Chips

Latest: Nvidia to Invest in Inference-Chip Rival d-Matrix at ~$2B Valuation, Pulling It Into NVLink Fusion · theinformation.com, Oct 9, 2026

Tema Palabras clave monitoreadas: chip, semiconductor, gpu, tpu, asic

45 AI Weekly issues and 79 live stories from the last 30 days mention Chips.

131 menciones en total 13/20 números recientes +97% vs referencia pico 6/número monitoreado desde 2026-03-03

Tendencia de menciones: últimos 20 números

Noticias en vivo (79)

Nvidia to Invest in Inference-Chip Rival d-Matrix at ~$2B Valuation, Pulling It Into NVLink Fusion

theinformation.com · 2026-10-09 · Puntuación: 23

WSJ: Anthropic Co-Founder Tom Brown Brokered $1.25B/Month SpaceX Compute Deal, Became Trump-Musk Fixer

wsj.com · 2026-10-09 · Puntuación: 23

NVIDIA DCGM Exporter CVE-2026-47483 Lets Unauthenticated Attackers Crash GPU Monitoring on 2,000+ Exposed Servers

helpnetsecurity.com · 2026-10-09 · Puntuación: 25

Synopsys Says It Will Partner With Chinese AI Labs for Chip-Design Tools Within US Export Rules

asia.nikkei.com · 2026-10-09 · Puntuación: 22

Six-Month-Old Chip Startup Nuvacore Raises at $2.5B as Ex-Apple Chief Williams Pushes Data-Center CPU

reuters.com · 2026-10-09 · Puntuación: 22

Super Micro 'Fixer' Ting-Wei Sun Pleads Guilty in NY to $2.5B Nvidia AI Server Smuggling Scheme

bloomberg.com · 2026-10-09 · Puntuación: 23

Nvidia Pledges $1B Over Five Years to US Scientific Computing, Plans Seven DoE Supercomputers

theregister.com · 2026-10-08 · Puntuación: 27

IDC: Q3 PC Shipments Plunge 20.1% YoY to 62.7M Units as AI Data-Center Costs Choke Consumer Demand

idc.com · 2026-10-09 · Puntuación: 26

Apple Tells Suppliers to Cut iPhone 18 Pro Component Orders 15-20% as AI-Driven Memory Costs Hit Demand

asia.nikkei.com · 2026-10-09 · Puntuación: 25

GlobalFoundries Signs $2B Five-Year Deal With TSMC to Make CoWoS Silicon Interposers in Malta, NY

bloomberg.com · 2026-10-08 · Puntuación: 23

SemiAnalysis Pegs China's Operational AI Compute at 24GW vs US 56GW, With Another 50GW Under Construction

ft.com · 2026-10-08 · Puntuación: 23

Samsung Posts Record 107.4T Won Q3 Profit, Up 782% YoY as AI Memory Demand Explodes

bloomberg.com · 2026-10-07 · Puntuación: 23

US Department of War Offers Bankrupt SiC Chipmaker Wolfspeed $1.5B Conditional Loan for 7.5% Equity Warrants

bloomberg.com · 2026-10-07 · Puntuación: 18

WSJ: Broadcom Seeks $50B+ for OpenAI's Nexus Chips as Oracle and SpaceX Line Up Separate AI Debt Deals

wsj.com · 2026-10-07 · Puntuación: 23

Musk Rules Out TSMC Role in Running Terafab, Says His Empire Will Build and Operate Texas Plant

bloomberg.com · 2026-10-07 · Puntuación: 22

Japan's Rapidus Signs 17 Design Partners Including Synopsys and Cadence to Hunt 2nm Customers

asia.nikkei.com · 2026-10-06 · Puntuación: 23

TRACE Paper: Rollout-Guided FP4 QAT Matches BF16 Rollout for MoE RL, 5.4x Faster

huggingface.co · 2026-10-07 · Puntuación: 22

GitHub openTPU Ships AI-Designed FPGA Inference Accelerator Running Qwen3 and LFM2.5 on a Kintex-7

github.com · 2026-10-05 · Puntuación: 20

AI Chip Simulation Startup Vinci Raises $250M Series B at $1.5B, AMD Ventures Backs Thermal-Analysis Push

reuters.com · 2026-10-06 · Puntuación: 22

Rest of World: Sub-$100 Phone Shipments Fall ~60% YoY as AI Memory Demand Starves Budget Handsets

restofworld.org · 2026-10-05 · Puntuación: 19

ALERTA Etched Fields $40B-$50B Offers Two Months After $21B Round, Driven by $1B Chip Backlog

techcrunch.com · 2026-10-05 · Puntuación: 28

Information: Jensen Huang's Son-in-Law Nico Caprez Becomes Nvidia VP, Main Neocloud Contact and 'Consigliere'

