Topic

Chips

  1. MicrosoftOct 12Microsoft unveils its Maia 300 AI chip and will run most of its own AI on MaiaMicrosoft will lean on its own chips instead of Nvidia's for answering AI requests in its products, starting in 2027 with the new Maia 300.
  2. BroadcomOct 12Broadcom and Intel CEOs say money, not chips, may be AI's biggest limitHock Tan and Lip-Bu Tan say demand for AI computing still outruns supply, but rising borrowing costs and doubts about returns could slow the data center build-out.
  3. Ai2Oct 9Ai2's new GPU scheduler cut queue waits from 5 minutes to 24 secondsAi2 shared how it now splits its GPUs between research teams using time budgets, so important work waits less and the chips stay busy.
  4. SamsungOct 8Samsung's quarterly profit tops $80B on AI chip demandSamsung expects a record $80B operating profit for July to September, up 782% on a year ago, because AI data centers keep buying its memory chips.
  5. SpaceXOct 6SpaceX seeks $40B in debt to buy Nvidia AI chipsSpaceX, which now houses Elon Musk's AI business, is lining up loans and bonds for a giant Nvidia chip order. Apollo is expected to lead; PIMCO is in talks to lend.
  6. AmazonOct 2Amazon wants to move $8B of Nvidia chips off its booksAmazon would sell thousands of Nvidia chips to an investor-funded company and rent them back, the FT reports, keeping the chips but not the debt. Talks are ongoing.