Faster global financial news!
AI chips
-
OpenAI's Jalapeño AI Chip Beats Nvidia Blackwell in Inference Efficiency, Threatening Nvidia's Margins
OpenAI announced that its custom-built Jalapeño AI chip demonstrated industry-leading speed and efficiency, outperforming Nvidia's Blackwell systems in key inference-efficiency tests. Analysts view th
-
OpenAI announced that its self-developed AI chip, Jalapeño, can achieve inference performance up to 1.9 times that of NVIDIA Blackwell. NVIDIA will release its earnings report after hours.
OpenAI stated that its Jalapeño chip, developed in collaboration with Broadcom, can achieve up to 1.9 times the AI inference throughput of NVIDIA Blackwell architecture systems, reduce end-to-end late
-
OpenAI claims its new chips can outperform NVIDIA processors in tests
OpenAI claims its new chips can outperform NVIDIA processors in tests
-
Cerebras Systems' stock plummets after Q2 revenue misses expectations, but analysts still predict a 57% upside
AI chip company Cerebras Systems (NASDAQ:CBRS) saw its stock price fall by 26.41% over the past week after announcing its Q2 2026 earnings, accumulating a 40.39% decline from its May high. The company
-
Qualcomm CEO expects non-handset revenue growth to exceed 60% in fiscal year 2027, and reaches a long-term data center CPU agreement with Meta.
Qualcomm CEO Cristiano Amon told investors that the company expects non-handset revenue growth to accelerate from 24% in fiscal year 2026 to over 60% in fiscal year 2027, primarily driven by AI chips.
-
Marvell Technology Stock Poised for Surge Amid Strong Custom Chip Growth and Rumored Google Partnership Talks, Analysis Suggests
The Motley Fool analysis indicates that Marvell Technology (MRVL) is becoming a custom chip partner for major cloud service providers. Its custom chip business is projected to contribute approximately
-
Broadcom (Broadcom) raised over $60 billion in debt through a special purpose vehicle (SPV) for AI chip deployment, but its guarantee risk could reach $370 billion in 2029
According to CNBC reporter Kristina Partsinevelos, Broadcom is raising this debt by setting up a special purpose vehicle (SPV) that will purchase AI chips and lease them to clients like Anthropic, the
-
Analysts note Broadcom outperforms Marvell Technology in custom AI chips, projecting 64% revenue growth in fiscal year 2027
Analysis indicates that Broadcom outperforms Marvell Technology in the custom AI chip sector, with projected revenue growth of 64% in fiscal year 2027, compared to Marvell Technology's estimated 45%.
-
Nvidia reportedly warned customers of over 15% price hikes for AI chip servers
The chipmaker informed some of its largest customers that the prices of servers containing its AI chips, including Vera Rubin and Grace Blackwell, could increase by more than 15%. The exact rise will
-
Marvell shares surged 10% intraday after striking an AI chip supply deal with Google; Google needs to purchase $120 billion in chips to fully exercise its $12.2 billion equity warrants.
Marvell Technology disclosed on August 19 that it has expanded its custom chip agreement with Google to develop a series of custom semiconductors for Google's AI systems. As part of the agreement, Mar
-
Amazon's Custom Chip Business Annualized Run Rate Exceeds $25 Billion
Amazon's custom chip business has surpassed an annualized run rate of $25 billion. The company stated that this business is growing at a three-digit rate, and its Trainium2 AI chip offers approximatel
-
Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
-
KKR Data Center Head in Focus for NVIDIA AI Chip Financing Deal
Some prominent Wall Street CEOs recently appeared alongside NVIDIA CEO Jensen Huang to promote a deal aimed at funding AI chips, with KKR's head of data centers drawing particular attention for his in
-
Eagle Capital Management: NVIDIA's AI Dominance May Face Challenges, Customer Self-Developed Chips to Squeeze Its Market Share and Profit Margins
Investment management firm Eagle Capital Management noted in its Q2 2026 investor letter that despite NVIDIA's dominance in the AI accelerator chip market, its largest customers (including Google, Ama
-
Cerebras Systems raised its full-year core revenue and gross margin guidance, expecting core revenue to reach $880 million to $890 million.
AI chipmaker Cerebras Systems (NASDAQ: CBRS) raised its full-year core revenue and gross margin guidance after its second-quarter revenue grew 74% to $180.1 million. The company now expects full-year
-
Samsung Electronics has raised the prices for some of its advanced process chip foundry services, with increases of up to 15%, in response to the surging demand for AI chips.
Samsung raised its foundry prices for 4-nanometer and 5-nanometer process chips by 10% to 15% in July, and 8-nanometer process prices by nearly 10%, primarily for customers in mainland China and the U
-
Analysis suggests that Broadcom (Broadcom) is expected to surpass a market capitalization of $3 trillion within the next two years, joining the ranks of Microsoft, thanks to the strong growth of its AI chip business.
