Infrastructure
Intel Beats Expectations on AI CPU Surge
Intel's Q1 revenue hit $13.6B, beating $12.4B consensus by 9.4%, with Data Centre and AI up 22% to $5.1B. Non-GAAP EPS of $0.29 crushed 1-cent estimates.
The Next Web (TNW) · 148d ago
Latest AI Chips News & Updates
The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Infrastructure
Google Shares Nvidia's Weak Spot Story
Google is telling a narrative where Nvidia struggles. The emergence of more choices represents the greatest threat to the GPU monopolist.
钛媒体 · 149d ago
Infrastructure
Intel Q1 Revenue Beats on AI CPU Demand Surge
Intel's Q1 earnings significantly exceeded Wall Street expectations, propelled by booming AI CPU demand. The once-struggling chipmaker shows clear recovery signs.
cnBeta (Full RSS) · 149d ago
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Infrastructure
Intel Revenues Soar 7% on AI Boom
Intel reported a 7% revenue increase to $13.6 billion in its latest quarter. This surpassed Wall Street expectations by more than $1 billion.
New York Times Technology · 149d ago
Infrastructure
Cerebras IPO Test as Nvidia Rival Emerges
Cerebras is facing renewed IPO challenges amid evolving AI chip landscape. Positioned as Nvidia's genuine competitor, the company relies heavily on Middle East client G42.
钛媒体 · 152d ago
Applications
Tesla Plans Shanghai Humanoid Robot Production
Tesla is planning to produce humanoid robots in Shanghai, scaling up its Optimus ambitions. TSMC reported Q1 net profit of 5725 billion TWD, exceeding expectations amid AI chip demand.
钛媒体 · 156d ago
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Infrastructure
Musk Demands Light Speed on Terafab
Elon Musk's team contacts chip suppliers for Terafab production. This marks early efforts to enter cutting-edge chip manufacturing.
Bloomberg Technology · 156d ago
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Infrastructure
Nuvacore Aims to Redesign AI CPUs
Sequoia-backed Nuvacore seeks to overhaul CPUs for AI. Led by ex-Apple exec Gerard Williams, who sold prior chip venture to Qualcomm.
Bloomberg Technology · 157d ago
Business
Horizon's First Full Year: ~10B Revenue, 30.8% AD Margin
Horizon Robotics, led by founder Yin Qi, reports nearly 10 billion RMB revenue in its first full year with the Journey team. Intelligent driving gross margin reached 30.8%.
量子位 · 165d ago
Infrastructure
Bullish on China AI Chips Data Boom
CITIC report forecasts 4M AI accel cards shipped in China 2025, domestic share over 40% via non-GPU differentiation. Domestic models dominate API calls; Zhipu API prices surge 83% in 2026 Q1 amid shortages.
36氪 · 166d ago
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Infrastructure
JPMorgan: TSMC Q1 Margins Beat on AI 3nm Crunch
JPMorgan predicts TSMC's 2026 Q1 gross margins to exceed expectations due to tight 3nm capacity, high utilization, and surging AI demand. Price target raised to 2400 NTD amid capex hikes.
IT之家 · 169d ago
Infrastructure
2025 Foundry Hits $320B on AI Surge
Counterpoint Research predicts 2025 global chip foundry revenue at $320 billion, up 16% YoY, driven by AI accelerator demand. Report introduces 'Foundry 2.0' for complex industry dynamics.
cnBeta (Full RSS) · 169d ago
Infrastructure
Lightelligence Files HK IPO After $320M Raise
Lightelligence filed for a Hong Kong IPO following over $320 million in funding. Backed by Tencent and Baidu, it invests heavily in photonic computing despite R&D-driven losses.
Pandaily · 170d ago
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Business
Intel Eyes $15M More in CEO's SambaNova
Intel plans to invest another $15M in SambaNova, chaired by CEO Pat Gelsinger, raising its stake to 9% pending approval. This follows a $35M investment in February amid strategic partnership.
IT之家 · 171d ago
Infrastructure
Biren, Iluvatar Triple Revenue Amid Losses
Biren Technology and Iluvatar CoreX, Chinese GPU makers challenging Nvidia, reported triple-digit revenue growth in 2025 due to China's chip self-sufficiency drive. Biren's revenue jumped 207.2% year-over-year to 1.03 billion yuan (US$149 million), surpassing estimates.