theinformation.com · 2026-10-05 · Puntuación: 15

Toshiba to Double AI Data Center HDD Capacity by Fiscal 2027, Targeting 30% Storage Share

asia.nikkei.com · 2026-10-04 · Puntuación: 16

OpenAI Pairs Jalapeño Inference ASICs With AMD EPYC Turin, Says Nvidia Vera 'A Bit Behind on Maturity'

tomshardware.com · 2026-10-03 · Puntuación: 23

CTS Report: Chinese Fabs Stockpiled 343 Immersion DUV Tools, Enough for 7nm AI Chips and HBM

scmp.com · 2026-10-02 · Puntuación: 23

AI2 Ships Olmo-core 3, Open MoE Training Stack Hits 2.7x Throughput Over FSDP at Trillion-Parameter Scale

siliconangle.com · 2026-10-02 · Puntuación: 23

Nvidia Launches 64GB DGX Spark at $4,999 as RAM Shortage Pushes 128GB Model to $6,950

tomshardware.com · 2026-10-02 · Puntuación: 26

Blackstone and Banks Begin Syndicating $60B Debt Package for Broadcom-Anthropic AI Chips

bloomberg.com · 2026-10-02 · Puntuación: 23

Bloomberg Presses Nvidia on Due Diligence as US Crackdown on China AI-Chip Smuggling Expands

bloomberg.com · 2026-10-01 · Puntuación: 23

Bloomberg: Chinese State-Backed Semi-Tech Leasing Funded Over 700 Servers Powered by Nvidia B300 Chips

bloomberg.com · 2026-10-01 · Puntuación: 23

Amazon in Talks to Move $8B of Nvidia Grace Blackwell Chips Into Off-Balance-Sheet SPV

ft.com · 2026-10-01 · Puntuación: 23

US Charges Earthmade's Greg Lui With Smuggling $300M of Nvidia H100 Servers to China via Malaysia and Singapore

bloomberg.com · 2026-10-02 · Puntuación: 23

ALERTA Google Unveils Project Suncatcher, Plans 2027 TPU-Equipped Prototype Satellites With Planet

research.google · 2026-10-01 · Puntuación: 28

Volantis Raises $88M Series A to Pack 220 Memory Chips Around a GPU With VCSEL Photonic Links

prnewswire.com · 2026-10-01 · Puntuación: 25

Micron Sues YMTC in Idaho, Alleges Chinese Rival Poached Engineers to Build 3D NAND Patent Portfolio

tomshardware.com · 2026-10-01 · Puntuación: 22

Broadcom's IPO Filing Reveals $42B Convertible-Note Facility to Finance Anthropic's $125B TPU Lease

reuters.com · 2026-10-01 · Puntuación: 23

Huawei Says Memory Shortage Added $200 Per Smartphone, Warns of More Price Hikes

bloomberg.com · 2026-10-01 · Puntuación: 17

Dell, JERA and Rhaelm Partner on $15B 400MW Off-Grid AI Data Center Near Tokyo

ft.com · 2026-10-01 · Puntuación: 23

MIT-Led Ataraxos Beats World Stratego Champion 15-1-4 Using 1% of DeepNash's Training Examples

news.mit.edu · 2026-09-30 · Puntuación: 25

Micron CEO Says RAM Shortages Will Persist Into 2028, Warns of 'Much Higher Prices' as Datacenter DRAM Margin Hits 90%

theregister.com · 2026-10-01 · Puntuación: 24

FT: Tencent Leases 100,000 Advanced AI Chips From Oracle in $7B Five-Year Southeast Asia Deal

ft.com · 2026-09-30 · Puntuación: 23

Micron Q4 Revenue Jumps 379% to $54.2B on AI Memory Demand, Guides Fiscal 2027 Q1 to $61.5B

cnbc.com · 2026-09-30 · Puntuación: 23

FT: Goldman Sachs Tallies $500B in AI-Linked Debt Issued in 2026, Track to Hit $750B by Year-End

ft.com · 2026-09-30 · Puntuación: 17

PaleBlueDot AI seeks $600M private credit to buy chips for Korea site backing Xiaohongshu

bloomberg.com · 2026-09-30 · Puntuación: 23

ALERTA OpenAI ships GPT-6.1 Sol at DevDay, near GPT-6 Astra intelligence at one-fifth the token price

techcrunch.com · 2026-09-29 · Puntuación: 38

Efficient Computer raises $97M Series B at $650M valuation for dataflow AI chips

reuters.com · 2026-09-29 · Puntuación: 21

Efficient Computer raises $97M Series B at $650M valuation for dataflow AI chips

reuters.com · 2026-09-29 · Puntuación: 22

Nvidia in Early Talks With Insurers Including Howden Re to Backstop Neocloud AI-Chip Loans

