All articles tagged with #ai chip
Google has signed a multiyear, multibillion-dollar deal to rent its Tensor Processing Units (TPUs) to Meta for AI model development, signaling a push to scale TPU-based infrastructure and potentially threaten Nvidia's dominance; Meta is also discussing buying TPUs next year, while Google pursues investment-firm–backed joint ventures to lease TPUs to other customers.
Microsoft wins approval for 15 new data centers in Mount Pleasant, Wisconsin, expanding its largest data-center project and enabling AI-related revenue, while introducing Maia 200, a 3nm AI-inference chip designed for higher efficiency and reduced reliance on Nvidia.
Microsoft unveiled Maia 200, an AI inference accelerator for Azure, claiming it delivers over 10 petaflops at FP4 and 5 PFLOPS at FP8, with 3x FP4 performance versus Amazon’s Trainium Gen3 and FP8 performance above Google’s TPU Gen7. Built on TSMC’s 3-nanometer process with about 100 billion transistors, Maia 200 is designed for data-center inference to speed Copilot and Azure OpenAI workloads, featuring a memory system to keep model weights local and is currently deployed in a US data center with broader Azure availability planned in the future.
Baidu's AI chip unit Kunlunxin has confidentially filed for a Hong Kong IPO, aiming for a spin-off and separate listing, as part of China's broader push to develop domestic semiconductor alternatives amid U.S. export restrictions. The company, valued at around $3 billion, will remain a subsidiary of Baidu after the IPO, with details yet to be finalized.
Rivian's stock has surged, with analysts like Wedbush's Dan Ives predicting 2026 as a pivotal year due to the launch of its new R2 vehicle and advancements in autonomous driving technology, including in-house AI chips and enhanced autonomy platforms, which are expected to boost demand and growth. The company's recent Autonomy & AI Day and strategic moves in autonomous tech have contributed to its stock reaching its highest since December 2023, with industry-wide momentum building around autonomous vehicles.
Nvidia is increasing its orders with TSMC due to soaring demand for its Blackwell AI chips, indicating strong growth in AI hardware markets.
Qualcomm has announced the launch of a new AI chip designed to compete with Nvidia, leading to a jump in its shares, as the company aims to strengthen its position in the AI and semiconductor markets.
Broadcom's stock price surged following a $10 billion deal to develop AI chips linked to OpenAI, highlighting significant industry investment in AI technology.
Alibaba's stock surged over 10% after reporting mixed Q1 earnings and announcing the development of a new AI chip, boosting its cloud and AI businesses amid broader trade tensions and competitive pressures in China's quick commerce market.
Alibaba is developing a new AI chip focused on inferencing, with plans to invest over $53 billion in AI over the next three years, as part of China's broader effort to develop domestic semiconductor technology amid geopolitical tensions.
Alibaba's stock rose despite mixed Q1 results, driven by stronger-than-expected cloud growth and reports of developing a versatile AI chip to compete with Nvidia, amid broader market fluctuations and competitive pressures in China's tech sector.
Alibaba's revenue from AI products surged, helping offset a decline in profit due to intense competition with Meituan and JD.com in China's e-commerce sector. Despite a slight fall in operating income and overall revenue growth of 2%, cloud division sales and AI-related offerings showed strong performance. The company is heavily investing in AI development, including creating its own AI chip, to stay competitive in a rapidly evolving technological landscape, even as domestic price wars and regulatory warnings pose challenges.
NVIDIA's Blackwell Ultra GB300 is the fastest AI GPU, offering 50% more performance than its predecessor GB200, with 288 GB of high-speed memory, advanced interconnects, and enhanced security features, making it a significant upgrade for AI workloads.
Beijing has criticized Nvidia's AI chip following remarks by Lutnick, leading to a diplomatic and technological dispute. The controversy highlights tensions between China and the US tech industry, with Beijing turning against Nvidia amid broader concerns over AI and semiconductor technology.
Nvidia is developing a new AI chip specifically for the Chinese market, reflecting its strategic focus on expanding its semiconductor technology in China.