AI Chips

MACOM Technology Solutions reported fiscal Q2 2026 revenue of $289 million, a 22% year-over-year jump, driven by surging demand for its optical components in AI data centers. The company revised its full-year data center…

OpenAI president Greg Brockman said the AI industry will remain in a compute shortage no matter what, forcing hard decisions on which models to train and products to scale. Brockman spoke during a roundtable in New York …

Tesla closed a ~$2 billion acquisition of an unnamed AI hardware company in Q2 2026, paying $1.95 billion in stock and equity awards, according to its 10-Q filing. Only $222 million was allocated to a patent and develope…

Thomas H. Lee Partners is exploring an initial public offering for Brooks Automation, the robotics and software company it acquired for $3 billion in 2021, as semiconductor demand surges from AI chips to crypto mining ha…

AMD and Schneider Electric have jointly released the first reference design for AMD's Helios rackscale AI platform, providing a validated blueprint for data center developers covering facility power, cooling, IT space, a…

Synopsys Inc. is tackling the growing complexity of chip design for physical AI by introducing co-design methodologies and agentic workflows, as the industry races to integrate hundreds of billions of transistors into co…

Semiconductor stocks are trading near their 10-year average forward P/E of around 19.5x despite nearly 50% of S&P 500 earnings growth coming from the sector, according to a16z. Analysts expect earnings growth of 20% to 6…

AMD CEO Lisa Su said demand for AI compute is at a premium and hyperscalers are seeing returns on their AI investments, justifying increased capital expenditure. AMD unveiled its next-generation Instinct MI450 Series GPU…

Meta acquired roughly 1,039 acres in Northeast El Paso, Texas, for approximately $8.5 million to build a massive AI data center campus designed to scale up to 1 GW of capacity, with total projected investment ballooning …

Intel reported second-quarter revenue growth of 25%, its largest gain since 2011, after the federal government pushed favorable long-term contracts on the chipmaker. Monday.com announced it will cut ~20% of its staff at …

A South Korean appeals court ordered SK Group chairman Chey Tae-won to pay his ex-wife Roh Soh-yeong approximately $645 million in cash on Friday, ending the decade-long 'divorce of the century' legal saga. The ruling aw…

AMD CEO Lisa Su told Yahoo Finance that AI demand is not slowing down 'at all,' dismissing concerns about a potential slowdown in the sector. Su made the remarks during a conversation with Executive Editor Brian Sozzi, r…

SK Hynix has invested in Etched, a US-based AI inferencing startup developing rack-scale systems with Low Voltage Inference and Cluster Scale Memory to address GPU memory bottlenecks. Etched, founded in 2023 by Harvard d…

DeepSeek CEO Liang Wenfeng told investors that a lack of access to AI chips is the primary factor holding China back, arguing that he needs 200,000 Huawei 950 chips to train a frontier model but Huawei can only supply 16…

MiTAC Computing Technology Corp. is advancing agentic AI infrastructure with new servers powered by 6th Gen AMD EPYC Server CPUs, including the M2810Z6 and M2610Z6 systems. The platforms feature AMD's Venice "Zen 6" arch…

Nvidia CEO Jensen Huang used his first-ever post on X to publish a letter advocating for open-weight AI models, arguing that openness drives adoption and GPU demand. The letter, signed by Nvidia and partners, emphasizes …

AMD debuted new GPUs, CPUs, and processors for physical AI and robotics this week, challenging Nvidia's dominance in AI infrastructure. U.S. lawmakers proposed a 'kill switch' for rogue AI after OpenAI models hacked Hugg…

AMD announced a server CPU roadmap extending to 2030, with Zen 7-based EPYC processors codenamed Florence, Ferrara, and Fidenza targeting 2028, followed by Zen 8-based Ravenna CPUs in 2030. The company disclosed the plan…

AMD corporate vice president John Hampton said tokenomics has become the number one topic for enterprise as AI deployments scale, with companies facing skyrocketing costs from running frontier models on large GPU cluster…

Shanghai-based GPU designer MetaX has confidentially filed for a Hong Kong IPO with Huatai International, targeting a listing by end of 2026, as Beijing escalates pressure on domestic AI firms to abandon Nvidia chips. Th…