Intel is reportedly nearing a deal to buy AI chip startup SambaNova for around $1.6B, a sharp drop from its $5B valuation, for strategic boost to its inference capabilities.
AI chip
Samsung Foundry reached 60-70% 4nm yield, securing a $100M order for OPU chips from US AI startup Tsavorite, signaling recovery in high-end chip production.
AWS CEO Andy Jassy confirms Trainium AI chip revenue hit multi-billions. Over 1M units power 100K enterprises, driven by superior price-performance over GPUs.
AWS launched the Trainium3 chip in EC2 UltraServers, offering 4.4x performance for AI training and 40% better efficiency, supporting massive 1M-chip clusters.
NVIDIA CEO Jensen Huang unveiled the first Blackwell wafer produced at TSMC's Arizona fab. The move, a landmark for the US supply chain, signals volume production of the next-gen AI chip in America.
NVIDIA's CFO has stated the company will not pay the U.S. government a 15% revenue share on China sales unless the agreement is formally codified into law.
NVIDIA has ordered suppliers to halt production of its H20 AI chip for China, a move that highlights how technology has become a central battleground in global politics.