Alibaba unveils Zhenwu M890 as NVIDIA alternative
Alibaba's T-Head unit has unveiled the Zhenwu M890, a new GPU-class AI chip. The chip is designed to serve as a domestic alternative to NVIDIA hardware amidst tightening US export controls.
Search
Tag: #ai-chips369 results
Groq's AI inference chips disrupt market with massive valuation
Groq has gained significant market attention for its specialized AI inference chips, which offer high-speed performance that challenges Nvidia's dominance. The company's recent valuation surge highlights the growing demand for dedicated inference hardware in the AI ecosystem.
Why Is AMD Investing in SpaceX?
A new batch of 13F filings offers a glimpse into SpaceX’s shareholder structure after its high-profile June IPO. The disclosures reportedly indicate that AMD has taken a stake in SpaceX, prompting questions about AMD’s strategic motivations.
Agent Chip Startup Enters Mass Production
An emerging Agent chip company has secured $480 million to develop edge-side computing capabilities. Its first AI chip has reportedly entered mass production, marking a move from fundraising to commercial deployment.
⚙️
Flag OS Brings Qwen3.8 to Nine AI Chips
智源 Flag OS 社群宣布完成 Alibaba Qwen3.8-2.4T-A95B 在九款 AI 晶片上的 Day0 適配、精度對齊與部署驗證。新版本支援 BF16、FP8 與 INT8，讓開發者能在多種国产與主流 AI 硬體上快速部署這款 2.4T 參數 MoE 模型。
TSMC CoWoS Reaches 98% Yield
TSMC reports that selected AI-chip products using its CoWoS advanced packaging technology have achieved production yields of 98% to 99%. The company also plans to expand packaging capacity to 14 times reticle size by 2029.
⚙️
Microsoft Plans Major Expansion of AI Chip Production
Microsoft is reportedly planning to significantly increase production of its next-generation AI chips, according to The Information. The move highlights Microsoft’s effort to strengthen its custom silicon capabilities as demand for AI infrastructure grows.
Tesla’s Terafab Gets Its Manufacturing Architect
Tesla and SpaceX have announced the Terafab super-factory in Texas, backed by an initial investment of $16.8 billion to support Tesla robotics, autonomous driving, and SpaceX AI infrastructure. Gary Jiang, a former Intel manufacturing executive with nearly 18 years of experience, has joined Tesla to help turn advanced process technology into stable, high-volume production.
⚙️
The White House Becomes AI’s Biggest Investor
The U.S. government has announced approximately $11.05 billion in equity or equity-like investments across 11 AI-chip and upstream infrastructure companies. The deals, led by an approximately $8.9 billion investment in Intel, represent a shift from emergency rescues toward strategic state investment in semiconductor manufacturing and advanced technology.
⚙️
AMD Buys Taalas to Expand AI Chip Portfolio
Advanced Micro Devices is acquiring Canadian startup Taalas to add another type of AI chip to its portfolio. The deal targets the rapidly expanding data center market.