chips
30 articles about chips in AI news
Google’s Virgo network interconnects 134K TPUv8t chips at 47 Pbps
Google's Virgo network interconnects 134,400 TPUv8t chips at 47 Pbps, targeting large-scale training clusters.
Huawei Hits 1.5µm Bond Pitch in Kirin 2026 Chips, Beats TSMC
Huawei's 2026 Kirin chips achieve 1.5µm hybrid bonding pitch, 16-36x denser than TSMC. Next year targets 1µm.
Google TPU 'Broadfly' Topology Scales Pod to 1,152 Chips
Google unveiled a Broadfly TPU topology at Cloud Next, scaling pods to 1,152 chips — 4.5x larger than Ironwood — with max 7 hops. This inference-first design challenges NVIDIA's NVLink on scale and latency.
Google's Virgo Network Links 134,000 TPU v8 Chips with 47 Pbps Fabric
Google unveiled its Virgo networking stack for TPU v8, capable of linking 134,000 chips in a single fabric with 47 petabits/sec of bi-sectional bandwidth. This represents a massive scale-up in interconnect technology for large-scale AI model training.
Google, Marvell in Talks to Co-Develop New AI Chips, Including TPU-Optimized MPU
Google is reportedly in talks with Marvell Technology to co-develop two new AI chips: a memory processing unit (MPU) to pair with TPUs and a new, optimized TPU. This move is a direct effort to bolster Google's custom silicon stack and compete with Nvidia's dominance.
Canada's AI Compute Gap: Google Cloud Montreal Offers 2017-Era Chips
A technical developer's attempt to rent modern AI compute in Canada revealed a stark infrastructure gap, with major providers offering chips as old as 2017, undermining national AI ambitions.
Anthropic Considers Custom AI Chips, Following Google & OpenAI
Anthropic is reportedly considering developing custom AI chips, a strategic move to gain control over its compute infrastructure and reduce costs. This follows similar initiatives by Google, Amazon, and OpenAI.
DeepSeek V4 to Run on Huawei Ascend 950PR Chips, Sparking 20% Price Surge
DeepSeek's anticipated V4 model will be powered by Huawei's Ascend 950PR chips, with Alibaba, ByteDance, and Tencent stockpiling hundreds of thousands of units ahead of launch. This has driven chip prices up approximately 20% in recent weeks.
AWS Commits 2 Gigawatts of Trainium Capacity to OpenAI, Reveals 1.4 Million Chips Deployed
Amazon's $50B OpenAI deal includes a 2-gigawatt commitment of Trainium computing capacity. AWS disclosed 1.4 million Trainium chips are deployed, with over 1 million Trainium2 chips running Anthropic's Claude.
Google's $1.9 Trillion Vertical Integration Strategy: Building an AI Empire from Chips to Power Grid
Google is investing $1.9 trillion over the next decade to control every layer of the AI stack, from custom TPU chips to power infrastructure. This vertical integration strategy creates a competitive moat that could reshape the entire AI industry landscape.
US 'Stop Stealing our Chips Act' Would Pay Whistleblowers 10-30% of Export Fines
Proposed US law would pay whistleblowers 10-30% of export-control fines, targeting AI chip smuggling to China through intermediaries like Malaysian resellers.
Broadcom to Manufacture Google TPU Chips in Foundry Partnership
Google has licensed its Tensor Processing Unit (TPU) intellectual property to Broadcom for chip fabrication. This allows Google to earn from its IP while Broadcom manages the complex hardware build and networking integration.
Apple's Neural Engine Jailbroken: Researchers Unlock Full Training Capabilities on M-Series Chips
Security researchers have reverse-engineered Apple's Neural Engine, bypassing private APIs to enable full neural network training directly on ANE hardware. This breakthrough unlocks 15.8 TFLOPS of compute previously restricted to inference-only operations across all M-series devices.
Cerebras Reengineers Mechanical Playbook for Wafer-Scale Chip Cooling
Cerebras disclosed three mechanical innovations—vertical power delivery, flexible interposers, and direct-impingement cooling—to prevent wafer-scale chips from cracking, rewriting engineering fundamentals.
