Qualcomm-ByteDance deal works around US export controls with AI chips
Qualcomm strikes deal to supply ByteDance with millions of AI chips, working around US export controls while expanding into the data center market.
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Ai Chips
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TSMC employees consider strikes, unionization over bonus cuts despite record AI-driven profits
TSMC employees are considering strikes and unionization over a rumored 15% cut to performance bonuses, despite the company posting record profits driven by AI chip demand.
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Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000
A proposed $400,000 bonus for Samsung memory workers versus $4,000 for other divisions has sparked a revolt, causing production slowdowns in critical packaging units and threatening HBM4 supply for Nvidia's AI…
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Custom AI ASICs are eating Nvidia's market — Google TPUs, Broadcom's $73B backlog, and the race to build chips for inference
Nvidia's 70% AI chip share is under siege as hyperscalers pour billions into custom ASICs — Broadcom's $73B backlog, Google's Ironwood TPUs, and Amazon's Trainium3 mark a new era of purpose-built silicon.
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AMD’s next big chip hopes to beat Nvidia’s CPUs while they’re in the crib
AMD unveils Ryzen AI Max+ Pro 495 and AI Halo mini-PC to challenge Nvidia's upcoming laptop CPUs, emphasizing high-core counts and VRAM for AI developers.
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Intel and Qualcomm circle Tenstorrent as the NVIDIA-alternative trade comes due
Intel and Qualcomm are in early takeover talks with Jim Keller's AI chip startup Tenstorrent, valued at $3.2bn, as the market for NVIDIA alternatives heats up.
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Google has sold so much TPU capacity that its own researchers are queueing for the rest
Google's own AI researchers are now competing for TPU computing resources as the company's massive external deals with Anthropic and Meta lock up capacity, creating an internal resource crunch.
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nvidia CEO calls nuclear‑weapon analogy for GPUs stupid
Nvidia CEO Jensen Huang slammed the comparison of GPUs to nuclear weapons and argued against export controls, while critics warn unrestricted sales could aid hostile AI development.
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Cerebras IPO makes billions for Benchmark, but VC Eric Vishria almost didn't take the meeting
Benchmark invested roughly $270 million in Cerebras across early and later rounds; at first-day IPO prices the stake was worth over $5 billion. The story of how Eric Vishria almost skipped the meeting that started it…
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A memristor that works at 700°C: TetraMem's AI chips could compute where GPUs cannot
A University of Southern California team built a memristor that operates at 700°C, and startup TetraMem is already producing in-memory AI inference chips on 300mm wafers with SK hynix and CHIPS Act backing.
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Jensen Huang joins Trump's China delegation after last-minute Air Force One pickup
Nvidia CEO Jensen Huang, initially missing from Trump's China delegation, was added at the last minute aboard Air Force One, joining a roster of billionaire executives heading to Beijing for high-level trade talks.
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Google talks with Marvell to add a third custom AI inference chip partner
Google is exploring a partnership with Marvell to design a memory processing unit and an inference‑optimised TPU, adding a third custom‑silicon partner as the AI market shifts toward inference‑heavy workloads.
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Nvidia’s Huang warns DeepSeek running on Huawei chips would be ‘horrible’ for the US
Nvidia CEO Jensen Huang warns that DeepSeek’s shift to Huawei chips threatens US AI dominance by breaking Nvidia’s software-hardware lock, potentially reshaping global AI supply chains.
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Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips
SiFive has secured $400 million in funding led by Nvidia, valuing the open‑source chip designer at $3.65 billion and positioning its RISC‑V CPUs to compete in AI data‑center markets.
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Chinese Nvidia cloud partner procured 300 servers with banned AI GPUs worth $92 million — shares of data center supplier Sharetronic plummet following Super Micro smuggling arrest
Chinese firm Sharetronic procured $92 million in servers with banned Nvidia AI chips, leading to a sharp drop in its shares after Super Micro's smuggling arrest.
