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News
$18B Valued Startup: Google's Secret Weapon to Challenge NVIDIA
3+ day, 2+ hour ago (469+ words) Little-known Fluidstack has emerged as a testbed for Google's in-house AI chip sales initiative, a role that has earned it an $18 billion valuation and catapulted its founders into the ranks of billionaires. Nowadays, Google has also begun to sell TPU…...
CPU Shortage to Persist Until 2027: Former "Design Blueprint Sellers" Shift to In-House Chip Manufacturing
4+ day, 12+ hour ago (1003+ words) "The total cumulative shipments of Arm technology-based chips from global partners have exceeded 350 billion." On September 8, at the annual Arm Everywhere China conference held in Shanghai, Will Abbey, Executive Vice President and Chief Commercial Officer of Arm, presented this set…...
Arm Launches Mobile-First CSS for Mobile 2: High-Performance GPU-Centric Architecture for Next-Gen Mobile Graphics
5+ day, 12+ hour ago (1128+ words) I visited Arm Everywhere China in Shanghai today, where Arm launched a new generation of AI-native computing platform. To be honest, the release of such a chip computing platform is extremely technically intensive, which really tests my ability to absorb…...
Jensen Huang’s $3 Billion Bet on Murati Propels Valuation to $40 Billion, With Funds Circling Back to Purchase NVIDIA Chips
1+ week, 2+ hour ago (1445+ words) This time, Jensen Huang has extended the reach of AI infrastructure deep into the model layer. In the past week alone, NVIDIA has dropped two game-changing blockbuster deals back to back. Right after signing an acquisition agreement with Hugging Face,…...
Tech Giants' Chip Challenges: The Love-Hate Tangle with NVIDIA
1+ week, 8+ hour ago (997+ words) Tencent is not only the largest external shareholder but also the number one customer, which is the reality revealed in the recent IPO filing of Enflame Technology. As a shareholder, Tencent holds a total of 20.26% of Enflame Technology's shares, while…...
AMD "Token Freedom" Explained: Is AMD Bringing Decentralized Token Access to Everyone?
1+ week, 14+ hour ago (1439+ words) "AI PC is the infrastructure for personal computing, not a substitute for cloud-based AI." In January, Lisa Su stated at CES that AMD would bet big on AI personal computing, and the solution AMD presented at that time was the…...
Two Post-2000s Generation Founders Power NVIDIA with Data, Achieving 21.5 Billion Valuation
1+ week, 5+ day ago (702+ words) ▲ Mateega posted that the company's revenue has reached hundreds of millions of dollars (Source: X) According to Forbes, AfterQuery's data has been used for NVIDIA Nemotron 3 Ultra model training, and the company also cooperates with Thinking Machines Lab, legal AI…...
NVIDIA: The Central Bank of the Global AI Supply Chain - How Impenetrable Is Jensen Huang's Built Unbeatable Moat?
1+ week, 5+ day ago (754+ words) Recently, in a recent podcast episode released by a16z, renowned investor Gavin Baker and a16z partner David George had an in-depth dialogue, and both sides agreed that Nvidia is "in a very, very favorable position." Gavin described Nvidia's current product matrix: Nine…...