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#ai-chips — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #ai-chips, aggregated by home.social.

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  1. DeepSeek Plans 160,000 Huawei Chips for Inner Mongolia Site

    DeepSeek will install at least 160,000 Huawei Ascend 950DT chips for inference at its Ulanqab site, a 1 GW project, Bloomberg reports.

    pulseofnations.lol/deepseek-pl

    #AiChips #China #DataCenter #Deepseek #Huawei #Nvidia #Semiconductors

  2. Micron Targets 100,000 HBM Wafers a Month as AI Demand Surges

    Micron reportedly plans to double HBM capacity to about 100,000 wafers a month by year-end, chasing Samsung and SK Hynix as HBM4 ramps for Nvidia's Vera Rubin.

    pulseofnations.lol/micron-targ

    #AiChips #HBM #Memory #Micron #Nvidia #Semiconductors

  3. Macquarie Upgrades Broadcom on Anthropic Compute Ramp

    Macquarie upgraded Broadcom to Outperform, calling the chipmaker the cleanest listed way into Anthropic's compute buildout, as AI chip orders spread across six customers.

    pulseofnations.lol/macquarie-u

    #AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet

  4. Broadcom AI Revenue Triples to $16.7B, Projects $115B in 2027

    Custom accelerator shipments to Google, Anthropic and OpenAI drive 221% year-over-year growth as CEO Hock Tan doubles down on supply

    pulseofnations.lol/broadcom-ai

    #AIChips #Avgo #Broadcom #Earnings #Nvidia #Semiconductor #Tpu

  5. MediaTek Custom AI Chip Division Projects $2B Revenue in 2026

    Nvidia-backed $3.5B deal gives MediaTek NVLink Fusion access as custom silicon TAM hits $80B by 2027

    pulseofnations.lol/mediatek-cu

    #AiChips #CustomSilicon #Mediatek #Nvidia #Nvlink #Semiconductors

  6. Nvidia Invests $3.5B in MediaTek for AI Chip Partnership

    MediaTek shares jump 10% as Nvidia buys convertible bonds, gains NVLink Fusion access

    pulseofnations.lol/nvidia-inve

    #AIChips #DataCenters #Mediatek #Nvidia #Nvlink

  7. Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout

    Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.

    justpaste.in/news/nvidias-3-5b

    #AIchips #datacenters #MediaTek #nvidia #AI

  8. Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout

    Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.

    justpaste.in/news/nvidias-3-5b

    #AIchips #datacenters #MediaTek #nvidia #AI

  9. #Nvidia is investing $3.5 billion into #MediaTek, a Taiwanese chipmaker, to help it design custom #AIchips for #datacentres. This partnership allows Nvidia to maintain its lead in the #datacentre market while acknowledging the growing trend of companies building their own chips. MediaTek will also collaborate with Nvidia on #DGXSpark, #RTXSpark, and AI-powered #vehicleplatforms. techcrunch.com/2026/08/31/nvid #tech #news #ainews

  10. #Nvidia is investing $3.5 billion into #MediaTek, a Taiwanese chipmaker, to help it design custom #AIchips for #datacentres. This partnership allows Nvidia to maintain its lead in the #datacentre market while acknowledging the growing trend of companies building their own chips. MediaTek will also collaborate with Nvidia on #DGXSpark, #RTXSpark, and AI-powered #vehicleplatforms. techcrunch.com/2026/08/31/nvid #tech #news #ainews

  11. Google just deepened its bet on custom AI chips — striking a deal reportedly worth $12.2B in Marvell Technology. This isn't just about hardware. It's about who controls the AI infrastructure race. While Nvidia dominates the GPU game, Google is quietly building its own chip empire to power the next generation of AI.

    #technews #aiphoto #artificialintelligence #googlemaps #marvell #aichips #nvidia #bigtech #innovations #techindustry

  12. Google just deepened its bet on custom AI chips — striking a deal reportedly worth $12.2B in Marvell Technology. This isn't just about hardware. It's about who controls the AI infrastructure race. While Nvidia dominates the GPU game, Google is quietly building its own chip empire to power the next generation of AI.

    #technews #aiphoto #artificialintelligence #googlemaps #marvell #aichips #nvidia #bigtech #innovations #techindustry

  13. Put together a sourced timeline: Global AI Chip Race 2026: Nvidia, HBM, TSMC and Memory.

    The tightest constraint keeps moving: from GPUs in 2023 to memory, packaging and power in 2026.

