The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying ...
Anthropic is reportedly partnering with Samsung to develop custom AI chips as hardware competition heats up with rivals like OpenAI.
Anthropic is in early talks with Samsung to manufacture a custom AI chip while continuing to rely on Amazon, Google and ...
Beijing is determined to dominate the strategic technologies that will define the 21st century. Fortunately, Taiwan’s ...
TSMC Arizona entered volume production at its first Phoenix fabrication facility in late 2024 without the technician ...
Buy Intel (INTC) for 2026 AI inference infrastructure. The thesis is Intel’s dual role—chip designer plus scaling Intel Foundry—gives it a “sovereign foundry” revenue stream and reduces AMD’s ...
Conclusion: A new era of system-level innovation The 2026 Europe Technology Symposium made one thing abundantly clear: the ...
Q: Are chiplets simply an evolution of multi-chip modules (MCMs) from the 1990’s? A: In many ways, yes. Early multi-chip ...
AI chip supply constraints are affecting enterprise GPU access, cloud pricing, infrastructure planning, and vendor strategy ...
Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.
According to Bloomberg, U.S. Commerce Secretary Howard Lutnick has, in a series of recent meetings, told senior ASML executives he’s concerned that one of the Dutch chipmaker’s extreme ultraviolet ...
Google is looking beyond TSMC for future AI chip production. The company is reportedly considering Samsung for a key role in its next-generation TPU as demand for AI hardware continues to surge.