Qualcomm Announces AI Inference Chips to Challenge NVIDIA
Qualcomm has announced the AI200 and AI250 accelerator solutions for data-centers, aiming to disrupt Nvidia’s dominance in AI inference infrastructure and diversify beyond mobile chips.
Chips
A collection of 28 posts
OpenAI and Broadcom to co-design custom AI chips, deploy 10 GW by 2029
OpenAI will co-design custom accelerators and Ethernet-based systems with Broadcom, planning 10 gigawatts of deployments starting in late 2026—an aggressive bid to control costs, performance, and supply for the next-gen AI systems.
Intel unveils Panther Lake, first Core Ultra on 18A Process
Intel begins production of Panther Lake processors on its 18A process in Arizona, marking a technical milestone for the struggling chipmaker even as fundamental questions about its foundry strategy remain unanswered.
China just Banned its Tech Giants from Buying NVIDIA Chips
China's internet regulator has banned domestic tech companies from purchasing Nvidia's RTX Pro 6000D chips, escalating the tech trade war between the world's two largest economies.
NVIDIA Unveils Rubin CPX: A GPU Designed Specifically for Massive AI Context Windows
NVIDIA has announced the Rubin CPX GPU at the AI Infrastructure Summit, a specialized processor designed specifically to handle AI models with context windows exceeding 1 million tokens—a crucial capability as companies push toward more sophisticated AI coding assistants and video generation tools.
NVIDIA and AMD to Give U.S. 15% of China AI‑Chip Revenue
NVIDIA and AMD will hand 15% of their China chip‑sales revenue to the U.S. government to secure export licenses.
Tesla just handed Samsung its biggest foundry win ever with a $16.5 billion AI chip deal
Elon Musk confirms Samsung's Texas fab will be "dedicated" to making Tesla's next-generation AI6 chips
Qualcomm to Buy Alphawave Semi for $2.4B
Qualcomm is acquiring U.K.-based Alphawave Semi for $2.4 billion, aiming to strengthen its AI data center capabilities.
Google Unveils Ironwood, Its Most Powerful AI Chip Yet
Google has introduced Ironwood, its seventh-generation TPU, purpose-built for the inference-heavy demands of large AI models, offering unmatched compute scale, energy efficiency, and memory bandwidth.
SoftBank will Aquire Ampere for $6.5 Billion
SoftBank Group is acquiring Ampere Computing for $6.5 billion in cash, aiming to boost its AI infrastructure through Ampere’s high-performance ARM-based chip designs.
Malaysia Strikes $250M Deal with Arm to Jumpstart AI Chip Industry
Malaysia will pay Arm Holdings $250 million over ten years for chip design licenses, aiming to shift from chip assembly to full-fledged semiconductor design and production amid rising AI demand.
EnCharge AI Raises $100M to Bring Energy-Efficient AI Chips to Market
The company is developing analog in-memory computing chips designed to significantly lower the energy consumption of AI inference workloads.
Tenstorrent Secures $693M to Challenge NVIDIA's AI Chip Dominance
AI chip startup Tenstorrent has raised $693 million in Series D funding, positioning itself as a potential challenger to NVIDIA in the competitive AI hardware market. The round, which values the company at $2.6 billion, drew investment from notable backers including Samsung Securities, Amazon founder Jeff Bezos, and Hyundai
Ubitium Promises Universal Chip to Replace Specialized Processors, Raises $3.7M
If successful, Ubitium's technology could eliminate the need for separate CPUs, GPUs, and other specialized chips, significantly reducing costs and complexity in everything from embedded systems to high-performance computing.
Huawei's AI Chip Ambitions Hit Hard by US Sanctions
This setback impacts not only Huawei but also China's broader ambitions to lead in AI technology.
TSMC Secures $6.6B in US Chip Funding for Arizona Plants
This funding supports TSMC's historic $65 billion investment across three semiconductor plants in Arizona, representing the largest foreign direct investment in a new U.S. manufacturing project.
CoreWeave Closes $650M Secondary Sale
This lets early investors and employees cash out some shares ahead of a possible 2025 IPO.
TSMC Halts Advanced AI Chip Production for Chinese Tech Giants
Starting November 11, TSMC will stop producing AI chips using 7-nanometer and more advanced processes for Chinese customers. The decision affects major tech companies like ByteDance, Alibaba, and Baidu, which rely on these chips for their AI chatbots and cloud services.
TSMC's Arizona Plant Achieves Higher Chip Yields Than Taiwan Facilities
This breakthrough is an encouraging sign for both TSMC and the U.S. government's broader push to re-establish semiconductor manufacturing on American soil.
Google DeepMind’s AlphaChip Has Secretly Transformed Microchip Design with AI
The speed and accuracy with which AlphaChip generates layouts far exceed traditional methods, compressing months of work into hours.
Intel Spins Off Foundry Business, Partners with Amazon on AI Chips
Intel will produce a custom AI chip for AWS using its advanced 18A process node, as well as a custom Xeon 6 chip on its Intel 3 process.
Intel Receives $3 Billion Grant from U.S. Government to Develop Secure Military Chips
The Secure Enclave initiative aims to ensure a reliable supply of cutting-edge microelectronics for military and intelligence purposes.
Cerebras Launches Game-Changing AI Inference Service
Their service can process Llama 3.1 8B at 1,800 tokens per second and Llama 3.1 70B at 450 tokens per second.
AMD to Acquire ZT Systems for $4.9 Billion, Bolstering AI Infrastructure Capabilities
The acquisition marks a significant step in AMD’s efforts to expand its presence in the AI ecosystem, aiming to strengthen its AI data center capabilities and challenge the dominance of market leader Nvidia.
South Korean AI Chip Makers Rebellions and Sapeon Finalize Merger
The merger will create a company valued at approximately 1.4 trillion won ($1 billion), potentially becoming South Korea's first AI sector "unicorn."