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AI Hardware

Nvidia AI Accelerators GPUs AI Memory Chips Chips Nvidia Chips AI Chips Graphics Processing Units Chip Manufacturing Market Trends

AMD in Talks to Supply 10,000 MI355 AI Chips to South Korea’s Upstage

The potential order signals Upstage’s shift from Nvidia as it locks in local capacity for a summer test of its 200‑billion‑parameter model.

Samsung Set to Start HBM4 Production Next Month to Supply Nvidia’s Rubin

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

OpenAI Taps Cerebras in Multi-Year Deal for Up to 750 MW of Low-Latency AI Compute

SK Hynix Pulls Forward Yongin Fab to Feb. 2027, Sets HBM Wafer Starts in Cheongju Next Month

Meta Is in Talks to Use Google’s AI Chips, Rattling Nvidia

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

SK Hynix Overtakes Samsung as Top Global Memory Chip Supplier

Super Micro Cuts Q3 Guidance, Shares Drop Over 15%

Arm Projects 50% Data Center CPU Market Share by End of 2025

Ant Group Achieves AI Breakthrough with Cost-Effective Chinese and U.S. Chips

Elon Musk's $9 Billion AI Chip Order Could Boost Nvidia Amid Slowing Growth

Microsoft Azure and OpenAI Lead with NVIDIA's Blackwell AI Servers

Broadcom's AI Chip Sales Surge Amid Overall Revenue Disappointment