#ai-chips — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #ai-chips, aggregated by home.social.
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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.
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Samsung, SK hynix Eye US, Japan for AI Chip Growth
Samsung, SK hynix Eye US, Japan for AI Chip Growth
CEO Insights Asia Team | Monday 07…
#EuropeSays #Korea #KR #SKHynix #AIchips #SamsungElectronics #semiconductormanufacturing #SK #SKhynix
https://www.europesays.com/korea/145599/ -
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.
https://pulseofnations.lol/macquarie-upgrades/
#AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet
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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.
https://pulseofnations.lol/macquarie-upgrades/
#AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet
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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.
https://pulseofnations.lol/macquarie-upgrades/
#AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet
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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.
https://pulseofnations.lol/macquarie-upgrades/
#AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet
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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
https://pulseofnations.lol/broadcom-ai-revenue/
#AIChips #Avgo #Broadcom #Earnings #Nvidia #Semiconductor #Tpu
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China 15 years behind in developing top chipmaking tools: ASML supplier | Tech News
By Christina Kyrias…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #advancedchips #AIchips #Chinachipindustry #ChinaEUV #Chinaself-sufficiency #Chinasemiconductors #chiptechnology #chipmakingtools #EUVlithography #EUVmachines #FrankRohmund #semiconductorequipment #semiconductorindustry #semiconductortechnology #USChinachipcurbs #USChinatechrivalry #ZeissGroup
https://www.europesays.com/netherlands/42699/ -
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
https://pulseofnations.lol/mediatek-custom-ai-chip/
#AiChips #CustomSilicon #Mediatek #Nvidia #Nvlink #Semiconductors
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Nvidia Invests $3.5B in MediaTek for AI Chip Partnership
MediaTek shares jump 10% as Nvidia buys convertible bonds, gains NVLink Fusion access
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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.
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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.
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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.
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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.
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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.
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#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. https://techcrunch.com/2026/08/31/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout/?eicker.news #tech #news #ainews
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#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. https://techcrunch.com/2026/08/31/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout/?eicker.news #tech #news #ainews
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#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. https://techcrunch.com/2026/08/31/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout/?eicker.news #tech #news #ainews
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#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. https://techcrunch.com/2026/08/31/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout/?eicker.news #tech #news #ainews
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#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. https://techcrunch.com/2026/08/31/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout/?eicker.news #tech #news #ainews
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https://www.europesays.com/people/209177/ Nvidia Reports $96.2 Billion Revenue as AI Chip Demand Drives Growth | Ukraine news #AIChips #AmazonWebServicesGpus #ArtificialIntelligenceInfrastructure #DataCenterGrowth #JensenHuang #News #NvidiaRevenue #NvidiaRevenueAiChipsDataCenterGrowthNvidiaStockArtificialIntelligenceInfrastructureAmazonWebServicesGpus #NvidiaStock
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https://www.europesays.com/ie/665438/ Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout #AI #AIChips #ArtificialIntelligence #ArtificialIntelligence #DataCenters #Éire #IE #Ireland #MediaTek #Nvidia #Technology
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https://www.europesays.com/ie/664914/ China’s AI chip drive: MetaX and Iluvatar swing to profit, as Biren narrows losses #AdvancedMicroDevices #AI #AIChips #ArtificialIntelligence #ArtificialIntelligence #BirenTechnology #CambriconTechnologies #China #ChineseArtificialIntelligenceChipmakers #Éire #GPU #HongKong #HuaweiTechnologies #IE #IluvatarCoreX #Ireland #MetaXIntegratedCircuits #Nvidia #Shanghai #SouthChinaMorningPost #Technology #US
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Korea, Japan Chambers Pledge Supply Chain, Energy Cooperation
Korea Chamber of Commerce and Industry / KCCI Business leaders from South Korea and Japan agreed to sharply…
#EuropeSays #Japan #JP #Business #AIchips #BusinessofJapan #CheyTae-won #energysecurity #JapanChamberofCommerceandIndustry #Japan'sbusiness #Japanesebusiness #KenKobayashi #KoreaChamberofCommerceandIndustry #supplychaincooperation
https://www.europesays.com/japan/82948/ -
https://www.europesays.com/ie/661607/ Neocloud Lambda secures $1B in debt to buy more chips #AI #AIChips #ArtificialIntelligence #ArtificialIntelligence #Éire #IE #InBrief #Ireland #Lambda #Microsoft #neocloud #Nvidia #Technology
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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
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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
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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
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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
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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.
