Arm projects $2bn in sales of its new AI chip from next year

Gains for OpenAI and Arm investor help Nikkei 225 to record high after holiday closure

TSMC backs renewables during record demand for energy-hungry chip manufacturing.

AI chipmaker Cerebras Systems is moving toward a long-awaited public offering, planning to sell 28 million shares priced between $115 and $125, which would value the company at up to $26.6 billion — a significant jump from its $23 billion Series H valuation just months ago. The company’s Wafer-Scale Engine 3 chip targets AI inference workloads, claiming […]

AI chip maker Cerebras is heading for a blockbuster IPO that could value it at $26.6 billion or more. It's relationship with OpenAI is deep and rich.

Chinese tech companies place large orders for the Shenzhen-based group’s latest range of AI processors

The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027 Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips. A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading...

You need infrastructure to build AI a and robots, but apparently you also need AI and robots to build infrastructure.

Masayoshi Son plots IPO for business named Roze as soon as this year