vertical integration - Page 12
Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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NVIDIA Releases Nemotron 3.5 Transcribe, an Open Model for Speech
NVIDIA's open-weight Nemotron 3.5 Transcribe handles 40 languages, translation and speaker labels in one model, with the Granary v2 speech dataset.
SK hynix Tops 100 Trillion Won in Quarterly Revenue for the First Time
SK hynix made 83.3 trillion won operating profit on 104.6 trillion won revenue in Q3, sees memory shortages to 2030 and drops its Solidigm IPO review.
Applied Materials Agrees Deal to Raise Its Besi Stake to About 20%
Applied Materials will raise its stake in Dutch toolmaker Besi to about 20%, up from 9% disclosed in 2025. No price given; US antitrust review applies.
Google TPUs Coming to Oracle Cloud From 2027, First Outside Google
Oracle and Google say Google's TPU chips will be offered on Oracle Cloud from 2027, the first big cloud outside Google. No capacity or price given.
Oracle Launches NVIDIA Vera Rubin on Its Cloud With 150,000 Vera CPUs
NVIDIA Vera Rubin NVL72 and Vera CPUs are now on general sale on Oracle Cloud, with plans for multi-gigawatt scale. No value or gigawatt figure given.
Banks, Blackstone Line Up $63bn for Broadcom Chips Leased to Anthropic
BofA, Citi, Morgan Stanley and Blackstone have announced $63bn to buy Broadcom AI chips for lease to Anthropic, with Broadcom backing the first lien.
Luxor Raises $16m Led by CMT Digital to Grow Its AI Compute Trading
Bitcoin mining services firm Luxor has raised $16m in a round led by CMT Digital, with Canaan and MicroBT, to grow its AI hardware and compute trading.
General Compute Raises $100M to Run AI on Cerebras and SambaNova Chips
General Compute has raised a $100M Series A co-led by Blackbird and Abstract for a cloud that runs AI models on Cerebras, SambaNova and Positron chips.
AMD to Invest $1bn in Meta Share Sale as Helios Racks Start Testing
AMD says it will put $1bn into Meta's equity offering and that its first Helios rack-scale systems are installed and being tested at Meta.
Akamai Launches 12-Model Inference Service and an AI Agent Sandbox
Akamai Inference serves 12 open-weight models via an OpenAI-compatible API, and Agent Sandbox walls off agent code with WebAssembly. Both are in beta.
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