#ai-chips — Public Fediverse posts

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.

https://pulseofnations.lol/nvidia-tells-customers-to/

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

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.

https://pulseofnations.lol/samsung-unveils-record/

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

Samsung Raises Chip Manufacturing Prices For New Orders By 15% #aichips #artificialintelligence #hardware #samsung

https://www.lowyat.net/2026/402231/samsung-raises-chip-manufacturing-prices-for-new-orders-by-15/

Samsung Raises Chip Manufacturing Prices For New Orders By 15% #aichips #artificialintelligence #hardware #samsung

https://www.lowyat.net/2026/402231/samsung-raises-chip-manufacturing-prices-for-new-orders-by-15/

Samsung Raises Chip Manufacturing Prices For New Orders By 15% #aichips #artificialintelligence #hardware #samsung

https://www.lowyat.net/2026/402231/samsung-raises-chip-manufacturing-prices-for-new-orders-by-15/

Samsung Raises Chip Manufacturing Prices For New Orders By 15% #aichips #artificialintelligence #hardware #samsung

https://www.lowyat.net/2026/402231/samsung-raises-chip-manufacturing-prices-for-new-orders-by-15/

Samsung Raises Chip Manufacturing Prices For New Orders By 15% #aichips #artificialintelligence #hardware #samsung

https://www.lowyat.net/2026/402231/samsung-raises-chip-manufacturing-prices-for-new-orders-by-15/

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.

https://pulseofnations.lol/google-awards-marvell-12/

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

Samsung Returns Record $80 Billion as AI Chip Windfall Rewrites Korean Corporate History

gettyimages.com Samsung Electronics’ board of directors on Friday approved a 2026 shareholder return program valued at between ₩90…
#EuropeSays #Korea #KR #AIchips #dividends #HBMchipprofits #Korean #Samsung #Samsungshareholderreturn #semiconductor #SKhynixbuyback #SouthKorea
https://www.europesays.com/korea/128155/

Samsung raises chip prices as AI demand tightens Foundry capacity

Samsung raises chip prices as AI demand tightens capacity.AI demand is tightening capacity across supporting chips.   Samsung…
#EuropeSays #Korea #KR #Samsung #AI #AIchips #datacentre #Manufacturing #SamsungGroup #SouthKorea
https://www.europesays.com/korea/127308/

https://www.europesays.com/people/195821/ Nvidia H200 Chips Enter China at 13% of Quota; Beijing, Not Washington, Controls Rest #AIChips #ByteDance #China #H200ExportControls #JensenHuang #NDRCChipApproval #Nvidia #NvidiaH200 #Tencent

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.

https://thenewsink.com/google-marvell-deal/

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

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.

https://thenewsink.com/google-marvell-deal/

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

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.

https://thenewsink.com/google-marvell-deal/

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

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.

https://thenewsink.com/google-marvell-deal/

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

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.

https://thenewsink.com/google-marvell-deal/

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

Samsung lost a third of its foundry share. It raised prices anyway

Article Brief Key Takeaways 4 Points24s Read 01The Move-Samsung raised advanced contract chipmaking prices by 5 to 15…
#EuropeSays #Korea #KR #Samsung #AIchips #ChipManufacturing #SamsungGroup #semiconductor #TSMC
https://www.europesays.com/korea/125298/

Google And Marvell Chip Deal Triggers Massive Stock Surge And Warrants — What Is Happening Behind The Scenes?

Full story 👇

Learn more: https://www.earthinsider.in/2026/08/marvell-google-chip-deal-warrants.html

#EarthInsider #EarthInsiderNews #EINews #Global #WorldNews #BreakingNews #GlobalAffairs #MarvellTechnology #Google #AIChips #Semiconductors #TechNews #NewsAlert #Trending

Samsung’s Strategic Price Hike in the Chipmaking Race

Samsung Electronics has announced an increase in prices for its advanced contract chipmaking services by up to 15%…
#EuropeSays #Korea #KR #SamsungElectronics #AIchips #Chinesecustomers #chipmaking #foundrybusiness #globalmarket #PriceIncrease #Samsung #semiconductors #technology #TSMC
https://www.europesays.com/korea/124640/

