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AI Chips & Compute

Latest news, developments and reporting on AI Chips & Compute.

Companies · AI Chips & Compute

Era4 links UK financial sovereignty to domestically owned AI infrastructure

Era4 Ltd. is building UK-owned AI infrastructure with self-generated power to retain control and revenue in Britain.

AI Chips & Compute · Policy & Regulation · Companies

US to Restart Three Nuclear Plants to Power AI Data Centers

Three U.S. nuclear plants to restart by 2029, backed by federal loans and tech power deals, for AI data centers.

AI Chips & Compute · Products & Applications

Dell GB10 Workstation Undercuts Nvidia DGX Spark by $1,047

Dell has listed its Pro Precision with GB10 at $5,903, $1,047 below Nvidia's DGX Spark, as third-party DGX Spark prices climb. The compact workstation uses the same Grace Blackwell superchip and 128GB of memory for local AI work.

Companies · AI Chips & Compute

Nvidia adds Samsung Electro-Mechanics to substrate supply chain, plans South Korea capacity expansion

Nvidia added Samsung Electro-Mechanics to its substrate supply chain, with AI package substrate shipments due from 2026.

AI Chips & Compute · Products & Applications

Hugging Face Blog Publishes Guide to Profiling TorchNeuron on AWS Trainium

Hugging Face Blog tutorial shows how to profile inference on AWS Trainium with TorchNeuron and PyTorch's profiler.

Companies · AI Chips & Compute

Intel Marks Ohio Fab Construction Milestone as Project Runs at Least Five Years Late

Intel marked a construction milestone at its Ohio chip plant, a project at least five years late amid soaring chip demand.

Companies · AI Chips & Compute · Cybersecurity

Red Hat and Nvidia expand partnership to secure autonomous AI agents

Red Hat and Nvidia expand their partnership to secure autonomous AI agents, govern model access and prepare for Vera Rubin infrastructure.

Companies · AI Chips & Compute · Markets

Nebius Says AI Computing Prices Are Rising as Neocloud Model Faces Scrutiny

Nebius says AI computing prices are rising as investors question neocloud business models and debt-funded data centers.

Companies · AI Chips & Compute

Alibaba Cloud takes 45.1% of China's automotive public cloud market in H1 2026, IDC report says

IDC report via Leiphone: Alibaba Cloud held 45.1% of China's automotive public cloud market in H1 2026, revenue up 111%.

Companies · AI Chips & Compute

Dell report finds 64% of IT leaders lack infrastructure fully ready for AI

A Dell report cited by TechRadar says 64% of IT leaders say their infrastructure is not fully ready for AI at scale, with UK firms behind EMEA on roadmaps and compliance adding delays.

Products & Applications · AI Chips & Compute

Apple’s Foldable iPhone Duo Puts Thermal Design in Focus as Edge AI Loads Grow

Apple’s foldable iPhone Duo highlights thermal strains from edge AI, a TechRadar column says.

AI Chips & Compute · Large Language Models · Robotics

China’s Daily Token Calls Top 500 Trillion as AI Industry Tests Token Economics

China’s daily average token calls exceeded 500 trillion by June 2026, MIIT official Wang Weiwei said, as AI companies use tokens to price model services and measure inference efficiency. Leiphone reported that token counts alone cannot capture a robot grasp’s cost, which also depends on latency, power, success rate and equipment investment.

AI Chips & Compute · Policy & Regulation · Markets

Trump Urges Data Centers to Pay Communities a ‘Dividend’ for Support

Trump urges data centers to pay communities a ‘dividend’ to win support ahead of midterms.

Markets · Companies · AI Chips & Compute

Seoul Stocks Rebound 3.29% as AI Spending Fears Ease, Led by Chip Shares

South Korea's KOSPI rose 3.29% to 5,735.66 as chip shares rebounded on easing AI spending concerns; the KRX briefly activated a buy-side sidecar.

AI Chips & Compute · Companies · Large Language Models

Google Cloud ships llm-d 1.0, a Kubernetes-native inference stack for TPUs and GPUs

Google Cloud released llm-d 1.0, a Kubernetes-native inference stack for TPUs and GPUs, with latency and throughput gains.

Markets · AI Chips & Compute

Seoul Shares Rise 4.1% as Tech Stocks Rebound Despite AI Investment Concerns

Seoul's KOSPI rose 4.1% as tech stocks rebounded despite concerns over heavy AI infrastructure investment, Yonhap reported.

Companies · Markets · AI Chips & Compute

Photon Bridge raises €10m to build laser devices connecting AI chips

Dutch startup Photon Bridge raised €10m to build laser devices linking AI chips in data centres.

Companies · Large Language Models · AI Chips & Compute

Chery's Yaoguang 2035 plan targets AI-driven tech group beyond cars

Chery unveiled a 2035 strategy to become an AI-driven global technology company beyond carmaking.

AI Chips & Compute · Companies

Google unveils TorchTPU in push to loosen Nvidia's grip on AI compute

Google unveiled TorchTPU, a PyTorch variant for its TPUs, escalating its challenge to Nvidia's software advantage.

Markets · Companies · AI Chips & Compute

Elice's 32% Debut Drop Signals Sharper Scrutiny of AI Spending

Elice fell 32% in its Seoul debut, then rebounded 30%, as investors scrutinize AI spending and neocloud debt.

Companies · AI Chips & Compute · Markets

SpaceX, Tesla Form Merger Committees as AI Becomes SpaceX’s Top Revenue Source

SpaceX and Tesla have set up special committees to discuss a potential merger, Elon Musk said, as SpaceX posted its first quarterly profit and AI became its largest revenue source. Anthropic, Tencent, Qualcomm and Chinese auto regulators also disclosed major developments.

Companies · Large Language Models · AI Chips & Compute

DeepSeek open-sources DeepInfer inference framework

DeepSeek open-sourced DeepInfer, its production inference framework for V4.1-Flash on Nvidia Blackwell and Huawei Ascend 950.

Companies · AI Chips & Compute

Leaked S-1 Shows Anthropic’s Cloud Capacity Strain Ahead of IPO

A leaked S-1 reported by WSJ shows Anthropic facing cloud capacity constraints and huge spending plans amid steep losses.

Companies · AI Chips & Compute · Markets

SpaceX Q3 revenue jumps 161% as AI segment tops half of sales

SpaceX’s Q3 revenue rose 161% to $14.6 billion, led by its Super Intelligence AI unit, which generated $7.6 billion and 52% of sales.