#ai-chips

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#nvidia

Meta and Google announce new in-house AI chips, creating a "trillion-dollar question" for Nvidia

Developing in-house AI chips reduces dependence on outside designers like Nvidia, challenges Nvidia's market dominance, boosts performance, and saves energy costs.

Behind the plot to break Nvidia's grip on AI by targeting software - Times of India

Nvidia's dominance in AI is driven by hardware and software
Tech companies aim to challenge Nvidia's market position in AI

Behind the plot to break Nvidia's grip on AI by targeting software

Nvidia's dominance in AI stems from both hardware and software
Tech companies form coalition to challenge Nvidia's AI dominance

Nvidia CEO Unveils Blackwell. The New AI Platform Could Be a Game Changer.

Nvidia announced new Blackwell AI Chip architecture and B200 AI chip.
Blackwell GPUs contain 208 billion transistors, enabling AI models with up to 10 trillion parameters.

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.

Meta and Google announce new in-house AI chips, creating a "trillion-dollar question" for Nvidia

Developing in-house AI chips reduces dependence on outside designers like Nvidia, challenges Nvidia's market dominance, boosts performance, and saves energy costs.

Behind the plot to break Nvidia's grip on AI by targeting software - Times of India

Nvidia's dominance in AI is driven by hardware and software
Tech companies aim to challenge Nvidia's market position in AI

Behind the plot to break Nvidia's grip on AI by targeting software

Nvidia's dominance in AI stems from both hardware and software
Tech companies form coalition to challenge Nvidia's AI dominance

Nvidia CEO Unveils Blackwell. The New AI Platform Could Be a Game Changer.

Nvidia announced new Blackwell AI Chip architecture and B200 AI chip.
Blackwell GPUs contain 208 billion transistors, enabling AI models with up to 10 trillion parameters.

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.
morenvidia
#semiconductors

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 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.

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.

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 Has Been Plummeting, Is The Stock Still Worth the Risk?

Intel struggles to keep pace in the AI chip race due to competitive challenges and significant internal cost-cutting measures.
The company's focus on innovation is overshadowed by fierce competition, particularly from rapid innovators like Nvidia and AMD.

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 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.

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.

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 Has Been Plummeting, Is The Stock Still Worth the Risk?

Intel struggles to keep pace in the AI chip race due to competitive challenges and significant internal cost-cutting measures.
The company's focus on innovation is overshadowed by fierce competition, particularly from rapid innovators like Nvidia and AMD.
moresemiconductors

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.

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.

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.

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.

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 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.

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.

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.

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.

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.
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 is Developing AI Chips in Data Centers According to Report

Apple is developing specialized AI chips for data centers, focusing on AI inference to compete with industry giants like Nvidia.

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 is Developing AI Chips in Data Centers According to Report

Apple is developing specialized AI chips for data centers, focusing on AI inference to compete with industry giants like Nvidia.

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 may have failed to dumb down its chips for China

AMD attempted to dumb down AI chips for export but failed due to US export restrictions.
China's AI market is a key focus for tech companies due to its large scale and economic significance.

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 may have failed to dumb down its chips for China

AMD attempted to dumb down AI chips for export but failed due to US export restrictions.
China's AI market is a key focus for tech companies due to its large scale and economic significance.
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
#intel

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'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 will officially 'launch' its Lunar Lake laptop chips on September 3rd

Intel announces new Core Ultra laptop chips, Lunar Lake, as a competitor to Qualcomm and Apple's Arm-based chips.

Intel's chief people officer: Humans need to be at the center of AI

Intel aims to play a significant role in the artificial intelligence revolution.
Intel's recent purchase of Habana Labs and the unveiling of Gaudi3 chip are key indicators of its focus on AI technology.

Microsoft Copilot AI will soon run locally on PCs

Microsoft's Copilot AI service will run locally on next-gen AI PCs with over 40 TOPS of power. This move aims to reduce lag, improve performance, and enhance privacy.
Intel is planning to enhance the NPU speeds in its chips, with the Lunar Lake chips expected to triple the current NPU speeds by 2025.

