#ai chips
30 stories
China's September exports surge as chip shipments double
China's exports jumped 36.3% in September, with chip shipments doubling despite US restrictions.
Startup Fortune · 1m
Microsoft's AI Chips Outpace Nvidia
Microsoft's new AI chip generation doesn't threaten Nvidia's dominance in chip sales.
The Motley Fool · 1m
Tencent Raises $5 Billion for AI Chips
Tencent seeks $5 billion in bonds to lease 100,000 AI chips from Oracle.
Startup Fortune · 1m
Microsoft's Maia Chips Power AI Data Centers
Microsoft rolls out Maia 300 chips to power AI services with 40% more tokens per megawatt than Nvidia GPUs.
Seattletimes · 1m
Applied Materials Opens $5 Billion Lab for Chipmakers
Applied Materials launches $5 billion EPIC Center to shorten AI chip development cycles.
Startup Fortune · 1m
TSMC Posts Sixth Straight Record Quarter on AI Chips
TSMC reports sixth consecutive record quarter as AI chip demand outpaces supply 12 to 1.
Startup Fortune · 1m
Amazon Weighs $7 Billion AI Startup Deal
Amazon explores $7 billion purchase of AI startup Decart amid competition with Nvidia.
Pymnts · 1m
Alibaba AI Revenue Hits $10B Target
Alibaba's AI revenue run rate expected to reach $10 billion by September.
Dealroom · 1m
SpaceX Terafab Complex Could Hit $119B
SpaceX's Terafab chip complex may reach $119 billion across four phases by 2036, records show.
Dealroom · 1m
Wall Street Bruch: Start Your Earnings Engines
Big banks report as earnings season heats up with AI chip demand and inflation data.
Seekingalpha · 1m
Samsung Q3 Profit Surges 9x in AI Chip Boom
Samsung's Q3 profit jumps nearly 9 times to $80bn as AI chip demand soars.
Nikkei Asia · 1m
AI Chip Supplier Camtek Gains Momentum
Camtek's AI chip inspection tech could outpace Nvidia in AI growth.
Yahoo Finance · 1m
US arrests CEO over $300M Nvidia chip smuggle to China
Greg Lui allegedly used false paperwork to divert export-controlled servers through Southeast Asia to Chinese firms, exposing gaps in Nvidia's compliance oversight.
Ars Technica · 4m
Alibaba bets big on AI chips and data centers
Alibaba unveiled a new AI chip and plans to expand global data center capacity to over 20 gigawatts by 2032, joining Western rivals in the race for AI infrastructure.
CNBC · 1m
Hock Tan Guides Broadcom to $230 Billion AI Revenue
Broadcom CEO Hock Tan projects $230 billion in AI semiconductor revenue by 2028, sparking investor confidence.
Yahoo Finance · 1m
Dutch chipmaker Euclyd takes Samsung's backing to challenge Nvidia
A Netherlands startup backed by Samsung raised $231 million to build AI chips, but won't ship hardware until 2028.
TechRadar · 1m
Marvell Stock Rallies on AI Chip Deal Rumors
Marvell shares surge after AI chip supply deal rumors.
Yahoo Finance · 1m
Alibaba races China's AI chip ambitions ahead of Xi-Trump talks
Alibaba unveiled its most powerful AI chip as China pushes self-reliance in artificial intelligence days before Xi Jinping meets Donald Trump.
Fortune · 1m
Huang's grip on Trump reshapes AI chip sales to China
Nvidia CEO Jensen Huang has become Trump's closest adviser on AI, steering policy toward looser China restrictions and away from safety concerns.
Ars Technica · 3m
OpenAI CFO Explains Nvidia's Losing Edge
OpenAI's CFO reveals why Nvidia isn't the only AI chip supplier anymore.
Yahoo Finance · 1m
Qualcomm's new chips put AI at the heart of smartphones
Qualcomm unveiled two flagship processors designed to run advanced AI models directly on phones, challenging the need for separate AI devices.
TechCrunch · 1m
Nvidia CEO becomes Trump's closest AI advisor
Jensen Huang's influence over White House AI policy is reshaping the safety debate.
CNBC · 2m
Tessolve eyes $500M revenue through US and India acquisitions
The semiconductor engineering firm is pursuing two strategic deals to fuel expansion and potentially go public within three to four years.
The Economic Times · 2m
Microsoft's AI infrastructure bet signals bigger changes ahead
Microsoft is tripling its data center capacity by 2032, spending $175 billion to prepare for AI compute demand that hasn't fully arrived yet.
Cloud Wars · 1m
Nvidia will double chip sales next year, Huang says
The CEO's bold forecast signals continued explosive growth for the AI chip giant.
CNBC · 1m
Amazon teams up with Qualcomm on custom AI chips
Amazon and Qualcomm announce a multi-generational partnership to build customized silicon for AI infrastructure, with up to $60 billion in potential payments.
Cloud Wars · 1m
SK Hynix eyes Intel partnership for US chip production
The Korean memory giant is discussing leasing factory space in Ohio or forming a joint venture with Intel.
TechCrunch · 1m · 6 views
Broadcom's CEO shrugs off the AI slowdown talk
Hock Tan says Anthropic's call to slow down changes nothing about Broadcom's $230 billion AI target.
CNBC · 1m
Who joins the $1 trillion chip club next
Five semiconductor names already cleared $1 trillion, and two more have a credible path there by 2028.
Yahoo Finance · 2m
Enflame jumps 206% as China's chip bet pays off
The last of China's "four little dragons" of AI chipmaking hit the market and investors went in hard.
CNBC · 1m