Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips
Multiyear partnership includes a further ‘significant’ investment from Nvidia into one-year-old AI start-up
Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip
As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into problems with AI chips it is designing internally …
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
UK activist investor Palliser says Toto, Japan's largest toilet maker, is an “undervalued and overlooked” AI play due to its “advanced ceramics” used in chips
Toto should make more of its sideline in the chip supply chain, Palliser urges
The US says Qatar and the UAE will join Pax Silica on January 12 and January 15, respectively, expanding the US-led program to secure AI and chip supply chains
Qatar and the United Arab Emirates will soon join a U.S.-led initiative to secure AI and semiconductor supply chains …
Samsung says it expects memory chip supply shortages to raise prices across the electronics industry, including potentially among its own consumer products
Samsung Electronics Co. expects memory chip supply shortages to raise prices across the electronics industry, including potentially among its own consumer products.
Dell, HP, and other tech companies are warning of potential memory-chip supply shortages in the coming year due to demand from the buildout of AI infrastructure
Bloomberg :
A look at Huawei's efforts to build an independent Chinese chip supply chain; through vehicles like Hubble, it has invested in 60+ chip companies since 2019
Itsuro Fujino / Nikkei Asia :