Cerebras Launches $2B IPO Roadshow on Nasdaq
Cerebras Systems has kicked off a $2 billion IPO roadshow targeting a Nasdaq listing under ticker CBRS, anchored by a $10 billion compute contract with OpenAI.
Ai chips
Arm Claims Agents Need New Silicon - Intel Disagrees
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
South Korea Bets $400M on Rebellions to Rival Nvidia
South Korean AI chip startup Rebellions has closed a $400M pre-IPO round at a $2.34B valuation, with the government's Korea National Growth Fund leading Seoul's first direct bet under its K-Nvidia initiative.
Arm Launches AGI CPU, Its First Chip in 35 Years
At its Arm Everywhere event in San Francisco, Arm unveiled the AGI CPU - a 136-core data center processor co-developed with Meta and the company's first owned silicon product in its 35-year history.
Inside Amazon's Trainium Lab - How It Beat NVIDIA
An exclusive TechCrunch tour of Amazon's Trainium chip lab reveals how AWS is training Claude for Anthropic and now holds an $138B commitment from OpenAI.
NVIDIA Fires Up H200 for China After 10-Month Wait
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Meta Unveils Four MTIA Chip Generations in Two Years
Meta published a four-generation MTIA silicon roadmap delivering chips every six months through 2027, with compute scaling 25x from MTIA 300 to MTIA 500.
China Unveils $70B AI and Chip Subsidy to Counter US Controls
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
US Drafts Rules Requiring Permits for All AI Chip Exports
The Commerce Department has drafted regulations requiring government approval for all AI chip exports worldwide - not just to China - giving Washington unprecedented gatekeeper power over global AI development.
Broadcom AI Revenue Doubles to $8.4B, Eyes $100B in 2027
Broadcom's Q1 2026 earnings show AI chip revenue up 106% year-over-year, with Anthropic, OpenAI, and Meta driving demand toward a $100 billion custom silicon forecast for 2027.
US Weighs 75K-Chip Cap on Nvidia H200 Sales to China
The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.
China Maps AI Dominance in $70B Five-Year Plan
China's National People's Congress opens this week with a 15th Five-Year Plan that puts $70 billion in semiconductor subsidies and AI-plus manufacturing at the center of its tech race with the West.