ft.com · 2026-09-29 · Puntuación: 23

India Readies $25B Deep-Tech Fund to Catch Up With US, China on AI and Chips

cnbc.com · 2026-09-29 · Puntuación: 26

ALERTA Cloudflare Ships 'cf' Agentic CLI Covering 3,000+ API Operations, Plans 18-Month Wrangler Migration

blog.cloudflare.com · 2026-09-28 · Puntuación: 28

Physical-AI Chip Startup SiMa.ai Raises $150M Series C at $1.45B Valuation, Co-Led by Fidelity and Amplify

siliconangle.com · 2026-09-28 · Puntuación: 23

FT Profiles South Korea Deputy PM Bae Kyung-hoon, the AI Researcher Turning $648B Into a National AI Push

ft.com · 2026-09-28 · Puntuación: 18

ALERTA Bloomberg: China Expands Exec Travel Curbs to Spouses and Children of Top AI and Chip Talent

bloomberg.com · 2026-09-28 · Puntuación: 31

VSMC Opens $7.8B Singapore Fab With Full Capacity Already Sold Out, Second Plant in Planning

asia.nikkei.com · 2026-09-28 · Puntuación: 26

CNBC: 10-Year Treasury Near 5.17% Threatens Debt-Heavy AI Data Center Buildout

cnbc.com · 2026-09-27 · Puntuación: 22

China's MIIT Signals Approval for ByteDance and Alibaba to Buy Nvidia's New RTX Pro 5500 AI Chip

theinformation.com · 2026-09-27 · Puntuación: 23

Musk Says xAI's Colossus 2 Will More Than Double Its Nvidia Chip Count by Year-End

bloomberg.com · 2026-09-25 · Puntuación: 22

Senate Bill Would Bar Chinese Optical Transceivers From Sensitive US National Security Systems

mccormick.senate.gov · 2026-09-25 · Puntuación: 26

Qualcomm and Apple Extend Global Patent Licensing Pact Starting April 2027

appleinsider.com · 2026-09-24 · Puntuación: 20

ASML EVP: We're 'Selling Absolutely Nothing' in Europe as H1 2026 Revenue Share Falls to 0%

tomshardware.com · 2026-09-24 · Puntuación: 22

Google to Launch Project Suncatcher MVP on SpaceX October 1, Puts Four TPUs in Orbit for a Year

nytimes.com · 2026-09-24 · Puntuación: 23

China A-Share Chipmakers Post 620% H1 2026 Profit Jump on AI Demand and Self-Sufficiency Push

asia.nikkei.com · 2026-09-24 · Puntuación: 22

Tower Semiconductor Picks Japan as $4B Main Hub for AI Optical Communication Chips

asia.nikkei.com · 2026-09-24 · Puntuación: 22

Qualcomm Ships Snapdragon Sound Elite Gen 2 With 2x On-Device AI Perf and 40% Lower Power

9to5google.com · 2026-09-23 · Puntuación: 16

Chinese Chip Foundry CanSemi Files for $919M ChiNext IPO Amid Beijing's Self-Reliance Push

bloomberg.com · 2026-09-23 · Puntuación: 19

SPRIND and NADI Launch €40M AI-Native Chip Design Challenge for Europe

tech.eu · 2026-09-23 · Puntuación: 26

Qualcomm Unveils Snapdragon 8 Elite Gen 6 and Extreme Gen 6 on TSMC 2nm With Two 5GHz Prime Cores

techradar.com · 2026-09-22 · Puntuación: 21

Firebird Opens 300MW Nvidia AI Factory in Armenia, Plans 70,000 Blackwell and Rubin GPUs by 2027

blogs.nvidia.com · 2026-09-22 · Puntuación: 23

Hisense-Backed Ligent Jumps 19% in $727M Hong Kong Debut on AI Optics Demand

bloomberg.com · 2026-09-22 · Puntuación: 19

Alibaba Plans 5–10T-Parameter Successor to Qwen, Unveils Zhenwu V900 Chip at Apsara Keynote

reuters.com · 2026-09-22 · Puntuación: 23

Nvidia Launches DSX Ready to Qualify AI Factory Power and Cooling, Names Tesla Megapack in First Batch

blogs.nvidia.com · 2026-09-21 · Puntuación: 24

DeepSeek CEO Liang Wenfeng Calls Huawei Training Chips One of Company's Biggest Bets, Expects Q4 2026 Delivery

