#AI chips
44 stories taggedAI chips.
Microsoft Built Its Own AI Chip and Plans to Run Its Office Suite on It
The Maia 300 is designed to run frontier AI models inside Azure data centres, reducing Microsoft's reliance on outside chip suppliers and lowering the cost of every AI answer it serves.
TSMC Pulls In $16 Billion for September as AI Chip Demand Keeps Climbing
The world's largest contract chipmaker recorded a 54.6% year-on-year sales rise for September, extending a run of strong monthly figures driven by demand for the chips that power artificial intelligence.
Sam Altman Called Cerebras a 'Close Partner' and Stopped a 20% Slide
Four sentences from OpenAI's CEO lifted Cerebras stock 6.3% in premarket trading. The margin numbers still need to improve before the rally means anything.
Alibaba Built Its Own AI Chip and Wants 20 Gigawatts of Data Centres by 2032
At its annual Apsara Conference in Hangzhou, Alibaba announced the Zhenwu V900 chip, a 20-gigawatt data centre target, and confirmed its next frontier model is already in training.
d-Matrix Plugs Its AI Chips Into NVIDIA's Factory Platform
A chipmaker building specialist inference processors just found a shortcut to deploying them at scale, and the technical gap it closes is bigger than the announcement looks.
Jensen Huang Took Trump's Call on a Phone Nobody Can Buy Yet
At a live conference in Los Angeles, the Nvidia CEO answered a surprise presidential call on an unreleased Apple foldable, and the two men agreed that AI safety fears are overblown.
Z.ai shares drop 10% as the company chases another $5 billion
The Beijing company has now sought roughly $9 billion in fresh capital over two months, spending it on next-generation AI models and the chips to run them.
Jensen Huang says Nvidia will grow 70% next year. Here is what that number actually means.
The chip giant's CEO told investors he can see the future of AI spending, because almost every company building AI tells Nvidia exactly what they are buying. The math points to roughly $680 billion in revenue by the end of next year.
Qualcomm Lands AWS Partnership to Build AI Data Centre Chips, Shares Jump 10%
Amazon just handed Qualcomm its second major cloud endorsement in months, and the market noticed.
Samsung and TSMC sign up for ASML's $400 million chipmaking machine as AI demand grows
The world's two biggest chipmakers have committed to using ASML's most advanced chip-printing tool, a sign that demand for the complex chips powering AI is only heading one way.
Nvidia's investment portfolio hit $99 billion. Here is what it is buying and why.
The chip maker behind most of the world's AI hardware is now one of the biggest strategic investors in tech, committing more than $40 billion in 2026 alone.
Nvidia Buys Hugging Face for $12.93 Billion
The world's biggest AI chip company just bought the platform where millions of developers share AI models for free. Here's what that means for open-source AI.
Nvidia ate our homepage this week, and we need to talk about why
Twenty stories in seven days, up from seven. Here is what that spike in our own coverage does and does not tell us.
Nvidia forecasts 70% revenue growth as AI chip demand outstrips supply
The company's first-ever one-year revenue forecast calmed investor nerves, but CEO Jensen Huang admits demand is already running ahead of what Nvidia can ship.
Nvidia's real AI edge is not the chip. It's everything around it.
After a year of flat share prices and growing GPU competition, Nvidia's latest earnings have shifted how investors see the company. The advantage was never just about making the best processor.