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AI INFERENCE CHIPMAKER
Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...25 Aug, 2026, 04.12 PM IST- Marvell shares jump 8% after chipmaker hands Google option to buy $12.2 billion stakeMarvell shares surged 8% after securing a Google agreement to develop custom AI chips and related technologies. Google received a warrant f...19 Aug, 2026, 07.49 PM IST
- Marvell gives Google option to buy $12.2 billion stake in custom chip dealMarvell said it would develop AI inference accelerators, storage, networking and memory interface controllers and near-memory computing tec...19 Aug, 2026, 06.20 PM IST
- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...19 Aug, 2026, 02.28 PM IST
- IBM, Together AI ink $240 million deal for Nvidia-powered AI inference clusterThe cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh...11 Aug, 2026, 05.43 PM IST
- AMD forecasts strong revenue growth on AI chip demand, but investors seek bigger gainsAMD Earnings Report: AMD beat quarterly revenue and earnings estimates while forecasting stronger-than-expected Q3 sales, driven by AI chip...05 Aug, 2026, 12.58 PM IST
- The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...05 Aug, 2026, 12.47 PM IST
- AMD says its newest AI server is in full production, will ship in monthsThe Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan ...24 Jul, 2026, 08.19 AM IST
- AMD expected to launch next generation of AI infrastructure to challenge NvidiaAdvanced Micro Devices is launching new artificial intelligence hardware on Thursday. This new hardware aims to compete directly with Nvidi...23 Jul, 2026, 04.17 PM IST
- Intel, AMD sign long-term server CPU deals with Chinese clients as prices surgeThe move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server pr...23 Jul, 2026, 10.59 AM IST
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...20 Jul, 2026, 05.24 PM IST
- China's Xi to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing s...16 Jul, 2026, 10.27 AM IST
- China's Xi Jinping to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing c...16 Jul, 2026, 10.10 AM IST
- Global Market: Cerebras bets big on Europe with AI infrastructure expansion amid soaring demandCerebras is significantly increasing its European AI computing capacity. The company plans to reach 200 megawatts by next year. This expans...09 Jul, 2026, 03.38 PM IST
- Chipmaker Kioxia ships next-gen memory samples as AI boom fuels dramatic comebackThe growth of AI has fueled a remarkable turnaround for Kioxia, which was previously seen as an example of Japan's chipmaking struggles but...03 Jul, 2026, 01.50 PM IST
- China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...30 Jun, 2026, 12.44 PM IST
- OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...26 Jun, 2026, 01.10 PM IST
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