Sourced report
Source9 months ago
TSMC says AI demand is “endless” after record Q4 earnings
Amid fears of bubble, world's top chipmaker TSMC says customers just keep asking for more. ...
2 min briefingRead signal →
Category Archive
AI Chips
12 premium articles in this collection
Sourced report
Source10 months ago
US taking 25% cut of Nvidia chip sales “makes no sense,” experts say
Trump’s odd Nvidia reversal may open the door for China to demand Blackwell access. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Google tells employees it must double capacity every 6 months to meet AI demand
Google's AI infrastructure chief tells staff it needs thousandfold capacity increase in 5 years. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Tech giants pour billions into Anthropic as circular AI investments roll on
ChatGPT competitor secures billions from Microsoft and Nvidia in deal to use cloud services and chips. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Nvidia hits record $5 trillion mark as CEO dismisses AI bubble concerns
"I don’t believe we’re in an AI bubble," says Huang after announcing $500B in orders. ...
2 min briefingRead signal →
Sourced report
Source1 year ago
Ars Live recap: Is the AI bubble about to pop? Ed Zitron weighs in.
Despite connection hiccups, we covered OpenAI's finances, nuclear power, and Sam Altman. ...
1 min briefingRead signal →
Sourced report
Source1 year ago
Nvidia sells tiny new computer that puts big AI on your desktop
The 1 petaflop DGX Spark system runs AI models with 200 billion parameters locally for $4K. ...
1 min briefingRead signal →
Sourced report
Source1 year ago
AMD wins massive AI chip deal from OpenAI with stock sweetener
ChatGPT maker will be allowed to buy 10% of AMD for a penny per share. ...
1 min briefingRead signal →
Sourced report
Source1 year ago
OpenAI and Nvidia’s $100B AI plan will require power equal to 10 nuclear reactors
"This is a giant project," Nvidia CEO said of new 10-gigawatt AI infrastructure deal. ...
1 min briefingRead signal →
Sourced report
Source1 year ago
Trump strikes “wild” deal making US firms pay 15% tax on China chip sales
The deal won’t resolve national security concerns. ...
2 min briefingRead signal →
Sourced report
Source1 year ago
Chinese nationals arrested for allegedly shipping AI chips to China
Two Chinese nationals were charged with illegally shipping to China tens of millions of dollars’ worth of sensitive microchips used in artificial intelligence (AI) applications, the Department of Just...
2 min briefingRead signal →
Sourced report
Source1 year ago
At $250 million, top AI salaries dwarf those of the Manhattan Project and the Space Race
A 24 year-old AI researcher will earn 327x what Oppenheimer made while developing the atomic bomb. ...
2 min briefingRead signal →
