Jeff Bezos says Amazon’s Trainium, Graviton, and other custom chips could become a major business as AWS expands its AI infrastructure.

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Apple has reportedly delayed its Baltra AI server chip as it explores chip startup acquisitions to strengthen the infrastructure behind its AI ambitions.

The post Apple Reportedly Delays ‘Baltra’ AI Server Chip Amid Infrastructure Challenges appeared first on TechRepublic.

TSMC plans four more Arizona fabs, bringing its total US investment to $265 billion and expanding chip capacity amid surging AI demand and geopolitical risk.

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Meta reportedly plans to deploy its fourth custom AI chip by September as it looks to cut AI costs and reduce reliance on Nvidia and AMD.

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OpenAI’s Jalapeño chip signals a deeper push into AI infrastructure, but cost savings and independence from Nvidia still depend on scale.

The post OpenAI’s New Custom Chip: 5 Things You Should Know appeared first on TechRepublic.

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.

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US approvals could let Nvidia sell H200 AI chips to China, but Beijing’s security concerns and export rules have stalled shipments.

The post US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled appeared first on TechRepublic.

Alphabet is closing in on Nvidia’s market value as Google Cloud growth, AI investments, and custom chips fuel Wall Street optimism.

The post Alphabet Poised to Overtake Nvidia as the World’s Most Valuable Public Company appeared first on TechRepublic.

New Texas filings suggest Elon Musk’s proposed Terafab chip plant could cost up to $119 billion, raising stakes for AI and semiconductor supply chains.

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