Moore Threads half-year revenue tops 2025
Moore Threads expects first-half 2026 revenue of RMB 1.65B to RMB 1.75B, above its full-year 2025 revenue, turning domestic GPU progress into a delivery and financial test.
AI Chips News and Analysis
27 verified stories covering AI Chips, product updates and industry developments.
SambaNova raises $1 billion at an $11 billion valuation
SambaNova raises $1 billion at an $11 billion valuation is reframed for global technology readers, with the key numbers, product claims and open questions kept intact.
DeepSeek reportedly develops its own inference chip
DeepSeek reportedly develops its own inference chip is reframed for global technology readers, with the key numbers, product claims and open questions kept intact.
China’s AI chip shortage turns into a capacity problem
China’s AI chip shortage turns into a capacity problem is reframed for global technology readers, preserving the key numbers, claims and open questions.
OpenAI Prices GPT-5.6 in Three Tiers
OpenAI split GPT-5.6 into Sol, Terra and Luna, using Sol for top performance, Terra for mainstream work and Luna for cheaper high-volume use.
Keller says Tenstorrent is not for sale
Jim Keller denied that Tenstorrent is in acquisition talks with Qualcomm, while leaving the door open to a large partnership around RISC-V AI chips.
South Korea puts $518B behind four AI chip clusters
South Korea puts $518B behind four AI chip clusters
Nearfield raises $380M for AI-chip metrology
Nearfield raises $380M for AI-chip metrology
Upscale raises $190M for AI networking chips
Upscale AI raised $190 million at a $2 billion valuation, with Nvidia joining the round, as its SkyHammer switch chips pitch open Ethernet standards for large AI clusters.
Samsung gets a second look as TSMC fills up
AI chip demand has pushed TSMC capacity toward 2028, sending BYD, Google, AMD and Tesla to explore Samsung foundry capacity.
AMD-backed TensorWave raises 350 million dollars
TensorWave is building an AI cloud entirely around AMD Instinct GPUs, testing whether customers will pay for a serious Nvidia alternative.
SK hynix eyes a U.S. listing on HBM demand
SK hynix is preparing a U.S. ADR listing that could raise up to $14 billion as AI demand lifts high-bandwidth memory.
Bezos-backed Flourish raises $500 million for brain-like AI
The New York startup has no product or revenue yet, but raised at a $2.5 billion valuation on a bet that AI’s power problem needs brain-inspired computing.
Warren asks Nvidia’s Jensen Huang to testify on China chips
Senator Elizabeth Warren invited Jensen Huang to a June 11 Senate Banking Committee hearing on Nvidia’s China business and US export controls, with H200 shipments at the center.
AI chip stocks push India down market rankings
Taiwan and South Korea overtook India by market value as TSMC, Samsung and SK Hynix rallied on AI infrastructure demand.
SIA Says Chips Make Up 95% of an AI Server Rack’s Value
A Deloitte-SIA report projects AI data-center chip revenue could reach $1.2 trillion by 2028, reframing AI infrastructure as a full-stack semiconductor race.
Intel Bets Agentic AI Will Put CPUs Back at the Center
At Computex, Lip-Bu Tan framed Xeon 6+ and Intel 18A as a play for inference, agents and physical AI rather than GPU training.
Qualcomm launches Dragonfly to chase data center AI chips
Qualcomm used Computex 2026 to introduce Dragonfly, a data center brand covering CPUs, inference accelerators and ASICs, while leaving specifications for later.
Nvidia unveils RTX Spark, its first PC chip with 1 petaflop AI performance
Nvidia introduced the RTX Spark superchip at Computex, combining a 20-core Arm CPU and Blackwell GPU for Windows laptops and desktops, aiming to redefine local AI computing.
Nvidia's $20B 'Not-Acquisition' of Groq's Core Team and Technology
Nvidia pays $20 billion for Groq's LPU chip technology and hires its CEO and core engineering team, while the remaining company pivots to an AI inference cloud startup called Groq2.
Huawei Shifts to Folded Chip Design, Kirin to Debut Late 2025
Huawei unveils Tau Scaling Law and LogicFolding architecture to bypass EUV lithography restrictions, aiming for equivalent 1.4nm transistor density by 2030.
Broadcom, Meta, and Partners Invest $125M in UCLA Semiconductor Hub
Five companies including Broadcom and Meta jointly invest $125 million over five years to establish a semiconductor R&D center at UCLA, focusing on next-gen AI chips and workforce training.
AMD Packs 192GB Memory Into APU, Runs 300B LLMs Locally
AMD's Ryzen AI Max 400 'Gorgon Halo' APU supports up to 192GB unified memory, enabling local inference of 300B+ parameter models on a single chip.
Alibaba's AI writes its own chip driver, achieving 10x speedup
Alibaba demonstrated its Qwen3.7-Max model autonomously writing kernel drivers for its new Zhenwu M890 chip, achieving a 10x performance boost in 35 hours.
Nvidia Posts $81.6B Quarterly Revenue, Authorizes $80B Buyback
Nvidia reported Q1 FY27 revenue of $81.6 billion, beating estimates, and announced an $80 billion share repurchase authorization.
Intel and Qualcomm Both Eye Tenstorrent, Valuation Over $5B
Intel and Qualcomm are reportedly in talks to acquire AI chip startup Tenstorrent, which could be valued at over $5 billion.
US clears H200 chips for China, but Beijing stalls the orders
Washington reportedly approved H200 sales to about ten Chinese firms, yet Commerce Secretary Howard Lutnick said China is steering buyers toward domestic chips.