#AI chips

Nvidia shipped roughly a billion RISC-V cores in 2024, then announced it would run CUDA on the open standard. We break down how royalty-free instruction sets and open software stacks are trying to route around CUDA's lock-in. Part 2 of the Semiconductor Sovereignty series.

AMD's MI325X matches or beats Nvidia on memory and bandwidth — yet Nvidia's 86-92% share holds. The real moat is CUDA, 20 years in the making. Part 1 of 4.

SpaceX plans to invest at least $55 billion in a Texas AI chip factory called Terafab, with total costs potentially reaching $119 billion. We break down what's real, what's at stake, and who wins or loses.

Cerebras Systems is targeting a $26.6B valuation in what could be 2026's largest tech IPO. But the real story is how deeply OpenAI is embedded in its capital structure—as customer, lender, and potential shareholder.

AI chipmaker Cerebras is going public on Nasdaq, targeting up to $3.5B in its IPO. With an OpenAI deal and real profits, the pitch is compelling—but the risks are hiding in plain sight.

Cerebras Systems has refiled for an IPO targeting mid-May, backed by a $23B valuation, a reported $10B OpenAI deal, and an AWS partnership. What does this mean for Nvidia's dominance and the AI chip landscape?

Cerebras files for IPO with a $20B OpenAI deal in hand. What does this mean for Nvidia's dominance, AI infrastructure investment, and the next wave of chip competition?

South Korean AI chip startup Rebellions raised $400M at a $2.34B valuation, backed by Samsung, SK Hynix, and the Korean government. Here's what it means for Nvidia's dominance and the global AI chip race.

At GTC 2026, Nvidia CEO Jensen Huang doubled his chip demand forecast to $1 trillion through 2027. Here's what that number actually means — and what it doesn't.

Oracle's CEO named Cerebras alongside Nvidia and AMD on its earnings call. For a startup that nearly botched its IPO over a single-customer problem, this could change everything.

Trump administration drafts rules requiring US approval for all AI chip exports worldwide. While aimed at control, the move might accelerate global tech fragmentation.

Broadcom's CEO predicts AI chip revenue will significantly exceed $100 billion by 2027, but can the company deliver on this massive bet against Nvidia's dominance?