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Chips

Nvidia AI Chips Tensor Processing Units Custom AI Chips Nvidia H200 NVIDIA Graphics Processing Units AI Accelerators Inference Chips GPUs

3 ARTICLES

last wk.

Cerebras Grows Fast as Cloud Sales Surge but GAAP Margins Plunge

Sharp GAAP margin decline forces scrutiny of costly data-center expansion, raising questions about whether cloud demand will translate into durable profitability.

12 ARTICLES

last wk.

Etched Says It Raised $800M, Booked $1B in Contracts and Reached a $5B Valuation

45 ARTICLES

2mo ago

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Inference Chip

6 ARTICLES

2mo ago

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

7 ARTICLES

2mo ago

OpenAI Unveils Jalapeño, Its First Custom Inference Chip

3 ARTICLES

2mo ago

OpenAI Unveils Jalapeño, Its First Custom AI Inference Chip

8 ARTICLES

2mo ago

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

3 ARTICLES

2mo ago

ByteDance in Talks to Buy 50,000+ Inference GPUs From Iluvatar CoreX

9 ARTICLES

2mo ago

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

18 ARTICLES

2mo ago

U.S. Closes Loophole on Nvidia and AMD AI Chip Exports

Chips

Cerebras Grows Fast as Cloud Sales Surge but GAAP Margins Plunge

Microsoft Readies Maia 300 Reveal to Scale Its Custom AI Chips

AMD Agrees to Buy Taalas to Add Model‑Specific AI Inference Chips

Anthropic Builds In‑House Chip Team to Optimize Claude

SpaceX Will Build Its AI Infrastructure Exclusively on Nvidia's Vera Rubin

Taiwan Detains Nvidia Employee in Probe of Alleged Supermicro AI‑Chip Smuggling

Etched Raises $300 Million at $10.3 Billion Valuation

Google Reportedly Building 'Frozen v2' Chip to Run Gemini More Efficiently

ASML Lifts Outlook After Blowout Quarter and Moves to Speed Capacity Expansion

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

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Chips

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Etched Says It Raised $800M, Booked $1B in Contracts and Reached a $5B Valuation

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Inference Chip

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

OpenAI Unveils Jalapeño, Its First Custom Inference Chip

OpenAI Unveils Jalapeño, Its First Custom AI Inference Chip

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

ByteDance in Talks to Buy 50,000+ Inference GPUs From Iluvatar CoreX

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

U.S. Closes Loophole on Nvidia and AMD AI Chip Exports

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Chips