Chips, GPUs, and AI infrastructure — 474 articles
CNBC · Apr 3
Chinese chip firms posted record revenue as AI demand surges domestically and U.S. export restrictions cut them off from Western markets, forcing a strategic pivot toward self-sufficiency in AI silico
Semiconductor Eng · Apr 2
AI's memory-intensive demands are starving NOR flash production as major chipmakers (Samsung, SK Hynix, Micron) redirect wafer capacity and test resources toward HBM and NAND for data centers. DRAM pr
Tom's Hardware · Apr 2
Nvidia invested $2 billion in Marvell and launched NVLink Fusion, a heterogeneous compute partnership that bundles Marvell ASICs with Nvidia's interconnect to create vendor lock-in through software ec
Tom's Hardware · Apr 3
The r/programming subreddit has banned all discussions related to LLMs to foster a more thoughtful community that focuses on high-quality discourse around AI.
Indexbox · Apr 2
China captured 41% of the AI chip market in 2025, substantially eroding Nvidia's dominance. The shift reflects both domestic vendor gains and geopolitical semiconductor competition reshaping AI infras
Hpcwire · Apr 2
Argues that AI performance depends more on overall system architecture and optimization than individual chip capabilities—shifting focus from the hardware arms race to holistic infrastructure design.
TechCrunch · Apr 1
Cognichip raised $60M to use AI for automated chip design targeting AI workloads—closing a loop where machine learning optimizes the silicon that trains machine learning models. The approach could acc
Tom's Hardware · Apr 1
Nvidia's share of China's AI GPU market collapsed to 55% as domestic chipmakers captured 41%, delivering 1.65 million AI accelerators in 2024. Government pressure on data centers to adopt local chips
Cybernews · Apr 1
China has activated a major AI supercomputer powered by Huawei's homegrown chips instead of Nvidia GPUs, marking a significant step toward reducing dependence on US-sanctioned semiconductors and resha
EE Times · Apr 1
Alibaba's DAMO Academy unveiled the XuanTie C950, a 64-bit multi-core CPU built for agentic AI workloads, leveraging open-source standards to compete with proprietary Western architectures and reshape
FinancialContent · Apr 1
NVIDIA stock jumped 6% on news of $7B in strategic stakes, reinforcing its dominance in AI hardware infrastructure. The move signals the chipmaker's expansion beyond GPUs into the broader AI ecosystem
Network World · Apr 1
Nvidia is expanding beyond GPUs into AI networking and infrastructure control by integrating Marvell's technology, positioning itself to own the entire hardware stack for data center AI deployments.
Startupfortune · Apr 1
NVIDIA and Marvell expand their AI chip collaboration with plans extending into 2026, but specifics on new products, capabilities, or timeline remain vague.
Barron's · Mar 31
Nvidia is taking a strategic stake in Marvell Technology, an AI chip rival, as Marvell's stock soars. The move suggests Nvidia may be hedging against supply constraints, securing preferential access t
AI Business · Mar 31
Nvidia backs Marvell with $2B to integrate its XPU chips with NVLink, potentially creating an alternative to traditional GPU-only AI infrastructure.
Datacenterknowledge · Mar 31
Nvidia acquires Marvell's data center business for $2B, consolidating control over AI infrastructure chips and expanding beyond GPUs into networking and storage silicon for large-scale AI deployments.
EE Times · Mar 31
Arm announced AGI CPU, its own AI silicon designed to compete in the $100B AI chip market while preserving relationships with licensees like Qualcomm and MediaTek. The move addresses Arm's ambition to