Latest news, developments and reporting on AI Chips & Compute.
Microsoft unveiled the Surface Laptop Ultra with Nvidia’s RTX Spark chip, new Windows agentic AI tools, and a $6,000 Surface RTX Spark Dev Box at its San Francisco event. The laptop starts at $2,599 and ships Oct. 16.
Apollo and banks are in talks to finance SpaceX's $40B Nvidia GPU purchase through investment-grade debt, CNBC reports.
Microsoft and Nvidia will detail RTX Spark, a platform for running AI models locally on laptops, at a San Francisco event.
Liquid AI released open d1 decision models for the edge. d1-3B leads the Decision Index under 10B and answers in 16 ms on Nvidia Jetson AGX Thor, while d1-omni-600M adds text, image and audio support.
Jim Cramer said the 1 p.m. ET 10-year Treasury auction is the key to Wednesday's stock market as yields hit their highest since 2002. Intel rose after its CEO said it will keep working with Elon Musk on SpaceX's Terafab in Texas, while FedEx drew mixed analyst views.
Microsoft will hold a Windows and Surface event in San Francisco on October 7, with CEO Satya Nadella, Nvidia CEO Jensen Huang and Pavan Davuluri expected to detail the Surface Laptop Ultra, Nvidia RTX Spark and local AI for Windows.
AMD CEO Lisa Su says 2027 chip supply will rise substantially for AI and data centers, not consumer GPUs or CPUs.
Bloomberg reports SpaceX is negotiating a $40 billion loan to buy Nvidia chips, among the largest debt financings for the AI buildout. Oil rose as traders weighed higher Strait of Hormuz flows against stepped-up Iranian attacks on vessels, and the Dutch state plans to cut its ABN Amro stake.
AMD CEO Lisa Su called South Korea a key AI chip partner during a Seoul visit, with meetings planned with Samsung and SK hynix executives amid memory shortages, Yonhap News reported.
Google will buy 890 megawatts of nuclear power from Constellation Energy under a 20-year agreement that funds $4.3 billion in reactor upgrades, alongside a separate 15-year deal for 2,700 more megawatts.
South Korea's foreign direct investment notifications rose 10.8 percent year-on-year in the third quarter to $22.9 billion, while FDI arrivals jumped 30.6 percent to $14.87 billion, led by demand for semiconductors and AI infrastructure equipment, government data showed.
Caterpillar and CoreWeave are working together to cut the time needed to train autonomous construction equipment, combining GPU cloud capacity, data labeling and simulation to compress feedback loops from months to hours, executives said at the Fully Connected event.
AWS warns 100+ data center bans could hurt U.S. AI lead; Amazon pledges $1B as Hayes predicts an AI buildout crash.
Crusoe has filed applications for two Jayton, Texas, data centers representing $4.8 billion in combined investment and nearly 1.52 million square feet. Including its Project Hyper campus in Childress, the connected West Texas developments represent about $12 billion in planned investment.
Vinci4D Inc. raised $250 million in a Series B round at a $1.5 billion valuation, led by Advent, Temasek and Xora, with AMD Ventures participating. The Palo Alto startup's AI-powered simulation platform initially targets chip thermal analysis and plans to expand to vehicles, aircraft and satellites.
S&P 500, Nasdaq close at records as AI chip rally lifts S&P above 7,800 despite bond and energy worries.
AI cloud provider Lambda is raising up to $4B at a $14.5B pre-money valuation, likely its last private round before a planned 2027 IPO.
TechRadar reports a Chinese startup has launched a 128GB Ryzen AI Max+ 395 mini PC with a 1TB SSD, four SSD slots, 10G LAN and Wi-Fi 7 for $3,299.
CoreWeave introduced Forge and previewed RL Rollouts to keep GPUs productive during continuous AI post-training, while Supermicro Open Storage Summit speakers said storage tiers, workload-specific systems and governance are now central to production AI.
Marvell Technology raised its fiscal 2028 revenue outlook to $20 billion and projected fiscal 2031 revenue of $70 billion to $90 billion at its investor day, sending shares up more than 6% and boosting AI chip peers Nvidia and Broadcom, CNBC reported.
The US has built 127 data centers since 2023, ten times more than any other country, as a Comparitech study cited by TechRadar flags water stress in Chile and Belgium and growing security risks for data centers.
Vast CTO Alon Horev said long-running AI agents are straining GPU memory with KV caches, and tiered storage can offload sessions to avoid repeated inference computation.
Ghost has launched Core, a $3,499 personal AI computer that runs large language models entirely on-device and sold out its first preorder batch on day one, according to TechRadar.
A 19-year-old US startup CEO raised $11 million from Andreessen Horowitz and others and is offering a 24GB Nvidia RTX 5080-class GPU alongside a 'free' AI PC, TechRadar reports.