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.
Articles Tagged "NVIDIA"
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.
ZML Ships a Free LLM Server That Runs on Any Chip
ZML's LLMD inference server runs Llama, Qwen, and Mistral on Nvidia, AMD, TPU, Apple Metal, and Intel Arc from a single binary - for free.
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.
UN AI Commission Launches Without Google or OpenAI
The UN and ITU launched a new AI for Good Global Commission with 40+ founding members, but Google, Meta, and OpenAI are not among them.
Claude Hits Azure GA on NVIDIA's Blackwell Ultra Hardware
Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 Blackwell Ultra NVL72 racks - with vendor numbers claiming 40% faster token generation than H100.
Anthropic Eyes Samsung 2nm Chip as Labs Race to Go Custom
Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.
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.
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.
Qualcomm Bets $14B to Shatter Nvidia's AI Lock-In
Qualcomm confirmed a $3.9B acquisition of AI software startup Modular and is in advanced talks to buy RISC-V chip designer Tenstorrent for up to $10B, betting that open hardware and a portable compiler can dislodge Nvidia from the data center.
Agility Robotics Goes Public in $2.5B SPAC Deal
Agility Robotics merges with Churchill Capital XI at a $2.5B valuation, becoming the first publicly traded pure-play humanoid robot company with robots already earning commercial revenue.
