Browsing: chip

Technology

Sources: AI chip startup SambaNova considers sale after struggling to complete fundraising; SambaNova was last valued at $5 billion in 2021 (Valida Pau/The Information)

By Stacey D. WallsOctober 26, 2025

Valida Pau / The information: Sources: AI chip startup SambaNova considers sale after struggling to complete fundraising; SambaNova was last…

Technology

OpenAI’s Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference (Christopher Mims/Wall Street Journal)

By Stacey D. WallsOctober 19, 2025

Christophe Mims / Wall Street Journal: OpenAI’s Broadcom deal shows how the AI startup is diversifying its chip suppliers, including…

Technology

Oracle plans to deploy 50,000 AMD Instinct MI450 chips, announced in June, starting in the second half of 2026; Instinct MI450 is AMD’s first chip for rackmount systems (CNBC)

By Stacey D. WallsOctober 14, 2025

CNBC: Oracle plans to deploy 50,000 AMD Instinct MI450 chips, announced in June, starting in the second half of 2026;…

Technology

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up more than 50% in 2025 after more than doubling in 2024 (MacKenzie Sigalos/CNBC)

By Stacey D. WallsOctober 13, 2025

MacKenzie Sigalos / CNBC: Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock…

Technology

Dutch government takes control of Dutch chipmaker Nexperia, a Chinese company, under the Goods Availability Act to secure chip supplies for European industries (Financial Times)

By Stacey D. WallsOctober 12, 2025

Featured Podcasts Lenny’s podcast: Inside Google’s AI Turnaround: The Rise of AI Mode, the Strategy Behind AI Previews, and Their…

Technology

An index of Chinese chip stocks is outperforming its global peers, up 50% since the end of June, amid increased investor caution over soaring valuations (Jeanny Yu/Bloomberg)

By Stacey D. WallsOctober 11, 2025

Featured Podcasts Lenny’s podcast: Inside Google’s AI Turnaround: The Rise of AI Mode, the Strategy Behind AI Previews, and Their…

Technology

Amkor breaks ground on advanced chip packaging campus in Arizona, with production expected by early 2028; state officials say Amkor’s investment could reach $7 billion (Luke James/Tom’s Hardware)

By Stacey D. WallsOctober 11, 2025

Featured Podcasts Lenny’s podcast: Inside Google’s AI Turnaround: The Rise of AI Mode, the Strategy Behind AI Previews, and Their…

Technology

Sources: China tightens customs checks on chip imports, starting with Nvidia’s H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (Financial Times)

By Stacey D. WallsOctober 10, 2025

Financial Times: Sources: China tightens customs checks on chip imports, starting with Nvidia’s H20 and RTX Pro 6000D, after urging…

Technology

Qualcomm announces the extreme snapdragon x2 elite and x2 elite chips for PC, offering up to 18 hearts, and says that the latter is the first Arm chip to strike 5 GHz (Andrew E. Freedman / Tom’s Hardware)

By Stacey D. WallsSeptember 24, 2025

Andrew E. Freedman / Tom material:: Qualcomm announces the extreme fleas snapdragon x2 elite and x2 elite for pc, offering…

Technology

A deep dive into the architecture of the NVIDIA CPX Rubin CPX chip, which is optimized for long-context AI tasks and the pre-inference phase (semiianalysis)

By Stacey D. WallsSeptember 15, 2025

Semianalysis:: A deep dive into the architecture of the NVIDIA CPX Rubin CPX chip, which is optimized for AI tasks…

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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Taiwan’s stock market value surpassed that of the United Kingdom at around $4.3 billion, followed closely by South Korea, driven by massive gains in TSMC, Samsung and SK Hynix (Bloomberg).

Citizen Lab details two espionage campaigns that exploit weaknesses in SS7 and Diameter protocols on 2G, 3G, 4G and 5G networks to track people’s locations (Lorenzo Franceschi-Bicchierai/TechCrunch)

A look at Elon Musk’s $134 billion lawsuit against Sam Altman, set to begin April 27, accusing him of going back on his vow to keep OpenAI a nonprofit (Ashley Capoot/CNBC)

Anthropic details Project Deal, a marketplace experiment where Claude’s models bought, sold and traded personal belongings on behalf of Anthropic employees (Anthropic)

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)

Browsing: chip

Sources: AI chip startup SambaNova considers sale after struggling to complete fundraising; SambaNova was last valued at $5 billion in 2021 (Valida Pau/The Information)

OpenAI’s Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference (Christopher Mims/Wall Street Journal)

Oracle plans to deploy 50,000 AMD Instinct MI450 chips, announced in June, starting in the second half of 2026; Instinct MI450 is AMD’s first chip for rackmount systems (CNBC)

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up more than 50% in 2025 after more than doubling in 2024 (MacKenzie Sigalos/CNBC)

Dutch government takes control of Dutch chipmaker Nexperia, a Chinese company, under the Goods Availability Act to secure chip supplies for European industries (Financial Times)

An index of Chinese chip stocks is outperforming its global peers, up 50% since the end of June, amid increased investor caution over soaring valuations (Jeanny Yu/Bloomberg)

Amkor breaks ground on advanced chip packaging campus in Arizona, with production expected by early 2028; state officials say Amkor’s investment could reach $7 billion (Luke James/Tom’s Hardware)

Sources: China tightens customs checks on chip imports, starting with Nvidia’s H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (Financial Times)

Qualcomm announces the extreme snapdragon x2 elite and x2 elite chips for PC, offering up to 18 hearts, and says that the latter is the first Arm chip to strike 5 GHz (Andrew E. Freedman / Tom’s Hardware)

A deep dive into the architecture of the NVIDIA CPX Rubin CPX chip, which is optimized for long-context AI tasks and the pre-inference phase (semiianalysis)