AI Chips

8 articles

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.

Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.

Cerebras priced its IPO above range, testing public investor appetite for wafer-scale AI chips and inference infrastructure.

Fresh analyst target hikes for Nvidia, AMD, Broadcom, Dell, and others show investor focus moving toward agentic AI infrastructure demand.

Nvidia's reported IREN cloud deal points to a new AI infrastructure market built around power, options, and secured demand.

A reported U.S. tech delegation to China puts AI chips, model reviews, and national security policy into the same frame.

Cerebras is reportedly targeting a valuation up to $26.6 billion, giving public investors a sharper test of AI chip demand beyond Nvidia.

Huawei's expected AI chip gains in China show how export controls are pushing inference hardware, software, and sovereignty together.