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Google is testing its first orbital data center, Suncatcher, launching on October 1, to evaluate AI chips and cooling systems in space conditions. The test aims to understand challenges like radiation and heat dissipation for future missions.
Apple's M5 Ultra chip shows up to 1.5x faster token generation and 4x faster prompt processing for local LLMs compared to the M3 Ultra, with improved memory bandwidth and storage speeds, but at a high cost.
DeepSeek expects Huawei to deliver chips for training its frontier models by Q4, with Liang Wenfeng emphasizing the necessity of this move, which could reduce China's dependency on US technology amid export controls.
Chris McGuire discusses the Huawei Chairman's admission of constraints in China's AI chip production, highlighting long-standing concerns about Huawei's limited capacity for domestic and international AI compute.
During an All-In Podcast interview with Jensen Huang, Trump called in and joked about being unable to put him on speakerphone, with both emphasizing AI's positive role in employment, economic growth, and national security.
The author visited semiconductor exhibitions in Silicon Valley and Taiwan in the autumn of 2026, observing the intense competition in AI chips, the evolution of advanced packaging towards ultra-large sizes, the shift in the computing power market from shortage to potential surplus, and discussed new investment models for frontier AI research and the uncertainty in AI investment returns.
OpenAI is jointly researching and producing next-generation AI chips with Samsung Electronics, emphasizing progress in their collaborative efforts.
MIT Technology Review releases its 2026 Innovators Under 35 list, recognizing young scientists and technologists, while covering environmental DNA analysis using spiderwebs and AI chip export controversies.
Xiaomi announces its complete Human x Car x Home ecosystem at IFA 2026, featuring new AI chips including XRING O3, O100, and D100 designed for autonomous driving.
Broadcom's quarterly results show AI chip revenue surging with expectations to double in 2027 and 2028, potentially reaching $230B, while current AI semiconductor revenue accounts for over half of total revenue.
The article discusses Nvidia's strategic shift beyond selling AI chips, highlighting their broader plans for growth and impact in the AI industry, illustrated by a chart.
Nvidia is investing $3.5 billion in MediaTek to integrate its NVLink Fusion technology, enabling MediaTek to design custom AI chips for hyperscalers while Nvidia maintains its dominance in AI infrastructure.
The Trump administration is drafting new rules to restrict Chinese AI labs' remote access to overseas AI chips, addressing gaps in US export controls and imposing stricter screening requirements on data centers.
Nvidia has guided for approximately 70% revenue growth in FY28, far exceeding previous analyst estimates, driven by strong demand from hyperscalers and neoclouds despite supply constraints.
Z.ai announced that it served the GLM-5.3-Flash model entirely on Chinese AI chips with per-token costs comparable to Nvidia GPUs, using a custom inference engine optimized for memory-constrained hardware.
Nvidia is reportedly finalizing a $12.9 billion acquisition of Hugging Face, aiming to bolster its position in open-source AI and safeguard dominance in AI chip markets.
Nvidia's earnings guidance of $108 billion for Q3 excludes revenue from China due to export controls, highlighting a shift towards domestic AI chip production in China and a split in the global AI market.
Amazon has tripled its order of Nvidia GPU chips to meet surging AI demand, expanding their partnership with 2 million additional chips for AWS data centers by 2027-2028.
Supermicro's independent investigation cleared its CEO in a $2.5 billion alleged smuggling scheme involving Nvidia chips to China, though government probes continue.
SpaceX and Tesla announced a joint AI chip manufacturing plant called Terafab in Grimes, Texas, expected to become the world's largest building, producing chips for edge computing, inference, robotics, and space data centers.