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Breaking semiconductor news, earnings, and announcements — the full daily feed.
Cerebras Debuts CS-4 System to Accelerate AI Inference
Cerebras Systems has unveiled the CS-4, a rack-scale computing system built to greatly speed up AI inference, as the chipmaker pushes to compete with NVIDIA and other providers of AI infrastructure. The CS-4 includes three of Cerebras’ new Wafer Scale Engine 3 Turbo, or WSE-3T, processors. These unusually large chips are designed to keep more […]
James Maguire · Aug 19, 2026 · 2 min
Qualcomm Targets $300 Laptop Market With New Snapdragon C Processor
Qualcomm is pushing into a new market segment with the Arm-based Snapdragon C, an entry-level processor designed for laptops priced from around $300 but offering longer battery life and modern computing capabilities at an entry-level price. The company first announced Snapdragon C in May, positioning it for students, families and small businesses that primarily need […]
Andy Patrizio · Aug 17, 2026 · 2 min
Kioxia, SanDisk Unveil Faster QLC Flash Aimed at AI Infrastructure
Kioxia and SanDisk have introduced their 9th-generation 2Tb QLC 3D flash memory, combining an updated CMOS design with their existing memory-array technology. The new architecture is intended to increase storage performance while improving power efficiency and allowing NAND technology to scale more cost-effectively. It is designed, not surprisingly, to address the rapidly expanding storage requirements […]
Andy Patrizio · Aug 14, 2026 · 1 min
AI Infrastructure Spending to Top $1T by 2030
Two market research reports have come to the same conclusion: the AI infrastructure market. He will soon surpass the $1 trillion mark. The only difference between the two is how far the market will go. One report by Dell’Oro Group says the worldwide data center IT semiconductors and components market is poised to reach $1.8 […]
Andy Patrizio · Aug 14, 2026 · 3 min
Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?
One year ago, the United States government made an extraordinary bet on Intel. On Aug. 22, 2025, Washington agreed to invest $8.9 billion in the company, converting previously awarded CHIPS Act and Secure Enclave funding into an equity stake. The goal was bigger than rescuing another struggling American corporation. It was to preserve something the […]
Alan Shimel · Aug 12, 2026 · 9 min
AI-Driven Chip Shortage Triggers Washington Lobbying War as Apple Seeks Chinese Supplier Relief
An explosion in artificial intelligence (AI) development has ignited a severe global memory chip crunch, igniting an aggressive lobbying campaign on Capitol Hill as non-AI sectors scramble to secure critical components and protect failing supply pipelines. Driven by data centers vacuuming up massive volumes of high-bandwidth memory and dynamic random-access memory (DRAM) to train advanced […]
Jon Swartz · Aug 10, 2026 · 2 min
Intel Unveils Starfire Space Processor to Bring AI Computing to Orbit
Intel has introduced the Starfire processor, a new system-on-chip (SoC) designed to deliver artificial intelligence and high-performance computing capabilities aboard satellites and spacecraft. The processor, developed for U.S. government and aerospace missions, combines an 18A-based CPU and neural processing unit (NPU) with an Intel 3-based Xe graphics processor in a Foveros 3D package. The design […]
Andy Patrizio · Aug 10, 2026 · 2 min
Tesla, SpaceX Commit $16.8 Billion to Build Massive AI Chip Factory in Texas
Elon Musk is putting his money where his mouth is, unveiling plans for Tesla and SpaceX to invest $16.8 billion to build a massive semiconductor manufacturing complex in Texas, Called Terafab, the facility will be built in Grimes County, Texas just outside of Houston. When completed, it will be the largest building in the world […]
Andy Patrizio · Aug 10, 2026 · 2 min
SK Hynix Invests $38 Billion to Expand AI Memory Chip Production
In a sign of the growing demand for memory chips driven by AI’s growth, SK Hynix plans to spend approximately $38 billion to build two semiconductor fabrication facilities in South Korea, a major expansion for the company. The company’s board approved investments totaling 54.3 trillion won, with 35.2 trillion won allocated to a new fabrication […]
James Maguire · Aug 7, 2026 · 2 min
AMD Acquires Taalas to Bolster AI Inference
