AI chips
Startups
Velaura AI Reaches Unicorn Status Off a $110M Series A Round
Velaura AI crossed a $1 billion valuation on August 18, 2026 with a $110 million Series A led by Seligman Ventures, betting that AI infrastructure is now constrained more by power than by compute demand.
Infrastructure & Cloud
Microsoft’s Maia 300: Why 300,000 Custom AI Chips Signal an Nvidia Break
Microsoft is seeking 300,000+ TSMC units for its Maia 300 AI chip, targeting a September 2026 reveal. What it means for the Nvidia-dependent cloud market.
Infrastructure & Cloud
AMD’s Instinct MI455X: A 432GB HBM4 Challenger Aimed Straight at Nvidia’s Rubin
AMD's Instinct MI455X GPU brings 432GB HBM4 memory and up to 40 PFLOPS of AI compute, built on 2nm and shipping in the Helios rack platform.
Policy & Regulation
The Chip Wall Backfires: US Export Controls Lock Nvidia Out of China
⚡ Key Takeaways Despite roughly $10 billion in Commerce Department-approved licenses to sell Nvidia’s H200 chip to China, a US...
Infrastructure & Cloud
Samsung HBM4: The Memory Chip Powering AI’s Next Performance Leap
Samsung ships the first HBM4 with 3.3TB/s bandwidth and up to 48GB capacity via 16-layer stacking. The Samsung-SK Hynix race defines AI chip speed.
Infrastructure & Cloud
Samsung’s 755% Profit Surge: How HBM Chips Became AI’s Critical Bottleneck
Samsung's 755% profit surge driven by HBM memory chips reveals how AI infrastructure demand created a critical bottleneck.
Infrastructure & Cloud
Google Ironwood TPU v7: The Inference Chip That Reshapes AI Compute
⚡ Key Takeaways Google’s seventh-generation Ironwood TPU delivers 4,614 FP8 teraflops per chip with 192 GB HBM3E, scaling to 42.5...
Infrastructure & Cloud
Meta’s MTIA Custom Chips: Why Big Tech Is Building Its Own AI Silicon
Meta unveils four MTIA chip generations through 2027, joining Google, Amazon, and Microsoft in a custom silicon push challenging NVIDIA's AI dominance.
Infrastructure & Cloud
Arm’s AGI CPU: Breaking the x86 Monopoly in AI Data Centers
⚡ Key Takeaways Arm's first in-house production CPU packs 136 Neoverse V3 cores and claims more than 2x the rack-level...
Startups
Cerebras IPO: The Wafer-Scale Chip Challenging Nvidia’s AI Reign
Cerebras raised $1B at a $23B valuation and targets a Q2 2026 IPO. Its WSE-3 chip claims 21x faster inference than Nvidia.
AI & Automation
NVIDIA and the GPU Economy: How One Company Controls the AI Hardware Pipeline
NVIDIA dominates the AI chip market with its CUDA moat and GPU platform strategy. Here’s how the GPU economy works and what threatens it.
