chips

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.

A roundup of today's top technology stories: Meta's AI model breached another firm, Samsung and SK Hynix test Chinese chip tools, London approves robotaxis with human drivers, CRISPR-edited dogs show allergy-free promise, OpenAI fights Apple's trade secrets lawsuit, and AI drives the super-app trend.

A critical take on a New York Times editorial that argues the US should maintain its AI lead by restricting chip sales to China, with the commenter accusing the Times of America-first bias.

Qualcomm has informed customers of double-digit price increases starting September 1st due to component shortages, which will likely drive up prices for smartphones and other devices.

Pat Gelsinger, former Intel CEO, joins Playground Capital as a general partner to invest in semiconductor startups using light-based lithography to revive Moore's Law, discussing his shift to venture capital and the importance of deep tech.

Apple is reportedly skipping the high-end M6 Pro and Max chips, instead fast-tracking M7 with major AI advancements, meaning the most powerful Macs may not see upgrades until late 2027 or 2028.

Apple plans to skip M6 Pro/Max chip variants to accelerate development of M7 chips for enhanced on-device AI, aiming for a 2027 release. The move responds to competition from Nvidia, AMD, Intel, and Qualcomm in AI processing.

The UK government announces a $1.47 billion plan to build a national AI supercomputer and invest in domestic chip startups, aiming to reduce dependence on US and foreign AI hardware.

Huawei unveils the Tau Scaling Law, a chip architectural workaround to bypass US sanctions and achieve 1.4nm-equivalent transistor density by 2031, marking a significant step toward China's semiconductor self-sufficiency and altering the tech rivalry with Washington.

NASA has developed computer chips capable of operating on the extremely hot and high-pressure surface of Venus, which could enable long-duration missions to the planet.

Jensen Huang responds to a question about selling chips to Huawei, explaining that export controls on Nvidia chips won't stop China's AI progress due to Huawei's rise.

President Trump stated that China opted not to purchase NVIDIA H200 chips despite US approval, as China prefers developing its own semiconductor technology.

Baidu has quietly built a trillion-dollar infrastructure including chips, cloud, framework, models, and agents, serving 700 million users, unveiled at Baidu Create.

The U.S. has reportedly approved Chinese companies to buy NVIDIA chips and is poised to lift all export restrictions and trading bans, a move that could significantly impact global AI hardware supply.

Tech commentator predicts Apple will significantly increase pricing for the upcoming M5 Ultra chip compared to previous generations, citing the trajectory of Apple's recent pricing strategy.