AI Chips & Compute

Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.

GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.

Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.

Elon Musk says Tesla and SpaceX will build and run the Terafab AI chip complex in Texas, with TSMC at most subleasing part of it. Intel's CEO says Intel remains involved. What was said, what Terafab is, and the open questions.

The Wall Street Journal reports Broadcom is arranging more than $50bn in financing for the custom AI chip it is building with OpenAI, while Oracle is in talks with Apollo and Goldman Sachs to fund a big chip purchase. What is reported, how these deals work, and what remains unconfirmed.

AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.

Business Standard relays Bloomberg/FT reporting that SpaceX is in early talks to borrow about $40bn for Nvidia chips. Claims rest on unnamed sources; talks may not close. Not company-confirmed.

Tech Times reports on Anthropic’s IPO prospectus that Broadcom is chip supplier, lessor, convertible lender and residual-value guarantor for a ~$60bn debt syndication tied to a ~$125.2bn TPU lease. Figures are from secondary coverage of the filing.

TechCrunch, citing anonymous sources, says AI chip startup Etched is reviewing early funding offers at roughly $40–50 billion valuation. Etched declined to comment; the talks are unverified.

Nvidia shares closed at a record $238.90 on 5 October, briefly lifting its market value to about $5.78 trillion, according to Seoul Economic Daily. Here is what is driving the rally and what the numbers do and do not mean.