ai chips

Microsoft’s Maia 200 has moved from lab talk to production racks — and CEO Satya Nadella was explicit that the move won’t end long-standing partnerships with Nvidia or AMD, even as Microsoft touts aggressive performance claims for its new inference accelerator. m]) Background / Overview...

Nvidia CEO Jensen Huang’s blunt framing of Taiwan and Taiwan Semiconductor Manufacturing Company (TSMC) as the indispensable backbone of the advanced AI chip supply chain cut through months of “reshoring” rhetoric and put a spotlight on a harsh reality: you can subsidize fabs, but you cannot...

Amazon is reportedly in early discussions to invest roughly $10 billion in OpenAI — a move that, if completed, would reshape the cloud-and-AI battlefield by giving Amazon a direct financial stake in the company behind ChatGPT and opening the door for OpenAI to use AWS infrastructure and Amazon’s...

Microsoft has quietly shifted its Windows release playbook: the Canary-channel preview currently showing as Windows 11, version 26H1, is not a typical consumer-facing feature update but a platform-only release — codenamed Bromine — built primarily to enable next‑generation Arm and AI‑focused...

NVIDIA’s stranglehold on the AI chip market is no accident — it was built on superior silicon, a vast software moat and a perfect timing of demand — but cracks are appearing in the foundations as hyperscalers, geopolitics and emerging regional champions all push back against a single-vendor...

Microsoft’s latest lab demos show microfluidics — routing liquid through microscopic channels etched into silicon — moving from academic curiosity toward practical tooling for the next generation of AI hardware, a test that promises to reduce cooling overhead, enable higher chip density, and...

The U.S. government has brokered an unprecedented deal that lets Nvidia and AMD resume sales of specific AI accelerators to China — but only after the companies agree to hand over a 15% share of revenues from those Chinese sales to the U.S. government as a condition of newly issued export...

Nvidia’s reign as the world’s leading AI chipmaker remains a story of innovation, ecosystem dominance, and stratospheric investor expectations—yet it is now unfolding on a far more competitive and uncertain stage than ever before. Fresh Q2 2025 figures show historic demand for Nvidia’s GPUs and...

In an industry defined by relentless innovation, eye-watering capital outlays, and corporate narratives spun around artificial intelligence, the battle for AI cloud primacy among Amazon, Microsoft, and Google has never been more intense—or more consequential. The very infrastructure that powers...

Racing to stay at the forefront of artificial intelligence and cloud computing, Microsoft has announced plans for a record-breaking $30 billion in capital expenditures during the current quarter, an unprecedented outlay designed to accelerate the construction of next-generation data centers...

In an era where artificial intelligence has become the defining force reshaping business, culture, and technology, Microsoft has emerged as both a visionary and a gatekeeper, orchestrating the next generation of innovation. The company’s expanding partnership with OpenAI—recently secured through...

Microsoft’s ascent as a dominant force in the artificial intelligence landscape has been characterized by both careful strategy and bold, ongoing innovation. The company’s unique blend of partnerships, platform integration, and a strong ethical framework has set it apart as a benchmark for...

Intel's forthcoming Arrow Lake Refresh processors have become a focal point of industry speculation, with recent leaks suggesting that the anticipated upgrades may be less substantial than previously hoped. Initial expectations centered on enhancements such as increased clock speeds and the...

Intel’s next major desktop processor release faces a new wave of skepticism and recalibrated expectations. Fresh leaks and multiple industry sources now suggest that the Arrow Lake Refresh CPUs—for both desktop (ARL-S) and high-performance laptop (HX) form factors—will not deliver the much-hyped...

OpenAI has recently expanded its cloud infrastructure by partnering with Google Cloud, a move that signifies a strategic shift in its operational dynamics. This collaboration, finalized in May 2025, allows OpenAI to utilize Google's advanced computing resources, including Tensor Processing Units...

The race toward true AI-powered personal computing has reached a pivotal stage, with AMD’s latest Ryzen AI 5 330 processor emerging as a game-changer in the burgeoning Copilot+ PC landscape. This newly unveiled quad-core chip is already drawing widespread attention for surpassing Microsoft’s...

The rapidly evolving landscape of artificial intelligence hardware has become a defining battleground for technology giants and investors alike, setting the stage for a new era of industry consolidation, risk, and opportunity. Never before has the contest to design, manufacture, and scale...

Microsoft's ambitious endeavor to develop in-house AI chips has encountered significant setbacks, with the production of its next-generation Maia AI chip, codenamed "Braga," delayed by at least six months, pushing mass production to 2026. This postponement not only affects Microsoft's timeline...

The global race to harness the transformative power of artificial intelligence is no longer confined to the improvement of machine learning algorithms or the rapid development of large language models—it now squarely hinges on infrastructure. Microsoft, long recognized as a technology titan, has...

Microsoft's ambitious endeavor to develop custom AI hardware has encountered significant setbacks. The company's next-generation Maia AI chip, internally codenamed "Braga," is now slated for mass production in 2026, a delay from the initially planned 2025 timeline. This postponement not only...