Etched's AI Chip Bet Hits $10.3B
Three Harvard dropouts built a chip for AI inference, and now investors are writing checks that value it at $10.3 billion.
Arun Kumar
AMD Bets $5 Billion on Anthropic
AMD will invest up to $5 billion in Anthropic and supply the chips to train and run Claude, deepening a chipmaker and lab alliance.
Nvidia's Vera CPU Chases a Bigger Market
Nvidia just shared benchmarks and details for Vera, its first CPU with a custom core, and the pitch isn't what you'd expect.
Microsoft Bets on AMD's Helios for Azure AI
Microsoft is committing to AMD's rack-scale Helios accelerator in volume, a fresh crack in Nvidia's grip on AI data centers.
What's Buzzing This Week! (July 11-18, 2026)
AI is going big and getting practical: giant power-hungry campuses, cheaper models, and the unglamorous work of making it all run.
Japan Builds a National AI Factory
Nvidia and Japan's new Noetra consortium are building a 140MW, 27,500-GPU AI factory to power state-backed robotics and industrial AI.
Anthropic Bets On Selling AI Setup
Anthropic and Blackstone just launched a $1.5B company on a hunch: the money isn't in better AI models, but in making them actually work.
The AI Race Moves Past the Frontier
Chinese open models now out-download US ones, and companies are running production AI on cheaper alternatives instead of premium APIs.
Meta's Louisiana AI Campus Balloons to 5GW
Meta is pushing its Hyperion supercluster to 5 gigawatts and past $50 billion, testing how much power one AI campus can pull from a rural parish.
What's Buzzing This Week! (July 4-11, 2026)
Robots that imagine, a rethink of AI memory, faster CPUs, a $65M raise, and the biggest foreign IPO in US history.