A Memory Shortage Triggered $950B in AI Deals
Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.
Articles Tagged "AI Chips"
Nvidia's Jetson Chips Are Headed to the Moon
Lunar Outpost and Firefly Aerospace will fly Nvidia Jetson modules on a lunar rover and orbiter this year, the first GPUs to run on and around the Moon.
Etched Doubles to $10.3B Before Shipping a Chip
Etched raised $300M at a $10.3B valuation, doubling its price tag in seven months, even though its transformer-only Sohu chip has yet to ship in volume.
Apple Retakes Crown From Nvidia as AI Bets Shift
Apple closed at $4.88 trillion on July 17, ending Nvidia's 15-month reign as the world's most valuable company, as Wall Street rotates from AI infrastructure toward consumer distribution.
General Compute's $400M Loan Bypasses Nvidia GPUs
General Compute borrowed $400 million from Upper90 against a fleet of SambaNova SN50 inference chips, the first major AI infrastructure loan not collateralized by Nvidia hardware.
Nvidia's H200 Chips Reach China - Congress Isn't Happy
Commerce official Jeffrey Kessler confirms H200 AI chip shipments to China have begun, but calls the volume 'trivial' as lawmakers spar over export-control gaps.
US Grants UAE License-Free Access to Nvidia AI Chips
The Commerce Department reclassified the UAE to Country Group A:5, giving NVIDIA, AMD, and Cerebras a clear path to supply AI chips and servers without per-shipment export licenses.
Cerebras Pushes GPT-5.6 Sol to 750 Tokens Per Second
GPT-5.6 Sol is now live on Cerebras wafer-scale hardware at 750 tokens per second - roughly 10x faster than any GPU-based frontier model deployment in production.
Meta Moves Iris AI Chip Into Production in September
A Reuters-obtained internal memo reveals Meta will start manufacturing its Iris chip in September, targeting 14 GW of computing capacity by 2027 while cutting NVIDIA and AMD dependency.
SambaNova Banks $1B as Firms Move AI Off the Cloud
SambaNova closes a $1B Series F at $11B valuation with JPMorgan Chase as its flagship on-premises inference partner and SN50 chips due in H2 2026.
SK Hynix Nasdaq IPO: $28B HBM Bet Prices Thursday
SK Hynix's $28B Nasdaq IPO prices Thursday, putting the dominant supplier of AI high-bandwidth memory in reach of US investors for the first time.
DeepSeek Moves Into Chip Design to Beat Export Controls
DeepSeek is developing its own inference chip, confirmed by Reuters sources - the first semiconductor project in the lab's history, driven by US export controls that cut off China from Nvidia hardware and HBM memory.
