Etched AI chip startup reaches $10.3B valuation on transformer-optimized inference gains
The Harvard-founded chip maker closes a $300M Series C led by Sequoia, doubling its valuation in seven months on custom prefill and decode silicon.
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Cerebras Stock Tumbles 20% on Margin Guidance Shortfall Despite Beat Earnings
AI chipmaker's Q1 earnings disappointed investors over full-year margin guidance, sending shares to near-IPO lows.
Qualcomm Acquires Modular for $4 Billion, Betting on AI Chip Abstraction
Qualcomm's nearly $4B deal for Modular signals a strategic pivot toward horizontal AI platforms and away from Nvidia's CUDA dominance.
Amazon plots direct challenge to Nvidia by opening Trainium chip sales to third parties
AWS explores selling its custom AI chips to external data centers, potentially creating a $50B competitor to Nvidia's GPU monopoly.
Nvidia's RTX Spark laptop chips promise performance—if you can afford them
Nvidia enters the consumer laptop GPU market with RTX Spark, a high-end processor aimed at AI and creative workloads. The trade-off: expected pricing in the $3,000–$4,700 range.
Groq raises $650M to scale inference cloud after Nvidia licensing deal
The AI chip startup is shifting focus to its inference-as-a-service platform following its $20B partial exit with Nvidia.
Groq raises $650M to scale inference cloud after $20B Nvidia technology licensing deal
The AI chip startup is pivoting toward inference-as-a-service, backed by existing investors including Disruptive and Infinitium.
General Compute bets on SambaNova chips to crack the inference neocloud market
A new inference cloud startup backed by FUSE VC is deploying specialized chips to undercut GPU-heavy competitors in the race for AI inference capacity.