TSMC’s CEO Just Raised Capex to $64 Billion and Promised $100 Billion More for Arizona — While Warning Demand Still Won’t Be Met
TSMC CEO C.C. Wei posted a 77% profit surge in Q2 2026, raised capital spending to as much as $64…
Tag: AI chips
Jeff Bezos Says Amazon’s Chip Business Is Becoming Its Next Pillar. He’s Also Filing to Sell $4 Billion in Amazon Stock.
Jeff Bezos told Fortune that Amazon's custom chip business is lining up to be the company's next major pillar alongside…
Lisa Su Unveiled AMD’s Most Powerful AI Rack Ever — and a Deal to Put 2 Gigawatts of It Inside Anthropic’s Data Centers
AMD CEO Lisa Su unveiled the Helios rack-scale AI system and confirmed a deal to supply Anthropic with up to…
Anthropic Just Confirmed It’s Designing Its Own AI Chips. It’s the Last Major Lab to Admit It.
Anthropic confirmed it's building an in-house chip design team to co-design custom silicon for Claude, following OpenAI's Broadcom-built Jalapeño chip…
Anthropic Just Confirmed It’s Designing Its Own AI Chips. It’s the Last Major Lab to Admit It.
Anthropic confirmed it's building an in-house chip design team to co-design custom silicon for Claude, following OpenAI's Broadcom-built Jalapeño chip…
AMD Just Bought Its Fourth AI Chip Startup in Nine Months. Nvidia Should Be Paying Attention.
AMD's acquisition of Taalas, a startup that bakes AI model weights directly into custom silicon, marks its third major AI…
Etched Doubles Its Valuation to $10.3 Billion Betting Nvidia Can’t Win Every Layer of AI
AI chip startup Etched raised $300M at a $10.3 billion valuation, betting that inference-specific silicon can beat Nvidia's general-purpose GPUs…
SambaNova Raised $1 Billion to Prove AI Chips Don’t All Have to Come From Nvidia
SambaNova Systems closed the first $1 billion tranche of a Series F at an $11 billion valuation, five months after…
Nvidia’s Order Backlog Nearly Doubled in One Quarter. That’s the Real AI Demand Signal.
Nvidia's data center revenue crossed $39 billion in a single quarter and its supply commitments nearly doubled to $95.2 billion,…