POSCO DX Builds NPU-Based AI Platform, Cutting Power Use 90%

POSCO DX AI researchers test an AI program for calculating storage capacity in a logistics environment. Photo courtesy…
#EuropeSays #Korea #KR #POSCO #AIchips #DEEPX #EdgeAI #Mobilint #NPU #posco-dx #VisionAIPlatform
https://www.europesays.com/korea/123364/

https://www.europesays.com/people/184991/ Forget gold and stocks: Nvidia CEO Jensen Huang aims to make chips an investable asset, lines up $500 bn in financing #AIChips #AIFinancing #AIInfrastructure #AIInvestment #BlackRock #GoldmanSachs #InvestableAssetClass #JensenHuang #Nvidia #NvidiaStock

https://www.europesays.com/people/184759/ Apple Reportedly Testing Controversial Chinese Chips as Memory Supply Crunch Intensifies #AIChips #apple #MemoryShortage #TimCook

SK hynix Files for US ADR Listing to Tap AI Memory Demand

SK hynix has confidentially filed a Form F-1 for a potential US ADR listing, targeting the second half…
#EuropeSays #Korea #KR #SKSquare #AIchips #AImemorydemand #AsiaBusinessNews #AsiaBusinessOutlook #chipmanufacturinginvestment #high-bandwidthmemory(HBM) #semiconductorindustry #SK #SKhynix #SKhynixFilesforUSADRListing #TSMCADR #USADRlisting
https://www.europesays.com/korea/114565/

Anthropic is hiring an AI chip design team

Anthropic is building a team to design its own custom chips for AI usage. Business Insider was first…
#EuropeSays #Korea #KR #Samsung #AIchips #Anthropic #InBrief #SamsungGroup
https://www.europesays.com/korea/114019/

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

https://hothardware.com/news/amd-buys-startup-taalas-bake-ai-models-into-silicon

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

https://hothardware.com/news/amd-buys-startup-taalas-bake-ai-models-into-silicon

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

https://hothardware.com/news/amd-buys-startup-taalas-bake-ai-models-into-silicon

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

https://hothardware.com/news/amd-buys-startup-taalas-bake-ai-models-into-silicon

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

https://hothardware.com/news/amd-buys-startup-taalas-bake-ai-models-into-silicon

Cambricon's inventory reached 45% of total assets by June, a detail that signals either aggressive stockpiling or demand uncertainty. Watch whether Q3 figures clarify whether the surge reflects sustained adoption or inventory buildup ahead of policy shifts. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #supplychain

Cambricon's inventory reached 45% of total assets by June, a detail that signals either aggressive stockpiling or demand uncertainty. Watch whether Q3 figures clarify whether the surge reflects sustained adoption or inventory buildup ahead of policy shifts. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #supplychain

Cambricon's inventory reached 45% of total assets by June, a detail that signals either aggressive stockpiling or demand uncertainty. Watch whether Q3 figures clarify whether the surge reflects sustained adoption or inventory buildup ahead of policy shifts. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #supplychain

Cambricon's first-half revenue doubled to $890 million as Chinese firms shift away from Nvidia chips under government pressure. The results suggest Beijing's domestic semiconductor strategy is gaining traction, though inventory levels warrant closer watch. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #China #semiconductors

Cambricon's first-half revenue doubled to $890 million as Chinese firms shift away from Nvidia chips under government pressure. The results suggest Beijing's domestic semiconductor strategy is gaining traction, though inventory levels warrant closer watch. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #China #semiconductors

Cambricon's first-half revenue doubled to $890 million as Chinese firms shift away from Nvidia chips under government pressure. The results suggest Beijing's domestic semiconductor strategy is gaining traction, though inventory levels warrant closer watch. https://www.implicator.ai/cambricon-h1-revenue-doubles-china-ai-chips/ #AIchips #China #semiconductors

#Anthropic is building a team to design custom #AIchips to improve #performance and #efficiency. The company is seeking #engineers with #chipdesign experience for its “custom silicon team.” https://techcrunch.com/2026/08/05/anthropic-is-hiring-an-ai-chip-design-team/?eicker.news #tech #news #ainews

#Anthropic is building a team to design custom #AIchips to improve #performance and #efficiency. The company is seeking #engineers with #chipdesign experience for its “custom silicon team.” https://techcrunch.com/2026/08/05/anthropic-is-hiring-an-ai-chip-design-team/?eicker.news #tech #news #ainews

