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DeepSeek V4 has slipped three times since February. Jensen Huang called it a horrible outcome for America. Here is what is actually hard about running a trillion-parameter model on Huawei's CANN framework.
Mira Murati's AI lab signs a single-digit-billion deal with Google Cloud for GB300 chip access, its first cloud provider commitment, as frontier labs race to lock in next-gen compute.
Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.
TSMC posted $35.9B in Q1 2026 revenue, a 40.6% year-over-year jump, with AI and HPC now accounting for 61% of wafer sales - and CoWoS packaging still fully booked.
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
Cerebras Systems has kicked off a $2 billion IPO roadshow targeting a Nasdaq listing under ticker CBRS, anchored by a $10 billion compute contract with OpenAI.
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
South Korean AI chip startup Rebellions has closed a $400M pre-IPO round at a $2.34B valuation, with the government's Korea National Growth Fund leading Seoul's first direct bet under its K-Nvidia initiative.
At its Arm Everywhere event in San Francisco, Arm unveiled the AGI CPU - a 136-core data center processor co-developed with Meta and the company's first owned silicon product in its 35-year history.
An exclusive TechCrunch tour of Amazon's Trainium chip lab reveals how AWS is training Claude for Anthropic and now holds an $138B commitment from OpenAI.
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Meta published a four-generation MTIA silicon roadmap delivering chips every six months through 2027, with compute scaling 25x from MTIA 300 to MTIA 500.
