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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.
Qualcomm announced the Snapdragon Reality Elite chip for smart glasses, offering significant performance improvements in GPU, CPU, NPU, and battery life, hinting at more powerful and cooler smart glasses.
Elon Musk tweets that Tesla's AI chip design engineering reviews are great, and the AI6 chip might set a record for usable intelligence from a wafer when factoring in yield.
FuriosaAI's RNGD AI chip is adopted by LG AI Research for their EXAONE platform, offering 2.25x better inference performance and improved energy efficiency, marking a rare major enterprise endorsement of a rival to Nvidia.
Nvidia CEO Jensen Huang announced a blueprint for a humanoid robot combining Unitree's H2 Plus body with Nvidia's Thor chip and AI software, aiming to make advanced humanoid robotics accessible to researchers. The partnership highlights US-China technological collaboration despite geopolitical tensions.
Cerebras stock dropped over 31% within 17 days of its IPO at $311, with criticism about chip limitations and misleading claims.
Intel announces its upcoming Crescent Island AI chip, designed for inference tasks, which will be cheaper and air-cooled compared to Nvidia and AMD offerings, aiming to ship by end of year.
Anker announces the Soundcore Liberty 5 Pro and Pro Max earbuds, the first to feature its Thus AI chip for enhanced noise reduction and voice clarity, with improved ANC and a touchscreen charging case.
Alibaba unveiled the Zhenwu M890 AI chip, designed to handle the memory and communication demands of AI agent workloads, as part of its push for domestic alternatives.
Trump and Xi Jinping met. The U.S. allowed 10 Chinese companies such as Alibaba, ByteDance, Tencent, and JD.com to purchase Nvidia H200 chips. Taiwan was not mentioned. Musk, Cook, and Huang Renxun (Jensen Huang) gave positive comments on the meeting.