AI chip
Coverage of AI chip in the Nexus archive.
- Arm Holdings posted record revenue as AI chip demand surged — but the stock sank
Arm Holdings reported record revenue driven by surging AI chip demand and exceeded analyst estimates for revenue and earnings. However, the company's stock price fell over 8% following the announcement.
- AMD signed Anthropic as its next major AI chip customer in a deal that also includes investment
AMD signed Anthropic as a major AI chip customer in a deal that includes investment. Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 Series GPUs starting in the first half of 2027.
- Samsung-backed AI chip firm Rebellions targets IPO in South Korea next year, CEO tells CNBC
Samsung-backed AI chip firm Rebellions plans to pursue an IPO in South Korea next year. CEO Sunghyun Park stated the company is considering listing on the KOSPI rather than the KOSDAQ.
- AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round
AI chip maker SambaNova has raised $1 billion at an $11 billion valuation, five months after its last major funding round. The company was previously rumored to be the target of a $1.6 billion acquisition attempt by Intel.
- AI Chip Startup SambaNova Raises Funds at $11 Billion Valuation
AI chip startup SambaNova raised funds at an $11 billion valuation. Rodrigo Liang was present at the Web Summit conference in Vancouver in May.
- After decades in Silicon Valley, a former Apple and Amazon engineer started an AI chip company in his mid-50s
Stephen Huang, 55, founded Tranxform, a Taiwan-based AI chip startup, after working on chips at Apple, Amazon, and MediaTek. The company aims to develop power-efficient processors for AI models outside data centers, leveraging Huang's decades of experience in semiconductor design.
- South Korea’s $518 billion AI chip push shows crypto is still losing the capital race
South Korea is investing $518 billion in AI chip development, indicating a shift in capital allocation away from cryptocurrency. The article highlights the growing competition for investment between AI technology and crypto assets.
- Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO
Baidu's Hong Kong-listed shares rose over 6% as its AI chip unit Kunlunxin aims for a $50 billion initial public offering in the city. The share price increase follows reports about the potential IPO.
- Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix
D-Matrix, a Microsoft-backed company challenging Nvidia, is entering full production of an AI chip it claims is 10 times faster than a GPU and addresses the memory shortage issue.
- Iran Says No Progress in US Talks & Broadcom AI Chip Outlook Disappoints | The Pulse 6/4/2026
Iran reported no progress in negotiations with the United States. Broadcom's outlook for its AI chip disappointed investors.
- Intel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options
Intel plans to release an AI chip by year-end using cheaper memory and cooling technology compared to Nvidia and AMD. The 'Crescent Island' GPU targets AI 'inference' tasks rather than model training, where Nvidia dominates.
- Nvidia announces new AI chip for personal computers
Nvidia has announced a new AI chip specifically designed for personal computers. The development highlights the company's focus on advancing AI capabilities in consumer hardware.
- Intel targets Nvidia with new AI chip by year end
Intel is developing a new AI inference GPU to compete with Nvidia, aiming for a year-end release. The company's shares have risen over 200% this year as it works on this product.
- Anthropic, Microsoft in talks for AI chip deal after $5 billion investment
Anthropic and Microsoft are in negotiations for an AI chip deal following Microsoft's $5 billion investment in Anthropic. Microsoft's Maia 200 chips, currently used internally in data centers for improved efficiency, may become part of a broader chip partnership arrangement.
- $60B AI chip darling Cerebras almost died early on, burning $8M a month
Cerebras Systems had a significant tech IPO in 2026 but previously faced financial struggles, burning through hundreds of millions working on an AI chip. The company's chip was considered impossible by many. Cerebras Systems spent $8M a month.
- Inference is giving AI chip startups a second chance to make their mark
AI adoption is shifting from model training to serving, creating opportunities for startups to compete with Nvidia in the disaggregated AI landscape. Startups now have a critical window to secure a position in the market dominated by Nvidia's AI chip leadership.
- AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings
The surge in AI chip demand has boosted Taiwan and South Korea's positions in global equity rankings. This growth is highlighted by the presence of semiconductor wafers at TSMC's innovation museum in Hsinchu, Taiwan.