Article analysis indicates that Broadcom currently has a market capitalization of $1.9 trillion, with its stock price increasing by 28% over the past year, while Microsoft's stock price decreased by 7
-
Chip designer Velaura AI valued at over $1 billion after raising $110 million in Series A funding
The funding round was led by Seligman Ventures, with participation from Capricorn Investment Group, 三星 Catalyst Fund, StepStone Group, and Maverick Silicon. Velaura AI develops low-power chips and sof
-
AI chip financing creates $70 billion in off-balance-sheet implicit liabilities from "residual value guarantees," raising concerns among bond investors and rating agencies.
According to Bloomberg on August 15, a new type of off-balance-sheet guarantee structure called "Residual Value Guarantee" (RVG) has emerged in the AI chip financing boom, reaching a scale of $70 bill
-
Analysis indicates that TSMC is expected to be the biggest winner in the AI chip boom, with the company's July revenue increasing by 45% year-on-year, and plans to raise AI chip prices by 25% next year.
Yahoo Finance analysis indicates that TSMC (TSM) is performing strongly amidst the AI chip boom and is poised to surpass NVIDIA and AMD as the biggest winner. The company's July revenue increased by 4
-
NVIDIA disclosed holding a $21 billion stake in SpaceX as of the end of Q2, and stated that SpaceX will exclusively use NVIDIA AI chips.
NVIDIA's stake in Elon Musk's space exploration company SpaceX was valued at approximately $21 billion at the end of the second quarter, according to a filing submitted to the U.S. Securities and Exch
-
Tiger Global's Q2 Major Adjustment to US Stock Holdings: Reduced AI Leaders like Google and Broadcom, Initiated New Positions in Cerebras and AMD, and Increased Holdings in Intel
Tiger Global Management, a well-known growth hedge fund on Wall Street, filed its 13F report, showing that as of June 30, its total U.S. stock holdings were valued at approximately $23.982 billion, co
-
SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic sh
-
ECARX Outlines Global Expansion Strategy at JPMorgan Chase Conference, Q2 Revenue Up Over 40% YoY to $225 Million
ECARX executives detailed their global expansion strategy, product portfolio, and financial targets at a JPMorgan Chase conference. The company's Q2 revenue was approximately $225 million, representin
-
Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
-
Multicoin Capital Partner Proposes AI Chips as Collateral for Crypto Lending, While GPU Financing Platform USD.AI Deploys Over $420M Against $26.5B in Financing Requests
Multicoin Capital Partner Shayon Sengupta proposed on Oct. 8 creating blockchain-based markets where AI companies could borrow stablecoins against GPUs and future computing revenue. Meanwhile, GPU fin
-
WSJ Opinion: Anthropic's IPO will be a national security win for Taiwan, as reliance on the island for AI chip production puts it among America’s top foreign policy interests
WSJ Opinion: Anthropic's IPO will be a national security win for Taiwan, as reliance on the island for AI chip production puts it among America’s top foreign policy interests
-
U.S. investigated alleged Chinese spy plot targeting Nvidia CEO
The U.S. investigated a Chinese spy plot aimed at Nvidia CEO Jensen Huang, with a top executive from Singapore AI cloud firm Megaspeed, Alice Huang, suspected of being a Chinese spy. Sources told The
-
NVIDIA refutes The New York Times' report on alleged Chinese espionage by individuals close to CEO Jensen Huang, stating the accusations have been dismissed.
NVIDIA has refuted a report by The New York Times claiming that U.S. intelligence agencies monitored an individual close to NVIDIA CEO Jensen Huang, suspecting them of being a Chinese spy. An NVIDIA s
-
Samsung Electronics' Q3 operating profit surged 780% to a record 107.4 trillion Korean won, but its stock price still fell over 5% due to the semiconductor division's weaker-than-expected performance.
Samsung Electronics' third-quarter operating profit surged 780% to 107.4 trillion Korean won (approximately $80.5 billion), marking the first time a tech company's quarterly operating profit has excee
-
Samsung Electronics' Q3 operating profit aligns with estimates, driven by AI memory chip demand
The South Korean tech giant reported a 126.88% year-on-year revenue increase and a 783.11% surge in operating profit. Samsung Electronics and five affiliates also announced a combined $1 billion inves
-
Google parent Alphabet's revenue jumps 25% as its in-house AI chips become a "meaningful contributor" to growth, challenging Nvidia's dominance
Google parent Alphabet's revenue jumps 25% as its in-house AI chips become a "meaningful contributor" to growth, challenging Nvidia's dominance
-
OpenAI reportedly plans to purchase Google AI chips to reduce its reliance on NVIDIA.
OpenAI, one of NVIDIA's largest customers, is reportedly planning to purchase AI chips (TPUs) from Google in a move to reduce its reliance on NVIDIA hardware, according to sources cited by The Informa
-
Google changes cloud strategy, allows external partners like Oracle to sell its AI chip TPU for the first time.