#Anthropic is building a team to design custom #AIchips to improve #performance and #efficiency. The company is seeking #engineers with #chipdesign experience for its “custom silicon team.” https://techcrunch.com/2026/08/05/anthropic-is-hiring-an-ai-chip-design-team/?eicker.news #tech #news #ainews

#Anthropic is building a team to design custom #AIchips to improve #performance and #efficiency. The company is seeking #engineers with #chipdesign experience for its “custom silicon team.” https://techcrunch.com/2026/08/05/anthropic-is-hiring-an-ai-chip-design-team/?eicker.news #tech #news #ainews

#Anthropic is building a team to design custom #AIchips to improve #performance and #efficiency. The company is seeking #engineers with #chipdesign experience for its “custom silicon team.” https://techcrunch.com/2026/08/05/anthropic-is-hiring-an-ai-chip-design-team/?eicker.news #tech #news #ainews

These Are the Only AI Chips Anyone Should Care About

In the era of artificial intelligence, there is an arms race among companies to build the best chip.…
#NewsBeep #News #Technology #AIchips #Anthropic #artificalintelligence #AU #Australia #chips
https://www.newsbeep.com/au/845575/

These Are the Only AI Chips Anyone Should Care About

In the era of artificial intelligence, there is an arms race among companies to build the best chip.…
#NewsBeep #News #Technology #AIchips #Anthropic #artificalintelligence #AU #Australia #chips
https://www.newsbeep.com/au/845575/

https://www.europesays.com/ie/621986/ Anthropic is hiring an AI chip design team #AI #AIChips #Anthropic #ArtificialIntelligence #ArtificialIntelligence #Éire #IE #InBrief #Ireland #Technology

https://www.europesays.com/people/178470/ AMD’s Lisa Su Locks In Yearly AI Rack Launches Through 2030, Confirms MI500 for 2027 #AIChips #AMD #DataCenter #empty #Helios #InstinctGPUs #LisaSu

https://www.europesays.com/people/178321/ AMD’s AI-powered revenue forecast fails to wow investors #AIChips #AIInfrastructure #AMD #AmdEarnings #DataCentres #GraphicsProcessors #LisaSu #NvidiaRival #semiconductor #TechnologyStocks

EU Launches AI Gigafactory Bidding With Chips Still American and Cash Still Notional

Europe’s most ambitious AI infrastructure program formally opened its bidding process on Thursday — and the fine print…
#Europe #EU #AIchips #AIGigafactorytender #AIsovereignty #AMD #EUAIgigafactories #EuroHPC #EuropeanCommission #EuropeanUnion #Nvidia
https://www.europesays.com/europe/106321/

EU Launches AI Gigafactory Bidding With Chips Still American and Cash Still Notional https://www.byteseu.com/2241735/ #AIChips #AIGigafactoryTender #AISovereignty #AMD #EUAIGigafactories #EuroHPC #Europe #EuropeanCommission #Nvidia

EU AI gigafactories: 10 billion euros to build seven hubs and cut US-China gap https://www.byteseu.com/2240161/ #AIChips #DataProtection #DataCentres #EUAIGigafactories #Europe #EuropeanCommission #mistral #PrivateInvestment #TechSovereignty #UsChinaAiRace

EU AI gigafactories: 10 billion euros to build seven hubs and cut US-China gap

The European Union is offering 10 billion euros in public funding for companies to build seven AI gigafactories,…
#Europe #EU #AIchips #datacentres #Dataprotection #EUAIgigafactories #EuropeanCommission #EuropeanUnion #Mistral #Privateinvestment #techsovereignty #USChinaAIrace
https://www.europesays.com/europe/105678/

EU AI gigafactories: 10 billion euros to build seven hubs and cut US-China gap

The European Union is offering 10 billion euros in public funding for companies to build seven AI gigafactories,…
#Europe #EU #EuropeanCommission #AIchips #datacentres #Dataprotection #EUAIgigafactories #Mistral #Privateinvestment #techsovereignty #USChinaAIrace
https://www.europesays.com/europe/105676/

Samsung Q2 2026 Memory Division Shatters Records: Galaxy Smartphones Post Operating Loss

