vertical integration - Page 16
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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Pigment Raises $250M at a $2.3B Valuation, With Nvidia Set to Invest
Paris-founded planning software firm Pigment has raised a $250M Series E at a $2.3B valuation, led by EQT's Scaleup Europe Fund. Nvidia plans to invest.
Intel Says Fab 62 in Arizona Should Start Operations by the End of 2028
Intel's foundry chief says tool installation at Arizona's Fab 62 is underway, with operations due by end-2028. Its node, capacity and cost are undisclosed.
TSMC Says It Has Halted Steel Work Across Taiwan After Four Workers Died
Four construction workers died at TSMC's new Kaohsiung fab site on 20 October. TSMC says it has suspended similar steel work at all its Taiwan sites.
NVIDIA Launches OpenShell Agent Blueprint as ServiceNow Ships Arc
NVIDIA's OpenShell Reference Architecture aims to contain AI agents in software and silicon. ServiceNow's OpenShell-enforced Arc is now out.
NVIDIA Says It Will Advance KYEC $1.1bn as Suppliers Expand Capacity
NVIDIA says six suppliers will expand substrate, packaging, testing and optics capacity, including a $1.1bn advance for KYEC's US test plants.
Vantage Books Over 1GW of Heron Solid-State Transformers for 800V AI Sites
Vantage has secured over 1GW of Heron Power's solid-state transformer capacity for 800 VDC AI data centres. No price, sites or delivery dates were given.
UW and NVIDIA Say Open RFD4-Proteina Designs Proteins Up to 10 Times Faster
UW's Institute for Protein Design and NVIDIA have released RFD4-Proteina, an open model they say is 5-10x better on benchmarks. No paper is cited yet.
Bolt Plans European Robotaxis on NVIDIA Alpamayo, Starting in Madrid
Bolt plans to start gathering robotaxi driving data in Madrid in 2027, subject to approval, using NVIDIA's Alpamayo software on future Lucid vehicles.
Nokia Says T-Mobile and NVIDIA Made the ‘World’s First’ AI-RAN Call
Nokia says it, T-Mobile and NVIDIA made the first AI-RAN call on a live network, in Bellevue, Washington. No performance figures were released.
Musk Sets ‘Very Aggressive’ Terafab Dates and a 13GW SpaceX Compute Goal
Musk says SpaceX expects about 3GW of compute by year-end and 10GW more in 2027, with a first Terafab test chip by mid-2027. All are targets.
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