The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Huawei has proposed building AI data centers in Egypt for military, surveillance, and other public-sector applications. The pitch highlights Huawei’s global AI-chip ambitions and has prompted concern in Washington, where officials are considering a counteroffer.
Bloomberg Technology · 24d ago
Huawei has proposed building AI data centers in Egypt for military, surveillance, and other public-sector applications. The effort highlights Huawei’s ambitions to expand its AI chip business globally and has raised concerns in Washington.
Bloomberg Technology · 24d ago
OpenAI says its new Jalapeno chips outperformed Nvidia’s current lineup in testing. The chips reportedly led in AI workload per unit of power and response speed.
Bloomberg Technology · 25d ago
OpenAI claims its new Jalapeno chip outperformed Nvidia processors in internal tests. The chip is intended to let customers choose between lower-cost inference and faster responses.
Bloomberg Technology · 25d ago
Enflame Technology has launched its STAR Market offering, targeting RMB 6 billion in fundraising with subscriptions opening on September 2. Tencent is both a major shareholder and the company’s largest customer.
钛媒体 · 25d ago
Xiaomi unveiled the Xuanjie O3, an AI-focused flagship SoC that reportedly scored 5.22 million on AnTuTu, becoming the first flagship chip to exceed 5 million. It combines a ten-core CPU, 16-core GPU, and rebuilt NPU designed for on-device MiMo models.
Pandaily · 26d ago
Alibaba is reportedly merging its e-commerce operations, integrating cloud and chip businesses, and separating Qwen into an independent subsidiary. The roundup also covers Unitree’s planned STAR Market listing, Anthropic’s reported annualized revenue, and Alibaba’s continued AI spending pressure on profits and cash flow.
钛媒体 · 28d ago
Anthropic hired Amir Salek, a founder of Google’s custom chip program. The appointment signals that the AI lab is preparing to develop its own semiconductors.
Bloomberg Technology · 29d ago
Nvidia is reportedly in early discussions with Korean inference-chip designer Rebellions. The possibilities include a technical partnership, an investment, or a potential acquisition, but no agreement has been confirmed.
The Next Web (TNW) · 29d ago
Broadcom is reportedly in talks with lenders to raise more than $60 billion in debt to finance AI chips for Anthropic and other companies. The overall financing under discussion could reach as much as $100 billion, although terms remain unsettled.
The Next Web (TNW) · 29d ago
Brazil plans to invest 2.3 billion reais, approximately $444 million, in two AI supercomputers. One system will be built with Huawei, while Nvidia is expected to supply the other, reflecting Brazil’s strategy to avoid dependence on a single country or technology provider.
The Next Web (TNW) · 29d ago
Global foundries posted broad improvements in Q2 2026, with TSMC benefiting from advanced AI/HPC chips and SMIC, Hua Hong, and PSMC gaining from mature-node, memory, and specialty-process demand. AI demand is also boosting surrounding infrastructure such as power management, analog chips, and silicon photonics.
虎嗅 · 29d ago
Alibaba is slowing investment in instant retail while redirecting more capital toward AI infrastructure, cloud services, chips, and Qwen applications. Q2 capital expenditure surged 75% year over year to RMB 67.68 billion, while AI-related cloud revenue reached RMB 12.376 billion.
虎嗅 · 29d ago
Alibaba expects its second-generation T-Head chip to tape out and enter production in the second half of this year. The company says it will deliver stronger computing performance and interconnect bandwidth for large-model training workloads.
TechNode · 29d ago
Callosum has raised $100 million in early financing to develop software that matches specific AI tasks with suitable models and chips. Backers include the UK’s public AI fund.
Bloomberg Technology · 30d ago
Xiaomi stabilized in Q2 2026 while expanding its AI strategy across models, chips, and robotics. Its MiMo-V2.5 model led OpenRouter call charts, the Xuanjie chip passed mass verification, and a humanoid robot began factory operations with a reported 98% success rate.
Pandaily · 30d ago
British AI-chip startup Fractile is reportedly in advanced talks to raise funds at a $6.5 billion pre-money valuation. The proposed valuation is more than six times its level three months ago, following a chip-supply deal with Anthropic.
The Next Web (TNW) · 31d ago
Marvell and Google are deepening their partnership on custom AI chip development. Marvell is giving Google the right to purchase up to $12.2 billion in Marvell stock, strengthening their long-term alignment in the AI hardware race.
Bloomberg Technology · 31d ago
China has reportedly allowed ByteDance and Tencent to import 10,000 NVIDIA H200 chips each, according to the Financial Times. Other Chinese companies could receive similar approval, potentially easing access to advanced AI computing hardware.
Engadget · 31d ago
AI chip startup Etched raised $700 million in a round led by Jane Street, bringing its valuation to $21 billion. The company also delivered its first customer rack to Jane Street.
The Next Web (TNW) · 32d ago
Groq has raised $350 million in a Series A round at a $3.5 billion valuation, with Nvidia participating. The valuation is roughly half the $6.9 billion level Groq previously commanded, highlighting shifts in the AI-chip market.
The Next Web (TNW) · 33d ago
Chinese AI chipmaker Biren Technology expects first-half 2026 revenue to rise by as much as 2,107%, reflecting accelerating demand for domestically developed AI hardware. The Shanghai-based GPU maker joins Hygon Information Technology and Cambricon Technologies in reporting strong momentum during China’s high-tech boom.
SCMP Technology · 33d ago
Anthropic is reportedly in early talks to acquire Israeli AI efficiency startup Decart for approximately $6 billion ahead of a potential IPO. Decart develops software that optimizes AI model training and inference across GPUs and custom accelerators, potentially reducing Anthropic’s large-scale compute costs.
虎嗅 · 35d ago
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.
量子位 · 37d ago
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。
雷峰网 · 37d ago
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.
cnBeta (Full RSS) · 37d ago
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.
Bloomberg Technology · 40d ago
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.
虎嗅 · 40d ago
The U.S. government has announced approximately $11.05 billion in equity or equity-like investments across 11 AI-chip and upstream infrastructure companies.
虎嗅 · 43d ago
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.
Bloomberg Technology · 44d ago