Tag: ai chips
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Huawei Just Pulled Its Nvidia Rival Three Quarters Early
Huawei stood up at its own conference this week and said something companies do not usually say out loud: we are moving faster than planned. Its next AI chip, the Ascend 960DT, was supposed to ship in the third quarter of 2027. Now it is landing in the first quarter, three quarters ahead of schedule.…
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This Startup Is Betting Big on Light, Not Wires
Every big AI data center has the same boring problem: the wires. Copper cables that move data between chips get hot, they take up space, and past a certain distance they just cannot keep up with how fast AI clusters need to talk to each other. Ayar Labs thinks light is the fix. The startup…
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China’s New Chip Star Triples in Its First Trading Day
A Chinese chipmaker most people outside the industry have never heard of just had one of the wildest debuts a stock market has seen all year. Enflame, backed by Tencent, listed on Shanghai’s STAR Market and opened up 188 percent on day one. At one point the stock valued the company at roughly 185 billion…
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Nvidia Just Had the Biggest Quarter in Tech History
Nvidia just reported 96.2 billion dollars in revenue for one quarter. I had to read that number twice. It’s up 106 percent from the same quarter last year, and it beat what Wall Street was expecting going in. Most of it, 89 billion, came from data centers. Companies buying chips as fast as Nvidia can…
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OpenAI’s New Chip Just Outran Nvidia’s Best
OpenAI built its own chip, and now there is real data to back up why it bothered. New independent benchmarks published this week put OpenAI’s Jalapeno inference chip, made together with Broadcom, ahead of Nvidia’s best Blackwell systems on the exact workload every major lab depends on daily: serving AI models to millions of people…
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Nvidia’s $20 Billion Chip Bet Just Went Live
Nvidia bought Groq’s chip technology back in December for twenty billion dollars, the biggest deal the company has ever closed. That is a huge number to hand over for chips that did not even have a product on the market yet. On Monday, the wait ended. Nvidia said the Groq 3 LPX is now in…
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Nvidia Just Told Its Biggest Customers: Prices Are Going Up
Nvidia just told its biggest customers something they did not want to hear. Servers built around its AI chips are about to cost more than 15 percent more, starting on anything that ships early next year. The reason is not Nvidia being greedy. Memory chip prices are shooting up across the whole industry, and that…
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A Chip Startup Just Tripled Its Price In A Month
A chip company most people have never heard of just tripled its price tag in about four weeks, and the reason is refreshingly simple. Someone actually plugged the thing in and it worked. Etched makes chips built for one job only, running already trained AI models fast and cheap, instead of trying to do everything…
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Intel Is Selling $15 Billion in Stock to Chase AI Demand
Intel announced a proposed offering of $15 billion in common stock on August 10, with underwriters getting a 30 day option to buy another $2.25 billion on top of that if they want it. J.P. Morgan, Goldman Sachs, Morgan Stanley, and Citigroup are running the sale. The stated reason is straightforward. Intel wants cash for…
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AMD Just Bought a Chip That Only Runs One Model
AMD just bought a company that makes chips with a strange catch built right into them. The company is Taalas, a small outfit out of Toronto, and once you hear what they actually do, the catch makes a weird kind of sense. Normal AI chips are general purpose. While they work, they keep pulling a…