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Analysis Mar 30, 2026

Arm Releases Its First Chip in 35 Years: A 136-Core Data Center CPU Co-Built With Meta

Arm shifts from licensing IP to selling silicon, betting its AGI CPU can deliver 2x performance per rack versus x86 and save hyperscalers billions.

Analysis Mar 24, 2026

Alibaba Claims World's Fastest RISC-V Chip as China Doubles Down on Open Architecture

The XuanTie C950 runs at 3.2 GHz on 5nm, performs 3x faster than its predecessor, and targets agentic AI workloads.

Analysis Mar 24, 2026

AMD Lands $60B Meta Deal as MI450 Chip Takes Aim at NVIDIA

AMD's 6GW data center agreement with Meta represents the largest challenge yet to NVIDIA's AI chip dominance

Analysis Mar 21, 2026

Super Micro Co-Founder Arrested in $2.5 Billion Chip Smuggling Scheme to China

Federal prosecutors charge three with routing Nvidia AI servers through Taiwan to China using fake documents and dummy equipment to evade export controls.

Analysis Mar 17, 2026

Nvidia GTC 2026: Trillion-Dollar Orders, Groq Integration, and the Agentic AI Push

Jensen Huang's keynote unveils Vera Rubin chips, a $20B Groq acquisition, DLSS 5, and positions Nvidia to dominate both training and inference markets.

Analysis Mar 7, 2026

Trump's Own Commerce Department Drafts 'Diffusion 2.0' Global AI Chip Controls He Already Killed

Draft regulations would require government approval for nearly all Nvidia and AMD chip exports worldwide - echoing Biden rules Trump rescinded just months ago.

Analysis Mar 6, 2026

Broadcom Projects $100B AI Chip Revenue as Custom Silicon War Heats Up

The chipmaker's bet on custom AI accelerators is paying off, with Anthropic, OpenAI, and Meta driving demand measured in gigawatts.

Analysis Feb 26, 2026

MatX Raises $500M to Build an Nvidia Killer, Claims 10x Better LLM Performance

Google TPU veterans land major funding from Jane Street and Leopold Aschenbrenner's fund to develop chips shipping in 2027

Analysis Feb 26, 2026

Nvidia Smashes Q4 with $68 Billion Revenue, Declares 'Agentic AI Inflection Point'

The chipmaker beats Wall Street expectations again, announces Vera Rubin platform promising 10x better inference, but stock dips anyway

Analysis Feb 25, 2026

Meta's $100B AMD Deal: Breaking Free from Nvidia to Chase 'Personal Superintelligence'

Meta commits up to $100 billion to AMD chips over five years, gaining a 10% stake option and reducing Nvidia dependence as Zuckerberg pursues AI for everyone

Analysis Feb 20, 2026

Meta Locks In Millions of Nvidia Chips in Unprecedented AI Deal

A multi-billion dollar, multiyear pact makes Meta the first to deploy standalone Nvidia Grace CPUs at scale

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