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April
8
Google and Amazon Move to Sell Custom AI Chips Directly, Pressuring Nvidia
Markets
1
Apr 30
8
Google and Amazon Move to Sell Custom AI Chips Directly, Pressuring Nvidia
Top
Markets
· 1 src · Apr 30
Discuss
8
Alphabet Cloud Hits $20B With 63% Growth, But $462B Backlog Shows Demand Far Exceeds Capacity
Updated
Markets
4
Apr 30
8
Alphabet Cloud Hits $20B With 63% Growth, But $462B Backlog Shows Demand Far Exceeds Capacity
Top
Markets
· 4 srcs · Apr 30
Discuss
6
Intel Hits All-Time High as AI Demand Lifts Q1 Revenue
Markets
2
Apr 25
6
Intel Hits All-Time High as AI Demand Lifts Q1 Revenue
Markets
· 2 srcs · Apr 25
Discuss
8
Meta Signs Deal for Millions of AWS Graviton CPUs for AI Workloads
Updated
Infra
3
Apr 27
8
Meta Signs Deal for Millions of AWS Graviton CPUs for AI Workloads
Top
Infra
· 3 srcs · Apr 27
Discuss
8
Tesla Quietly Acquires Unnamed AI Hardware Company for Up to $2B in Stock
Markets
1
Apr 23
8
Tesla Quietly Acquires Unnamed AI Hardware Company for Up to $2B in Stock
Top
Markets
· 1 src · Apr 23
Discuss
7
Tesla Triples Capex to $25B, Betting on AI Infrastructure and Optimus Robots
Enterprise
1
Apr 23
7
Tesla Triples Capex to $25B, Betting on AI Infrastructure and Optimus Robots
Enterprise
· 1 src · Apr 23
Discuss
8
Google Launches 8th-Gen TPUs at Cloud Next: Two Purpose-Built Chips for the Agentic AI Era
Updated
Infra
6
Apr 22
8
Google Launches 8th-Gen TPUs at Cloud Next: Two Purpose-Built Chips for the Agentic AI Era
Top
Infra
· 6 srcs · Apr 22
Discuss
6
Anker Debuts Thus Chip: Custom Compute-in-Memory AI Silicon for Earbuds and IoT
Updated
Infra
2
Apr 23
6
Anker Debuts Thus Chip: Custom Compute-in-Memory AI Silicon for Earbuds and IoT
Infra
· 2 srcs · Apr 23
Discuss
7
Google in Talks With Marvell to Build Custom AI Inference Chips
Infra
1
Apr 20
7
Google in Talks With Marvell to Build Custom AI Inference Chips
Infra
· 1 src · Apr 20
Discuss
6
Upscale AI in Talks to Raise $200M at $2B Valuation
Markets
1
Apr 16
6
Upscale AI in Talks to Raise $200M at $2B Valuation
Markets
· 1 src · Apr 16
Discuss
7
Wafer Startup Uses AI to Erode Nvidia's Software Moat on Rival Chips
Markets
1
Apr 15
7
Wafer Startup Uses AI to Erode Nvidia's Software Moat on Rival Chips
Markets
· 1 src · Apr 15
Discuss
8
Meta and Broadcom Sign Multi-Year Custom AI Chip Partnership with 1-Gigawatt Initial Commitment
Infra
1
Apr 14
8
Meta and Broadcom Sign Multi-Year Custom AI Chip Partnership with 1-Gigawatt Initial Commitment
Top
Infra
· 1 src · Apr 14
Discuss
7
Amazon CEO Jassy Shareholder Letter: Trainium Surge, Graviton Dominance, and a $200B Capex Bet
Infra
2
Apr 9
7
Amazon CEO Jassy Shareholder Letter: Trainium Surge, Graviton Dominance, and a $200B Capex Bet
Infra
· 2 srcs · Apr 9
Discuss
7
TorchTPU: Google Releases Native PyTorch Integration for TPU Infrastructure at Scale
Infra
1
Apr 8
7
TorchTPU: Google Releases Native PyTorch Integration for TPU Infrastructure at Scale
Infra
· 1 src · Apr 8
Discuss
6
Uber Expands AWS Contract to Adopt Amazon's Graviton and Trainium3 Chips
Infra
1
Apr 8
6
Uber Expands AWS Contract to Adopt Amazon's Graviton and Trainium3 Chips
Infra
· 1 src · Apr 8
Discuss
8
Intel Joins Musk's Terafab Chip Complex — But Details Remain Thin