Samsung Electronics’ full second-quarter 2026 results — released Wednesday night KST — landed with a detail that its…
#EuropeSays #Korea #KR #SamsungElectronics #AIchips #high-bandwidthmemory #KOSPI #Samsung #SamsungGalaxyoperatingloss #SamsungQ22026earnings #SKhynix #SouthKorea
https://www.europesays.com/korea/103577/

https://www.alojapan.com/1517594/jensen-huang-after-japan-passing-row-to-visit-japan-over-sega-ties/ Jensen Huang, After ‘Japan Passing’ Row, to Visit Japan Over Sega Ties #AIChips #JapanPassing #JensenHuang #nvidia #RIVA128 #Sega #SemiconductorIndustry #ShoichiroIrimajiri #VisitJapan Nvidia CEO Jensen Huang. AP-Yonhap News Jensen Huang, the CEO of Nvidia who sparked a “Japan passing” controversy by visiting Korea and Taiwan in succession while skipping Japan, has decided to visit the country. The trip marks the 30th anniversary

https://www.alojapan.com/1517594/jensen-huang-after-japan-passing-row-to-visit-japan-over-sega-ties/ Jensen Huang, After ‘Japan Passing’ Row, to Visit Japan Over Sega Ties #AIChips #JapanPassing #JensenHuang #nvidia #RIVA128 #Sega #SemiconductorIndustry #ShoichiroIrimajiri #VisitJapan Nvidia CEO Jensen Huang. AP-Yonhap News Jensen Huang, the CEO of Nvidia who sparked a “Japan passing” controversy by visiting Korea and Taiwan in succession while skipping Japan, has decided to visit the country. The trip marks the 30th anniversary

Asian Chip Stocks Sink For A Second Straight Day—Could US Firms Follow?

Topline South Korean stocks faced a second straight day of losses Wednesday, led by SK Hynix, as the…
#EuropeSays #Korea #KR #SKHynix #AIchips #chipstocks #kioxia #Samsung #SK #SKhynix
https://www.europesays.com/korea/103073/

https://www.europesays.com/people/170529/ Anthropic Now Rejects Open-Weight Ban, Proposes AI Tests #AIChips #AIModels #AIRegulation #AISafety #Anthropic #ArtificialIntelligence(ai) #ChinaAI #ChinaExportControls #Competition #DarioAmodei #ModelDistillation #OpenSourceAI #OpenWeight #Policy #regulation #TechRegulation #USExportControls

https://winbuzzer.com/2026/07/29/anthropic-rejects-open-weight-ban-proposes-ai-tests-xcxwbn/

Anthropic rejects an open-weight AI ban by the US & proposes capability-based safety tests, chip controls for China & action against large-scale model distillation.

#AI #Anthropic #DarioAmodei #OpenWeight #AIRegulation #AISafety #AIChips #ChinaAI #USExportControls

https://winbuzzer.com/2026/07/29/anthropic-rejects-open-weight-ban-proposes-ai-tests-xcxwbn/

Anthropic rejects an open-weight AI ban by the US & proposes capability-based safety tests, chip controls for China & action against large-scale model distillation.

#AI #Anthropic #DarioAmodei #OpenWeight #AIRegulation #AISafety #AIChips #ChinaAI #USExportControls

https://winbuzzer.com/2026/07/29/anthropic-rejects-open-weight-ban-proposes-ai-tests-xcxwbn/

Anthropic rejects an open-weight AI ban by the US & proposes capability-based safety tests, chip controls for China & action against large-scale model distillation.

#AI #Anthropic #DarioAmodei #OpenWeight #AIRegulation #AISafety #AIChips #ChinaAI #USExportControls

https://winbuzzer.com/2026/07/29/anthropic-rejects-open-weight-ban-proposes-ai-tests-xcxwbn/

Anthropic rejects an open-weight AI ban by the US & proposes capability-based safety tests, chip controls for China & action against large-scale model distillation.

#AI #Anthropic #DarioAmodei #OpenWeight #AIRegulation #AISafety #AIChips #ChinaAI #USExportControls

https://winbuzzer.com/2026/07/29/anthropic-rejects-open-weight-ban-proposes-ai-tests-xcxwbn/

Anthropic rejects an open-weight AI ban by the US & proposes capability-based safety tests, chip controls for China & action against large-scale model distillation.

#AI #Anthropic #DarioAmodei #OpenWeight #AIRegulation #AISafety #AIChips #ChinaAI #USExportControls