https://aitimeline.in/global-ai-chip-race-timeline-nvidia-memory-shortages-6190/?utm_source=mastodon&utm_medium=social&utm_campaign=global-ai-chip-race-timeline-nvidia
#AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology -
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.
https://aitimeline.in/global-ai-chip-race-timeline-nvidia-memory-shortages-6190/?utm_source=mastodon&utm_medium=social&utm_campaign=global-ai-chip-race-timeline-nvidia
#AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology -
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.
https://aitimeline.in/global-ai-chip-race-timeline-nvidia-memory-shortages-6190/?utm_source=mastodon&utm_medium=social&utm_campaign=global-ai-chip-race-timeline-nvidia
#AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology -
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.
https://aitimeline.in/global-ai-chip-race-timeline-nvidia-memory-shortages-6190/?utm_source=mastodon&utm_medium=social&utm_campaign=global-ai-chip-race-timeline-nvidia
#AIChips #Nvidia #HBMMemory #TSMC #SemiconductorSupplyChain #Technology -
https://www.europesays.com/people/204225/ Kerala Tourism and Sam Altman are having a moment on X #AIChips #kerala #OpenAI #SamAltman
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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.
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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.
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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.
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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.
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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.
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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
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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
-
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
-
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
-
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
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https://www.europesays.com/people/203076/ Nvidia Earnings August 2026: AI Chip Demand Analysis & Stock Forecast #AIChips #ArtificialIntelligence #DataCenter #JensenHuang #NVDAStock #NvidiaEarnings #semiconductor
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https://winbuzzer.com/2026/08/26/openai-jalapeno-faster-inference-gb200-gb300-company-tests-xcxwbn/
OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.
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https://winbuzzer.com/2026/08/26/openai-jalapeno-faster-inference-gb200-gb300-company-tests-xcxwbn/
OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.
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https://winbuzzer.com/2026/08/26/openai-jalapeno-faster-inference-gb200-gb300-company-tests-xcxwbn/
OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.
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https://winbuzzer.com/2026/08/26/openai-jalapeno-faster-inference-gb200-gb300-company-tests-xcxwbn/
OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.
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https://winbuzzer.com/2026/08/26/openai-jalapeno-faster-inference-gb200-gb300-company-tests-xcxwbn/
OpenAI's Jalapeño inference system has beaten Nvidia GB200 and GB300 on latency and throughput per rated kilowatt in company-run benchmark tests.
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Korea Customs Data Confirms Chip Boom Bypassed Mid-Sized Firms: Chaebols Claim 75%
Nicholas Cappello/unsplashc.com South Korea’s official July 2026 enterprise-size trade breakdown, published Wednesday by the Korea Customs Service (관세청),…
#EuropeSays #Korea #KR #AIchips #HBMmemorysupplychain #Koreachaeboltradedata2026 #Samsung #semiconductors #SKhynix #SouthKorea #SouthKoreasemiconductorexportconcentration
https://www.europesays.com/korea/132913/ -
SK Hynix Workers Were Offered A 6.3% Pay Raise. They Rejected The Deal By Just 25 Votes.
SK Hynix workers narrowly rejected a tentative wage agreement that included a 6.3% salary increase and major changes…
#EuropeSays #Korea #KR #SK #AIchips #HBMchips #SamsungElectronics #SKGroup #SKhynix #SKHynixbonuses #SKhynixunion #SKHynixwagedeal #SouthKoreachipmakers
https://www.europesays.com/korea/131669/ -
Washington Demands Samsung, SK Hynix Build US Memory Fabs After Korea’s $577B Chip Bet
Signage of Samsung Electronics is displayed outside the company’s Seocho building in Seoul on July 30, 2026. Jung…
#EuropeSays #Korea #KR #SKHynix #AIchips #DRAM #DRAMwaferfabrication #Honamsemiconductorcluster #Samsung #SamsungSKHynixUSmemoryfab #semiconductor #SK #SKhynix
https://www.europesays.com/korea/131661/ -
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.
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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.