    Sources are listed on the page. Corrections genuinely welcome.

    aitimeline.in/global-ai-chip-r
    #AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology

  14. Put together a sourced timeline: Global AI Chip Race 2026: Nvidia, HBM, TSMC and Memory.

    The tightest constraint keeps moving: from GPUs in 2023 to memory, packaging and power in 2026.

    Sources are listed on the page. Corrections genuinely welcome.

    aitimeline.in/global-ai-chip-r
    #AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology

  15. 𝗔𝗜-𝗰𝗵𝗶𝗽𝘀 𝘀𝘁𝗲𝗲𝗱𝘀 𝗱𝘂𝘂𝗿𝗱𝗲𝗿, 𝗱𝗶𝗲𝘃𝗲𝗻 𝗱𝗿𝘂𝗸𝗸𝗲𝗻 𝗮𝘂𝘁𝗼'𝘀 𝘃𝗮𝗻 𝗱𝗲 𝘄𝗲𝗴 𝗼𝗺 𝘇𝗲 𝘁𝗲 𝗷𝗮𝘁𝘁𝗲𝗻

    De chips, servers en andere apparatuur die nodig zijn om datacenters te vullen, worden steeds duurder. En dat maakt de apparatuur aantrekkelijk voor criminelen. In de VS zijn al meerdere brutale diefstallen geweest van vrachtwagens vol AI-chips.

    rtl.nl/nieuws/tech/artikel/564

    #AIChips #Dieven #AutoJatten

  16. 𝗔𝗜-𝗰𝗵𝗶𝗽𝘀 𝘀𝘁𝗲𝗲𝗱𝘀 𝗱𝘂𝘂𝗿𝗱𝗲𝗿, 𝗱𝗶𝗲𝘃𝗲𝗻 𝗱𝗿𝘂𝗸𝗸𝗲𝗻 𝗮𝘂𝘁𝗼'𝘀 𝘃𝗮𝗻 𝗱𝗲 𝘄𝗲𝗴 𝗼𝗺 𝘇𝗲 𝘁𝗲 𝗷𝗮𝘁𝘁𝗲𝗻

    De chips, servers en andere apparatuur die nodig zijn om datacenters te vullen, worden steeds duurder. En dat maakt de apparatuur aantrekkelijk voor criminelen. In de VS zijn al meerdere brutale diefstallen geweest van vrachtwagens vol AI-chips.

    rtl.nl/nieuws/tech/artikel/564

    #AIChips #Dieven #AutoJatten

  17. AI may feel like software.

    But underneath it is an enormous physical infrastructure system.

    Why do chips matter?

    Training and running AI requires huge numbers of mathematical calculations.

    Then comes the energy problem.

    Data centers used about 1.5% of global electricity in 2025.

    So the AI race is no longer only about building better models.

    thenewsink.com/ai-ch…

    #AIChips #DataCenters #ArtificialIntelligence #GPUs #Semiconductors #TheNewsInk

  18. AI may feel like software.

    But underneath it is an enormous physical infrastructure system.

    Why do chips matter?

    Training and running AI requires huge numbers of mathematical calculations.

    Then comes the energy problem.

    Data centers used about 1.5% of global electricity in 2025.

    So the AI race is no longer only about building better models.

    thenewsink.com/ai-ch…

    #AIChips #DataCenters #ArtificialIntelligence #GPUs #Semiconductors #TheNewsInk

  19. winbuzzer.com/2026/08/26/opena

    OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.

    #AI #OpenAI #Jalapeño #AIChips #Inference

  20. winbuzzer.com/2026/08/26/opena

    OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.

    #AI #OpenAI #Jalapeño #AIChips #Inference

  21. Taiwan Indicts 9 Over Nvidia B300 Server Smuggling to China

    Taiwanese prosecutors charged nine people, including Nvidia and Super Micro staff, for illegally exporting 74 Nvidia B300 AI servers to Chinese buyers.

    pulseofnations.lol/taiwan-indi

    #AiChips #B300 #China #ExportControls #Nvidia #Taiwan

  22. Samsung Hikes Chip Prices 15% as AI Demand Surges

    Samsung raises foundry prices up to 15% on advanced nodes as AI-driven demand fills capacity across 4nm and 5nm processes

    pulseofnations.lol/samsung-hik

    #AiChips #Broadcom #Foundry #Samsung #Semiconductor #Tsmc

  23. Nvidia Tells Customers to Expect 15% Price Hikes on AI Servers

    Major Nvidia customers have been notified that AI server prices will rise by more than 15%, driven by soaring memory costs, with hikes hitting Vera Rubin and Grace Blackwell systems early next year.

