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Infrastructure
Meta Broadcom Deepen AI Chip Ties
Meta announced an expanded multibillion-dollar partnership with Broadcom to design and build custom chips for AI. This powers Meta's AI efforts.
Bloomberg Technology · 158d ago
Latest AI Chips News & Updates
The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Infrastructure
Japan Bets $16B on Rapidus AI Chips
Japan approved ¥631.5 billion ($4 billion) in additional subsidies to Rapidus Corp. to accelerate its entry into the competitive AI chipmaking market.
Bloomberg Technology · 161d ago
Infrastructure
Anthropic Explores AI Chips as Claude Tops $30B Revenue
Anthropic is in early stages of exploring its own AI chip design amid Claude's revenues surpassing a $30 billion run rate. This follows a long-term deal with Google and Broadcom for 3.5 gigawatts of TPU compute starting in 2027.
The Next Web (TNW) · 162d ago
Infrastructure
SiFive Raises $400M for AI Data Centers
Chip startup SiFive secured $400 million funding led by Atreides Management. Funds will expand its foothold in AI data centers.
Bloomberg Technology · 163d ago
Infrastructure
Amazon Chips Revenue Exceeds $20B Run-Rate
Amazon CEO Andy Jassy stated the chip business has annualized revenue over $20 billion with triple-digit growth. If spun off and selling chips to AWS and third parties, it could reach $50 billion annually.
36氪 · 163d ago
Infrastructure
Alibaba Launches 10K Zhenwu AI Chip Cluster
Alibaba has deployed a 10,000-card intelligent computing cluster powered by Zhenwu AI chips from its T-Head arm. Launched with China Telecom in Guangdong's Shaoguan data center, it's fully domestic infrastructure.
SCMP Technology · 164d ago
Infrastructure
Intel Joins Musk's Terafab AI Chip Project
Intel announced joining Elon Musk's Terafab project for next-gen semiconductor fabrication. Targets in-house AI and robotics chips for Tesla, SpaceX, xAI.
ITmedia AI+ (日本) · 165d ago
Infrastructure
Uber Adopts Amazon AI Chips
Uber is expanding its AWS contract to run more ride-sharing features on Amazon's AI chips. This move signals a snub to competitors Oracle and Google.
TechCrunch AI · 165d ago
Infrastructure
Intel Partners on Musk's Terafab AI Factory
Intel is helping design and build Elon Musk's Terafab AI chip factory in Austin, Texas. It will supply chips for SpaceX (merged with xAI), Tesla's robot army, self-driving cars, humanoid robots, and space data centers.
The Verge · 165d ago
Infrastructure
Broadcom-Google TPU Chip Partnership
Broadcom is developing chips using Google's TPUs as an Nvidia alternative. The partnership boosts Broadcom's stock.
Bloomberg Technology · 165d ago
Infrastructure
Arm Expands AI Infrastructure and Physical AI
Arm announced three new products covering mobile devices, AI infrastructure, and physical AI development. The launch includes Arm CSS for Mobile 2, Arm Neoverse CSS N4, and an expanded Arm Total Design service for physical AI.
ITmedia AI+ (日本) · 11d ago
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Infrastructure
Amazon Broadens Its AI Chip Supply
Amazon's expanded relationship with Qualcomm could give the company another source of custom AI chips and reduce its reliance on Nvidia. The deal may also give Qualcomm greater confidence to invest in chip-production capacity, while raising questions about circular financing in the AI boom.
Bloomberg Technology · 11d ago
Infrastructure
Qualcomm and AWS Team Up on Data Centers
Qualcomm announced a data-center infrastructure partnership with Amazon Web Services as it seeks to challenge Nvidia in the AI market. Qualcomm shares rose 4% following the announcement.
cnBeta (Full RSS) · 11d ago
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Infrastructure
Qualcomm Lands Amazon AI Chip Deal
Qualcomm has signed Amazon as a data center chip customer for a deal spanning multiple generations. Amazon will also have the right to acquire up to $4 billion in Qualcomm shares.
Bloomberg Technology · 11d ago
Infrastructure
Bigger Masks Could Unlock AI’s Largest Chips
ASML plans to develop larger masks so its most advanced lithography machines can print the biggest AI chips. TSMC is supporting the initiative through a joint announcement.
The Next Web (TNW) · 11d ago
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Infrastructure
Chip Giants Back ASML’s 12-Inch AI Mask Push
ASML has secured commitments from TSMC, Samsung, and Intel to use its latest semiconductor production equipment. The companies are also supporting a broader agreement intended to address rising demand for advanced AI chips.
