Huawei Eyes $12B as Nvidia Cedes China AI Market
Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.
Articles Tagged "AI Chips"
Apple's Next CEO Is the Engineer Who Built Its Chips
Tim Cook becomes executive chairman and John Ternus, the hardware engineer behind Apple Silicon, takes the CEO role on September 1 - a clear bet that chips beat software in the AI race.
Meta Taps Amazon CPUs to Power Agentic AI at Scale
Meta signs a multi-year AWS deal to deploy tens of millions of Graviton5 CPU cores, betting that agentic AI workloads need CPUs more than GPUs.
Inside DeepSeek V4's CANN Stack - Three Delays Explained
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.
Thinking Machines Picks Google Cloud for First GB300 Deal
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's Four-Chip Plan to Own AI Inference at Scale
Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.
TSMC Q1: $35.9B Record as AI Now Powers 61% of Revenue
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 Joins Musk's $25B Terafab as Foundry Partner
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 Launches $2B IPO Roadshow on Nasdaq
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 Claims Agents Need New Silicon - Intel Disagrees
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 Korea Bets $400M on Rebellions to Rival Nvidia
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.
Arm Launches AGI CPU, Its First Chip in 35 Years
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.
