AI Chips & Compute - Page 2
AI accelerators, HBM/memory, packaging and fabs, Nvidia/Broadcom/TSMC supply, inference and AI-compute financing.
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The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race
The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race
Meta, Nvidia, Intel, and OpenAI are pouring unprecedented capital into partnerships and infrastructure. Here's...
Intel Joins Elon Musk Terafab The 20 Billion Bet to Build the Worlds Largest AI Chip Factory
Intel has spent the better part of a decade falling behind. The company that once dominated semiconductor manufacturing missed the mobile revolution, fumbled advanced process nodes, and...
Foxconn’s 6.6 Billion Quarter Proves AI Infrastructure Is the Real Money
Foxconn's $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money
The world's largest contract manufacturer just posted 29.7% revenue growth — and it's not from iPhones.While Silicon...
The Semiconductor Revolution: 2026s Game-Changers in Chips and AI
From geopolitical supply chain battles to Arm's AI data center CPU, 2026 is redefining the semiconductor landscape. What does this mean for the future of technology?
TSMC 3nm Capacity Crisis: Why the World’s Biggest Chipmaker Is Building a GigaFab
TSMC reveals 3nm capacity is sold out through 2028. The GigaFab expansion aims to double advanced-node production — but not in time to prevent three years of tech bottlenecks.
The MATCH Act: Washington Just Escalated the Chip War — And ASML Is in the Crosshairs
The MATCH Act: Washington's Newest Weapon in the Chip WarOn April 3, 2026, a bipartisan group of U.S. lawmakers introduced a bill that could reshape the global...
Cognichip Raises $60M to Let AI Design Its Own Chips
What if the biggest bottleneck in AI — semiconductor design — could be solved by AI itself? That is the bet Cognichip is making. The startup just...
TSMC’s 2nm Crisis: The Chip War That Could Reshape AI
TSMC's 2nm Crisis: The Chip War That Could Reshape AITSMC, the world's most advanced chip manufacturer, just hit a wall. Their 2nm production lines—where the most powerful...
Google’s TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip Market
Google's TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip MarketSometimes the most disruptive innovations aren't hardware. They're algorithms.Google just announced TurboQuant—a new AI...
NVIDIA GTC 2026: The $1 Trillion Infrastructure Bet Reshaping AI
NVIDIA GTC 2026: The $1 Trillion Infrastructure Bet Reshaping AIJensen Huang didn't just raise guidance—he doubled it. Here's why NVIDIA's GTC 2026 announcements signal a fundamental shift...
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