The move shifts from rumor to a dedicated in-house silicon effort In sum – what we know: Anthropic is officially building an in-house team to design custom AI chips for …

More than 40 vendors join Storage-Next, but Nvidia owns the stack In sum – what we know: Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, …

Marvell’s four-tier KV cache architecture spans SSDs, CXL pooling, and optical fabric In sum – what we know: Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the …

The London startup pairs photonic interconnects with on-chip SRAM to rethink AI inference In sum – what we know: New AI chip companies seem to have been popping up a …

The foundry has tapped substrate maker Kinsus to scale its silicon-bridge quasi-EMIB In sum – what we know: TSMC is reportedly building its own answer to Intel’s EMIB. According to …

The deal with Nvidia gives SSI roughly 10x more compute within a year In sum – what we know: Nvidia is taking a roughly $5 billion equity stake in Safe Superintelligence (SSI), …

Synopsys claims 25-40% faster debug, with AMD evaluating on Microsoft Discovery In sum – what we know: Synopsys is bringing two new autonomous “agentic AI” workflows to chip design and verification, timed …

Samsung offers Broadcom foundry, HBM, and packaging under one roof In sum – what we know: Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies …

AMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” …

Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a …