Qualcomm’s Nearly $4 Billion Modular Deal Marks a Bigger AI Ambition
Qualcomm’s Modular deal nears $4 billion as the chip giant pushes beyond smartphones into AI software, data centers and developer tools.
Category Compute
Read MoreQualcomm’s Nearly $4 Billion Modular Deal Marks a Bigger AI Ambition
OpenAI Unveils Jalapeño, Its First Custom AI Processor for ChatGPT Infrastructure
OpenAI’s first custom chip, Jalapeño, is built for ChatGPT inference and signals a broader push to reduce reliance on Nvidia.
OpenAI’s First Custom Inference Chip Marks a New Phase in the AI Hardware Race
OpenAI’s custom inference chip, Jalapeño, could cut costs and reduce Nvidia reliance as AI competition moves deeper into hardware.
Agility Robotics Targets Public Market Debut in $2.5 Billion SPAC Deal
Agility Robotics is going public in a $2.5B SPAC deal, aiming to scale Digit production and expand humanoid robotics deployments.
China’s AI Leaders Are Worried About the Same Threats as the US
China and US AI experts are warning that frontier AI safety risks may require cooperation, even as geopolitical tensions rise.
As AI Costs Spike, Companies Start Pulling the Brakes on Employee Token Spending
AI budgets are under pressure as companies limit token-heavy tasks and demand clearer ROI from employee AI use.
Micron’s AI Memory Boom Shows How the Chip Shortage Is Reshaping the Industry
The memory chip shortage is boosting Micron as AI demand drives record revenue, profit and a stronger outlook for the U.S. chipmaker.
Cerebras Shares Sink on Margin Worries as CEO Says Investors Misread the Outlook
Cerebras stock fell nearly 20% after earnings as investors focused on lower margin guidance, despite strong revenue growth and narrower losses.
Europe Pushes Back on U.S. Chip Crackdown as ASML Warns of Costly Fallout
Europe is resisting the U.S. chip war as a proposed bill threatens ASML’s China sales and widens semiconductor export controls.
Amazon Deepens India AI Push With $13 Billion Fresh Infrastructure Plan
Amazon India gets a new $13B AI and cloud investment, lifting its total commitment to $48B amid fierce competition from Microsoft and Google.
