AI chips
Source reports covering AI chips. Stories will appear when analysis and community reactions are ready.
8 reports · page 1 of 1
Connected topics are temporarily unavailable. You can still browse stories below.
Source reports
SpaceX locks in $40B GPU financing deal with Apollo
news
2 min read
SpaceX has secured a binding commitment for roughly $40 billion in financing for AI chips and related data-center equipment through an Apollo Global Management-managed entity. Apollo will purchase the GPUs and server hardware and lease them to SpaceX for about five to five-and-a-quarter years, beginning as each equipment tranche is delivered. SpaceX expects the transaction to close by the end of 2026, subject to closing conditions, with leases starting in the first half of 2027. Apollo said the financing will support delivery of Nvidia’s next-generation Vera Rubin chips for SpaceX’s terrestrial computing buildout. SpaceX CFO Bret Johnsen said the lease diversifies the company’s funding sources and supports its growth plans, adding that its AI infrastructure investments are seeing payback periods of less than one year as it expands compute for Grok and cloud services. SpaceX’s AI segment, including Grok, Cursor and cloud computing, generated $7.6 billion of the company’s $14.6 billion in third-quarter revenue. Capital expenditures reached nearly $20 billion, up from $6.9 billion a year earlier, and SpaceX expects to spend $35 billion to $40 billion in the fourth quarter. Elon Musk said companies focused solely on renting GPUs may face consolidation as debt investors become more wary of high AI infrastructure spending and limited profits.
AMD acquires Taalas to boost inference performance by etching models in silicon
news
1 min read
AMD has acquired AI chip startup Taalas to enhance inference performance by etching AI models directly into silicon. Early tech demos demonstrate that these model-specific integrated circuits can process up to 17,000 tokens per second.
How is Groq raising more money?
news
4 min read
Groq, an AI chip company, is raising $650 million despite being licensed by Nvidia, which hired key technical executives but did not acquire the Groq corporate entity. Groq continues to operate independently while leveraging its technology.
Motherboard sales are now collapsing amid unprecedented shortages fueled by AI
news
6 min read
Motherboard sales have declined by over 25% due to chipmakers prioritizing AI chip production, leading to a projected loss of 5 million units for Asus in 2025. Major PC component prices, including memory modules, have risen amid these shortages as fewer consumers build new PCs.
Anker made its own chip to bring AI to all its products
tool
2 min read
Anker has introduced the Thus processor, the world's first neural-net compute-in-memory AI audio chip designed for audio devices, mobile accessories, and IoT devices. This chip is smaller and more power-efficient than traditional chips, making it suitable for compact devices, with an initial rollout planned for earbuds.
The AI Gold Rush Just Entered Its Most Dangerous Phase
opinion
7 min read
Google is competing with Nvidia for dominance in the AI chip market, which has significant implications for the global economy. Nvidia previously held a monopoly on AI chip supply, leading to high demand and a market cap exceeding $3 trillion, but this era is coming to an end as new challengers emerge.
Super Micro Shares Plunge 25% After Co-Founder Charged in $2.5B Smuggling Plot
news
2 min read
Super Micro Computer's stock fell by 25.3% to approximately $23 in premarket trading following the arrest of co-founder Yih-Shyan Liaw for allegedly conspiring to smuggle AI chips worth billions into China. This decline marks the company's largest single-day loss since October 2024.
Oracle is building yesterday's data centers with tomorrow's debt
news
2 min read
Oracle's data centers are being built with outdated technology, while advancements in AI chips are outpacing construction timelines. OpenAI has decided not to expand its partnership with Oracle in Abilene, Texas, due to a preference for newer Nvidia graphics processing units.