Advanced Micro Devices (AMD) has agreed to acquire Toronto-based AI startup Taalas, snapping up the inference startup ahead of rivals Intel and NVIDIA. Taalas, founded in 2023 and emerging from stealth mode in 2024, is privately held, so terms of the transaction were not disclosed. Founded in 2023, Taalas has taken an unconventional approach to […]
Andy Patrizio · Aug 7, 2026 · 3 min
Anthropic Plans Custom AI Chip Strategy for Claude
Anthropic is assembling an in-house chip design team to develop custom processors for its Claude family of AI models, a key step in the company’s effort to reduce infrastructure costs and improve AI performance. The company plans to design future AI models alongside custom hardware rather than adapting software to commercially available processors. That approach […]
James Maguire · Aug 6, 2026 · 2 min
AMD Posts Record Q2 Revenue as AI Data Center Business More Than Doubles
Advanced Micro Devices (AMD) reported record second-quarter revenue and sharply higher profit on Tuesday, driven by surging demand for its data center processors and AI accelerators. AMD reported revenue of $11.5 billion for the quarter ended June 27, 2026, up 50% from a year earlier, while GAAP net income climbed 163% to $2.3 billion. Diluted […]
Andy Patrizio · Aug 6, 2026 · 2 min
NVIDIA Strives to Make GPU-Driven Storage an Industry Standard
At the Future of Memory and Storage (FMS) conference this week, NVIDIA unveiled one of its most significant storage software initiatives to date, announcing that it is open-sourcing its cuFile APIs and the underlying storage software stack that powers GPUDirect Storage. The move is designed to remove one of the biggest bottlenecks facing AI infrastructure: […]
Andy Patrizio · Aug 5, 2026 · 3 min
HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market
The AI infrastructure buildout is reshaping another corner of the semiconductor industry, with reports indicating that HP, Asus and Acer have begun using limited quantities of DRAM from China’s ChangXin Memory Technologies (CXMT) in selected notebook computers. The move is yet another sign of the growing strain that AI investment is placing on the global […]
James Maguire · Aug 5, 2026 · 2 min
Beyond the Die: The Definitive Guide to Advanced Packaging in the AI Era
For decades, semiconductor progress was told through the story of the chip itself. That story still matters — but it no longer explains how the most advanced AI systems get faster. The most consequential change is now happening around the die as much as inside it. In Beyond the Die: The Definitive Guide to Advanced […]
Alan Shimel · Aug 4, 2026 · 1 min
Commerce Department Plans $874 Million for Seven Semiconductor R&D Projects
The US Department of Commerce plans to provide up to $874 million in CHIPS and Science Act incentives to seven semiconductor companies developing technologies for AI infrastructure, extending the government’s support for domestic semiconductor research and the US compute supply chain. The funding, announced through letters of intent, still requires additional review before final awards […]
James Maguire · Jul 31, 2026 · 3 min
GlobalFoundries Lands $300 Million in CHIPS Funding
GlobalFoundries has secured a planned $300 million award from the U.S. Department of Commerce to accelerate research and development of silicon photonics technology. The move is aimed at strengthening domestic semiconductor capabilities and addressing one of the biggest bottlenecks in next-generation artificial intelligence infrastructure, namely network throughput. The funding was announced Wednesday as a letter […]
Andy Patrizio · Jul 31, 2026 · 2 min
Samsung Lands $200 Billion Broadcom AI Chip Partnership in Major Foundry Win
Samsung Electronics and Broadcom have signed a memorandum of understanding to expand a strategic semiconductor partnership that the companies estimate will be worth more than $200 billion through 2030. The partnership is expected to support Broadcom’s growing portfolio of custom artificial intelligence processors and strengthen Samsung’s position in the rapidly expanding AI infrastructure market. The […]
Andy Patrizio · Jul 28, 2026 · 1 min
Intel to Restore Hyper-Threading in Future Xeon Chips
Intel is reversing course on one of its most significant recent processor design decisions, bringing back Hyper-Threading to future versions of the Xeon processor. Hyper-Threading is a technology that allows a processor core to execute two threads at once, sort of. While a Hyper-Threaded core appears as two logical processors to the system, they don’t […]
Andy Patrizio · Jul 27, 2026 · 2 min