SCMP Technology · 173d ago
Infrastructure
Montage 2025 Profit Surges 58.4%
Montage Technology released its 2025 annual report with revenue of 54.56 billion CNY, up 49.9%, and net profit attributable to shareholders of 22.36 billion CNY, up 58.4%. The company proposed a dividend of 3.90 CNY per 10 shares, with no bonus shares or capitalization.
36氪 · 173d ago
Infrastructure
Qunhe Tech Passes HKEX IPO Hearing
Qunhe Technology, dubbed part of Hangzhou's 'Six Little Dragons,' founded by Zhejiang University alumni, has passed the Hong Kong Stock Exchange listing hearing. The AI chip firm reports annual revenue of 800 million RMB.
量子位 · 173d ago
Infrastructure
Samsung Photonics AI Integration by 2028
Samsung reveals silicon photonics roadmap at OFC 2026, targeting full AI chip integration by 2028. 2027 focuses on PIC/EIC optoelectronic integration; 2028 launches photonics switch solutions.
IT之家 · 174d ago
Infrastructure
AI Boom Drives CPU Memory Price Hikes
AI demand surges prices across electronics: AMD Ryzen 9 9950X3D2, Intel/AMD CPUs up 15%, Qualcomm Snapdragon 8 Elite Gen 6 by 30-50%. ARM launches self-made AGI CPU for AI data centers on 3nm.
虎嗅 · 176d ago
Infrastructure
China Chip Capacity Hits 42% Globally by 2028
Agentic AI and advanced packaging will drive China's chip industry growth. China's share of mainstream wafer fabrication capacity is projected to reach 42% of global total by 2028.
SCMP Technology · 178d ago
Infrastructure
Former TPU Engineer Reveals Google vs Nvidia Battle
A former Google TPU engineer shares insider revelations for the first time on TPU technology. The article questions if TPU can challenge Nvidia's dominance in AI hardware.
钛媒体 · 179d ago
Infrastructure
Ex-Goldman AI Chip Firm Lands SoftBank Funding
Kandou AI, led by a former Goldman Sachs managing director, raised $225 million in funding. Investors include Maverick Silicon, SoftBank Group Corp., and Synopsys Inc.
Bloomberg Technology · 180d ago
Infrastructure
Cerebras Tears into Nvidia Compute Moat
GPU boom questioned as AI era compromise. Cerebras aims to slash computing power costs, challenging Nvidia's dominance.
钛媒体 · 181d ago
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Infrastructure
Super Micro Charges Highlight AI Chip Risks
Future Today Strategy CEO Amy Webb addresses Super Micro co-founder's charges for smuggling restricted AI chips to China. She stresses these issues must top US administration priorities.
Bloomberg Technology · 183d ago
Infrastructure
Super Micro Co-Founder Charged in AI Smuggling
Super Micro co-founder, a Taiwan-based executive, and a contractor face indictments for conspiring to illegally divert servers containing Nvidia chips to China. The case underscores US efforts to restrict AI hardware exports amid geopolitical tensions.
Bloomberg Technology · 183d ago
Infrastructure
Alibaba T-Head May IPO Amid Compute Shortage
Alibaba CEO Wu Yongming highlighted global compute scarcity for next 3-5 years. T-Head's value lies in cost optimization and supply assurance for compute.
36氪 · 184d ago
Infrastructure
Huawei Launches AgentArts Amid OpenClaw Frenzy
Huawei is capitalizing on the OpenClaw frenzy by launching AgentArts, an enterprise agent development platform, with public beta testing starting April 30. The company is promoting its Kunpeng and Ascend compute offerings to meet surging demand for agentic AI services.
SCMP Technology · 184d ago
Infrastructure
AI Chip Demand Surge Hits Climate Footprint
Surging demand for AI is accelerating memory chip production. This expansion will enlarge the semiconductor sector's climate footprint.
Bloomberg Technology · 185d ago
Infrastructure
Alibaba, Baidu Hike Cloud Prices 34% on AI Surge
Alibaba and Baidu are raising prices for certain cloud services by up to 34% due to surging AI demand and infrastructure costs. Alibaba Cloud's services on AI chips like T-Head Zhengwu 810E will increase 5-34% starting April 18.
SCMP Technology · 185d ago
Business
OpenAI CEO: AI Metered Like Utilities
OpenAI CEO Sam Altman states future AI will be billed like water and electricity on a per-use basis. Cambricon achieves its first annual profit, netting 20.59 billion yuan.
Ifanr (爱范儿) · 190d ago