Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end
Ian King /Bloomberg:
AI chip startup Mythic, which develops “analog processing units” to perform AI computations within memory, raised $125M led by DCVC; its CEO is a Nvidia veteran
Ian King / Bloomberg :
Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers
the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip product...
Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip production tech developed and deployed in the US
Ian King / Bloomberg :
Intel announces top executive changes, including the departure of Intel Products CEO Michelle Johnston Holthaus, and establishes a new central engineering group
company also establishes new custom chip design unit Prasanth Aby Thomas / Computerworld : Intel announces leadership overhaul, underscoring long road to recovery Jacob Fox / PC Gamer : Intel reshuffl...
As Trump targets Intel CEO Lip-Bu Tan, a look at his VC firm Walden International, which has invested $5B+ in 600+ companies, with 100+ in China, including SMIC
Ian King / Bloomberg :
Arm reports Q1 revenue up 12% YoY to $1.05B, royalty revenue up 25% YoY to $585M, vs. $595M est., and forecasts Q2 profit below est.; ARM drops 8%+
Ian King / Bloomberg :
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White House Imposing Export...
AMD and Humain partner to invest up to $10B on 500 MW of AI compute over the next five years, including in data centers stretching from Saudi Arabia to the US
Ian King / Bloomberg :
Arm reports Q4 revenue up 34% YoY to $1.24B, vs. $1.23B est., royalty revenue up 18% to $607M, and forecasts Q1 revenue below est.; ARM drops 8%+
Ian King / Bloomberg :