Moore’s Law Didn’t End. It Changed Direction
IBM’s “0.7nm chip” is part marketing sleight of hand and part genuine semiconductor breakthrough. Ignore the decimal point. Nanostack—and the decision to build silicon upward—is the real story. Let’s get the marketing out of the way first. IBM says it has introduced the world’s first “sub-1 nanometer chip technology.” More specifically, the company calls this […]
Alan Shimel · Jul 24, 2026 · 9 min
Intel Posts Strong AI-Driven Quarter as Data Center Demand Fuels Growth
Intel reported a stronger-than-expected second quarter as accelerating investment in AI infrastructure lifted demand for its processors, while the company increased manufacturing spending and reaffirmed its strategy to regain semiconductor leadership. The chipmaker posted adjusted earnings of 42 cents per share on revenue of $16.1 billion, comfortably exceeding analyst expectations of roughly 21 to 22 […]
James Maguire · Jul 24, 2026 · 2 min
AMD Challenges NVIDIA’s Dominance with New AI Hardware, Billion-Dollar Partnerships
Advanced Micro Devices (AMD) is launching a powerful new lineup of artificial intelligence (AI) data center hardware on Thursday, directly targeting market leader NVIDIA Corp. The news, unveiled at an industry event in San Francisco, centers around AMD’s efforts to capture market share in both AI training and inference, the computational work behind processing queries […]
Jon Swartz · Jul 23, 2026 · 2 min
Google Reportedly Developing AI Chip for Gemini
Google is reportedly developing a new custom AI chip designed specifically to run its Gemini family of artificial intelligence models more efficiently, marking the latest in a series of custom chips optimized for AI processing. The chip, internally codenamed “Frozen v2,” is being engineered to accelerate AI inference in a very unique manner. According to […]
Andy Patrizio · Jul 23, 2026 · 2 min
Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min
Samsung Negotiates Multimillion-Euro Stake in Mistral AI at $22.8 Billion Valuation
Samsung Electronics is in advanced talks to make a massive financial bet on Europe’s leading artificial intelligence (AI) startup, Mistral AI, signaling a critical shift in how global semiconductor leaders compete for dominance in the AI hardware supply chain. According to a report from The Financial Times, South Korea’s Samsung is negotiating an investment of […]
Jon Swartz · Jul 22, 2026 · 2 min
AMD Signs AI Chip and Investment Deal with Anthropic Worth Tens of Billions
Advanced Micro Devices has secured one of its largest AI infrastructure agreements to date, signing a deal in which Anthropic will deploy up to 2 gigawatts of AMD AI infrastructure while AMD commits to invest as much as $5 billion in the AI company. The agreement strengthens AMD’s challenge to NVIDIA in the market for […]
James Maguire · Jul 22, 2026 · 2 min
NVIDIA Vera CPU Tops AMD and Intel in Benchmarks
Cloud inference provider DeepInfra claims NVIDIA’s upcoming Vera CPU significantly outperformed competing processors from AMD and Intel in production-scale AI performance testing. Rather than using generic benchmarks, which don’t often reflect real-world usage, DeepInfra used its own production AI infrastructure for testing. It showed the Arm-based Vera CPU delivered up to 2.2 times faster agent […]
Andy Patrizio · Jul 21, 2026 · 2 min
AMD Challenges NVIDIA’s AI Monopoly as Microsoft Adopts New Helios System for Azure
AMD is taking the fight to NVIDIA Corp. to loosen its ironclad grip on the multibillion-dollar artificial intelligence (AI) hardware market. Culminating a decade-long corporate comeback, AMD said Monday that Microsoft Corp. will deploy its highly anticipated Helios rack-scale AI system. Microsoft will integrate Helios into its Azure cloud platform to power frontier model inference, […]
Jon Swartz · Jul 20, 2026 · 2 min
TSMC Crushes Q2 Earnings Expectations, Raises Outlook
Just days after Samsung’s record-breaking second-quarter earnings, history repeated itself when Taiwan Semiconductor Manufacturing Co. (TSMC) reported record second-quarter earnings on the chipmaker’s central role in the global artificial intelligence (AI) boom. The world’s largest contract chip manufacturer posted second-quarter revenue of NT$1.27 trillion (US$40.2 billion), a 36% increase from Q2 of 2025. Net income […]
Andy Patrizio · Jul 16, 2026 · 2 min
Arteris, Arm Partner for Secure Chip Development
