17 stories tagged ai-chips, newest first.
153 points by tartoran | 145 comments
Reuters article on ASML's strong quarterly orders and sales forecast easing fears of a slowdown in AI spending; page showed a device verification screen.
555 points by bmulholland | 351 comments
SemiAnalysis article analyzing OpenAI's self-designed Jalapeño inference ASIC, comparing its TCO and throughput per MW against Nvidia Blackwell and Rubin.
325 points by jonbaer | 157 comments
Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.
902 points by itvision | 681 comments
The Register reports AMD has acquired AI chip startup Taalas, which hardwires model weights into silicon for fast inference, reaching up to 17,000 tokens per second.
792 points by jamdesk | 451 comments
TechCrunch article reporting that OpenAI unveiled its first custom AI inference chip, codenamed Jalapeno, built in partnership with Broadcom.
411 points by intelkishan | 438 comments
Epoch AI data insight reporting that high-bandwidth memory rose from 52% to 63% of AI chip component spending between Q1 2024 and Q4 2025.
325 points by pera | 133 comments
Forbes news article reporting Super Micro Computer's stock plunged 25% after its co-founder was charged in a $2.5 billion AI chip smuggling scheme.
804 points by sidnarsipur | 436 comments
Taalas blog post by Ljubisa Bajic arguing that latency and cost limit AI adoption and presenting its approach to very fast (17k tokens/sec) inference hardware.
509 points by ossa-ma | 159 comments
Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.
613 points by nickrubin | 349 comments
CNBC exclusive reporting that Nvidia is acquiring AI chip startup Groq for about $20 billion, its largest acquisition on record.
442 points by artninja1988 | 544 comments
Japan Times article on how China organized a large state-backed effort, likened to a Manhattan Project, to develop AI chips rivaling Western technology.
375 points by vegasbrianc | 278 comments
A Substack deep dive from UncoverAlpha on Google's TPU chips, covering their technical design, strategic position versus GPUs, and financial implications for AI inference.
387 points by chillax | 316 comments
Reuters article on AMD's AI chip-supply deal with OpenAI that gives OpenAI an option to take a 10% stake in AMD; the page loaded a captcha instead.
470 points by rcarmo | 970 comments
Bloomberg article on Yahoo Finance reporting Nvidia's record $589 billion market value loss after DeepSeek's AI model release.
596 points by eigenvalue | 419 comments
Jeffrey Emanuel's long blog essay arguing the short case for Nvidia stock, citing competition from custom chips and efficiency gains like DeepSeek.
342 points by marban | 259 comments
Reuters article on OpenAI developing its first in-house AI chip with Broadcom and TSMC while scaling back plans for its own foundry network; page showed a captcha.
339 points by tiahura | 267 comments
CNBC article on Nvidia CEO Jensen Huang unveiling the Blackwell generation of AI GPUs and software, expected to ship later in 2024.