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12 results for "AI chips"
Ericsson CEO Per Narvinger says proprietary AI-optimized RAN chips — not off-the-shelf NVIDIA or Qualcomm silicon — will decide who wins the 6G era, as open-network architecture and SpaceX's planned 5G network threaten the existing duopoly.
Nvidia's board has opened a formal investigation into CEO Jensen Huang after he acknowledged a relationship with a businesswoman identified by U.S. intelligence as a Chinese government asset, sending shares down more than 5%.
U.S. intelligence says a woman recruited by China's Ministry of State Security cultivated a relationship with Nvidia CEO Jensen Huang to extract AI chip secrets and influence export policy.
North American robot orders rose 24.8% in Q3 2026, with the strongest growth in semiconductor and electronics factories — the facilities producing the AI chips that are driving automation demand in the first place.
Malaysian customs seized $12.1 million in advanced AI chips concealed inside 30 servers at KLIA — the fifth interception this year of restricted U.S. semiconductors being routed toward China.
OpenAI is purchasing Google Tensor Processing Units outright — not renting cloud time — marking the first time a major AI lab has bought compute hardware directly from a competitor.
Broadcom is arranging over $50 billion in private credit from Apollo and Blackstone to finance the custom AI chips it is building with OpenAI under the Nexus programme.
Tesla halved the memory on its Optimus robot chips — AI5 from 144GB to 72GB, AI6 from 216GB to 144GB — to secure enough DRAM supply for mass production. Musk says bandwidth, not capacity, is the real performance lever.
Asia's electronics manufacturing hubs posted PMI expansion in September, with AI chip demand providing the durable demand signal that's absent in conventional industrial sectors.
Z.ai reported that its GLM-5.3-Flash model — 320 billion parameters, 1 million token context — is running on more than 100,000 Chinese-made accelerators with throughput tripled in under two weeks.
Anthropic is in preliminary talks to adopt Microsoft's custom Maia 200 AI chips, a move that would add a third major chip supplier to the AI lab's diversified compute stack — which already includes AWS, Google, and SpaceX.
Huawei expects its Ascend AI chip line to hit $12 billion in 2026 revenue as DeepSeek V4 drives mass orders from Alibaba, ByteDance, and Tencent — and Huawei closes in on 60% of China's domestic AI chip market.