Buffett Invests in Google After SemiAnalysis TPU Deep Dive
Berkshire Hathaway invested in Google in Q3 2025, after Buffett studied TPU v5p architecture. He compared it to railroads, citing 8,960 chips and 4.8 Tbps links.
Cerebras IPO Challenges GPU Scaling Orthodoxy
Cerebras filed for IPO on April 21, betting wafer-scale chips can disrupt Nvidia's GPU cluster model for AI workloads.
Kunluncore Files STAR Market IPO, Claims 32K GPU Cluster First
Kunluncore filed for a STAR Market IPO, claiming a 32K GPU cluster first, testing investor appetite for domestic AI chips.
Google Opens TPU Sales to Select Customers, Raises Capex Forecast
Google sells TPUs to select customers, raising capex forecast for Q1 FY2026, monetizing in-house chips beyond Cloud.
Google Splits TPU Line: 8t for Training, 8i for Inference
At Cloud Next 2026, Google introduced two new AI chips — TPU 8t for training and TPU 8i for inference — splitting its custom silicon for the first time. OpenAI, Anthropic, and Meta are buying multi-gigawatt TPU capacity, signaling a crack in NVIDIA's 81% market share.
AWS Never Retired an A100 Server, CEO Says Amid Chip Shortage
AWS CEO Matt Garman stated that A100 servers are completely sold out and never retired, as demand for older chips outpaces supply. This underscores the prolonged GPU shortage and the value of legacy hardware in cloud AI.
Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
A 30-year-old comic shows Jensen Huang convincing TSMC to supply wafers for 3D graphics chips. Today, he's still fighting for wafer supply, but now for AI GPUs, alongside Broadcom, AMD, MediaTek, and Amazon.
Google Cloud Next '26: 8th-gen TPUs, agent platform, $750M fund
At Cloud Next 2026, Google unveiled two 8th-gen TPU chips, a Gemini-based enterprise AI agent platform, and a $750 million partner fund to drive secure, large-scale automation and heavy AI workloads.
Meta to Cut 8,000 Jobs in May, Redirecting Capital to AI Infrastructure
Meta is reportedly planning to lay off 8,000 employees in May, the first round of major cuts this year. The move signals a capital shift from general operations to concentrated investment in AI infrastructure like chips and data centers.
TSMC's $56B 2026 CapEx Fuels AI Chip Race with 22 New Fabs
TSMC is constructing up to 22 advanced semiconductor fabs simultaneously, backed by a $52–56 billion capital expenditure plan for 2026. This unprecedented manufacturing scale is critical for producing the 2nm-and-below chips required by next-generation AI models.
Samsung Projects Record $14.6B Q1 Profit on 300% DRAM Price Surge
Samsung Electronics expects a record Q1 operating profit of 20 trillion won (~$14.6B), nearly triple YoY, fueled by soaring AI-driven demand and a 300% price increase for DRAM chips.
AWS CEO: All Latest Anthropic Models Trained on Amazon Trainium
Amazon Web Services CEO Matt Garman stated that all of Anthropic's latest AI models are trained on AWS's custom Trainium chips. This confirms the deepening technical and strategic integration between the AI lab and its primary cloud investor.
Intel & Google Announce Multiyear AI & Cloud Infrastructure Partnership
Intel and Google have announced a multiyear strategic collaboration to advance AI and cloud infrastructure, focusing on optimizing Google Cloud for Intel's Xeon processors, Gaudi AI accelerators, and future chips.
U.S. AI Data Center Builds Face 50% Delay Risk on China Power Gear
Electrical infrastructure, not chips or capital, is becoming the critical bottleneck for AI data center deployment. U.S. projects face 5-year transformer lead times while depending on China for 30-40% of key components.
Google's AICore Beta Enables On-Device Gemini Nano 4 Downloads for Android Phones
A new beta of Google's AICore system service enables users to download Gemini Nano 4 Full and Gemini Nano 4 Fast models directly onto compatible Android phones, including those with Snapdragon 8 Elite Gen 5 chips. This moves beyond pre-installed AI to user-initiated model management.
Sam Altman Steps Down from OpenAI Safety Oversight, Shifts Focus to Fundraising & Infrastructure
OpenAI CEO Sam Altman has reportedly stopped overseeing safety efforts at the company. His focus is now on fundraising, securing AI chips, and building data centers.