chips
30 articles about chips in AI news
zAI Completes 1-Gigawatt AI Data Center Without Nvidia Chips
zAI built a 1GW AI data center in China with no Nvidia chips, using only domestic silicon. It supports frontier GLM model development and has begun operations.
Japan to Buy 27,500 Nvidia Rubin Chips for Robot AI
Japan to buy 27,500 Nvidia Rubin chips for sovereign robot AI model, signaling strategic push in embodied intelligence.
US Allows ZTE to Buy Nvidia H200 AI Chips, Joining Alibaba, Tencent
US authorized ZTE to buy Nvidia H200 AI chips, joining Alibaba, Tencent, ByteDance in accessing Hopper architecture under targeted export controls.
DeepSeek, Zhipu AI Build Custom Inference Chips to Cut GPU Dependency
DeepSeek and Zhipu AI are developing custom inference chips to cut GPU costs. China's domestic chip budget share hit 46% in July 2026.
IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years
IBM showed sub-1-nm chips at IEDM, targeting production in 5 years. It challenges TSMC and Intel in the race to shrink transistors for AI workloads.
Amazon Opens Trainium Chips to Outside Data Centers, Targeting Nvidia's Core Business
AWS AI chief Peter DeSantis confirmed Amazon is negotiating to sell Trainium chips externally for the first time, backed by Andy Jassy's estimate of a $50B annual revenue potential. With Trainium3 sold out, Trainium4 pre-booked, and Anthropic and OpenAI already running gigawatts of Trainium capacity
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.
Meituan Open-Sources 1.6T-Parameter LongCat-2.0 Trained on Domestic Chips
Meituan open-sourced 1.6T-parameter LongCat-2.0 trained on 50,000 domestic ASICs, claiming China's first full-process domestic-chip trillion-parameter model.
ByteDance Buys Tens of Thousands of Iluvatar AI Chips as China Sourcing
ByteDance bought tens of thousands of Iluvatar CoreX AI processors, signaling a major shift from Nvidia to second-tier domestic chipmakers for cloud AI workloads.
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.
China Blank-Checks Huawei for Inference Chip Push
China is giving Huawei a blank check for inference chips, per a tweet by Natolambert on February 3, 2026, shifting focus from training to inference.
Alibaba Open-Sources SAIL Stack to Break Nvidia CUDA Lock-In
Alibaba T-Head open-sourced SAIL stack for Zhenwu chips at WAIC, targeting Nvidia CUDA dominance with 7-day migration claim.
Nvidia Vows 'Giant Amounts' of Vera Rubin as Blackwell Delays Bite
Nvidia CEO Huang pledges 'giant amounts' of Vera Rubin chips, asserting roadmap intact amid Blackwell delays. Japan's $2B+ Rubin factory anchors real demand.
DeepSeek seeks fresh $71B round weeks after $7B close
DeepSeek seeks $71B valuation round weeks after $7B close. Capital for data centers and custom chips to sustain 11x cheaper pricing than GPT-5.5.
Etched Hits $5B Valuation, $1B in Orders for AI Inference Chip
Etched hits $5B valuation with $1B in orders for TSMC-made inference chips, raising $500M from top investors. The startup targets Nvidia's dominance.
Qualcomm Taps TSMC for 3nm/2nm Dragonfly C100 CPUs, AI300 Accelerators
TSMC to fab Qualcomm's Dragonfly C100 and AI300 chips on 3nm/2nm nodes. The move challenges NVIDIA in data center AI, but timelines and performance remain undisclosed.
Qualcomm in Talks to Acquire Modular for $4B, Landing Lattner
Qualcomm nears $4B acquisition of Modular, Chris Lattner's AI infra startup. Deal targets inference software for edge and data center AI chips.
Amazon Launches Generative AI Search Tool That Creates Real-Time Images
Amazon launched a generative AI search tool that creates real-time images from text descriptions to improve product discovery. This leverages Amazon Bedrock and Trainium chips, marking a shift toward AI-driven visual search in e-commerce.
China Opens Two Rival Space-AI Compute Hubs Days Before SpaceX's AI1 Reveal
Beijing approved a BUPT-led Space Computing Industry Innovation Center on June 1 and a separate E-Town Space Intelligent Computing Research Institute in late May, both targeting radiation-hardened AI chips and orbital inference — coordinated moves that preceded SpaceX's AI1 satellite unveiling on Ju