AI Chips

Unconventional AI released Un-0, an image generation model built on a simulated oscillator architecture that founder Naveen Rao claims could reduce AI power consumption by 1000x. The $475 million startup demonstrated the…

Apple is skipping high-end M6 chips to focus on an AI-focused M7 line, codenamed 'Borneo', expected in 2027. The M7 may be Apple's first chip produced at Intel Foundry using its 18A process, marking a shift from TSMC. Th…

Taiwan Semiconductor Manufacturing Company Limited (TSM) reported strong earnings, highlighting its critical role in the AI capital expenditure cycle. The results underscore TSM's position as a key supplier for AI chips,…

SpaceX filed plans with the FCC to deploy up to 1 million AI satellites in low Earth orbit, aiming to provide 100 GW of AI compute power by 2030. The combined SpaceX-xAI entity, valued at $1.25 trillion, plans to launch …

Apple raised prices across most of its products, blaming surging RAM and storage costs driven by AI server investment. The increases hit iPads, Macs, and accessories like the Apple TV, with some models rising over 50%. A…

Goldman Sachs analyst Rich Privorotsky projects hyperscaler capital expenditures could reach $765 billion by 2026 and cumulative AI infrastructure spending $7.6 trillion by 2031, driven by strong demand for high-bandwidt…

Micron Technology reported record revenue of $41.46 billion for the quarter ending June 24, 2026, a 346% year-over-year surge driven by AI demand for high-bandwidth memory, which is sold out through 2026. The company gui…

Unconventional AI, led by former Databricks AI chief Naveen Rao, released its first model Un0, an image-generation system built on a novel oscillator-based computer architecture that promises to reduce AI inference power…

Sail Research has raised $80 million in seed and Series A funding at a $450 million valuation to develop AI inference infrastructure optimized for agents. The startup claims its engine can serve tokens at up to 10 times …

NVIDIA announced multi-device inference support in TensorRT 11.0, enabling native high-performance multi-GPU inference for generative AI workloads. The feature integrates with NCCL for distributed collectives and support…

Micron Technology announced 16 multi-year strategic agreements for AI-optimized memory chips on June 24, with customers providing $22 billion in cash deposits and committing to roughly $100 billion in minimum revenue thr…

Amazon SageMaker AI now supports NVIDIA Blackwell GPUs with P6-B200 instances, enabling optimized training for large AI models through expanded memory and new precision formats. The integration allows larger batch sizes,…

Apple raised prices across its hardware lineup including iPads, Macs, HomePods, Apple TV, and Vision Pro, citing surging memory and storage costs driven by AI companies stockpiling RAM and SSDs. The increases range from …

Dell Technologies introduced the PowerEdge XE8812 server at ISC 2026, a rack-scale platform built around NVIDIA's Vera Rubin NVL4 architecture that supports up to 144 GPUs per rack with over 300 kW power delivery. The fa…

European stocks climbed on Thursday as the Dow Jones Industrial Average hit a new all-time high, with the FTSE 100 closing up 0.7% amid an improving inflation outlook following a drop in oil prices. Micron Technology sur…

Meta and Qualcomm have signed a multi-year deal to consolidate AI chip infrastructure, concentrating control over the digital public square in fewer hands. Qualcomm's new Dragonfly C1000 CPU will power Meta's servers, wh…

Apple raised Mac and iPad prices by 15–25% on June 25, citing a global memory chip shortage driven by AI datacenters consuming 70% of output. The MacBook Air now starts at $1,299, up $200, with similar increases across t…

Micron Technology reported a blowout quarter with revenue of $41.5 billion and EPS of $25.11, far exceeding Wall Street expectations, and guided next-quarter revenue to $50 billion. The results reversed a global tech sel…

AI infrastructure is entering a new phase focused on rack-scale system composition for agentic AI workflows, where CPUs play critical orchestration roles alongside accelerators. The shift from single-pass inference to mu…

OpenAI announced its custom AI inference chip, Jalapeño, designed for large language model inference at gigawatt scale. The chip, built with Broadcom networking and Celestica system integration, aims to deliver superior …