Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

Elon Musk's plans to get into the AI chip manufacturing business are going to be costly. As the New York Times and CNBC report, SpaceX is planning to invest at least $55 billion into its "Terafab" chip plant in Austin, Texas. That's according to the details of a public hearing notice filed in Grimes County, Texas, for a meeting to request tax breaks for the project. The company says that if additional phases are constructed, its investment could someday balloon to $119 billion total. When Musk initially announced the project in March, he shared ambitious plans for it to produce enough chips to support up to 200 gigawatts per year of computi … Read the full story at The Verge.

The world's largest maker of memory chips, South Korea's Samsung Electronics, has seen its valuation reach $1 trillion this Wednesday. The company's profits have soared thanks to strong demand for the chips used to power artificial intelligence systems. Also in this edition: French oil major TotalEnergies says it will have to scrap caps on fuel prices if it faces a windfall tax on its profits in France.

Meta signed two significant deals this week that highlight the escalating infrastructure challenge facing AI companies: an agreement to use millions of AWS Graviton chips for AI workloads, and a capacity reservation with startup Overview Energy to receive up to one gigawatt of power beamed from satellites in space. Amazon announced the Graviton chip deal […]

Thomas Kurian, Google Cloud’s CEO, says its AI chips and models can help the data centre business gain ground

Meta has commandeered a big chunk of Amazon's homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.

Google's newest TPUs are faster and cheaper than the previous versions. But the company is still embracing Nvidia in its cloud — for now.

AMD is positioning itself as a player in the AI PC market by integrating powerful AI chips into personal computers.

The latest deal is one of many AI compute arrangements that major AI developers have made with chipmakers in recent months to reduce reliance on Nvidia.