
ByteDance has generally been Microsoft’s single biggest AI customer in recent years, and it is on track to spend more than $1bn a year on Microsoft’s AI and cloud services, Bloomberg reports. The striking part is what the TikTok owner is mostly buying:…
This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.
The US government has just become a shareholder in an AI startup, in exchange for a bet that artificial intelligence can break China’s hold on the materials inside every chip factory. The Department of Commerce has awarded SandboxAQ $500mn under the CH…

Odyssey, an AI lab building real-time ‘world models’, has raised $310mn at a $1.45bn valuation. The more telling number is whose names are on the round. The Series B was led by Natural Capital, with Amazon, AMD Ventures, Google’s GV, EQT and the CIA-li…
Intel’s enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.
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SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
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Hydra Host has raised $100m to build the plumbing of the AI boom, and one of its new backers is the company whose chips it is trying to turn into a commodity: Nvidia. The Series A was led by Kindred Ventures, with Nvidia joining alongside ARK Invest, C…

Qualcomm’s chief executive thinks the app as you know it is on the way out, and that the phone in your pocket is about to lose its place at the centre of your digital life. ‘Agents are going to be the new app,’ Cristiano Amon told CNBC’s The Tech Downl…
TSMC is exploring panel-level packaging and is working on its CoPoS technology, but the company’s Kevin Zhang says wafer-level packaging technologies is considerably more advanced than panel-level packaging.
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The Kazakhstan AI deal is signed. Kazakhstan has agreed a set of accords with Firebird, a US startup backed by Nvidia, to build artificial-intelligence data centres that could draw as much as $10bn in investment, as the oil-and-gas producer tries to re…