July drone flyovers of Elon Musk’s Advanced Technology Chip Fab in Texas appear to confirm progress has ‘hit another gear.’
The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvi…
The usual story about Nvidia is a hardware story: the fastest chips, in the shortest supply, at the highest price. The more important part is software. For two decades the company’s real moat has been CUDA. It is the layer that turns its silicon into s…
A South Korean chip designer few outside the industry have heard of just became a $2.2bn company. DeepX has signed the first tranche of a Series D round that values it at roughly four times its previous mark. And it is not finished raising. The first s…
The AI boom made GPUs famous. The dull chips that wire thousands of those GPUs together are quietly becoming just as valuable. Xsight Labs, an Israeli chipmaker, has raised more than $300 million at a $2.8 billion valuation, it said on Thursday. Fideli…
Lumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
Intel is quietly handing one of its crown jewels to a tiny, stealthy startup. And that startup is run by a longtime business partner of Intel’s own chief executive. The chipmaker is giving RosaicLabs access to its Atom processor technology, according t…
Apple wants to buy cheap memory chips from China to ease a shortage. That shortage is already pushing up the price of its gadgets. A bipartisan group of US senators has just told Tim Cook not to. The senators wrote to Cook, urging Apple to drop any pla…
Aishengna has been named by a single source who declined to be named, and its shareholders, SMEE, and Yuliangsheng didn’t respond to requests for comment.
Six days ago, IBM agreed to buy a quantum-computing lab that builds a kind of qubit IBM does not. This week, the lab showed the world why. HRL Laboratories published a result in Nature on Wednesday: a silicon quantum processor that, in effect, runs its…