Meta to put AI chip into production in September as it looks to double computing capacity, memo shows Stock Market News · 07-13 04:00
Nvidia Rival Positron Holds Talks to Raise Funds at $5 Billion Valuation Bloomberg Technology · 07-09 07:32
Zhipu AI jumps on report it is exploring custom AI chip for GLM models Stock Market News · 07-08 12:18
Nvidia stock slips after report says DeepSeek is designing its own AI chip Stock Market News · 07-07 19:57
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost Tom's Hardware · 07-06 21:31
ANTHROPIC IN TALKS WITH SAMSUNG TO MANUFACTURE CUSTOM AI CHIP: INFORMATION *Walter Bloomberg (@DeItaone) / Twitter · 07-02 22:51
JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN JPMorgan says AI chip stocks may struggle to keep outperforming hyperscalers over the long term. The bank expects either stronger AI monetization will help cloud providers catch up, or heavy AI spending could eventually curb hyperscaler capex and weaken chip demand. While JPM favors the positive scenario, slowing capex forecasts remain a key risk for semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:08
AI chip winners may face tougher road ahead as hyperscalers catch up: JPM Stock Market News · 07-02 20:02
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes Stock Market News · 07-01 04:27
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning Tom's Hardware · 06-30 20:18
Tesla’s arch rival has already won at charging tech. Now, it’s testing a self-driving breakthrough Digital Trends · 06-29 19:01
Baidu shares surge on report AI chip unit targeting $50 bln valuation in HK IPO Stock Market News · 06-29 14:21
APPLE TO SKIP HIGH END M6 MAC CHIPS IN FAVOR OF AI-FOCUSED M7 LINE *Walter Bloomberg (@DeItaone) / Twitter · 06-26 01:40
Apple to Skip High-End M6 Mac Chips in Favor of AI-Focused M7 Line Bloomberg Technology · 06-26 01:35
