Brief
Europe Challenges Washington’s Chip Export Strategy
Europe is resisting tougher US semiconductor export restrictions as concerns grow over their impact on ASML, global chip supplies, trade, and the future of the semiconductor industry.
AI chips
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BriefCerebras Shares Slide After Earnings as CEO Clarifies Margin Forecast
Cerebras stock fell after its latest earnings report despite strong revenue growth, as investors reacted to lower full-year margin guidance. CEO Andrew Feldman said the outlook was widely…
BriefAI Memory Chip Shortage Boosts Micron’s Growth and Profits
Micron Technology is benefiting from the global memory chip shortage as AI demand drives record revenue, higher profits, and strong growth across the semiconductor industry.
AIOpenAI Introduces Its First In-House AI Chip Developed With Broadcom
OpenAI has introduced its first custom AI chip, developed with Broadcom, to power AI inference workloads more efficiently, reduce reliance on Nvidia, and strengthen its next-generation AI…
AIAnthropic Explores Custom AI Chip Partnership With Samsung
Anthropic is reportedly in talks with Samsung to develop a custom AI chip, aiming to strengthen its AI infrastructure and reduce reliance on third-party processors.
AIEtched Reaches $5 Billion Valuation After Securing $1 Billion in AI Chip Orders
AI chip startup Etched has reached a $5 billion valuation after securing $1 billion in customer orders for its AI inference systems. Learn how the Nvidia challenger is expanding its…
AISouth Korea’s Tech Giants Pledge $550 Billion to Expand Memory Chip Production
South Korean technology leaders are investing more than $550 billion to expand semiconductor manufacturing, strengthen AI infrastructure, and address the global memory chip shortage driven…
AISpaceX Secures Multi-Billion-Dollar AI Compute Agreement With Reflection AI
SpaceX has signed a multi-year AI compute agreement with Reflection AI, providing access to advanced Nvidia GB300 chips at its Colossus 2 data centre in a deal valued at up to $6.3 billion.
AIAmazon Expands AI Chip Strategy to Compete More Directly With Nvidia
Amazon is strengthening its artificial intelligence hardware business by expanding sales of its custom AI chips, aiming to offer businesses a competitive alternative to Nvidia for AI…
BriefGroq Eyes $650M Funding Round Following Nvidia’s Massive AI Infrastructure Deal
Groq is reportedly seeking $650 million in fresh funding as demand for AI inference chips grows. The move comes after Nvidia’s major AI infrastructure partnership and highlights rising…
AIXCENA Secures $135 Million to Tackle AI Memory Bottlenecks and Cut Infrastructure Costs
South Korean AI chip startup XCENA has raised $135 million in Series B funding to develop memory-centric AI chips designed to reduce data movement, improve inference performance, and lower…
AICould General Compute Be the Next Big AI Chip Challenger After Cerebras?
As demand for AI inference infrastructure grows, General Compute is drawing attention with its focus on next-generation AI chips and high-performance compute solutions. Explore how the…