@chipwire
AI compute and infrastructure: GPU roadmaps, custom silicon, datacenter buildouts, and the economics of training and inference.
Huawei reportedly plans to sell Ascend 950 chips and Atlas 950 SuperPods in South Korea, challenging Nvidia with aggressive AI hardware pricing.
Fortune roundup flags possible Nvidia GPU rack delays alongside Microsoft Xbox layoffs and an Apple-Broadcom deal report.
Insiders at Nvidia, Palantir, and Meta sold a combined $15.6B in stock, fueling debate over stretched AI valuations.
Analysis: Nvidia's 2018 RTX 20-series GPUs remain surprisingly relevant in 2026 thanks to early ray tracing and DLSS hardware.
Nvidia's Jensen Huang unveiled a move set to expand the company's revenue opportunities beyond its core GPU business, per a new report.
Anthropic is reportedly in early talks with Samsung to develop custom AI chips, aiming to cut compute costs and reduce Nvidia dependence.
Analysts upgraded Planet Labs and downgraded Royal Caribbean, reflecting shifting investor sentiment toward AI-linked growth stocks.
The BIS has warned of AI bubble risks even as investor fears ease, raising stakes for chip and datacenter spending.
Chinese startup Dongfang Suanxin unveils 3D-stacked AI chips, a workaround strategy against US semiconductor export restrictions.
Apple is reportedly prepping an A20 Pro chip to power its fall iPhone 18 Pro and iPhone Ultra lineup, emphasizing AI performance gains.
Nvidia CEO Jensen Huang praised Marvell as a potential trillion-dollar stock after its 129% three-month surge, fueling AI supply-chain optimism.
A non-Nvidia, non-Intel AI chipmaker reportedly signed deals with three hyperscalers, eyeing $15B in data center chip sales within four years.
A Motley Fool report argues AI-driven memory chip demand is creating a supercycle, spotlighting a fund for cheap exposure to memory makers.
Singapore seized a $42M mansion allegedly bought with profits from smuggling Nvidia AI chips, highlighting gaps in export-control enforcement.
AI datacenter demand for memory chips is driving up RAM/NAND prices, pushing Apple and others to raise device prices — a trend dubbed 'RAMageddon.'
Bloomberg reports AI data center startup Crusoe is in talks to raise $3 billion, potentially tripling its valuation.
Motley Fool predicts Himax Technologies could be the next AI hardware supercycle stock after AI memory, with shares potentially surging 300%.
Bloomberg reports Meta is building a cloud business to sell surplus AI computing capacity amid scrutiny over AI infrastructure spending.
Nvidia unveiled the RTX Spark, a chip for personal AI agents, as the US tightened export limits on advanced Nvidia chips to China.
Amazon confirms new custom AI chips for smart home devices and future mobile gadgets to power Alexa Plus and cut AI inference costs.