Semiconductor IP company Arteris is expanding its longstanding partnership with Arm Holdings to provide advanced hardware security verification across a broader range of Arm’s CPU portfolio. With so many technologies, the development cycle is focused on getting it running, making it run faster and then securing it, in that order. Security has a tendency to […]
Andy Patrizio · Jul 16, 2026 · 2 min
Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Nick Patience · Jul 16, 2026 · 7 min
China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min
FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jul 14, 2026 · 6 min
Samsung Posts Record Q2 Preliminary Profit
The AI memory boom has produced at least one big winner: Samsung Electronics, one of the three major memory makers, posted preliminary Q2 earnings that blow away all prior sales figures. The South Korean technology giant said it expects second-quarter operating profit of 89.4 trillion won (US$58.4 billion), a nearly 19-fold increase from a year […]
Andy Patrizio · Jul 13, 2026 · 3 min
MIT Researchers Unveil Petabit Photonic Networking Chip
Researchers at the Massachusetts Institute of Technology (MIT) say they have made a series of breakthroughs that could pave the way for computer chips capable of transmitting more than a petabit of data per second while consuming far less energy. The work comes from MIT’s Future of Integrated Photonics and Electronics Microsystems (FUTUR-IC) research program, […]
Andy Patrizio · Jul 13, 2026 · 2 min
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
Brendan Burke · Jul 13, 2026 · 7 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
SK hynix Places $8 Billion Chipmaking Equipment Order
SK hynix is making one of the largest manufacturing investments in the semiconductor industry’s history, with a proposed 11.9 trillion won (roughly $8 billion) purchase of advanced extreme ultraviolet (EUV) lithography systems from Dutch chip equipment maker ASML. The purchase, disclosed in regulatory filings tied to SK hynix’s planned Nasdaq listing, comes as it ramps […]
Andy Patrizio · Jul 10, 2026 · 1 min
Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]
Jon Swartz · Jul 9, 2026 · 2 min
How NVIDIA is Building a Critical Safety Layer for Physical AI
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
Olivier Blanchard · Jul 8, 2026 · 6 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
DeepSeek Developing Custom Inference Chip Amid China’s AI Hardware Push
Chinese startup DeepSeek is reportedly developing its own AI inference chip, a move that would lessen its reliance on processors from NVIDIA and Huawei and place it on a growing list of AI developers building proprietary silicon. The planned processor is intended for inference, when an AI model produces responses to user prompts. That segment […]
James Maguire · Jul 7, 2026 · 2 min
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
NVIDIA DSX promises more revenue per gigawatt through efficiency gains with a new revenue sharing model that expands NVIDIA’s role in the AI buildout.
Brendan Burke · Jul 7, 2026 · 7 min
Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Brendan Burke · Jul 7, 2026 · 8 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min
Apple, Broadcom Extend Custom AI Chip Partnership Through 2031
Broadcom Inc. has secured a major long-term extension to supply custom semiconductors to Apple Inc. through 2031, the company announced Monday. The expanded partnership leans heavily on application-specific integrated circuits (ASICs) designed to power Apple’s growing artificial intelligence (AI) infrastructure, effectively easing Wall Street concerns regarding the iPhone maker’s efforts to phase out third-party silicon. […]
Jon Swartz · Jul 6, 2026 · 3 min
AI Boom Could Extend Memory Shortage Until 2030
The artificial intelligence revolution is reshaping the global memory market, and not for the better, but in ways that could keep shortages and higher prices in place for years, according to a new report from consulting firm Kearney. The report, titled “The Great Memory Reallocation,” states that the industry is facing more than a traditional […]
Andy Patrizio · Jul 2, 2026 · 3 min
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
Commercial GPUs are ready for spaceflight as NVIDIA Jetson readies for lunar orbit on Firefly’s Blue Ghost Mission 2.
Brendan Burke · Jul 2, 2026 · 6 min
Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication
Advanced packaging systems from Applied Materials enable AI-scale logic-memory convergence with laser process control.
