Browsing: chips

Technology

Global model startup Odyssey has raised $310 million from Amazon and others at a valuation of $1.45 billion and will use AWS as its preferred cloud partner, deploying Trainium chips (Financial Times)

By Stacey D. WallsJune 17, 2026

Featured Podcasts Channels with Peter Kafka: A Hollywood Manager Explains the New Rules of Show Biz Media and technology don’t…

Technology

Chey Tae-won, president of SK Hynix, said the company plans to double the capacity of its memory chips over the next five years, in response to a shortage that could last until 2030 (Debby Wu/Bloomberg)

By Stacey D. WallsJune 2, 2026

Featured Podcasts Training data: Know what your customers want, every time: Alfred Wahlforss of Listen Labs Sequoia Capital partners host…

Technology

Micron hit a market value of $1 trillion for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race (Samantha Subin/CNBC)

By Stacey D. WallsMay 26, 2026

Samantha Subin / CNBC: Micron hit a market value of $1 trillion for the first time on Tuesday as shares…

Technology

Dell says it has 5,000 customers for its AI Factory, a line of server products featuring Nvidia chips, software and services, including 1,000 new customers last quarter (Dina Bass/Bloomberg)

By Stacey D. WallsMay 23, 2026

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Sources: Anthropic in talks to lease servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its use of Azure since November 2025 (The Information)

By Stacey D. WallsMay 21, 2026

The information: Sources: Anthropic in talks to lease servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its use…

Technology

Russian bank Sberbank says it hopes to use Chinese chips to power its flagship GigaChat AI model, as sanctions continue to block the country’s access to the hardware (Reuters)

By Stacey D. WallsMay 20, 2026

Reuters: Russian bank Sberbank says it hopes to use Chinese chips to power its flagship GigaChat AI model, as sanctions…

Technology

Microsoft announces plans to integrate Snapdragon X2 chips into new Surface Pro and Laptop later in 2026; sources say delay is due to component availability (Zac Bowden/Windows Central)

By Stacey D. WallsMay 19, 2026

Featured Podcasts Training data: Rebuilding computing from the ground up for the AI era: Serval’s Jake Stauch Sequoia Capital partners…

Technology

Explosion of investments, unprecedented increase in demand for chips, supply chain bottlenecks, commodification of models, AI automation, etc. (Benedict Evans)

By Stacey D. WallsMay 19, 2026

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Source: Anthropic plans to spend around $200 billion on Google’s cloud and chips over five years, representing more than 40% of the "order book" Google disclosed last week (The Information)

By Stacey D. WallsMay 5, 2026

The information: Source: Anthropic plans to spend around $200 billion on Google’s cloud and chips over five years, representing more…

Technology

Asian suppliers account for about 90% of Nvidia’s production costs, up from 65% in 2025, as the latest wave of collaborations moves from chips to physical AI (Abhishek Vishnoi/Bloomberg)

By Stacey D. WallsMay 3, 2026

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A look at the chaos inside Anthropic after Fable 5 and Mythos 5 were deactivated with less than 90 minutes’ notice, as some staffers wonder if Trump is bullying them (New York Times)

OpenAI CSO Jason Kwon told staff the company had “firmly” told the US government that building AI “requires top talent from around the world” (The Information)

Global model startup Odyssey has raised $310 million from Amazon and others at a valuation of $1.45 billion and will use AWS as its preferred cloud partner, deploying Trainium chips (Financial Times)

Sources: A new AI lab founded by Junyang Lin, former head of Alibaba’s Qwen models, has raised several hundred million dollars at a post-money valuation of around $2 billion (The Information)

Sources: Meta decided to support KOSA after it was packed with language anticipating state AI laws and a bill requiring app stores to verify users’ ages (Politico)

Browsing: chips

Global model startup Odyssey has raised $310 million from Amazon and others at a valuation of $1.45 billion and will use AWS as its preferred cloud partner, deploying Trainium chips (Financial Times)

Chey Tae-won, president of SK Hynix, said the company plans to double the capacity of its memory chips over the next five years, in response to a shortage that could last until 2030 (Debby Wu/Bloomberg)

Micron hit a market value of $1 trillion for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race (Samantha Subin/CNBC)

Dell says it has 5,000 customers for its AI Factory, a line of server products featuring Nvidia chips, software and services, including 1,000 new customers last quarter (Dina Bass/Bloomberg)

Sources: Anthropic in talks to lease servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its use of Azure since November 2025 (The Information)

Russian bank Sberbank says it hopes to use Chinese chips to power its flagship GigaChat AI model, as sanctions continue to block the country’s access to the hardware (Reuters)

Microsoft announces plans to integrate Snapdragon X2 chips into new Surface Pro and Laptop later in 2026; sources say delay is due to component availability (Zac Bowden/Windows Central)

Explosion of investments, unprecedented increase in demand for chips, supply chain bottlenecks, commodification of models, AI automation, etc. (Benedict Evans)

Source: Anthropic plans to spend around $200 billion on Google’s cloud and chips over five years, representing more than 40% of the "order book" Google disclosed last week (The Information)

Asian suppliers account for about 90% of Nvidia’s production costs, up from 65% in 2025, as the latest wave of collaborations moves from chips to physical AI (Abhishek Vishnoi/Bloomberg)