#chips — Public Fediverse posts

Wegen Engpässen bei TSMC könnte AMD bald #Chips beim Erzrivalen Intel fertigen lassen. Analysten erwarten eine entsprechende Partnerschaft ab 2027/2028. #AMD #Intel #Hardware #CPU #Foundry #Fertigung https://winfuture.de/news,160604.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia

#RobertWolf is the former Chairman and CEO of USB Investment Bank. On #FOX #News he described #DonaldTrump “the most powerful #socialist in #America.” This assessment is factually based on his #ExecutiveOrders imposing #PriceControls and partial nationalization of 30 #HighTech manufacturers, such as #Intel and U.S. Steel, that was legislated by the #CHIPS and #Science Act that he rammed through #Congress last year. https://www.joemygod.com/2026/08/fox-guest-trump-is-nations-most-powerful-socialist/

#Resist

‘The Worst I’ve Ever Seen’: Cargo Thefts Have Turned Violent in Pursuit of AI Hardware

https://fed.brid.gy/r/https://www.wired.com/story/the-worst-ive-ever-seen-cargo-thieves-are-turning-violent-in-pursuit-of-ai-hardware/

US export controls push DeepSeek to develop its own AI chips

If this matters to you, share it.

https://1ban.news/deepseek-own-chips-2026/

#1ban #deepseek #own #chips #tech #technology

Do any of my Gen-Xers remember “r-r-r-rutabaga”?

#ruffles #ridges #genxers #snacks #chips

The Biggest AI Companies Are All Building Their Own Chips. That’s Not a Coincidence.
https://firethering.com/ai-companies-building-their-own-chips/

#antrhopic #tech #Artificialintelligence #technews #opeai #ai #chips #nvidia #google #meta

Learn how chips are made with this Rollercoaster Tycoon-inspired animation

https://laurentiugabriel.github.io/ChipTycoon/

Comments: https://news.ycombinator.com/item?id=49120149

#HackerNews #chips #animation #RollercoasterTycoon #techeducation #creativity

@beandev
@2ndStar

*Beteiligung der #US-Regierung an #OpenAI*

(2/n)

...(https://quasa.io/media/openai-s-5-us-government-stake-proposal-examined).

Ich bin auch der Meinung, dass es eine #KI-Blase gibt, die bald/mittelfristig platzen dürfte:

(*#DRAM price hikes are unwarranted--Party Like It's 1999*,
https://mastodon.social/@HistoPol/117010269886812574).

#Musk hatte vergangene Woche ein 90min. Interview im #TheEconomist. Er reduzierte m. E. die globalen Wachstumsperspektiven der #KIBranche auf die 2 Engpassfaktoren #Chips (GPUs, v. a.) und Elektrizität.
Kurz...

📰 “Tendrá que financiar su propia burbuja”: NVIDIA financiará centro de datos de OpenAI para que la compañía le siga comprando chips porque el capital privado se agotó
🏷️ #nvidia #centrodedatos #openai #chips #financiacion
🔗 https://www.tarreo.com/noticia/nvidia-financia-centro-datos-openai-capital-privado-agotado-burbuja-ia/

Chips, inteligencia artificial y poder: China abre una grieta en el monopolio tecnológico de Occidente | vía #UChileRadio

https://radio.uchile.cl/2026/07/31/chips-inteligencia-artificial-y-poder-china-abre-una-grieta-en-el-monopolio-tecnologico-de-occidente/

#china #chips #desarrollotecnologico #estadosunidos #guerra #guerracomercial #ia #semiconductores

The New Defcon Badges Pack a Unique Open Source Chip That Doubles as a Security Key

https://fed.brid.gy/r/https://www.wired.com/story/defcon-34-badge-baochip-andrew-bunnie-huang/

A leaked transcript suggests DeepSeek has access to only 16,000 Huawei chips against an estimated need of 200,000 for frontier training. The unverified document describes incoming hardware as 'basically all NVIDIA,' raising questions about China's domestic chip strategy amid U.S. export controls. https://www.implicator.ai/deepseek-leaked-call-huawei-16000-chips/ #AI #chips #China

GlobalFoundries will receive $300 million in CHIPS funding for optical interconnect research, with the Commerce Department taking a 1 percent equity stake in the company. This marks the first instance of Commerce converting research grants into ownership across multiple chipmakers. implicator.ai/globalfoundries-signs-300-million-chips-deal-commerce-to-take-1-stake/ #semiconductors #chips #ai