Brendan Burke · Jul 1, 2026 · 8 min
South Korean Government Proposes Massive Investment in Memory Manufacturing
The government of the Republic of Korea has unveiled a plan to invest at least $880 billion in memory capacity to ease the global shortage brought on by AI investment. South Korea is home to two of the three dominant DRAM makers, Samsung Electronics and SK hynix. The third is Micron Technology, headquartered in Boise, […]
Andy Patrizio · Jun 30, 2026 · 2 min
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
Qualcomm data center return targets decode-heavy inference, where power efficiency, not raw CPU performance, decides the winner.
Olivier Blanchard · Jun 30, 2026 · 14 min
Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030
Qualcomm’s strategy to combine its expanding agentic edge ecosystem with its data center inference opportunity could double its revenue by 2030.
Brendan Burke · Jun 30, 2026 · 9 min
Qualcomm Makes Data Center Push Targeting AI Infrastructure
Qualcomm recently held an Investor Day conference where it laid out an aggressive strategy to push into data center market, while working alongside dominant players like NVIDIA and Intel rather than competing with them. If all goes according to plan, Qualcomm will have diversified its market considerably beyond just smartphones and become a major supplier […]
Andy Patrizio · Jun 29, 2026 · 3 min
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
IBM’s nanostack architecture represents the real breakthrough in chip technology, delivering 50% more performance and 70% greater energy efficiency.
Brendan Burke · Jun 29, 2026 · 10 min
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
Intel 18A-P enters risk production with 9% performance boost and new Power Boost transistor, positioning Intel Foundry to attract external customers.
Brendan Burke · Jun 29, 2026 · 6 min
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
OpenAI and Broadcom shattered chip design timelines with Jalapeño, completing a nine-month tape-out using AI acceleration.
Brendan Burke · Jun 29, 2026 · 7 min
Apple Seeks White House Approval to Buy Chips From Blacklisted Chinese Maker Amid AI Supply Crunch
Apple Inc. is lobbying the Trump administration for federal permission to purchase memory chips from ChangXin Memory Technologies Inc. (CXMT), a prominent Chinese semiconductor firm currently blacklisted by the U.S. government, according to a report by The Financial Times. The tech giant approached the Commerce Department more than a month ago and has engaged White […]
Jon Swartz · Jun 28, 2026 · 2 min
IBM Breaks the 1NM Barrier With New ‘Nanostack’ Architecture
IBM is not the first name that comes to mind when it comes to chip design, but in fact it is on the bleeding edge of semiconductor development, thanks in part to its multi-decade partnership with Rensselaer Polytechnic Institute. And once again, IBM has unveiled a first: it has developed the first transistor technology below […]
Andy Patrizio · Jun 26, 2026 · 2 min
ON Semiconductor to Acquire Synaptics in $7 Billion Physical AI Push
ON Semiconductor Corp. has agreed to acquire Synaptics Inc. in an all-stock transaction valued at approximately $7 billion, marking the largest deal in the company’s history. The acquisition signals an aggressive expansion beyond ON Semiconductor’s core power and sensing business into the rapidly growing market for physical AI, intelligence that runs locally on hardware rather […]
Jon Swartz · Jun 26, 2026 · 2 min
Micron, Anthropic Partner for Next-Gen AI Infrastructure
Micron Technology and Anthropic have announced a strategic alliance to jointly develop the next generation of artificial intelligence infrastructure. The partnership will focus on optimizing memory and storage solutions for large-scale AI models, including Anthropic’s Claude systems. “Our compute strategy depends on getting every layer of the stack right, and memory and storage are central […]
Andy Patrizio · Jun 26, 2026 · 2 min
TSMC Signals Broad Price Hikes Across Advanced Chip Portfolio, Threatening Tech Margins: Report
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s dominant contract chipmaker, […]
Jon Swartz · Jun 25, 2026 · 3 min
AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?
At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.
Brendan Burke · Jun 25, 2026 · 7 min
Unpatchable Bug Found in Older Apple CPUs
A security research firm has published details of a new vulnerability affecting two generations of Apple CPUs that cannot be fixed through software updates. Security research firm Paradigm Shift has published details of a vulnerability in the BootROM of Apple’s A12, S4/S5, and A13 mobile chips, along with a working proof-of-concept exploit. The A12 processor […]
Andy Patrizio · Jun 24, 2026 · 2 min
OpenAI, Broadcom Unveil Custom Jalapeño AI Chip to Challenge NVIDIA’s Dominance
In a major bid to reduce reliance on NVIDIA Corp. and secure its own hardware pipeline, OpenAI has partnered with Broadcom Inc. to unveil its first custom artificial intelligence (AI) chip, codenamed Jalapeño. The chip marks the ChatGPT maker’s first official entry into custom AI hardware. Designed as an application-specific integrated circuit (ASIC), Jalapeño is […]
Jon Swartz · Jun 24, 2026 · 3 min
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.
