AI Chips
ASML Approaches One Trillion Dollar Valuation on Surging AI Chip Demand
The market valuation of Dutch semiconductor giant ASML is nearing $1 trillion, driven by global demand for AI chips and advanced lithography systems.
Shima Zamil ·
Latest News
OpenAI Jalapeño Chip Unveiled with Broadcom Partnership
OpenAI and Broadcom have introduced the Jalapeño chip, a custom AI accelerator designed to optimize large language model inference and improve power efficiency.
OpenAI and Broadcom Unveil Custom Jalapeño Inference Chip
OpenAI and Broadcom have introduced Jalapeño, a custom silicon chip designed to optimize large language model inference with improved power efficiency.
Nvidia AI Chips Prices Double on China Black Market Amid US Crackdown
Black market prices for Nvidia AI chips have doubled in China as US export restrictions squeeze supply routes and drive up local cloud computing costs.
NVIDIA and Microsoft Partner on Agentic AI PC
NVIDIA and Microsoft are reportedly collaborating on a new class of personal computers designed to run artificial intelligence models locally.
Anthropic in Early Talks to Rent Microsoft AI Chips, Nears Profitability
Anthropic is in early talks to rent Microsoft’s custom AI chips, aiming to boost computing capacity for its Claude models. The startup also projects its first profitable quarter with $10.9B revenue.
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Jensen Huang on Nvidia’s Inference Strategy, China, and Competing AI Chips
Jensen Huang Nvidia inference strategy was revealed by the CEO, showing how the company maintains dominance through supply chain relationships, equity-backed financing, and inference market segmentation, while defending China strategy amid growing competition.
DeepSeek V4 to Run on Huawei Chips: Can China’s AI Hardware Match Nvidia?
DeepSeek is preparing to launch its V4 model built on Huawei chips, with hundreds of thousands of units already ordered by China’s top tech firms. The move raises a critical question: can Huawei’s AI hardware truly compete with Nvidia at scale?
Nvidia Faces Growing Competition as AI Shifts from Training to Inference Computing
Nvidia faces mounting competition as the AI industry shifts from model training to inference computing. The company is pivoting its product strategy while rivals like Cerebras and Groq gain ground.
ByteDance Secures Access to Nvidia Blackwell Chips Through Malaysian Data Centers
ByteDance is deploying around 36,000 Nvidia B200 chips in Malaysia through cloud partner Aolani, in a deal potentially worth over $2.5 billion, as the TikTok parent expands its global AI operations.
Japan Sets $252.4 Billion Chip Sales Target by 2040 in Push for AI Dominance
Japan has set a JPY40 trillion ($252.4 billion) chip sales target by 2040, eight times higher than 2020 levels, as part of a government strategy to lead in AI-driven semiconductor production.
SambaNova Unveils SN50 AI Chip with 5X Speed Boost and Intel Partnership
SambaNova launches SN50 AI chip with 5X speed advantage, announces Intel partnership and $350M+ Series E funding. SoftBank to deploy in Japan data centers.