Nvidia-backed SiFive reached a $3.65 billion valuation, as its open-standard RISC-V chip designs gain momentum against traditional architectures in the AI hardware race.
Jason·
Amazon is investing $50 billion in OpenAI and expanding its custom 'Trainium' AI chip strategy. With major adopters like Apple and Anthropic, Amazon is leveraging vertical integration to strengthen its AI cloud infrastructure.
Jason·
Despite projecting $1 trillion in AI chip sales at its GTC conference, Nvidia's response from Wall Street has been muted, highlighting investor concerns over an AI bubble.
Jason·
Nvidia unveiled its next-generation Vera Rubin AI platform at GTC 2026, featuring a complex seven-chip architecture supported by industry leaders like OpenAI and Meta. CEO Jensen Huang projected a $1 trillion market for these chips. Additionally, Nvidia introduced DLSS 5, leveraging generative AI to revolutionize real-time graphics and visual fidelity.
Jason·
Nvidia unveiled the 'Vera Rubin' platform at GTC 2026, with CEO Jensen Huang projecting $1 trillion in sales. Supported by OpenAI and Meta, the platform offers 10x better inference efficiency. Nvidia also introduced DLSS 5, a generative AI-based graphics technology that marks a 'GPT moment' for the gaming and rendering industry.
Jason·
Meta has introduced four new custom MTIA AI chips designed to power its recommendation engines and Llama model fine-tuning. This strategic launch aims to reduce the company's multi-billion dollar reliance on Nvidia GPUs and improve data center efficiency. While Meta continues to buy Nvidia hardware for massive training tasks, it expects custom silicon to handle 40% of its inference load by 2027. This move highlights the accelerating trend of 'hyperscalers' becoming major players in semiconductor design.
Jason·