Google is changing its cloud strategy, allowing external partners like Oracle to sell its AI chips, TPUs, for the first time. This move aims to expand its AI chip business and compete with NVIDIA. Ora
-
OpenAI plans to purchase AI chips from Google (GOOGL), according to The Information, citing sources familiar with the matter. The financial terms and scale of the potential deal have not yet been disclosed, and Reuters has not independently verified the report.
OpenAI plans to purchase AI chips from Google (GOOGL), according to The Information, citing sources familiar with the matter. The financial terms and scale of the potential deal have not yet been disc
-
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures, bringing the company's post-money valuation to $800 million. The com
-
South Korea's Q3 economic growth reached 1.0%, driven by the AI chip boom. The AI-led tech product boom continues to propel economic development, but private consumption has declined.
South Korea's Q3 economic growth reached 1.0%, driven by the AI chip boom. The AI-led tech product boom continues to propel economic development, but private consumption has declined.
-
SpaceX has secured $40 billion in financing to purchase AI chips for its data centers
SpaceX has secured $40 billion in financing to purchase AI chips for its data centers. Entities managed by Apollo Global Management will acquire these chips and provide them to SpaceX via a financing
-
German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, protect delicate connections, and dissipate heat effectively.
German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, p
-
Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips
Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips, with delivery expected in Q1 and Q2 2027. The company's Q3 revenue reached $7.56 billion, a ninefold year
-
Elon Musk confirms SpaceX has secured $40 billion in debt financing to purchase AI chips
Elon Musk confirms SpaceX has secured $40 billion in debt financing to purchase AI chips, with deliveries expected in Q1 and Q2 2027; the company also reported Q3 revenue of $14.58 billion, up 161% ye
-
Chinese AI chip manufacturer Cambricon's Q3 revenue increased by 104.47% year-on-year to 3.531 billion yuan, with net profit rising by 147.74% to 1.404 billion yuan.
Chinese AI chip manufacturer Cambricon disclosed its Q3 2026 report, achieving operating revenue of 3.531 billion yuan, a year-on-year increase of 104.47%; net profit attributable to shareholders of l
-
Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
According to a report by South Korean newspaper Maeil Business Newspaper on October 22, citing industry sources, Tesla and NVIDIA have jointly pledged to invest approximately 3.7 trillion Korean Won i
-
NVIDIA Deepens Collaboration with South Korean Component Manufacturers in AI Chips and Robotics
NVIDIA is expanding its collaboration with South Korean component manufacturers, according to The Korea Herald. Samsung Electro-Mechanics announced on Wednesday that it has signed a multi-year agreeme
-
NVIDIA invests over $4 billion to deepen cooperation with OSAT vendors, accelerating AI chip backend capacity and CPO deployment.
Bank of America Securities reported that NVIDIA confirmed the full-scale mass production of its Vera Rubin GPUs and CPUs at the GTC conference in Berlin on October 21. NVIDIA also announced deepened c
-
Amazon's AWS launches TorchNeuron tool to simplify running PyTorch AI apps on its Trainium chips, directly challenging Nvidia's software advantage
Amazon Web Services (AWS) on Monday released TorchNeuron, a new development tool designed to enable AI startups to easily migrate their PyTorch-based AI applications to Amazon's custom AI chip, Traini
-
AI chip startup Tenstorrent raises $1.5B at $6.2B valuation
Tenstorrent, an AI chip startup, has raised $1.5 billion at a $6.2 billion valuation to scale open-weight AI chips. This round comes after the company reportedly received acquisition interest from Int
-
Chinese AI company DeepSeek is collaborating with Huawei to develop new AI chip designs, aiming to challenge NVIDIA.
Chinese AI company DeepSeek is collaborating with Huawei to develop new AI chip designs, aiming to challenge NVIDIA.
-
The Truth Behind TSMC's $35.9 Billion Revenue: AI Hashrate. Is a 30x P/E Ratio the Starting Point or the End?
TSMC reported a record-high revenue of $35.9 billion in the first quarter of 2026, primarily driven by strong demand for artificial intelligence (AI) chips, particularly the surging demand for advanced processes such as 3-nanometer and 5-nanometer. Currently, TSMC's price-to-earnings (P/E) ratio remains around 30x. The market is closely watching whether this valuation level marks the beginning of growth in the AI era or the potential end of overheating. Analysts generally have a positive outlook on its long-term prospects, but some voices also warn about the sustainability risks of capital expenditures by hyperscale cloud service providers.
AI chips
24H Trending
-
1
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
-
2
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
-
3
New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
-
4
Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
-
5
Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
-
6
Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
-
7
Unlimit founder backs Phase blockchain with $45M as mainnet launches
-
8
onXRP Team to Launch New Trading Method on XRP Ledger Next Week
-
9
Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
-
10
DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
