DeepSeek Shuts Out Nvidia from V4 Model, Gives Huawei Weeks-Long Head Start
The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.
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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
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
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
Taalas HC1: The AI Chip That Bakes the Model Into Silicon
A Toronto startup is etching LLM weights directly into transistors, achieving 17,000 tokens per second. The catch: you can't change the model.
AI Weather Models Go Operational: NOAA and NVIDIA Are Replacing the Supercomputer Era
NOAA's Project EAGLE puts AI forecasts in front of real meteorologists using 99.7% less computing power, while NVIDIA open-sources a full weather prediction stack. The age of physics-only forecasting is ending.
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
AI Memory Shortage: Why Consumer Electronics Cost More
AI data-center demand is squeezing DRAM supply, raising memory and device prices as manufacturers prioritize higher-margin HBM.
India's AI Summit Just Attracted $200 Billion in Commitments. What Does the Global South Actually Get?
The first major AI summit hosted in the developing world drew tech giants, heads of state, and massive investment pledges. But between the photo ops and announcements, real questions remain about who benefits.
OpenAI Just Deployed Its First AI Model on Non-NVIDIA Chips
GPT-5.3-Codex-Spark runs on Cerebras' wafer-scale chips at 1,000+ tokens per second. It's OpenAI's first production break from NVIDIA - and it won't be the last.