#AI Chips
AIMicron Revenue Quadrupled to $41 Billion. Wall Street Is Calling It the Next Nvidia.
Micron revenue quadrupled to $41 billion last quarter as AI data centers ran out of HBM. Wall Street briefly pushed Micron past Meta's market cap and is calling it the next Nvidia.
AIGoogle Cuts Off Meta's Gemini Access as AI Compute Capacity Runs Short
Google has restricted Meta's access to its Gemini AI models after the social media giant sought more compute capacity than Google could provide, disrupting internal AI projects.
AIAnthropic in Talks to Run Claude on Microsoft's Maia 200 Chip
Anthropic is in talks to run Claude on Microsoft's Maia 200. A deal would make it the first major external workload on Microsoft's custom AI chip.
AIOpenAI and Broadcom Unveil Jalapeño: First Custom Chip Targets LLM Inference
OpenAI and Broadcom unveiled Jalapeño, a custom AI inference chip for LLMs, built in nine months with substantially better performance per watt.