Thinking Machines Picks Google Cloud for First GB300 Deal
Mira Murati's AI lab signs a single-digit-billion deal with Google Cloud for GB300 chip access, its first cloud provider commitment, as frontier labs race to lock in next-gen compute.
Articles Tagged "AI Chips"
Google's Four-Chip Plan to Own AI Inference at Scale
Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.
TSMC Q1: $35.9B Record as AI Now Powers 61% of Revenue
TSMC posted $35.9B in Q1 2026 revenue, a 40.6% year-over-year jump, with AI and HPC now accounting for 61% of wafer sales - and CoWoS packaging still fully booked.
Intel Joins Musk's $25B Terafab as Foundry Partner
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
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.
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.
