Intel Crescent Island GPU Skips HBM for 480GB LPDDR5X
Intel's Crescent Island inference GPU trades HBM bandwidth for 480GB of LPDDR5X, targeting customers locked out of NVIDIA's supply chain.
Articles Tagged "AI Chips"
Nvidia Enters the PC Market With RTX Spark Superchip
Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.
ByteDance Plans $70B AI Capex, Tripling Last Year
ByteDance is weighing up to $70 billion in AI capital expenditure for 2026, nearly tripling its 2025 spend, while locking in offshore compute and a Qualcomm chip deal to sidestep US export controls as Doubao hits 345 million users.
XCENA Raises $135M Betting Memory Is AI's Real Bottleneck
XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.
Qualcomm Hits Record High as AI Device Bet Pays Off
Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.
NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Cerebras $5.5B IPO Pops 68% - Biggest US Tech Debut Since 2020
Cerebras raised $5.55B and surged 68% on Nasdaq debut, the largest US tech IPO since Snowflake in 2020, but a 200x revenue multiple and a single-customer backlog tell a more complicated story.
Skymizer HTX301: 700B LLMs at 240W on PCIe
Skymizer's HTX301 uses six 28nm chips and 384 GB LPDDR5 to run 700B-parameter LLMs on a single PCIe card at just 240W.
Meta MTIA 450: 18.4 TB/s Inference Accelerator
Meta's MTIA 450 doubles HBM bandwidth to 18.4 TB/s and adds FlashAttention hardware acceleration for GenAI inference in 2027.
Meta MTIA 400: GenAI Inference at Scale
Meta's second-gen ASIC delivers 6 PFLOPS FP8 and 288 GB HBM for GenAI and recommendation inference inside Meta's data centers.
Google Turns to SpaceX for Orbital AI Data Centers
Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.
Cerebras IPO 20x Oversubscribed Signals AI Chip Crunch
Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.