theinformation.com · 2026-09-21 · Puntuación: 23

Swedish AI Startup Scaleout Runs Autonomous Kill-Chain Drone on Jetson Orin Nano for NATO's ALMA

tomshardware.com · 2026-09-19 · Puntuación: 23

Bessent and He Lifeng Open New York AI, Tariff and Rare-Earth Talks Ahead of Sept 24 Trump-Xi Summit

cnbc.com · 2026-09-20 · Puntuación: 22

Modi Doubles India Chip Mission to $13.5B at SEMICON, Applied Materials Pledges $5B

bloomberg.com · 2026-09-17 · Puntuación: 19

Huawei Sets 2027 Launch for Ascend 960DT and 960PR AI Chips, Pushes UnifiedBus as Nvidia NVLink Rival

reuters.com · 2026-09-17 · Puntuación: 23

ALERTA Amazon Signs $8B Long-Term Backup Generator Deal With Generac, Warrant Would Give It 2.6% Stake

cnbc.com · 2026-09-16 · Puntuación: 31

Show HN: NanoEuler — GPT-2 Scale Transformer Built in Pure C/CUDA From Scratch, Zero External Dependencies

github.com · 2026-06-29 · Puntuación: 16

Bloomberg: India Missed the AI Trade and Its Run as Emerging-Market Darling May Now Be Over

bloomberg.com · 2026-05-17 · Puntuación: 19

Números de la newsletter (45)

Altman sold a $500B AI race. Now he wants the brakes.

2026-10-02 · 1 menciones

AI can find the holes. Who will close them?

2026-09-07 · 1 menciones

#528 What are companies building with AI? An Applied AI Deep Dive

2026-09-01 · 2 menciones

#527 Schools are choosing opposite futures for AI

2026-08-30 · 4 menciones

#520 What a week: AI became everybody's decision

2026-08-09 · 1 menciones

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 1 menciones

#515 China's AI is redrawing the AI race

2026-07-20 · 6 menciones

#507 Anthropic Says Alibaba Stole 29 Million Conversations With Claude

2026-06-25 · 3 menciones

AI in Healthcare: Vermont just made the therapy bot a crime

2026-06-21 · 1 menciones

World Models: $610M Bets the World Is Not a Token

2026-06-21 · 1 menciones

AI Geopolitics: Washington's AI kill switch broke the alliance

2026-06-21 · 2 menciones

AI in Marketing: L'Oréal just made ChatGPT its storefront

2026-06-21 · 2 menciones

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 6 menciones

Machine Learning: a 744B model ran across six states on raw WAN

2026-06-21 · 5 menciones

Generative AI: a 1.51TB open model just took the crown

2026-06-21 · 4 menciones

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 4 menciones

#499 Microsoft proves it doesn't need OpenAI; Alphabet raises $85B

2026-06-04 · 4 menciones

#498 Anthropic files for an IPO. NVIDIA ships its stack.

2026-06-01 · 4 menciones

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 3 menciones

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 1 menciones

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 5 menciones

AI Applications: the in-house team gets its own AI stack

2026-05-26 · 1 menciones

Generative AI: DeepSeek's 75% cut rewrites the cost math

2026-05-26 · 1 menciones

AI Regulation: Trump killed his own AI oversight order at the door

2026-05-26 · 1 menciones

Machine Learning: a reasoning model just cracked Erdős

2026-05-26 · 1 menciones

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 2 menciones

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 2 menciones

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 1 menciones

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 1 menciones

#494 SpaceX wants $80 billion. OpenAI wants a trillion.

2026-05-21 · 1 menciones

AI geopolitics: industrial policy goes from speech to enforcement

2026-04-25 · 2 menciones

ML this week: open weights closed the gap from underneath

2026-04-25 · 11 menciones

#485 When AI teaches AI, it teaches in secret

2026-04-19 · 2 menciones

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 11 menciones

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 7 menciones

#481 Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

2026-04-09 · 5 menciones

#423 Issue #423: DeepSeek: Bad for Silicon Valley, Great for You?

2025-01-30 · 1 menciones

#431 Issue #431: Is America falling behind in the AI race?

2025-03-27 · 1 menciones

#457 Amazon's $50B AI infrastructure bet; xAI raises $15B

2025-12-03 · 6 menciones

#458 Issue #458: From

2025-12-16 · 5 menciones

#460 Agentic AI takes over as Gartner sees $2.5T spending

2026-01-20 · 2 menciones

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 1 menciones

#466 Issue #466: Everything Elon & AI special edition

2026-02-19 · 1 menciones

#467 Issue #467: Anthropic has receipts. And nobody wants to pay for AI.

2026-02-26 · 3 menciones

#468 Issue #468: AI would nuke us 95% of the time

2026-03-03 · 1 menciones