AI Chips
Cerebras Systems Revives Public Listing Ambitions, Targets Q2 2026 for IPO
After withdrawing its 2024 bid, the Nvidia challenger is reportedly preparing to re-file with regulators as demand for alternative AI hardware accelerates.
Google and Meta Forge Alliance to Optimize PyTorch on TPUs, Challenging Nvidia's AI Hardware Dominance
New software updates and cross-company collaborations aim to make Google's TPUs a seamless, cost-effective alternative to Nvidia GPUs for the world's most popular AI framework.
Micron's 400% Data Center Surge: Inside the AI-Driven Memory Boom
Micron Technology posts record fiscal Q1 results, driven by an explosion in AI infrastructure demand, reshaping the semiconductor landscape for 2025.
Intel Nears $1.6 Billion Acquisition of SambaNova Systems to Challenge Nvidia Dominance
In a bid to regain ground in the AI hardware race, Intel is reportedly in advanced talks to acquire chip startup SambaNova for a fraction of its previous valuation.
Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market
Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market.
Intel Moves to Acquire SambaNova Systems in Strategic Bid to Rival Nvidia
In a decisive move to reclaim semiconductor dominance, Intel has signed a term sheet to acquire AI startup SambaNova Systems, signaling a major pivot toward enterprise AI inference under CEO Lip-Bu Tan.
Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria
Despite reporting record revenues and a doubling of AI chip sales, Broadcom (AVGO) stock tumbled 11% as investors reacted to dipping margins and growing 'AI angst' in the semiconductor sector.