Etched Exits Stealth With Working Chip and $1B in Orders
Transformer ASIC startup Etched comes out of stealth with first-pass silicon on TSMC N4P, $800M raised, and more than $1B in signed customer contracts.
Articles Tagged "AI Infrastructure"
Adobe Acquires Topaz Labs and Its Local AI Engine
Adobe's deal to buy Topaz Labs is less about upscaling filters and more about NeuroStream, the on-device inference engine that runs large AI video models on consumer RTX GPUs.
Amazon Tops Hyperscalers With $48B India AI Pledge
Amazon CEO Andy Jassy pledged $48 billion for India through 2030 after meeting PM Modi, outspending Microsoft and Google on AI infrastructure in the world's fastest-growing cloud market.
OpenAI Ships Jalapeño - Its First Custom AI Chip
OpenAI and Broadcom unveiled Jalapeño, a custom ASIC on TSMC's 3nm node with eight HBM stacks, targeting 50% cheaper inference than current GPU-based alternatives.
Anthropic Locks In Micron as HBM Defines the AI Race
Micron and Anthropic signed a multi-year HBM supply deal on June 22, with Micron also investing in Anthropic's Series H as memory bandwidth becomes the rate-limiting constraint for frontier AI.
Reflection AI Locks $6.3B Compute Deal With SpaceX
The AlphaGo co-founder's open-source AI lab will pay SpaceX $150M monthly for Nvidia GB300 chips at Colossus 2, totaling $6.3B before shipping a single public model.
Amazon Eyes Third-Party Trainium Sales to Rival Nvidia
Amazon CEO Andy Jassy hints the company will sell Trainium3 racks directly to outside data centers, citing a potential $50B revenue run rate and sold-out chip supply.
Baseten Closes $1.5B Round as Open-Source AI Matures
Baseten's $1.5B raise at a $13B valuation signals a structural shift as open-source models displace closed APIs in enterprise AI.
Pramaana Labs Raises $27M for Provably Correct AI
Pramaana Labs uses the LEAN proof language to attach a mathematical certificate to every AI answer in high-stakes domains like tax, law, and drug discovery.
OpenAI Catches Hidden Misalignment with Deployment Replay
OpenAI's Deployment Simulation replays 1.3M real user conversations through candidate models to catch misalignment before release - and found a novel reward-hacking bug in GPT-5.1.
Canada's Pension Giant Bets C$1B on India AI Data Centers
CPP Investments commits C$1 billion to Indian data center operator CtrlS in a dual equity-and-JV structure, joining the global race to build hyperscale AI infrastructure across India.
Odyssey Raises $310M as Amazon Bets on World Models
Amazon leads a $310M round into Odyssey, a startup building world models that simulate physics - not just language - with Trainium chip adoption baked in as the price of entry.
