Articles Tagged “AI Chips”
18 articles found
Intel Diamond Rapids Packs 256 Cores for Agentic AI
Intel's Hot Chips 2026 lineup pairs a 256-core Diamond Rapids Xeon with Crescent Island, a 350W inference GPU holding up to 480GB of LPDDR5X.
IBM Dual-Architecture Chip Runs Arm and Z on One Core
IBM's new mainframe processor packs 11 cores above 5.7 GHz on 2nm silicon, and every core runs both z/Architecture and Arm code natively - no emulation.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
SK Hynix Buyback Hits 40 Trillion Won in Korean First
SK hynix approved a 40 trillion won buyback and cancellation of 24.07 million shares, the largest treasury share cancellation by a Korean listed company.
Nvidia Pays Poolside $6B to License Its Model Factory
Nvidia struck a reported $6B non-exclusive licensing deal with Poolside plus a $1B investment at a $12B pre-money valuation, with 109 staff getting offers.
Cerebras CS-4 Packs Three Wafer-Scale Chips in a Rack
The Cerebras CS-4 puts three WSE-3 Turbo wafers in one rack for 750 PFLOPS, and Cerebras clocks 4,400 tokens per second per user on GPT-OSS-120B.
Etched Raises $700M at a $21B AI Chip Valuation
Etched closed a $700M Series D led by Jane Street at a $21 billion valuation, doubling in just a month as inference chip orders pass $1 billion.
Kog Inference Engine Squeezes 30x From Existing GPUs
French startup Kog hit 3,000 tokens per second on standard AMD and NVIDIA datacenter GPUs, claiming a path to 30x faster LLM inference in software.
Snapdragon C Runs 67% Faster on Battery Than Intel N250
Qualcomm's Snapdragon C beat Intel's N250 by up to 67% in unplugged Cinebench multi-core tests, with up to 2.1x better battery power efficiency.
ChipMOS Q2 Revenue Climbs 28.7% to a Record $231.8M
ChipMOS posted its best quarter since 2014 on August 11, with revenue up 28.7% to $231.8 million, gross margin at 18%, and DRAM revenue up over 70%.
TSMC July Revenue Jumps 44.7% to a Record $14.5 Billion
TSMC posted NT$467.58 billion in July revenue, up 44.7% year over year, running ahead of its own raised full-year growth target of just over 40%.
AMD Data Center Revenue Doubles to $6.7B in Q2 2026
AMD posted record Q2 revenue of $11.5 billion, up 50%, as data center sales more than doubled to $6.7 billion and now make up 58% of the company.
Hut 8 Beacon Point Campus Fully Leased in $9.8B AI Deal
Hut 8's second 352 MW lease commercializes the full 1 GW Beacon Point campus, taking campus base-term contract value to $19.6 billion over 15 years.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History
Meta commits to 6 gigawatts of AMD Instinct MI450 GPUs built on TSMC's 2nm node, with first shipments in H2 2026 and AMD issuing 160 million performance-based share warrants.
Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.
Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance
Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.
AMD and Meta Announce a $100 Billion AI Chip Partnership That Reshapes the GPU Landscape
Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI data centers in a landmark multi-year deal worth over $100 billion, sending AMD stock soaring 14% in pre-market trading.