Brendan Burke · Jun 24, 2026 · 10 min
AMD Bets on Hybrid Systems for Quantum Computing
Add AMD to the list of chip vendors looking to get into quantum computing. It is making a push into the emerging technology, arguing that the industry’s future will not be built on standalone quantum machines but on tightly integrated systems that combine quantum processors with high-performance computing (HPC) and artificial intelligence infrastructure. In a […]
Andy Patrizio · Jun 23, 2026 · 2 min
NVIDIA Says the Future of AI Factories Is Hotter
NVIDIA has announced it has found a solution to the water crisis plaguing data centers: hot water. The company says that the next generation of AI factories will run hotter than a hot tub, yet consume less energy and water thanks to a breakthrough in liquid cooling technology. In a new blog post published during […]
Andy Patrizio · Jun 23, 2026 · 2 min
Can AMD and Rackspace Scale Sovereign AI Inference?
AMD and Rackspace’s partnership deploys 30 MW AI compute capacity for regulated enterprise environments starting late 2026.
Brendan Burke · Jun 23, 2026 · 5 min
Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?
Synopsys Multiphysics Fusion solutions embed Ansys signoff analysis into design workflows, accelerating AI chip design with up to 10x faster closure.
Brendan Burke · Jun 23, 2026 · 7 min
AMD Expands Quantum Strategy Around Hybrid Architectures
AMD is taking a pragmatic approach to quantum computing by expanding its chip strategy around hybrid architectures that combine quantum processors with traditional high performance computing infrastructure. The company’s focus aligns with a widely held view that fault-tolerant quantum computing, while offering enormous potential, remains a long-term goal. The company said quantum computing is evolving […]
James Maguire · Jun 22, 2026 · 2 min
Tech Tracking Firms Back Congressional Bill to Lock Down Advanced AI Chips From China
A coalition of specialized tracking firms has thrown its weight behind a critical Capitol Hill bill, arguing that enforcing tougher security mechanisms on America’s most powerful artificial intelligence (AI) chips is essential to plugging export loopholes and preventing sensitive technology from reaching foreign adversaries like China. In a letter sent to congressional leadership obtained by […]
Jon Swartz · Jun 22, 2026 · 2 min
Adobe’s Creative Agent Expansion Raises the Bar for AI-Powered Creative Work
Agentic AI transforms creative workflows. Adobe’s expansion signals the shift toward AI orchestration across Firefly and Creative Cloud applications.
Keith Kirkpatrick · Jun 19, 2026 · 6 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
SK hynix Ships Samples of 12-Layer Next-Gen HBM4E
South Korean memory maker SK hynix has announced it has delivered HBM4E memory samples to major customers, marking an impending release. HBM4E is special because it pushes high-bandwidth memory into a much faster, denser, and more efficient tier for AI and HPC systems. It extends the same 2048-bit, 32-channel architecture of HBM4 to higher per-pin […]
Andy Patrizio · Jun 18, 2026 · 1 min
Trump Announces Blockbuster Apple-Intel Chip Deal as ‘RAMmageddon’ Hits Tech Industry
President Donald Trump announced early Thursday that Apple Inc. has agreed to partner with Intel Corp. to design and manufacture its semiconductor chips domestically – a potentially big win for the White House’s aggressive campaign to reshore critical technology manufacturing to the U.S. through targeted tariffs and state-backed investments. Writing on Truth Social, Trump criticized […]
Jon Swartz · Jun 18, 2026 · 3 min
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
Desktop AI Hubs could potentially deflect over 56.23 TWh of industrial data center load by 2035, and make physical AI (robots) economically viable.
Brendan Burke · Jun 18, 2026 · 22 min
Oracle’s Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics
Oracle’s outcome-based pricing model challenges cloud consumption economics. Explore how AI-driven commercial models reshape enterprise software.
