Anthropic is discussing a new custom chip with Samsung

The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.

Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.   OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, an…

Amazon hopes to challenge Nvidia more directly by selling its AI chips

AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.

After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M

Chipmaker Groq is looking to raise $650 million in internal funding as it pivots from hardware to focus more on AI inference, the process of refining the way AI models respond to prompted requests, per Axios. 

In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips

Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.

Google Cloud launches two new AI chips to compete with Nvidia

Google’s newest TPUs are faster and cheaper than the previous versions. But the company is still embracing Nvidia in its cloud — for now.

Why Wall Street wasn’t won over by Nvidia’s big conference

Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.

Another deep tech chip startup becomes a unicorn: Frore hits $1.64B

At Nvidia CEO Jensen Huang’s urging, Frore developed liquid-cooling tech for chips. That shift helped it just raise $143 million.

Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’

Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.

How Ricursive Intelligence raised $335M at a $4B valuation in 4 months

The reason why this nascent startup had VCs lining up is the founders.They are so famed in the AI world, everyone tried to hire them.