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'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 will officially 'launch' its Lunar Lake laptop chips on September 3rd

Intel announces new Core Ultra laptop chips, Lunar Lake, as a competitor to Qualcomm and Apple's Arm-based chips.

Intel's chief people officer: Humans need to be at the center of AI

Intel aims to play a significant role in the artificial intelligence revolution.
Intel's recent purchase of Habana Labs and the unveiling of Gaudi3 chip are key indicators of its focus on AI technology.

Microsoft Copilot AI will soon run locally on PCs

Microsoft's Copilot AI service will run locally on next-gen AI PCs with over 40 TOPS of power. This move aims to reduce lag, improve performance, and enhance privacy.
Intel is planning to enhance the NPU speeds in its chips, with the Lunar Lake chips expected to triple the current NPU speeds by 2025.
moreintel

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.

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.
#innovation

The AI chip startup that could take down Nvidia

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

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.

SoftBank reportedly preparing for Arm to tackle AI chips

Arm to introduce AI chips in 2025; potential spinoff into SoftBank subsidiary. South Korea investing $7 billion in chip boost. Foxconn reaffirms Wisconsin presence amidst changes.

The AI chip startup that could take down Nvidia

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

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.

SoftBank reportedly preparing for Arm to tackle AI chips

Arm to introduce AI chips in 2025; potential spinoff into SoftBank subsidiary. South Korea investing $7 billion in chip boost. Foxconn reaffirms Wisconsin presence amidst changes.
moreinnovation
#groq

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.

The Mind-Blowing Experience of a Chatbot That Answers Instantly

AI chips from Groq accelerate chatbot response time significantly.
Realizing the importance of speed in AI applications can enable new possibilities.

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.

The Mind-Blowing Experience of a Chatbot That Answers Instantly

AI chips from Groq accelerate chatbot response time significantly.
Realizing the importance of speed in AI applications can enable new possibilities.
moregroq

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

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.

Google's first Arm-based CPU will challenge Microsoft and Amazon in the AI race

Google is developing its own Arm-based CPU, Axion, for AI workloads in data centers.
Axion CPU offers better performance than general-purpose Arm chips and Intel's processors.

Google launches advanced Arm-based 'Axion' chip

Google introduces new Arm-based CPU chip Axion for AI operations with better performance than x86 and general-purpose Arm chips.
Axion CPU to enhance Google services like YouTube ads, Google Earth Engine, and more, before expanding to business clients via Google Cloud Platform.

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.

Google's first Arm-based CPU will challenge Microsoft and Amazon in the AI race

Google is developing its own Arm-based CPU, Axion, for AI workloads in data centers.
Axion CPU offers better performance than general-purpose Arm chips and Intel's processors.

Google launches advanced Arm-based 'Axion' chip

Google introduces new Arm-based CPU chip Axion for AI operations with better performance than x86 and general-purpose Arm chips.
Axion CPU to enhance Google services like YouTube ads, Google Earth Engine, and more, before expanding to business clients via Google Cloud Platform.
moregoogle
#artificial-intelligence

Meta's Zuckerberg woos big tech in Asia to double down on AI chips | TechCrunch

Meta focuses on AI chips collaboration with Samsung Electronics to offset Taiwan geopolitical risks
AI processors are a major priority for Meta to enhance its social media and hardware devices businesses

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.

Meta's Zuckerberg woos big tech in Asia to double down on AI chips | TechCrunch

Meta focuses on AI chips collaboration with Samsung Electronics to offset Taiwan geopolitical risks
AI processors are a major priority for Meta to enhance its social media and hardware devices businesses

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.
moreartificial-intelligence

AI needs to keep coolliterally. That's driving demand for these infrastructure companies

The demand for data centers and industrial components is surging due to the increasing use of artificial intelligence, particularly in cooling technologies and infrastructure.

Tim Cook says Apple is uniquely well-positioned for AI

Apple CEO Tim Cook emphasizes the integration of AI into Apple's products and services during a financial call.
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