Keith Kirkpatrick · Jun 18, 2026 · 7 min
How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?
Agentic workloads reshape chip market dynamics as Qualcomm looks to data center opportunity with edge-to-cloud and 6G AI strategy.
Olivier Blanchard · Jun 18, 2026 · 6 min
Memory Industry is Shifting to HBM at DRAM’s Expense
Because of demand from AI workloads, memory production is shifting away from standard DRAM toward High Bandwidth Memory (HBM), which is causing both a shortage of standard DRAM and a sharp increase in prices for the supply that is available. There are only three vendors of note in the world making both DRAM and HBM […]
Andy Patrizio · Jun 18, 2026 · 2 min
SandboxAQ Wins $500M CHIPS Award for Semiconductor Materials Research
The U.S. Department of Commerce has signed a definitive agreement to award SandboxAQ $500 million in CHIPS Act research funding to develop new chemicals and materials for semiconductor manufacturing. The Commerce Department said the award will fund the development and deployment of SandboxAQ’s ReAQT materials discovery platform, which uses the company’s Large Quantitative Models, or […]
Jaime Hampton · Jun 17, 2026 · 2 min
AMD Acquires MEXT to Tackle AI Data Center Memory Bottlenecks
Advanced Micro Devices has acquired memory optimization startup MEXT to strengthen its ability to address memory bottlenecks in AI infrastructure. The acquisition expands AMD’s data center portfolio with software technology that enables more efficient use of memory resources, helping enterprises run larger AI workloads without requiring greater investments in expensive DRAM. Financial terms of the […]
James Maguire · Jun 16, 2026 · 2 min
Qualcomm Explores Tenstorrent Acquisition to Bolster AI Chip Strategy
Qualcomm is reportedly in discussions to acquire AI chip startup Tenstorrent in a deal that could value the company between $8 billion and $10 billion, a move that would significantly expand Qualcomm’s position in AI infrastructure and data center computing. According to reports, negotiations remain ongoing and there is no assurance a deal will ultimately […]
James Maguire · Jun 16, 2026 · 3 min
Are Language Processing Units the Next Big Deal in AI Computing?
The AI race has produced dozens of semiconductor startups as it has become clear that NVIDIA GPUs aren’t the solution to everything. Much of the activity is around inference, where GPUs are viewed as overkill. A new category of processor is emerging: the Language Processing Unit, or LPU. With large language models (LLMs) at the […]
Andy Patrizio · Jun 16, 2026 · 2 min
Arm Steps Up Efforts to Entice Developers to Write Native Windows Code
Arm has stepped up an effort to convince more developers to create Windows applications that run natively on its processors. Dave Whaley, director of strategic partnerships for Arm, said an AppReady for Windows initiative centralizes access to artificial intelligence (AI) tools for scanning code and identifying portability issues, along with access to support and guidance […]
Mike Vizard · Jun 12, 2026 · 2 min
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
AMD responds to competing CPU announcements for agentic data centers with core density leadership on standard x86 platforms for enterprises.
Brendan Burke · Jun 12, 2026 · 8 min
Cadence and Synopsys Accelerate Agentic EDA Race at Computex
Cadence pushes Level 5 autonomy with approval from Jensen Huang while Synopsys extends multi-physics in the agentic EDA race at Computex 2026.
Brendan Burke · Jun 12, 2026 · 6 min
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
MediaTek edge-to-cloud AI strategy at Computex 2026 spans automotive, connectivity, AI computing, and data center infrastructure.
Olivier Blanchard · Jun 11, 2026 · 7 min
Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jun 11, 2026 · 6 min
Can SAP’s AI-Fueled Utilities Push Overcome the Sector’s Change Management Drag?
SAP’s AI-Fueled Utilities strategy promises transformation, but legacy systems and change management challenges threaten widespread adoption.
Keith Kirkpatrick · Jun 10, 2026 · 4 min
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026, but their designs may prove complementary across inference and RL training.
Brendan Burke · Jun 10, 2026 · 6 min
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
Can NXP’s Neural Axis architecture make it the NVIDIA of the edge? A full-stack bid to own physical AI and the real-world robotics flywheel.
Brendan Burke · Jun 10, 2026 · 6 min