Bloomberg Technology · 11d ago
Infrastructure
Intel Hits One Million High-NA EUV Wafers
Intel says it has processed more than one million wafers using High-NA EUV tools, exceeding the combined total of the rest of the industry. The company is also advancing large 6×12 photomasks intended to accelerate production and reduce manufacturing costs.
Tom's Hardware · 11d ago
Infrastructure
国产GPU进入残酷比较时代
摩尔线程、沐曦和寒武纪等国产 GPU 公司近期股价承压，但产业基本面持续改善。市场估值正从“国产替代稀缺性”转向芯片性能、软件生态、客户规模与盈利能力的实际比较。
虎嗅 · 12d ago
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Infrastructure
Preferred Networks Targets IPO to Scale AI Chips
Japanese startup Preferred Networks is considering an IPO to raise capital for mass-producing its AI chips. CEO Daisuke Okanohara said the move reflects the growing cost and scale required to compete in the global AI industry.
Bloomberg Technology · 12d ago
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Infrastructure
Preferred Networks Plans IPO to Scale AI Chips
Japanese startup Preferred Networks is seeking an IPO to fund mass production of its own AI chips. The move highlights the increasing capital and manufacturing scale required to compete in the global AI hardware market.
Bloomberg Technology · 12d ago
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Infrastructure
G42 Considers US Ownership to Secure AI Chips
Abu Dhabi-based AI company G42 has held exploratory talks about selling a majority stake to American companies. The move could help it secure access to advanced AI chips beyond next year.
Bloomberg Technology · 15d ago
Infrastructure
Enflame IPO Ignites Investor Frenzy
Chinese AI chipmaker Enflame Technology attracted intense retail demand for its 6.12 billion yuan IPO on Shanghai’s Star Market. The Tencent-backed company’s retail tranche was oversubscribed 4,073 times, highlighting investor enthusiasm for domestic alternatives to Nvidia.
SCMP Technology · 16d ago
Infrastructure
Broadcom AI Chip Revenue Surges 221%
Broadcom reported fiscal Q3 2026 revenue of $29.591 billion, up 86% year over year, while net income rose 216% to $13.088 billion. AI semiconductor revenue reached $16.7 billion, and the company expects $21.7 billion in AI semiconductor revenue in Q4.
IT之家 · 17d ago
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Infrastructure
Enflame IPO Sparks Massive Retail Demand
Shanghai Enflame Technology, a Tencent-backed AI chipmaker, received retail subscription demand 4,073 times its IPO offering. The listing marks the public-market debut of the last of China’s so-called four leading AI chip startups.
Bloomberg Technology · 17d ago
Infrastructure
Enflame’s $900M IPO Challenges China’s AI Chip Market
Enflame Technology is preparing a 6.12 billion yuan IPO on Shanghai’s Star Market, testing investor confidence in China’s specialised AI chipmakers. The company must compete with Huawei and other domestic rivals while reducing its heavy reliance on Tencent, its major backer.
SCMP Technology · 17d ago
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Infrastructure
Nvidia Backs MediaTek in AI Chip Race
Nvidia and Google are investing in Taiwan-based MediaTek, highlighting the chipmaker’s growing relevance in the AI hardware ecosystem. The move positions MediaTek as a company to watch in the next phase of AI chip development.
Bloomberg Technology · 18d ago
Infrastructure
China’s AI Chip Leaders Near Commercial Breakthrough
China’s four leading domestic AI chip vendors are approaching a commercial turning point. MetaX became profitable in the first half of 2026, while Enflame is moving toward a listing as the sector pushes toward greater commercial maturity.
Pandaily · 18d ago
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Infrastructure
Nvidia’s $3.5B Bet Sends MediaTek Shares Soaring
MediaTek shares rose 10% after Nvidia made a $3.5 billion direct investment in the Taiwanese chipmaker. The deal is Nvidia’s largest-ever direct investment outside the United States.
Bloomberg Technology · 18d ago
Infrastructure
Nvidia Bets $3.5B on MediaTek
Nvidia is investing $3.5 billion in MediaTek to deepen their chip collaboration. The move highlights Nvidia’s strategy for competing with Big Tech companies developing custom AI silicon.
Bloomberg Technology · 19d ago
Business
Baidu Advances as a Dual-Primary AI Company
Baidu will convert its Hong Kong secondary listing into a primary listing on September 1, creating a dual-primary listing in Hong Kong and the US without issuing new shares. The move is intended to improve liquidity, broaden its investor base, and help the market revalue Baidu’s full-stack AI businesses.
雷峰网 · 19d ago