AI Chips News
Latest AI Chips news and analysis — 107 articles tagged AI Chips on The Robotics Media.
- NVIDIA Invests $3.5B In MediaTek Convertible Bonds, Wires It Into NVLink Fusion — — NVIDIA subscribed to 90% of MediaTek's record $3.9B convertible bond, giving the Taiwanese chip designer a route into NVLink Fusion data-center silico...
- TSMC 2027 Capex Seen Reaching $85 Billion As AI Capacity Strain Deepens — — Wall Street's most bullish TSMC 2027 capex model now points to $85 billion, up from Goldman Sachs' $78B forecast, as leading-edge AI capacity stays co...
- OpenAI Ends Cursor Partnership After SpaceX Acquisition, Cuts Off November 12 — — OpenAI will terminate Cursor's direct model access on November 12, 2026, citing a lack of confidence that Elon Musk's SpaceX will honor its terms of s...
- MediaTek Locks In Google TPU v8 Inference Role With Zebrafish Design — — Google's TPU v8 splits training and inference across Broadcom and MediaTek, with MediaTek's Zebrafish variant giving the Taiwanese fabless a durable f...
- Apple Reveals M6, Its First 2nm Chip With Dual 16-Core Neural Engine — — Apple's M6 debuts on TSMC's 2nm N2 process with a 12-core CPU, 12-core GPU with per-core neural accelerators, and a Dual 16-core Neural Engine for on-...
- NVIDIA Discloses $21 Billion SpaceX Stake, Its Second-Largest Holding — — NVIDIA's Q2 2026 13F reveals 122.8 million Class A SpaceX shares valued at roughly $21 billion, making the aerospace company its second-largest invest...
- Intel Prices $20 Billion Stock Offering At $95, Upsized From $15B — — Intel priced a $20 billion common stock offering at $95 per share after upsizing from $15 billion, with book orders topping $100 billion as it funds I...
- Marvell Grants Google $12.2B Warrant In Custom AI Chip Deal — — Marvell disclosed on August 19, 2026 that it has granted Google a $12.2 billion stock warrant tied to a $120 billion, seven-year commercial deal to co...
- IBM Cloud Bets $240M On Together AI To Host NVIDIA HGX B300 Cluster — — IBM has signed a multiyear $240 million partnership with Together AI to deploy an NVIDIA HGX B300 cluster on IBM Cloud, aimed at high-performance AI w...
- Xanadu Locks In CAD $195M From Ottawa For Photonic Quantum Manufacturing — — Toronto-based Xanadu Quantum Technologies signed a definitive agreement with the Government of Canada for CAD $195 million through the Strategic Respo...
- Trump Weighs Chip Tariffs On Laptops And AI Servers, Pegging Duty-Free Quota To US Fab Investment — — Commerce Secretary Howard Lutnick favors extending semiconductor duties to laptops, gaming consoles and AI servers — with a duty-free quota pegged to...
- d-Matrix Unveils Raptor 3D-DRAM AI Accelerator With Meta — — At Hot Chips 2026, d-Matrix and Meta detailed Raptor, an AI inference accelerator that stacks TSMC 4nm logic on custom DRAM at 36-micron pitch for 32...
- Cerebras Lays Out CS-5, CS-6 With 3D-Stacked DRAM Roadmap — — At Hot Chips 2026, Cerebras revealed a 2027 CS-5 that targets 10,000 tokens per second per user and a CS-6 wafer-scale engine that will 3D-stack DRAM...
- Nvidia Q2 FY27: Record $96B Quarter On Blackwell Ultra Ramp — — Nvidia posted record fiscal-Q2 2027 revenue of $96.2 billion — up 106% year-over-year — on the ramp of its Blackwell Ultra AI platform, and guided cur...
- Marvell's $120B Google Custom Chip Deal Faces Revenue Timing Test — — Marvell Technology shares fell about 8% after CEO Matt Murphy told investors the semiconductor company's up to $120 billion custom AI chip agreement w...
- Vietnam Pushes Qualcomm, Samsung To Expand AI, Chip And Robotics Investment — — Vietnamese President To Lam met the CEOs of Qualcomm and Samsung Electronics to press both companies to deepen AI, semiconductor, robotics and data-ce...
- Andreessen Horowitz Launches $1.1B Machine Age Fund For AI Hardware — — Andreessen Horowitz has raised $1.1 billion for its first fund dedicated to the physical layer of artificial intelligence, targeting chips, memory, in...
- Agentrys Raises $24.5M For Agentic Design Automation Of Chips — — Agentrys, founded by former NVIDIA Research leader Mark Ren, has raised $24.5M across seed and pre-seed rounds to build an agent-driven chip design pl...
- Samsung Kicks Off Early Prep For Second Taylor Foundry Fab In Texas — — Samsung Electronics has asked equipment suppliers to complete SEMI safety certification for a second foundry fab in Taylor, Texas months before ground...
- SpaceXAI Picks NVIDIA Vera CPUs For Grok, Sends Vera Rubin NVL72 To Orbit — — SpaceXAI will deploy standalone NVIDIA Vera CPUs to power Grok's next-generation agentic workloads and plans to launch a Vera Rubin NVL72 rack aboard...