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AMD Acquires Fei-Fei Li's World Labs for $8.2 Billion: What the World-Model Bet Means for AI Compute

Posted on 29th Sep 2026 12:04:35 in Artificial Intelligence, Machine Learning

Tagged as: AMD, World Labs, Fei-Fei Li, world models, spatial intelligence, AI chips

AMD is acquiring Fei-Fei Li's World Labs in an $8.2 billion all-stock deal, bringing spatial-intelligence world models into the chipmaker's plans for the next generation of AI hardware.

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Nvidia Invests $3.5 Billion in MediaTek: How NVLink Fusion Keeps Nvidia at the Center of the Custom AI Chip Boom

Posted on 10th Sep 2026 06:04:39 in Artificial Intelligence, Machine Learning

Tagged as: Nvidia, MediaTek, AI chips, NVLink Fusion, custom silicon, semiconductor

Nvidia is buying $3.5 billion of MediaTek convertible bonds and opening its NVLink Fusion platform to the Taiwanese chipmaker's customers. The deal reveals how Nvidia plans to stay essential to AI infrastructure even as Big Tech builds its own custom silicon.

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OpenAI's Jalapeño Chip Shows Industry-Leading Inference Speed and Efficiency in First Benchmarks

Posted on 29th Aug 2026 06:06:42 in Artificial Intelligence, Machine Learning

Tagged as: OpenAI, Jalapeno, AI chip, inference, Broadcom, Nvidia

OpenAI's first custom inference chip, Jalapeño, posted 1.5 to 1.9 times more AI work per watt and up to 4.1 times higher interactive performance in its first public benchmarks, presented at Hot Chips 2026.

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Nvidia's $96 Billion Quarter and the 70% Forecast That Reset the AI Boom Debate

Posted on 28th Aug 2026 06:05:58 in Artificial Intelligence, Machine Learning

Tagged as: Nvidia, Jensen Huang, AI chips, data center, earnings, Amazon, hyperscalers, memory

Nvidia's Q2 FY2027 revenue doubled to $96.22 billion, but the real story was its first-ever full-year outlook: 70% revenue growth in FY2028 versus the ~45% Wall Street expected, plus a 2-million-GPU Amazon deal and a record $26 billion returned to shareholders.

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OLIX Raises $312M Series B to Build the 'Token Factory' for AI Inference

Posted on 20th Aug 2026 06:05:16 in Artificial Intelligence, Machine Learning

Tagged as: AI inference, AI chips, semiconductors, startup funding

London startup OLIX has closed a $312 million Series B at a $3.3 billion valuation to build specialised AI inference hardware, including the DX-1 decode accelerator with on-chip SRAM and photonic interconnects, targeting first customers by H2 2027.

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Anthropic Explores Custom AI Chip Partnership with Samsung to Reduce Nvidia Dependence

Posted on 30th Jul 2026 06:03:16 in Artificial Intelligence, Machine Learning

Tagged as: Anthropic, Samsung, AI chip, custom silicon, semiconductor, Nvidia, artificial intelligence, 2nm processor

Anthropic has initiated early-stage work on a custom AI chip and is in talks with Samsung Electronics as a potential manufacturing partner, joining a growing list of AI firms developing proprietary silicon to reduce reliance on Nvidia.

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AI Is Now Building AI Chips: Inside NVIDIA and TSMC's Landmark Manufacturing Partnership

Posted on 14th Jul 2026 06:04:34 in Artificial Intelligence, Machine Learning

Tagged as: NVIDIA, TSMC, AI chips, semiconductor manufacturing, cuLitho, GPU computing, chip fabrication, artificial intelligence, Jensen Huang, C.C. Wei, computational lithography, digital twin, Omniverse, H200, advanced packaging, 2nm process

NVIDIA and TSMC are bringing artificial intelligence directly into semiconductor fabrication, deploying GPU-accelerated computing across lithography, defect inspection, and factory optimization. The partnership marks a fundamental shift in how the world's most advanced chips are designed and manufactured.

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