Chips, GPUs, and AI infrastructure — 854 articles
Startupfortune · May 24
Huawei is accelerating AI chip development to reduce China's dependence on Nvidia amid U.S. export restrictions, creating a parallel domestic market for AI semiconductors. Nvidia faces growing competi
Tom's Hardware · May 24
Following a $2.5B Supermicro smuggling bust, Nvidia CEO Jensen Huang warned partners to comply with U.S. export controls, while Taiwan launches its own crackdown on illegal AI chip shipments to China.
Digitimes · May 24
Embedded substrates are emerging as a competitive advantage in AI chip packaging, shifting from commodity components to strategic assets that affect thermal management, power delivery, and production
Yahoo Finance · May 23
Alibaba unveiled the Zhenwu M890, a custom AI chip designed specifically for autonomous agent workloads, as China pushes homegrown semiconductor alternatives to Nvidia in the agent-computing space.
Tom's Hardware · May 23
A builder successfully ran a 1-trillion parameter Kimi K2.5 LLM on a single-GPU workstation using 768GB of cheap Intel Optane DIMM memory, achieving ~4 tokens/second—proving trillion-parameter models
24/7 Wall St · May 23
Nvidia's data center networking revenue (the hidden $60B business) is projected to surpass Broadcom's total revenue, driven by demand for AI infrastructure and connectivity between GPUs.
Tom's Hardware · May 22
Nvidia is projected to capture roughly two-thirds of the x86 server CPU market by FY2027 with its Vera processors, generating $20 billion in revenue and upending Intel and AMD's dominance. The shift m
Wired AI · May 22
As hyperscalers race to build AI data centers in the Gulf, fragile undersea internet cables are becoming a critical chokepoint—cable cuts could cripple regional AI infrastructure, forcing governments
Simply Wall St · May 22
AMD is advancing its EPYC lineup with 2nm process technology for AI workloads, challenging Nvidia's datacenter GPU dominance with CPU-based alternatives for inference and model serving.
Etf · May 22
EUV (extreme ultraviolet) lithography technology, critical for manufacturing advanced chips that power AI systems, has become a major focus for investors through specialized ETFs tracking chip-equipme
AI News · May 21
Nvidia's new Vera CPU unlocks a $200 billion inference market separate from its $1 trillion Blackwell/Rubin GPU forecast, with CEO Jensen Huang expecting $20 billion in Vera revenue by fiscal year-end
Bloomberg Tech · May 22
SemiFive, a Seoul-based custom AI chip designer, posted 137% year-over-year revenue growth in its first earnings since December Kosdaq listing, with AI demand driving Q1 production bookings to 74%.
Semiconductor Eng · May 21
Groq researchers published details on SHIP, their SRAM-based inference pipeline now serving hundreds of billions of tokens daily on public cloud. The system uses synchronous low-latency interconnects
EE Times · May 21
AMD is committing over $10 billion to Taiwan's ecosystem, including ramping HPC chip production on TSMC's 2-nm process to meet surging AI infrastructure demand.
NVIDIA AI · May 21
NVIDIA swept COMPUTEX 2026 Best Choice Awards with three products: Vera Rubin NVL72 rack-scale AI supercomputer (Golden + Sustainability awards), Jetson Thor edge AI/robotics platform (Golden Award),
Yahoo Finance · May 21
Nvidia launches next-generation datacenter chips to capture growth beyond current GPU-dominant market, signaling continued hardware evolution driving AI workload economics.
The Guardian Tech · May 21
BT's CEO warns that tech giants hoarding memory chips for AI datacenters will trigger smartphone price increases and broader semiconductor shortages across consumer devices.