General Compute's $400M Loan Bypasses Nvidia GPUs
General Compute borrowed $400 million from Upper90 against a fleet of SambaNova SN50 inference chips, the first major AI infrastructure loan not collateralized by Nvidia hardware.
Articles Tagged "AI Chips"
Nvidia's H200 Chips Reach China - Congress Isn't Happy
Commerce official Jeffrey Kessler confirms H200 AI chip shipments to China have begun, but calls the volume 'trivial' as lawmakers spar over export-control gaps.
US Grants UAE License-Free Access to Nvidia AI Chips
The Commerce Department reclassified the UAE to Country Group A:5, giving NVIDIA, AMD, and Cerebras a clear path to supply AI chips and servers without per-shipment export licenses.
Cerebras Pushes GPT-5.6 Sol to 750 Tokens Per Second
GPT-5.6 Sol is now live on Cerebras wafer-scale hardware at 750 tokens per second - roughly 10x faster than any GPU-based frontier model deployment in production.
Meta Moves Iris AI Chip Into Production in September
A Reuters-obtained internal memo reveals Meta will start manufacturing its Iris chip in September, targeting 14 GW of computing capacity by 2027 while cutting NVIDIA and AMD dependency.
SambaNova Banks $1B as Firms Move AI Off the Cloud
SambaNova closes a $1B Series F at $11B valuation with JPMorgan Chase as its flagship on-premises inference partner and SN50 chips due in H2 2026.
SK Hynix Nasdaq IPO: $28B HBM Bet Prices Thursday
SK Hynix's $28B Nasdaq IPO prices Thursday, putting the dominant supplier of AI high-bandwidth memory in reach of US investors for the first time.
DeepSeek Moves Into Chip Design to Beat Export Controls
DeepSeek is developing its own inference chip, confirmed by Reuters sources - the first semiconductor project in the lab's history, driven by US export controls that cut off China from Nvidia hardware and HBM memory.
SpaceX AI Device - Real Prototype or Investor Theater?
The WSJ says SpaceX showed investors a Grok-powered AI handset before its IPO. Musk called it false. We examine the hardware stack and what the denial actually means.
Meituan's LongCat-2.0 Was Topping OpenRouter in Disguise
Meituan open-sources LongCat-2.0, a 1.6T MoE model trained on 50,000 Chinese ASICs that secretly topped OpenRouter under the alias Owl Alpha.
Anthropic Eyes Samsung 2nm Chip as Labs Race to Go Custom
Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.
d-Matrix Corsair - In-Memory Inference Accelerator
d-Matrix Corsair is an SRAM-based in-memory compute ASIC in production since June 2026, targeting 10x faster and 5x more power-efficient LLM inference vs GPU baselines.
