Elon Musk announced SpaceX's exclusive partnership with Nvidia during an earnings call, securing advanced hardware for AI satellite operations. SpaceX disclosed significant investments in…
AMD has agreed to acquire Taalas, a startup focusing on specialized inference silicon that embeds trained model weights directly into chips, enhancing efficiency but…
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…
Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at its Beacon…
Taiwan has detained Nvidia employee Chang amid a smuggling investigation linked to Super Micro's operations, involving alleged falsification of export documents for AI chips…
Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…
Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses advanced memory…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
As of July 2026, Samsung and SK hynix reconsider hybrid bonding for HBM4 due to JEDEC's potential increase in stack height limits. This change…
The real issue in AI isn't benchmarks, but sovereignty, focusing on control over compute, models, and access. Hardware access determines power, as seen in…
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU Qualcomm is…