AI News
Meta's Iris Chip Push Turns AI Compute Into an Internal Power Play
Meta’s reported Iris chip plan shows how quickly AI compute is becoming a vertical integration race rather than a pure cloud buy-vs-rent decision.
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AI Chips
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AI News
AMD's TensorWave Bet Turns AI Cloud Financing Into a Chip Strategy
AMD's TensorWave-led funding shows how AI cloud financing, Instinct GPUs, and neocloud capacity are becoming one strategy.
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AI News
ByteDance Custom CPU Plan Shows AI Infrastructure Is Moving Beyond GPU Shortages
ByteDance is reportedly developing Arm and RISC-V CPUs for AI infrastructure as chip shortages push hyperscale buyers toward custom silicon.
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AI News
XCENA Raises $135 Million on the Bet That AI Biggest Bottleneck Is Memory
XCENA raised $135 million as investors focus on memory bandwidth, not only compute, as the next constraint for AI inference.
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AI News
Nvidia's 81.6 Billion Dollar Quarter Shows AI Demand Is Still a Physical Constraint
Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.
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AI News
Cerebras' IPO Turns AI Inference Hardware Into a Public-Market Test
Cerebras priced its IPO above range, testing public investor appetite for wafer-scale AI chips and inference infrastructure.
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AI News
AI Chip Target Hikes Show Wall Street Is Pricing an Agentic Compute Cycle
Fresh analyst target hikes for Nvidia, AMD, Broadcom, Dell, and others show investor focus moving toward agentic AI infrastructure demand.
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AI News
Nvidia's IREN Deal Shows AI Infrastructure Is Becoming a Balance-Sheet Strategy
Nvidia's reported IREN cloud deal points to a new AI infrastructure market built around power, options, and secured demand.
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AI News
Trump's China Tech Trip Turns AI Export Controls Into Commercial Diplomacy
A reported U.S. tech delegation to China puts AI chips, model reviews, and national security policy into the same frame.
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AI News
Uber’s Trainium3 Trial Shows AI Chip Competition Is Moving Into Real Workloads
Uber’s expanded AWS chip use highlights how custom AI silicon is moving from cloud marketing into production workload strategy.
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AI News
Cerebras IPO Terms Put the AI Chip Boom in Front of Public Markets
Cerebras is reportedly targeting a valuation up to $26.6 billion, giving public investors a sharper test of AI chip demand beyond Nvidia.
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AI News
Huawei's AI Chip Surge Shows the Inference War Is Becoming a China Supply Chain Story
Huawei's expected AI chip gains in China show how export controls are pushing inference hardware, software, and sovereignty together.
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