Nvidia's $3.5B Bet on Custom Chips
Nvidia is putting $3.5B into MediaTek so even the chips built to replace Nvidia's GPUs still run on Nvidia's plumbing.
Topic
AI hardware
A collection of 17 issues
Nvidia's $13 Billion Bet on Hugging Face
Nvidia is reportedly buying Hugging Face, the go-to home for open AI models, in a move that's more about influence than profit.
Apple Bets on Local AI With New Macs
Apple's refreshed Mac mini and Mac Studio are pitched at developers who want to run AI models at home instead of renting cloud tokens.
Physical AI Attracts $47 Billion in 2026
Venture money is flooding into robots, drones and self-driving cars, and the first half of 2026 outpaced the previous three years combined.
Anthropic Wants to Build Its Own AI Chips
The Claude maker is hiring a custom silicon team, joining the rush by AI firms to stop leaning entirely on other people's hardware.
HBF Gives AI Chips Terabytes of Memory
Sandisk and SK hynix want to give AI chips half a terabyte of fast memory per stack, using flash instead of pricey HBM.
Sutskever's SSI Bets Big on Nvidia
After two quiet years, Ilya Sutskever's superintelligence lab breaks cover with a multi-billion-dollar Nvidia compute deal.
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.
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.