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AI Chips

Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

Company says large contracted demand, cash and secured data‑center capacity are the route to restoring reported profitability.

Etched Raises $300 Million at $10.3 Billion Valuation

AMD Secures Anthropic Deal to Deploy Up to 2 Gigawatts of Helios GPUs

Memory Shortage Tests Nvidia as Hyperscalers Push Custom Chips and New Financing

Huawei Deepens Automotive Push With M9 Interior Preview and Ambitious G9 SUV Targets

Anthropic Opens Early Talks With Samsung to Explore Custom 2nm AI Chip

AI Hardware Boom Redraws Economics: Memory Makers Capture Profits as Firms Build 'AI Factories'

Regulators, Investors and Tech Firms Reshape the AI Market With New Rules, Billions and Buyouts

Alibaba Unveils Zhenwu M890 Chip to Power Long‑Running AI Agents

Cerebras Soars, Then Slips, in 2026’s Biggest Tech IPO

Google Explores Marvell Partnership for AI Memory Chip and Inference TPU

Nvidia’s AI Lead Persists as Markets Weigh Google TPUs and a Memory Squeeze

Powell and Bessent Warn Bank CEOs About Cyber Risks From Anthropic’s Mythos AI

Mizuho Cuts SMCI Price Target to $25 as Legal Risks Cloud AI-Server Growth

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

Meta Details Four New MTIA Chips as In-House AI Push Accelerates

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

Sources: ByteDance in Samsung Talks for 'SeedChip' AI Processor as Company Disputes Report

Xiaomi Posts 39,000 January Deliveries as It Preps New-Generation SU7