Today's stories
Jensen Huang explains why Nvidia will grow an astounding 70% next year
T
TechCrunch Microsoft AI Focused Data Center Plan to Add 26 Gigawatts of Compute
B
Bloomberg Tencent-Backed Chipmaker Enflame to Debut After $911 Million IPO
B
Bloomberg Oracle Posts Cloud Sales That Top Estimates on AI Demand
B
B
Covered by 2 sources Intel-Backed Altera Seeking IPO as Soon as 2026, Reuters Says
B
Bloomberg DOJ Probes Nvidia’s Tie-Up With Groq on Antitrust Concerns
B
T
Covered by 2 sources D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion
U
F
Covered by 2 sources Celero raises $275m to bring coherent optics inside AI data centres
T
The Next Web Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges
T
The Wall Street Journal Red Hat AI 3.5 tackles the GPU queue that can stall AI pilots
T
The New Stack (AI) Ayar Labs Secures Additional $150M, Lifting 2026 Capital to $650M
U
Unite.AI Nvidia-Backed MediaTek’s Sales Soar 44% With AI Chip Momentum
B
Bloomberg Huawei Lifted Prices for Its Best AI Chip By 60% This Summer
B
Bloomberg TSMC Revenue Rises 53% as AI Chip Demand Outstrips Supply
B
Bloomberg Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027
T
The Next Web This week
Analog Devices to Acquire Alif Semiconductor for $1.35 Billion
T
T
U
Covered by 3 sources Qualcomm Lands Amazon as Customer for Push Into AI Chips
B
A
Covered by 2 sources Apple Introduces iPhone 18 Pro With 2-Nanometer A20 Pro Chip
U
Unite.AI Neura Robotics, Seco Partner to Scale Physical AI in Europe
A
AI Business Lightbits set to release KV cache engine to boost GPU performance
S
SiliconANGLE S. Korea, France sign MOU to strengthen cooperation in AI, semiconductors
Y
Yonhap News Agency Kawasaki signed an AI chip deal with a startup the Pentagon backs
T
The Next Web Carlos Moreira, CEO and Founder of SEALSQ – Interview Series
U
Unite.AI Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises
B
Bloomberg Arm's CEO says AI could cure cancer, but data centers are creating a bottleneck
B
T
Covered by 2 sources NVIDIA Announces CUDA Rust with cuda-oxide (SIMT) and cutile-rs (Tile) for Compile-Time-Safe GPU Kernels
M
MarkTechPost Nvidia's Jensen Huang says 'AGI has arrived' and congratulates OpenAI
B
T
Covered by 2 sources OpenAI just anchored an Australian company’s Malaysian data centres
T
The Next Web Benchmarking small LLM inference on SageMaker AI: G7 vs G5 and G6
A
AWS Blog TSMC backs ASML’s plan for bigger masks so its newest machines can print AI’s biggest chips
T
The Next Web Malaysia Eyes Huawei Chips for AI Project Despite US Warning
B
T
Covered by 2 sources Memory prices are slowing because buyers ran out of money
T
The Next Web GPUThor breaks the error correction Nvidia recommended against Rowhammer
T
The Next Web Firmus Signs OpenAI as Anchor Customer for Malaysian AI Factories
U
Unite.AI Seoul shares spike over 4.6 pct on renewed AI optimism
Y
Yonhap News Agency Alibaba Cloud, Cambricon Join PyTorch Foundation, Ant Group Takes Gold Seat
U
Unite.AI Huawei launches Mate XT 2 tri-fold two days before Apple’s foldable iPhone
T
The Next Web US Tech Firms Eye Australia for AI Centers, Local Operator Says
B
Bloomberg Thinking Machines is in talks to raise $6bn, The Information reports
T
The Next Web NEURA and SECO Partner on Robot Compute Modules Built in Europe
U
Unite.AI AI cloud firm Nscale seeking $3.5B in pre-IPO financing from Nvidia and Third Point
T
T
Covered by 2 sources Nanya plans a $6B spending surge in 2027 to ride the AI memory boom
T
The Next Web AMD unveils Threadripper Halo Station, an AI workstation with 96 cores, 2 MI350P
H
Hacker News Google to speed up chip rollout to stay ahead in AI, technology chief says
H
Hacker News G42 gave up Huawei, then let Washington watch its data centres. Majority US ownership is reportedly next.
T
The Next Web Jane Street signs $13bn five-year AI cloud deal with Crusoe
T
The Next Web Presentation: From S3 to GPU in One Copy: Rethinking Data Loading for ML Training
I
InfoQ (AI, ML & Data) DeepSeek plans large Huawei chip order for new Inner Mongolia data centre
T
The Next Web Naver founder, Brookfield chief meet for follow-up talks on AI factory
Y
Yonhap News Agency This month
Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street
B
T
Covered by 2 sources Redwood: A Frontier AI Accelerator Designed from Scratch in 2 Weeks by AI
H
Hacker News Scaling AI: The Communication Wall
H
Hacker News Investt in AI
H
Hacker News Sam Altman says he doesn’t like smart glasses: 'I find it very uncomfortable talking to people with a camera and a light’
B
T
Covered by 2 sources The Industrial Revolution Of Intelligence: The Rise Of The AI Factory
F
Forbes Cango’s EcoHash Begins Commercial GPU Compute at Georgia AI Facility
U
Unite.AI Nscale, Figure Ink $3.5B Deal for Up to 100,000 Vera Rubin GPUs
U
Unite.AI Broadcom Slides After AI Chip Forecast Underwhelms Investors
B
Bloomberg Meta bricked the cameras on its AI glasses
B
Business Insider End-to-end engineering reference for AI data centers
H
Hacker News That's everything we have on Chips & Compute right now