#AI Chips
Total 4 articles
Nvidia is licensing technology and hiring executives from AI inference chip startup Groq. This strategic move could reshape the competitive landscape, neutralizing a potential threat and bolstering Nvidia's dominance.
Nvidia aims to start shipping its H200 AI chips to China by mid-February 2026, according to Reuters. The plan, however, is entirely contingent on securing approval from the Beijing government.
SoftBank Group is reportedly planning a $100 billion AI chip venture, codenamed Izanagi, to compete with Nvidia. The project aims to build a new semiconductor giant, leveraging Arm.
Micron's record results signal a major shift. The AI boom isn't just about GPUs; it's about the high-performance memory that feeds them. Analysis on the new AI bottleneck.