AI chips - Page 3
Stories from AI chips come first, newest first, then stories from connected topics (AI Chips & Compute, Semiconductors, TSMC, PyTorch Foundation, Samsung, AI), each labelled with where it comes from. This view is not indexed by search engines.
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Microsoft Unveils Maia 300 and Plans Multi-Gigawatt Maia Deployments From 2027; Maia 200 Is Now in Production
Microsoft unveils Maia 300 and says Maia will scale to multi-gigawatt deployments from 2027 as its main inference system. Maia 200 is in production.
Super Micro-Linked Contractor Willy Sun Pleads Guilty in the Nvidia-Server China Diversion Case, Reuters and Bloomberg Report
Contractor Willy Sun pleaded guilty to four counts in the Nvidia-server China case, Reuters and Bloomberg report. Co-defendants are presumed innocent.
Rumour: Leakers Say Nvidia Has Stopped Allocating GB202 Chips to the GeForce RTX 5090
Leakers say Nvidia has stopped allocating GB202 chips to the GeForce RTX 5090. Nvidia has not confirmed it. What is claimed, what is known and what is not.
What Is Custom HBM? Why Nvidia Wants to Move the Memory Controller Off the Chip
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.
AI Chip Supply: GlobalFoundries Will Make a Key Packaging Part for TSMC in New York
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.
Broadcom Reportedly Arranging $50bn+ for OpenAI’s Custom Chip, as Oracle Seeks Its Own Chip Financing
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.
Etched’s $40–50B talk: early offers, anonymous sources only
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.
China’s AI Stack Goes Vertical: How DeepSeek V4 Just Changed the Game
China's AI Stack Goes Vertical: How DeepSeek V4 Just Changed the GameA year ago, a Chinese startup called DeepSeek dropped a bomb on Silicon Valley. Its AI...
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...
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?
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