ASICs

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+

3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threat...

Intel discontinues its Blockscale 1000-series ASICs, designed for mining bitcoin, after announcing the chips in March 2022, and doesn't announce any successors

Profile of Cerebras Systems, a little known Los Altos-based maker of AI-specific chips, which sources say focus on AI training, that has raised $112M

Aaron Tilley / Forbes : Tweets: @eladgil , @martinipierre , and @aatilley . Thanks: @aatilley Tweets: Elad Gil / @eladgil : ASICs for ML most exciting spot to invest in AI today http://twitter.com/.....