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Microsoft reportedly plans to unveil its Maia 300 AI chip in September, aiming to close the gap with Nvidia and other custom silicon rivals, backed by a large TSMC order and potential adoption by Anthropic.
Microsoft reportedly plans to unveil its Maia 300 custom AI chip this fall, claiming over 30% more tokens per dollar than existing silicon, and is in talks with TSMC for 300,000 chips by 2027 to reduce reliance on NVIDIA.
A tweet notes the coincidence between Grimes's 2020 song 'We Appreciate Power' about worshipping an AI chip and Elon Musk's 2026 Terafab announcement in Grimes County, Texas, musing about simulation.
AMD acquires AI chip startup Taalas, which etches model weights directly into silicon, promising order-of-magnitude inference performance boosts. The deal is seen as AMD's move to challenge Nvidia's dominance in AI hardware.
A robot powered by Qualcomm's new AI chip malfunctioned and died during a live presentation, highlighting potential reliability issues.
AMD has signed a deal with AI chip startup Cerebras, signaling a strategic partnership in the AI hardware space.
AI chip startup Etched raised $300M at a $10.3B valuation, defying skeptics by designing specialized chips for AI inference with low-voltage and cluster-scale memory technologies.
Google is designing a new AI server chip, Frozen v2, to improve the efficiency of its Gemini models, aiming for 6-10x improvement over existing chips, with release targeted for 2028.
Meta announces it will start manufacturing its own AI chip, named Iris, in September, marking a move toward custom silicon for AI workloads.
SambaNova Systems raised $1 billion at an $11 billion valuation in a Series F round led by General Atlantic, just five months after its $350 million Series E and SN50 chip launch, reflecting strong demand for enterprise AI inference infrastructure.
China is considering limiting overseas access to advanced AI models to boost self-reliance, while DeepSeek develops its own AI inference chip to reduce reliance on Nvidia hardware.
Zhipu AI is exploring a custom ASIC after DeepSeek, as GLM-5.2 usage jumped 27x in one week, highlighting the shift towards specialized hardware for inference at scale in China's AI industry.
Announcement of a podcast episode featuring Jonathan Ross, founder of Groq, discussing his $20 billion partnership with NVIDIA and his decade building Groq.
Etched made a high-profile debut, announcing an AI chip and full inference cluster built specifically for Transformer inference. It has secured over $1 billion in customer contracts and $800 million in funding, with the first cabinet set to ship this summer.
Etched, an AI chip startup, announced $1B in contract orders and a $5B valuation, positioning itself as a competitor to Nvidia in inference chips.
Etched announced it is coming out of stealth after successful A0 tapeout, with $1B+ customer contracts and $800M raised, claiming SOTA inference performance on its first racks shipping this summer.
OpenAI announces its first custom AI chip, Jalapeño, designed for LLM workloads and produced with Broadcom.
Cerebras Systems stock dropped nearly 20% after forecasting narrower gross margins despite better-than-expected Q1 earnings; CEO Andrew Feldman said the margin outlook was misunderstood due to equipment rental costs.
OpenAI has announced its first custom AI chip designed specifically for running ChatGPT and future AI agents, marking a major step in reducing reliance on external hardware providers.
Groq raises $650M to pivot to its neocloud business after Nvidia's $20B licensing deal and talent poaching, hiring new executives and expanding data centers.