Category
AI Chips & Hardware
11articles
CATL and Tencent back Deepseek’s swelling funding round as it eyes a 2027 IPO
Deepseek went looking for about $7.5 billion. It’s now close to raising at least $12 billion, Bloomberg reported, and people familiar with the matter said the final total…
Anthropic to pay Akamai $11.6B over seven years for cloud
Back in May, Bloomberg reported that Anthropic had a $1.8 billion deal with Akamai. The real number is more than six times that. Anthropic will spend $11.6 billion…
Microsoft is quietly retiring the ‘Copilot Plus PC’ brand
Two and a half years ago, Microsoft wanted you to believe one label mattered more than any spec sheet. “Copilot Plus PC” was supposed to tell you which…
The 9 startups VCs couldn’t stop talking about at YC’s latest Demo Day
One investor described the tech at Thursday’s Y Combinator Demo Day as feeling “like science fiction.” Then the same crowd told me the valuations were more grounded than…
Nvidia beats estimates and guides to $108 billion next quarter
Only nine companies in the S&P 500 have ever reported a quarter with $100 billion or more in revenue. Nvidia just told Wall Street it expects to clear…
Nvidia senior manager indicted in Supermicro AI server smuggling scheme
Seventy-four B300 servers made it to China. Fifty-six didn’t, and only because a Taiwanese customs officer noticed the paperwork didn’t add up. That’s the arithmetic at the center…
OpenAI’s Jalapeño chip posts inference benchmarks built for scale
OpenAI finally put numbers behind Jalapeño, and the first ones look good. On SemiAnalysis’ InferenceX benchmark, the chip logged more tokens per user and more throughput per kilowatt…
Taiwan indicts 9, including NVIDIA staff, over banned AI servers sent to China
Nine people are now facing charges in Taiwan over AI servers that were never supposed to leave the island. Prosecutors say they did it knowing exactly what the…
Nvidia backstops its own chips’ resale value to unlock $500 billion in AI financing
Nvidia just told the market it will eat part of the loss if its own GPUs turn out to be worth less than promised. Not a slogan. A…
