUs promise a 4.7x performance boost | TechCrunch

Google announced the next generation of its Tensor Processing Units (TPU) AI chips, Trillium, featuring increased compute performance, memory bandwidth, and energy efficiency.
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