chips

美国FCC首次行使新赋予的权力，以含有“外国监控芯片”为由封禁两款设备，涉及华为子公司海思（HiVision）的摄像头SoC芯片，旨在堵住被禁企业产品嵌入其他设备的监管漏洞。

Video analysis of NVIDIA's $12.9 billion acquisition of Hugging Face — its largest acquisition ever, consolidating ecosystem control by acquiring the AI's "GitHub" in response to major customers developing their own chips to bypass NVIDIA.

ByteDance, Alibaba, and Tencent have placed over $35 billion worth of Nvidia chip orders, highlighting massive Chinese demand for advanced AI hardware despite export restrictions.

Intel SVP Cho Min-sung confirmed that Razor Lake-AX SoCs will launch in 2028 with 700 TOPS of AI compute, a 3.88x increase over Panther Lake, targeting premium devices and the Physical AI market against NVIDIA Jetson and AMD Ryzen Halo platforms.

Qualcomm has legally established that Arm breached its license, prevailing in their licensing dispute despite a nominal $2 award.

Cerebras CEO Andrew Feldman said at TechCrunch Disrupt 2026 that personal AI assistants running partly on-device will soon become common home appliances, citing advances in consumer AI agents.

Cerebras CEO Andrew Feldman pushed back on AI doomsday narratives at TechCrunch Disrupt 2026, arguing that AI leaders should emphasize the technology's promise while being pragmatic about regulation, and criticized the industry's poor engagement with local communities over data center buildouts.

Modular's Chief Scientist Abdul Dakkak discusses at AI Engineer World's Fair 2026 why the company rebuilt its inference stack from scratch to run efficiently across a fragmented landscape of chips and accelerators.

Epoch AI projects that AI chips shipped through 2027 could support 1.9 billion agents running simultaneously — a capacity roughly equal to the working hours of the entire human population.

Meta has developed a complete AI technology stack, including MTIA chips, Meta Compute infrastructure, Muse Spark foundation models, and Muse and Meta AI applications, emphasizing the importance of mastering each layer for greater competitive advantage.

Large tech companies have provided up to $300 billion in guarantees for financing AI data centers and chips, with total off-balance-sheet commitments exceeding $3.1 trillion, accelerating AI infrastructure expansion.

The article analyzes the shift in AI focus from training to inference in 2026, driven by hardware innovations and strategic alliances among tech giants like Nvidia, Amazon, and Cerebras to meet growing demand.

Valve is still planning the Steam Deck 2, focusing on finding the right chip to balance performance and power efficiency, with no release window set yet.

A tweet criticizes Chinese engineers for poor cybersecurity practices, undermining China's opportunity to shift to domestic AI and chips due to preventable security risks.

PwC projects that global investment in AI infrastructure will reach US$31.6 trillion by 2050, driven by chip upgrades and power availability, with scenarios showing how trade policies could affect the total.

The article discusses that the AI race will be decided not just by model intelligence but by efficient, scalable inference, highlighting the importance of full-stack infrastructure and predicting OpenAI's success.

Xiaomi launched its XRING chip lineup and a desktop AI Cube prototype capable of running large language models locally, with specialized chips for AI acceleration and autonomous driving.

Nvidia is leveraging its financial strength to invest heavily in AI infrastructure, such as financing for OpenAI's data center, to maintain market leadership amid growing competition from AMD and Google.

Etched, an AI chip startup, raised $700 million at a $21 billion valuation, doubling its value in a month due to advancements in inference hardware and strong investor interest.

An analysis of AI inference hardware, comparing Taalas and Groq's approaches to etching model weights into silicon, and noting recent investments by Nvidia and AMD.