LinkedIn Won’t Be Expanding Its Data Centers in the Next Year

https://fed.brid.gy/r/https://www.wired.com/story/how-linkedin-is-keeping-its-compute-capacity-flat/

Stock market crash: SK Hynix continues to fall despite record figures

https://www.heise.de/en/news/Stock-market-crash-SK-Hynix-continues-to-fall-despite-record-figures-11383178.html

#ai #asia #markets #chips #daytrader
#economy #equity #finance #indices
#kaspi #korea #marketnews #nasdaq
#skhy #stocks #stockmarket #tarriffs
#tech #technology #wallstreet

South Korea’s stock market is down 35% this month on fears that Chinese semiconductor manufacturers are catching up to their Korean counterparts: https://cryptobriefing.com/south-korea-kospi-35-percent-drop-july/ #chips #stocks #tech

🇨🇳 China ya empieza a fabricar en masa su propia **máquina de litografía DUV de inmersión** (la que sirve para hacer casi todos los chips modernos, menos los más avanzados de 3 nm). Lo hace la empresa estatal **Shanghai Aishengna**.
​
En dos días, **las acciones de ASML cayeron un 10%**, se borró 60.000 millones de euros de su valor. Hasta hace poco se creía que sería la primera empresa europea en valer un billón de dólares. ¡Auch! 🤕

#Litografia #China #Chips #Electronica #Acciones #Negocios
​

💥 LO QUE EL NORTE GLOBAL NO QUERÍA QUE SUCEDIERA

🇨🇳 China acaba de anunciar producción en masa de sus propias máquinas DUV de inmersión.

🗜️ No son las EUV de punta, pero cubren el 90 % de todo lo que mueve la economía: autos, industria, redes, consumo, defensa y casi toda la IA.

🚫 🇳🇱 Se terminó el monopolio exclusivo que tenía ASML.

#Tecnologia #Chips #Geopolitica #China #Sanciones

US chip stocks down premarket after Asia AI rout

https://www.breakingthenews.net/Article/US-chip-stocks-down-premarket-after-Asia-AI-rout/66788210

#chips #stocks #daytrading #finance #revenue #tech #technology

#Anthropic does not advocate for a ban on #OpenWeightAI, recognising their value as a #publicgood. Instead, the focus should be on preventing #authoritariangovernments from accessing powerful #chips and cracking down on industrial-scale #distillation operations. Additionally, mandatory #safetytesting for all sufficiently capable models, regardless of origin or openness, is crucial to address concerns about misuse and alignment problems. https://www.anthropic.com/news/position-open-weights-models?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI

Mercado global de semicondutores tem um novo dono e ele é da China

https://fed.brid.gy/r/https://convergenciadigital.com.br/mercado/mercado-global-de-semicondutores-tem-um-novo-dono-e-ele-e-da-china/

#Nvidia and #SKGroup announced a $500 billion #AIinitiative, including a #partnership with #SKHynix for next-generation memory and a 2-gigawatt AI data centre powered by Nvidia’s #VeraRubin #chips and SK Hynix’s #HBM4 #memory. https://www.reuters.com/business/media-telecom/nvidia-sk-group-unveil-500-billion-plus-ai-data-centers-initiative-memory-2026-07-24/?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI

#Etched, an #AIchip #startup founded by Harvard dropouts, has raised $300 million in a Series C funding round, valuing the company at $10.3 billion. The company, which designs #chips specifically for #AI models, has successfully manufactured its first batch of chips and secured $1 billion in orders. Etched’s innovative approach to #AIchipdesign, including a prefill chip and cluster-scale memory, has garnered support from investors and early customers. https://techcrunch.com/2026/07/23/ai-chip-startup-etched-defies-skeptics-hits-10-3b-valuation-from-big-name-investors/?eicker.news #tech #media #news

DeepSeek's Ascend post-training showed 2.93-fold efficiency gains over baseline methods. The Huawei 910C chips deliver roughly 60% of an H100's inference speed, suggesting a targeted use case rather than full replacement. #AI #chips #inference https://www.implicator.ai/deepseeks-huawei-chip-training-claim-finally-gets-its-benchmarks-and-its-doubters/