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Apple is shopping for chip companies because its own AI servers can’t keep up

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Apple built a trillion-dollar business on chips it designs itself. It cannot design the ones its AI needs fast enough, so it is going shopping. The iPhone maker is hunting for AI chip acquisitions, The Information reported. In recent months it has talked to bankers about deals and approached chip startups to ask if they […]

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Nvidia builds a white list: more than half of its Asian customers are off it

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Nvidia has more than halved the number of customers in Asia cleared to buy its artificial intelligence chips, according to the Financial Times, which cited three people with knowledge of the matter. The company has built a new white list of approved regional buyers and stepped up due diligence in Singapore, Malaysia, and Japan, the […]

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Even Nvidia’s head of automotive fights with Nvidia for compute

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Today, I’m talking with Xinzhou Wu, who is the head of automotive at Nvidia.  Nvidia is obviously in the news constantly because of the AI boom — it’s one of the most valuable companies in the world, because the AI industry can’t get enough of the company’s GPUs. But Nvidia is also a key supplier […]

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France’s antitrust probe into Nvidia is nearing its end, regulator says

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France’s competition regulator has signalled that its long-running inquiry into Nvidia is drawing to a close, edging the world’s most valuable chipmaker nearer to a formal reckoning over how it wields its grip on the market for artificial intelligence hardware. The company has long been tipped to face antitrust charges in France, and any decision could […]

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Jensen Huang says his engineers would rather build agents than write code

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Nvidia’s software engineers are writing less code than ever, and according to their chief executive, that is exactly how they like it. Jensen Huang said this week that his engineers have grown to prefer building AI agents over writing Python, a change he casts as a promotion rather than a threat. “These agentic systems are […]

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Nvidia teams up with chip rival d-Matrix instead of fighting it

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Nvidia has found a new way to handle its chip rivals: work with them. The GPU giant is combining its hardware with inference chips from the startup d-Matrix, The Information reported. The two will ship a joint system to run AI models. The AI-cloud firm Parasail will be its first customer, with the system due […]

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Amazon’s secret ‘Moonraker’ project pushes Alexa into the AI-agent race

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Amazon has an agentic upgrade for Alexa in the works, codenamed Moonraker. Internal documents show it is also one of the priciest bets in the Alexa+ overhaul. Amazon wants Alexa to act, not just answer. The company has a previously unreported project, codenamed Moonraker, that would let Alexa handle complex, multistep tasks, Business Insider reports, […]

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Perplexity signs up for Nvidia’s Vera CPU as the chipmaker pushes past AI accelerators

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Perplexity has become one of the first big AI names to say it will build on Nvidia’s new Vera CPU, the general-purpose chip Nvidia is betting can carry it beyond the accelerators that made it the world’s most valuable company. The AI search firm said it plans to run its agent workloads on Vera, joining […]

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Nvidia’s Kyber AI rack slips to 2028, and one circuit board is to blame

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Nvidia’s next flagship AI machine has hit a wall, and the culprit is a single circuit board. The Kyber rack meant to house its 2027 Rubin Ultra chips has slipped to 2028. Research firm SemiAnalysis flagged the delay, and CNBC reported it. Kyber is not a chip. It is a server cabinet. It packs 144 […]

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