New Broadcom agreements secure long-term TPU supply and 3.5 gigawatts of future capacity for Anthropic In sum – what we know: The Broadcom-Google-Anthropic love triangle continues. The three companies have …

Cognichip just got $60 million in Series A funding to bring its concept to life In sum – what we know: There’s a ton of hype around AI chips, but …

Nvidia’s big Marvell deal will see the two expand the NVLink Fusion platform In sum – what we know: Nvidia’s march into AI data centers continues. The company has announced …

TurboQuant achieves up to 8x speed improvements on modern GPUs without sacrificing model accuracy Google Research has announced TurboQuant, a compression algorithm that could meaningfully change the economics of running large …

Foundry bottlenecks at TSMC and rising demand are forcing a shift to long-term contracts In sum – what we know: TSMC maybe be feeling the squeeze a little. Broadcom’s Natarajan …

The architect behind the world’s most popular processors is now building its own silicon In sum – what we know: For 35 years, Arm has essentially stuck to deigning the …

If completed, the Terafab will supply chips for Tesla, xAI, and SpaceX In sum – what we know: Elon Musk seemingly wants a little more control over the chips used …

AMD wants to secure its memory supply in the face of massive shortages In sum – what we know: Supply issues for memory are likely to persist for some time, …

The new Vera Rubin Space Module processed massive satellite datasets directly in space In sum – what we know: Apparently it’s not enough for Nvidia’s stock to go to the moon — …

Meta is accelerating its MTIA program In sum – what we know: Meta has laid out a roadmap for its upcoming MTIA chips, with a hefty four new chips set to …