Today's stories D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion U F Covered by 2 sources 1h ago Celero raises $275m to bring coherent optics inside AI data centres T The Next Web 2h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges T The Wall Street Journal 32m ago Ayar Labs Secures Additional $150M, Lifting 2026 Capital to $650M U Unite.AI 2h ago Nvidia-Backed MediaTek’s Sales Soar 44% With AI Chip Momentum B Bloomberg 6h ago Huawei Lifted Prices for Its Best AI Chip By 60% This Summer B Bloomberg 7h ago TSMC Revenue Rises 53% as AI Chip Demand Outstrips Supply B Bloomberg 9h ago Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027 T The Next Web 6h ago Kepler Computing, which claims its 3D stacking and new material can increase HBM and SRAM density without relying on EUV, emerges from stealth with $468M (Lauren Goode/Wired) T Techmeme 12h ago Apple unveils the 2nm A20 Pro, featuring a 6-core CPU with two "desktop class" super cores, a 7-core GPU up to 40% faster, and 32 Neural Engine cores in total (Hartley Charlton/MacRumors) T U Covered by 2 sources 21h ago Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs T Techmeme 9h ago Neura Robotics, Seco Partner to Scale Physical AI in Europe A AI Business 18h ago Lightbits set to release KV cache engine to boost GPU performance S SiliconANGLE 1d ago Kawasaki signed an AI chip deal with a startup the Pentagon backs T The Next Web 23h ago This week Analog Devices to Acquire Alif Semiconductor for $1.35 Billion T T T +1 Covered by 4 sources 1d ago Qualcomm Lands Amazon as Customer for Push Into AI Chips B A Covered by 2 sources 2d ago S. Korea, France sign MOU to strengthen cooperation in AI, semiconductors Y Yonhap News Agency 1d ago Carlos Moreira, CEO and Founder of SEALSQ – Interview Series U Unite.AI 1d ago Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises B Bloomberg 2d ago Arm's CEO says AI could cure cancer, but data centers are creating a bottleneck B T Covered by 2 sources 2d ago NVIDIA Announces CUDA Rust with cuda-oxide (SIMT) and cutile-rs (Tile) for Compile-Time-Safe GPU Kernels M MarkTechPost 2d ago Nvidia's Jensen Huang says 'AGI has arrived' and congratulates OpenAI B T Covered by 2 sources 3d ago OpenAI just anchored an Australian company’s Malaysian data centres T The Next Web 2d ago Benchmarking small LLM inference on SageMaker AI: G7 vs G5 and G6 A AWS Blog 2d ago TSMC backs ASML’s plan for bigger masks so its newest machines can print AI’s biggest chips T The Next Web 2d ago Malaysia Eyes Huawei Chips for AI Project Despite US Warning B T Covered by 2 sources 3d ago Memory prices are slowing because buyers ran out of money T The Next Web 2d ago Sources: Huawei is investing in Chinese lithography companies and helping them secure deals with leading fabs like SMIC to reduce reliance on foreign suppliers (Financial Times) T Techmeme 2d ago GPUThor breaks the error correction Nvidia recommended against Rowhammer T The Next Web 3d ago Firmus Signs OpenAI as Anchor Customer for Malaysian AI Factories U Unite.AI 3d ago Seoul shares spike over 4.6 pct on renewed AI optimism Y Yonhap News Agency 3d ago Alibaba Cloud, Cambricon Join PyTorch Foundation, Ant Group Takes Gold Seat U Unite.AI 3d ago Huawei launches Mate XT 2 tri-fold two days before Apple’s foldable iPhone T The Next Web 3d ago How Inspur, a blacklisted China-owned company, is bypassing US export restrictions on advanced AI chips via a network of new subsidiaries and partners (New York Times) T Techmeme 4d ago US Tech Firms Eye Australia for AI Centers, Local Operator Says B Bloomberg 3d ago Thinking Machines is in talks to raise $6bn, The Information reports T The Next Web 4d ago NEURA and SECO Partner on Robot Compute Modules Built in Europe U Unite.AI 3d ago AI cloud firm Nscale seeking $3.5B in pre-IPO financing from Nvidia and Third Point T T T Covered by 3 sources 6d ago Nanya plans a $6B spending surge in 2027 to ride the AI memory boom T The Next Web 6d ago AMD unveils Threadripper Halo Station, an AI workstation with 96 cores, 2 MI350P H Hacker News 6d ago Google to speed up chip rollout to stay ahead in AI, technology chief says H Hacker News 6d ago Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street B T Covered by 2 sources 7d ago G42 gave up Huawei, then let Washington watch its data centres. Majority US ownership is reportedly next. T The Next Web 6d ago Jane Street signs $13bn five-year AI cloud deal with Crusoe T The Next Web 6d ago Presentation: From S3 to GPU in One Copy: Rethinking Data Loading for ML Training I InfoQ (AI, ML & Data) 6d ago DeepSeek plans large Huawei chip order for new Inner Mongolia data centre T The Next Web 6d ago Naver founder, Brookfield chief meet for follow-up talks on AI factory Y Yonhap News Agency 6d ago Redwood: A Frontier AI Accelerator Designed from Scratch in 2 Weeks by AI H Hacker News 7d ago Scaling AI: The Communication Wall H Hacker News 7d ago This month Investt in AI H Hacker News 7d ago Sam Altman says he doesn’t like smart glasses: 'I find it very uncomfortable talking to people with a camera and a light’ B T Covered by 2 sources 9d ago The Industrial Revolution Of Intelligence: The Rise Of The AI Factory F Forbes 7d ago Nscale, Figure Ink $3.5B Deal for Up to 100,000 Vera Rubin GPUs U Unite.AI 7d ago Cango’s EcoHash Begins Commercial GPU Compute at Georgia AI Facility U Unite.AI 7d ago Broadcom Slides After AI Chip Forecast Underwhelms Investors B Bloomberg 8d ago Meta bricked the cameras on its AI glasses B Business Insider 8d ago End-to-end engineering reference for AI data centers H Hacker News 8d ago Broadcom Posts Record Q3 Revenue as AI Chip Sales Reach $16.7B U Unite.AI 8d ago A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (SemiAnalysis) T Techmeme 8d ago Goodbye Bitcoin, Hello AI Data Center H Hacker News 8d ago That's everything we have on Chips & Compute right now