AI chips
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The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build US factories.
Meta’s new AI chips will begin production in September
In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.
Meta’s new AI chips will begin production in September Read More »
Anthropic is discussing a new custom chip with Samsung
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.
Anthropic is discussing a new custom chip with Samsung Read More »
Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a […]
Amazon hopes to challenge Nvidia more directly by selling its AI chips
AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.
Amazon hopes to challenge Nvidia more directly by selling its AI chips Read More »
In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.
In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips Read More »
Google Cloud launches two new AI chips to compete with Nvidia
Google’s newest TPUs are faster and cheaper than the previous versions. But the company is still embracing Nvidia in its cloud — for now.
Google Cloud launches two new AI chips to compete with Nvidia Read More »
Why Wall Street wasn’t won over by Nvidia’s big conference
Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.
Why Wall Street wasn’t won over by Nvidia’s big conference Read More »
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’ Read More »
How Ricursive Intelligence raised $335M at a $4B valuation in 4 months
The reason why this nascent startup had VCs lining up is the founders.They are so famed in the AI world, everyone tried to hire them.
How Ricursive Intelligence raised $335M at a $4B valuation in 4 months Read More »