Updated
Infra
3
Apr 8
8
Intel Joins Musk's Terafab Chip Complex — But Details Remain Thin
Top
Infra
· 3 srcs · Apr 8
Discuss
6
Intel Revives New Mexico Fab to Expand Advanced Chip Packaging
Infra
1
Apr 7
6
Intel Revives New Mexico Fab to Expand Advanced Chip Packaging
Infra
· 1 src · Apr 7
Discuss
7
Hyperscalers Pivot to Arm-Based CPUs for AI Infrastructure, Ditching x86
Infra
1
Apr 6
7
Hyperscalers Pivot to Arm-Based CPUs for AI Infrastructure, Ditching x86
Infra
· 1 src · Apr 6
Discuss
7
NVIDIA and Marvell Partner on NVLink Fusion for Specialized AI Compute
Infra
1
Apr 4
7
NVIDIA and Marvell Partner on NVLink Fusion for Specialized AI Compute
Infra
· 1 src · Apr 4
Discuss
7
Cognichip Raises $60M to Build AI-Native Chip Design Platform
Markets
2
Apr 3
7
Cognichip Raises $60M to Build AI-Native Chip Design Platform
Markets
· 2 srcs · Apr 3
Discuss
March
8
Rebellions Raises $400M Pre-IPO at $2.3B Valuation to Challenge NVIDIA in AI Inference
Markets
1
Mar 30
8
Rebellions Raises $400M Pre-IPO at $2.3B Valuation to Challenge NVIDIA in AI Inference
Markets
· 1 src · Mar 30
Discuss
6
CERN Deploys FPGA-Embedded AI to Filter LHC Data in Nanoseconds
Infra
1
Mar 28
6
CERN Deploys FPGA-Embedded AI to Filter LHC Data in Nanoseconds
Infra
· 1 src · Mar 28
Discuss
8
Epoch AI: Frontier Labs Pivot to Sales as Research Share Shrinks
Markets
1
Mar 27
8
Epoch AI: Frontier Labs Pivot to Sales as Research Share Shrinks
Markets
· 1 src · Mar 27
Discuss
7
AI Supply Chain Faces Cascading Risk From Middle East War and Energy Shock
Infra
3
Mar 27
7
AI Supply Chain Faces Cascading Risk From Middle East War and Energy Shock
Infra
· 3 srcs · Mar 27
Discuss
6
Hypura: Storage-Tier-Aware LLM Scheduler Runs Oversized Models on Apple Silicon
Open Source
1
Mar 25
6
Hypura: Storage-Tier-Aware LLM Scheduler Runs Oversized Models on Apple Silicon
Open Source
· 1 src · Mar 25
Discuss
9
Arm Enters Chip Manufacturing with AGI CPU for AI Data Centers
Infra
5
Mar 24
9
Arm Enters Chip Manufacturing with AGI CPU for AI Data Centers
Top
Infra
· 5 srcs · Mar 24
Discuss
7
Gimlet Labs Raises $80M Series A for Multi-Silicon AI Inference Cloud
Markets
1
Mar 23
7
Gimlet Labs Raises $80M Series A for Multi-Silicon AI Inference Cloud
Markets
· 1 src · Mar 23
Discuss
8
Inside Amazon's Trainium Lab: $50B OpenAI Deal and 1M+ Claude Chips Deployed
Infra
1
Mar 22
8
Inside Amazon's Trainium Lab: $50B OpenAI Deal and 1M+ Claude Chips Deployed
Top
Infra
· 1 src · Mar 22
Discuss
8
Tesla, SpaceX & xAI Terafab: Musk's $20B+ Joint Chip Facility Targets 1 TW Capacity, Orbital Data Center
Updated
Infra
4
Mar 23
8
Tesla, SpaceX & xAI Terafab: Musk's $20B+ Joint Chip Facility Targets 1 TW Capacity, Orbital Data Center
Top
Infra
· 4 srcs · Mar 23
Discuss
8
Cerebras CS-3 Coming to AWS Bedrock with Disaggregated Inference
Infra
1
Mar 16
8
Cerebras CS-3 Coming to AWS Bedrock with Disaggregated Inference
Top
Infra
· 1 src · Mar 16
Discuss
7
Frore Systems Raises $143M Series D at $1.64B Valuation
Infra
1
Mar 16
7
Frore Systems Raises $143M Series D at $1.64B Valuation
Infra
· 1 src · Mar 16
Discuss
6
Broadcom Positioning to Challenge Nvidia's AI Chip Dominance by 2030
Infra
1
Mar 16
6
Broadcom Positioning to Challenge Nvidia's AI Chip Dominance by 2030