    pulseofnations.lol/nvidia-tell

    #AIChips #DataCenters #Hyperscalers #Memory #Nvidia #PriceHikes #Semiconductors

  24. Samsung Unveils Record $80B Shareholder Return After SK Hynix Buyback

    Samsung Electronics plans 90-110 trillion won in shareholder returns for 2026, the largest ever by a Korean company, as AI chip boom fuels record profits.

    pulseofnations.lol/samsung-unv

    #AiChips #Buyback #Samsung #Semiconductor #ShareholderReturns #SkHynix

  25. Google Awards Marvell $12.2B Stock Warrant for AI Chips

    Marvell wins custom AI chip partnership with Google, receiving a stock warrant worth up to $12.2 billion, potentially generating $120 billion in revenue through fiscal 2033.

    pulseofnations.lol/google-awar

    #AiChips #Broadcom #CustomChips #Google #Marvell #Tpu

  26. Google is deepening its push into custom AI chips with a major new Marvell deal.

    The agreement gives Google the right to acquire up to $12.2 billion worth of Marvell shares, while Marvell could generate roughly $120 billion in revenue through fiscal 2033 if performance targets are met.

    thenewsink.com/google-marvell-

    #Google #Marvell #AIChips #ArtificialIntelligence #Semiconductors #Technology #TheNewsInk

  27. Google is deepening its push into custom AI chips with a major new Marvell deal.

    The agreement gives Google the right to acquire up to $12.2 billion worth of Marvell shares, while Marvell could generate roughly $120 billion in revenue through fiscal 2033 if performance targets are met.

    thenewsink.com/google-marvell-

    #Google #Marvell #AIChips #ArtificialIntelligence #Semiconductors #Technology #TheNewsInk

  28. AMD just made an interesting bet on the future of AI inference.

    It acquired Taalas, a startup that can “bake” an AI model directly into silicon, dramatically reducing the memory bandwidth and power overhead of running inference. The trade-off is flexibility—each chip is optimized for a specific model. GPUs remain general-purpose, but specialized silicon could become increasingly important as inference scales.

    #AMD #AI #Inference #AIChips #Semiconductors #HBM #NVIDIA

    hothardware.com/news/amd-buys-

  29. AMD just made an interesting bet on the future of AI inference.

    It acquired Taalas, a startup that can “bake” an AI model directly into silicon, dramatically reducing the memory bandwidth and power overhead of running inference. The trade-off is flexibility—each chip is optimized for a specific model. GPUs remain general-purpose, but specialized silicon could become increasingly important as inference scales.

    #AMD #AI #Inference #AIChips #Semiconductors #HBM #NVIDIA

    hothardware.com/news/amd-buys-

  30. AI Chip Startup Etched Achieves $10.3B Valuation Despite Skepticism

    📰 Original title: AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name investors

    🤖 IA: It's clickbait ⚠️
    👥 Users: It's clickbait ⚠️

    View full AI summary en.killbait.com/ai-chip-startu

    #technology #aichips #startupvaluation #silicondesign

  31. The world's largest contract chipmaker, TSMC, is doubling down on artificial intelligence.

    The company has raised its total investment in Arizona to $265 billion, adding more advanced chipmaking and packaging facilities to meet growing demand for AI processors.

    #BestSoln #BestSolution #TSMC #ArtificialIntelligence #Semiconductors #AIChips #ChipManufacturing #Arizona #Technology #TechNews #NVIDIA #Apple #Innovation

  32. winbuzzer.com/2026/07/18/nvidi

    Nvidia CEO Jensen Huang has denied rumors of production delays of the Vera Rubin platform and says it is already underway, but customer delivery timing still remains undisclosed.

    #AI #VeraRubin #NVIDIA #JensenHuang #AIChips #AIInfrastructure

  33. #Anthropic is in early talks to lease #AI computing power from #Meta, potentially worth $10 billion. This follows a similar deal with SpaceX and highlights the ongoing challenge of accessing sufficient #AIchips for companies like Anthropic. cnbc.com/2026/07/17/anthropic- #tech #media #news