Browsing: chip

Technology

Nvidia says it hasn’t seen "justification or advice received" on chip smuggling through data centers outside China, after The Information’s DeepSeek article (Mark Bergen/Bloomberg)

By Stacey D. WallsDecember 10, 2025

Marc Bergen / Bloomberg: Nvidia says it has seen “no justification or received advice” regarding chip smuggling through data centers…

Technology

Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could exceed $5 billion; Celestial was valued at $2.5 billion in March 2025 (The Information)

By Stacey D. WallsDecember 2, 2025

Featured Podcasts Big Tech Podcast: Tim Cook’s Senior Year?, The Big Tech Horse Race, Anthropic’s Profitability Push The Big Technology…

Technology

An in-depth look at TPUv7 Ironwood, Google’s latest generation of TPUs, and how it positions Google as a serious challenger to Nvidia’s AI chip dominance (Dylan Patel/SemiAnalysis)

By Stacey D. WallsNovember 30, 2025

Featured Podcasts Lenny’s podcast: The Future of AI-Driven Sales with Vercel COO, Jeanne DeWitt Interviews with world-class product leaders and…

Technology

Dell, HP and other tech companies warn of possible memory chip supply shortages in the coming year due to demand from building AI infrastructure (Bloomberg)

By Stacey D. WallsNovember 26, 2025

Featured Podcasts Big Tech Podcast: Community Living, Sex, and Silicon Valley’s Groupthink Problem — With Ellen Huet The Big Technology…

Technology

Microchip companies in South Korea, Taiwan and China have raised salaries and bonuses as global competition intensifies for a limited pool of chip engineers (June Yoon/Financial Times)

By Stacey D. WallsNovember 23, 2025

June Yoon / Financial Times: Chip companies in South Korea, Taiwan and China have raised salaries and bonuses as global…

Technology

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

By Stacey D. WallsNovember 22, 2025

Featured Podcasts The Talk Show with John Gruber: “Lincoln Bio Services,” with Stephen Robles The director’s commentary track for Daring…

Technology

Fabric8Labs, which uses electrochemical additive manufacturing to create chip cooling plates for data centers, has raised $50 million led by the NEA and Intel Capital (Colin Campbell/Axios)

By Stacey D. WallsNovember 13, 2025

Featured Podcasts Decoder with Nilay Patel: The company at the heart of the AI bubble A show from The Verge…

Technology

Satya Nadella says Microsoft has access to “all” of OpenAI’s custom AI chip work and plans to use it to help develop its own in-house chip (Brody Ford/Bloomberg)

By Stacey D. WallsNovember 13, 2025

Featured Podcasts Great discussion: It turns out there is one more line (don’t make fun of the Pope) A podcast…

Technology

Sources: Chinese government intervenes in how SMIC allocates its chip production, prioritizing Huawei amid US export restrictions on advanced chips (Wall Street Journal)

By Stacey D. WallsNovember 12, 2025

Wall Street Journal: Sources: The Chinese government is intervening in how SMIC allocates its chip production, prioritizing Huawei amid US…

Technology

Speaking to shareholders, Elon Musk said Tesla will probably have to build “a gigantic chip factory” for AI chips and “maybe we’ll do something with Intel” (Sayantani Ghosh/Reuters)

By Stacey D. WallsNovember 7, 2025

Featured Podcasts Spotlight on: Q&A with Zhenya Loginov: The Euro Founder’s Flywheel, IPOs in 2025 and Upgrading from PLG An…

ASEAN, China unlikely to finalize South China Sea Code of Conduct at next summit – Radio Free Asia

Heat maps show North Korea’s largest greenhouse at less than half capacity – Radio Free Asia

Balikatan 2026 exercises will highlight Manila’s ‘more active defense posture’ – Radio Free Asia

North Korean agents use fake identities to apply for tech jobs – Radio Free Asia

Award-winning Burmese journalist Shin Daewe released from prison – Radio Free Asia

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Procter & Gamble (PG) Third Quarter 2026 Results

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Europe’s dependence on American companies in the technology and financial sectors is largely its fault, after excessive regulation made European companies too weak to compete (The Economist)

The series, founded by two Yale seniors to build an AI-powered social network on iMessage, has raised a $5.1 million pre-seed round from Reddit CEO Steve Huffman and others (Dominic-Madori Davis/TechCrunch)

JPMorgan and other banks have struggled to spread the risk of billions in loans they made to build data centers leased from Oracle in Texas and Wisconsin (Wall Street Journal)

French forecast office refers suspicion of tampering with weather sensors at Paris airport to police after detecting unusual values alongside Polymarket betting (Joe Wertz/Bloomberg)

Meta announces deal to use “tens of millions” of Amazon’s Graviton chips to help deliver its next generation of AI models, amid Nvidia chip shortage (Ina Fried/Axios)

Browsing: chip

Nvidia says it hasn’t seen "justification or advice received" on chip smuggling through data centers outside China, after The Information’s DeepSeek article (Mark Bergen/Bloomberg)

Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could exceed $5 billion; Celestial was valued at $2.5 billion in March 2025 (The Information)

An in-depth look at TPUv7 Ironwood, Google’s latest generation of TPUs, and how it positions Google as a serious challenger to Nvidia’s AI chip dominance (Dylan Patel/SemiAnalysis)

Dell, HP and other tech companies warn of possible memory chip supply shortages in the coming year due to demand from building AI infrastructure (Bloomberg)

Microchip companies in South Korea, Taiwan and China have raised salaries and bonuses as global competition intensifies for a limited pool of chip engineers (June Yoon/Financial Times)

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

Fabric8Labs, which uses electrochemical additive manufacturing to create chip cooling plates for data centers, has raised $50 million led by the NEA and Intel Capital (Colin Campbell/Axios)

Satya Nadella says Microsoft has access to “all” of OpenAI’s custom AI chip work and plans to use it to help develop its own in-house chip (Brody Ford/Bloomberg)

Sources: Chinese government intervenes in how SMIC allocates its chip production, prioritizing Huawei amid US export restrictions on advanced chips (Wall Street Journal)

Speaking to shareholders, Elon Musk said Tesla will probably have to build “a gigantic chip factory” for AI chips and “maybe we’ll do something with Intel” (Sayantani Ghosh/Reuters)