Meta and OpenAI each committed 6 gigawatts of AMD accelerator capacity at AMD's Advancing AI 2026 conference, marking the clearest evidence yet that hyperscalers are building a real alternative to Nvi…
AMD launched Helios, its first rack-scale AI platform, claiming the 72-GPU system outperforms Nvidia's Vera Rubin by 15-25% in AI training and offers 50% more HBM4 memory and scale-out bandwidth. The …
Etched, a startup founded in 2022, has partnered with Andreessen Horowitz to build purpose-built AI inference hardware, raising approximately $800 million in total funding and securing over $1 billion…
Nvidia CEO Jensen Huang joined Wistron to open a $700 million AI server manufacturing plant in Fort Worth, Texas, that will produce tens of thousands of Nvidia GB300 Grace Blackwell Ultra Superchip bo…
Etched, a San Jose-based AI chip startup, raised $300 million in a Series C round at a $10.3 billion valuation, led by Sequoia Capital, to scale production of its Sohu transformer-specific ASIC that c…
Two-year-old AI inference chip startup Etched is raising back-to-back funding rounds at $10.3 billion and $20 billion valuations simultaneously, with Sequoia leading the lower round and Jane Street le…
AI chip startup Etched, founded by three Harvard dropouts in 2022, has closed a $300 million Series C funding round at a $10.3 billion valuation, doubling its valuation in seven months, co-founder and…
AWS raised H200 GPU instance prices by 15% on January 4, 2026, the first GPU price increase in roughly two decades, while average GPU utilization across more than 23,000 Kubernetes clusters sits at ju…
A book review of 'Taiwan's AI Future' by Chien Lee-feng and Hsiao Yu-pin outlines four core frameworks for Taiwan's AI strategy: latest trends, Taiwan's positioning, corporate transformation, and pers…
A group of US lawmakers is pressing the Trump administration to close an alleged loophole in semiconductor export controls that they say allows Chinese firms like Huawei to access advanced AI chips th…
Israel’s National Artificial Intelligence Directorate is in active talks with TSMC, Samsung Electronics, and Intel to build a semiconductor fabrication facility capable of producing 2-nanometer or sma…
Poolside AI co-founder Eiso Kant says the company has built a Model Factory that can take a model from pre-training to release in eight weeks, running 10,000–20,000 experiments per month with fewer th…
Intel and AMD are pushing Chinese server customers into multi-year CPU purchase commitments as server CPU prices in China have surged more than 40% since the start of 2026, according to Reuters. The p…
Taiwan's Wistron Corporation opened its $700 million D1 AI smart facility in Fort Worth, Texas on July 21, already mass-producing Nvidia's GB300 Grace Blackwell Ultra Superchips in the first U.S. prod…
Taiwan Semiconductor Manufacturing Co. (TSMC) has doubled down on the AI megatrend, signaling strong demand for its advanced chips used in artificial intelligence applications. The company's aggressiv…
Eight AI chatbots gave divergent stock picks for a 10-year hold, with two independently choosing Taiwan Semiconductor Manufacturing Co. (TSMC) and two others picking S&P Global (SPGI), while only a Ch…
Intel reports Q2 2026 earnings on July 23, with its stock up roughly 200% year-to-date and more than 400% over the past 12 months, driven by AI chip demand and a revitalized foundry strategy after a b…
GlobalData.TS Lombard says South Korea's tech rally is losing momentum as memory-chip pricing cools and Chinese capacity expands, favoring Taiwan and Japan as better long-term AI investment plays. The…
Apple's iPhone 18 Pro Max, expected to launch in September 2026, will feature a 48-megapixel main camera with mechanical variable aperture, a 2-nanometer A20 Pro chip from TSMC, 16 GB of RAM, and a ne…
TSMC reported record Q2 2025 revenue of $40.2 billion, up 33.7% year over year, with gross margin at 67.7% and operating margin at 60.3%, but CFO Wendell Huang warned that overseas fabs will dilute gr…