AI
OpenAI’s Jalapeño Chip Shows Strong AI Inference Performance in Early Benchmarks
OpenAI reveals Jalapeño chip benchmarks showing improved AI inference speed, efficiency, and scalability compared with current systems.
Semiconductors
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VentureEarly Cerebras Investor Adit Singh Joins Mayfield as Infrastructure Partner
Adit Singh joins Mayfield as a partner focused on AI infrastructure, semiconductors, cybersecurity, and physical AI following his early investment in Cerebras.
StartupsEtched Raises $700M as Valuation Jumps to $21 Billion
AI hardware startup Etched raised $700 million at a $21 billion valuation, doubling its Valuation in a month as it develops chips and systems for AI inference.
AIDiscovered Materials Raises $9M to Use AI to Develop Cooler, More Efficient Chips
Discovered Materials has raised $9 million to use AI agents and physics models to discover semiconductor materials that could reduce heat and improve chip efficiency.
BriefSituational Awareness Invests $400 Million in Chip Startup Source Foundry
AI-focused hedge fund Situational Awareness has invested another $400 million in chip manufacturing startup Source Foundry, bringing its total investment to $500 million.
BriefAnthropic Forms AI Chip Design Team to Build Custom Silicon
Anthropic has confirmed it is building a custom AI chip design team to develop silicon that improves Claude’s speed and efficiency.
HardwareSamsung Warns Memory Shortage Will Worsen Through 2027
Samsung expects the global memory chip shortage to intensify through 2027 as AI demand continues to strain supply until at least 2028.
AIAMD Unveils Helios AI Rack System to Challenge Nvidia
AMD has introduced its Helios AI rack-scale system, targeting Nvidia’s dominance in AI infrastructure with support from major customers including Microsoft, OpenAI and Anthropic.
AIEtched Reaches $10.3 Billion Valuation After $300 Million AI Chip Funding Round
AI chip startup Etched has raised $300 million in a Series C round, doubling its valuation to $10.3 billion as it scales AI inference systems.
AIGoogle Develops New AI Chip to Boost Gemini Efficiency
Google is developing a new AI server chip, reportedly called Frozen v2, to improve the efficiency of its Gemini models as competition in custom AI hardware intensifies.
AIJensen Huang’s Japan Visit Signals Nvidia’s Push Into Physical AI
Nvidia CEO Jensen Huang’s visit to Japan resulted in major partnerships spanning AI infrastructure, robotics and semiconductor supply chains as the company expands its physical AI strategy.
HardwareIndia Launches $19.8 Billion Manufacturing Push to Expand Smartphone and Chip Production
India unveiled nearly $20 billion in smartphone and semiconductor incentives to expand domestic manufacturing, attract investment, and strengthen supply chains.