Nearfield Instruments raises a record $380M chip round
Nearfield Instruments raises a record $380M chip round

Nearfield Instruments, a Rotterdam firm that inspects chips at the atomic scale, has raised $380mn at a $1.6bn valuation. It is the largest deep-tech round in Dutch history, and sovereign funds are paying close attention. Everyone knows the headline na…

Qualcomm nears $4bn Modular deal to rival Nvidia
Qualcomm nears $4bn Modular deal to rival Nvidia

Qualcomm is closing in on a deal to buy AI-software startup Modular for about $4bn. The Qualcomm Modular deal would hand the chipmaker fresh ammunition in its fight to rival Nvidia. Qualcomm has entered advanced talks to acquire Modular, according to B…

A startup betting on a different material for AI’s optics problem just raised $80mn from the people who build the hardware
A startup betting on a different material for AI’s optics problem just raised $80mn from the people who build the hardware

AI’s next bottleneck is not the chips. It is the wiring between them. As clusters grow to hundreds of thousands of GPUs, the copper links that shuttle data between them are running out of road. So the industry is racing to move that traffic onto light …

Google is using Nvidia’s own playbook to break its grip on AI chips
Google is using Nvidia’s own playbook to break its grip on AI chips

To build a serious rival to Nvidia, Google has reached for Nvidia’s own playbook. A Wall Street Journal investigation lays out how Google is using financial guarantees and what the industry calls “circular financing”, the very tactics that helped make …

The US says one of ASML’s top chip tools is in China. ASML says it isn’t.
The US says one of ASML’s top chip tools is in China. ASML says it isn’t.

The US has accused the one company on Earth that makes the machines behind cutting-edge chips of letting one slip into China. It has not shown its proof, and the company says it never happened. In a series of recent meetings, Commerce Secretary Howard …

ASML denies US government report that its EUV chipmaking tool was shipped to China — says ‘rumors’ are ‘inaccurate and damaging to our reputation’

U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.

AI’s memory crunch just killed a phone. Even Apple flinched.
AI’s memory crunch just killed a phone. Even Apple flinched.

For a year, AI’s hunger for memory chips was a price story: your next laptop or phone would cost more. This week it became a product story. Nothing has scrapped its planned CMF Phone 3 Pro, with a co-founder saying the company could not build a budget …

Architect Labs raises $24M to let any company design its own AI chip
Architect Labs raises $24M to let any company design its own AI chip

Designing a chip is hard. It takes years, hundreds of millions of dollars, and a tiny pool of experts. Most of them sit inside a few large companies. Architect Labs wants to change that with AI. The Palo Alto startup left stealth on Thursday with a $24…