Infra
· 1 src · Mar 16
Discuss
Yesterday
8
Alphabet's $80B AI Raise Sparks Broadcom and Marvell Chip Stock Surge
Updated
Markets
2
17h ago
8
Alphabet's $80B AI Raise Sparks Broadcom and Marvell Chip Stock Surge
Top
Markets
· 2 srcs · 17h ago
Discuss
Monday
7
Nvidia RTX Spark Platform on Arm Architecture Sends ARM Stock Surging 10%
Updated
Infra
3
1d ago
7
Nvidia RTX Spark Platform on Arm Architecture Sends ARM Stock Surging 10%
Infra
· 3 srcs · 1d ago
Discuss
7
Qualcomm Launches Dragonfly AI Data-Center Brand at Computex, Stock Falls 7%
Infra
1
1d ago
7
Qualcomm Launches Dragonfly AI Data-Center Brand at Computex, Stock Falls 7%
Infra
· 1 src · 1d ago
Discuss
Last Week
7
XCENA Raises $135M to Put Compute Inside Memory, Cutting AI Server Overhead
Markets
1
4d ago
7
XCENA Raises $135M to Put Compute Inside Memory, Cutting AI Server Overhead
Markets
· 1 src · 4d ago
Discuss
6
ByteDance Developing Its Own CPUs to Reduce Supply Chain Dependency
Infra
1
4d ago
6
ByteDance Developing Its Own CPUs to Reduce Supply Chain Dependency
Infra
· 1 src · 4d ago
Discuss
6
General Compute Raises $15M Seed to Build SambaNova-Powered Inference Neocloud
Infra
1
5d ago
6
General Compute Raises $15M Seed to Build SambaNova-Powered Inference Neocloud
Infra
· 1 src · 5d ago
Discuss
8
Huawei's HiSilicon Claims New Scaling Law to Close AI Chip Gap
Infra
1
6d ago
8
Huawei's HiSilicon Claims New Scaling Law to Close AI Chip Gap
Top
Infra
· 1 src · 6d ago
Discuss
7
Snowflake Signs $6B AWS Deal Powered by Graviton AI Chips
Infra
1
6d ago
7
Snowflake Signs $6B AWS Deal Powered by Graviton AI Chips
Infra
· 1 src · 6d ago
Discuss
2 Weeks Ago
8
Alibaba Unveils Zhenwu M890 AI Chip with Multi-Year Roadmap
Infra
1
May 21
8
Alibaba Unveils Zhenwu M890 AI Chip with Multi-Year Roadmap
Infra
· 1 src · May 21
Discuss
9
Google I/O 2026: Gemini 3.5, World Models, and $190B AI Infrastructure Bet
Updated
Models
30
May 24
9
Google I/O 2026: Gemini 3.5, World Models, and $190B AI Infrastructure Bet
Top
Models
· 30 srcs · May 24
Discuss
8
NVIDIA Vera CPU: First Agentic AI Processor Delivered to Anthropic, OpenAI, SpaceXAI, and Oracle — Benchmarks Confirm Claims
Updated
Infra
3
6d ago
8
NVIDIA Vera CPU: First Agentic AI Processor Delivered to Anthropic, OpenAI, SpaceXAI, and Oracle — Benchmarks Confirm Claims
Top
Infra
· 3 srcs · 6d ago
Discuss
3 Weeks Ago
7
Arm and SoftBank Made Rejected Bid for AI Chipmaker Cerebras
Markets
1
May 14
7
Arm and SoftBank Made Rejected Bid for AI Chipmaker Cerebras
Markets
· 1 src · May 14
Discuss
8
Cerebras IPO: $5.55B Raised, Stock Doubles — Chip Is 58x Larger Than Nvidia's B200
Updated
Infra
9
May 22
8
Cerebras IPO: $5.55B Raised, Stock Doubles — Chip Is 58x Larger Than Nvidia's B200
Top
Infra
· 9 srcs · May 22
Discuss
7
Amazon Trainium Chip Backlog Hits $225B as AWS Claims Top-3 Chip Company Status
Infra
1
May 11
7
Amazon Trainium Chip Backlog Hits $225B as AWS Claims Top-3 Chip Company Status
Infra
· 1 src · May 11
Discuss
Last Month
8
AlphaEvolve Moves from Pilot to Core Google Infrastructure Across Five Industries
Infra
1
May 7
8
AlphaEvolve Moves from Pilot to Core Google Infrastructure Across Five Industries
Infra
· 1 src · May 7
Discuss
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