AI Chips

The market valuation of Dutch semiconductor giant ASML is nearing $1 trillion, driven by global demand for AI chips and advanced lithography systems.

DeepSeek is developing its own proprietary AI chip to reduce supplier dependence and improve model efficiency, reflecting a global trend toward infrastructure independence.

A lifted export ban, a cheaper agent model, and rising chip prices reveal the same story: AI is becoming physical infrastructure.

OpenAI and Broadcom have introduced the Jalapeño chip, a custom AI accelerator designed to optimize large language model inference and improve power efficiency.

OpenAI and Broadcom have introduced Jalapeño, a custom silicon chip designed to optimize large language model inference with improved power efficiency.

Black market prices for Nvidia AI chips have doubled in China as US export restrictions squeeze supply routes and drive up local cloud computing costs.

NVIDIA and Microsoft are reportedly collaborating on a new class of personal computers designed to run artificial intelligence models locally.

Anthropic is in early talks to rent Microsoft’s custom AI chips, aiming to boost computing capacity for its Claude models. The startup also projects its first profitable quarter with $10.9B revenue.

Jensen Huang Nvidia inference strategy was revealed by the CEO, showing how the company maintains dominance through supply chain relationships, equity-backed financing, and inference market segmentation, while defending China strategy amid growing competition.

DeepSeek is preparing to launch its V4 model built on Huawei chips, with hundreds of thousands of units already ordered by China’s top tech firms. The move raises a critical question: can Huawei’s AI hardware truly compete with Nvidia at scale?

Nvidia faces mounting competition as the AI industry shifts from model training to inference computing. The company is pivoting its product strategy while rivals like Cerebras and Groq gain ground.

ByteDance is deploying around 36,000 Nvidia B200 chips in Malaysia through cloud partner Aolani, in a deal potentially worth over $2.5 billion, as the TikTok parent expands its global AI operations.

Japan has set a JPY40 trillion ($252.4 billion) chip sales target by 2040, eight times higher than 2020 levels, as part of a government strategy to lead in AI-driven semiconductor production.

SambaNova launches SN50 AI chip with 5X speed advantage, announces Intel partnership and $350M+ Series E funding. SoftBank to deploy in Japan data centers.