DeepSeek V4 Drops Next Week - 1 Trillion Parameters on Chinese Chips
DeepSeek will release V4, a natively multimodal trillion-parameter model with a 1M token context window, in the first week of March - optimized for Huawei Ascend chips, not Nvidia.
Ai chips
DeepSeek Locks Nvidia and AMD Out of V4 - Gives Huawei a Head Start
DeepSeek has denied Nvidia and AMD pre-release access to its upcoming V4 model while granting Huawei and domestic Chinese chipmakers a multi-week optimization window, signaling a strategic pivot toward building a parallel AI software ecosystem on Chinese silicon.
Meta Signs Multibillion-Dollar Deal to Rent Google TPUs - Completing a Three-Way Chip Strategy
Meta has agreed to rent Google's Ironwood TPUs through Google Cloud to train next-generation AI models, adding a third major chip supplier alongside Nvidia and AMD in a single month.
AI Chip Startups Raise $1.1 Billion in a Single Week - The Nvidia Challengers Are Here
Three AI chip startups - MatX, SambaNova, and Axelera - raised a combined $1.1 billion in one week, signaling an acceleration in the race to break Nvidia's GPU dominance.
DeepSeek Trained Its Next Model on Banned Nvidia Blackwell Chips - Washington Wants Answers
A senior Trump administration official confirms DeepSeek trained its upcoming AI model on Nvidia's most advanced Blackwell chips at an Inner Mongolia data center, despite US export controls banning the hardware from reaching China.
Taalas Exits Stealth With $169 Million to Hardcode AI Models Into Silicon
Toronto startup Taalas raises $169M to build custom chips that permanently etch AI model weights into transistors, claiming 73x faster inference than Nvidia's H200 at a fraction of the power.
