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Micron to Invest $10 Billion in Boise AI Memory Research Lab
Micron announces $10 billion AI memory research lab in Boise, targeting advanced chips and domestic manufacturing.
Latest news, developments and reporting on AI Chips & Compute.
Micron announces $10 billion AI memory research lab in Boise, targeting advanced chips and domestic manufacturing.
Micron, Sandisk, Seagate and Western Digital have soared on AI memory demand, but they play different roles in the storage ecosystem.
Broadcom is in talks to raise $70B-$80B in debt for AI chip financing, with possible total up to $100B, as AI infrastructure deals proliferate.
Qianhe Yibang taped out the world's first 4-layer 3D DRAM in-memory computing chip, achieving order-of-magnitude performance gains.
TSMC reportedly finished development of its 1.6nm A16 process and may start mass production in late 2026.
Callosum Ltd. has raised $100 million in seed funding to expand its AI workload optimization platform, with Atomico leading the round.
Micron CEO Sanjay Mehrotra told CNBC's Jim Cramer that AI is reshaping memory demand, pushing back on bearish views of a cyclical bust.
Waymo revealed new details about its custom chip for robotaxis, a dual-ASIC system capable of 1,000 trillion calculations per second.
AI-driven RAM shortage expected to raise car prices by several percentage points, adding about $2,000 to a typical new vehicle.
Marvell rose 6% as a filing showed Google could buy up to $12.2B in shares under their custom AI chip deal.
US moves to close a loophole letting Chinese firms remotely access Nvidia's most powerful chips via Southeast Asian data centers, CNBC reports.
Relativity Networks raises $22M and secures a $40M hyperscaler order for hollow-core fiber that speeds data center links by 30%.
ByteDance and Tencent have each received 10,000 NVIDIA H200 processors over the past few weeks, according to the Financial Times, as China eases restrictions to help local firms train advanced AI models.
AI boom lifts S. Korea growth outlook, corporate profits and household credit to record highs.
According to TechRadar, Alibaba has brought frontier-scale AI compute to its public cloud, allowing hourly rental of supernodes, but the service is initially limited to a remote Chinese province.
Velaura AI, a low-power AI chip developer, raised $110M in Series A funding led by Seligman Ventures, achieving a $1B valuation. The company recently pivoted from Bitcoin mining to AI chip design with its Titan Core platform.
Etched Inc. has raised an additional $700 million at a $21 billion valuation, led by Jane Street, weeks after closing a $300 million Nvidia-backed round.
At the Supermicro Open Storage Summit, industry executives said AI-first neocloud providers are outpacing hyperscalers by building purpose-built infrastructure for inference workloads.
Etched raised $700M at $21B valuation, doubling its valuation in a month, led by Jane Street.
Leaked footage suggests Apple’s upcoming AirPods with cameras will use the lenses for Siri’s Visual Intelligence, not for recording photos or video, TechCrunch reports.
A demo at an art exhibition shows people expect cameras to explain the world. As AI shifts to on-device inference, sensors are becoming the new bottleneck, sparking a race across the entire imaging stack.
A Leiphone report outlines how Jiuzhang AI Cloud's reinforcement learning system achieves training-inference consistency, using GLM-5 to show efficient scaling of post-training RL.
Nvidia announced a $10.5 billion support package for an OpenAI data center in Ohio and a Wall Street plan to mobilize over $500 billion for GPU purchases, as it shifts from selling chips to financing the AI build-out.
Chengheng Micro launched its first flagship edge AI SoC CH3715 at an event in Wuxi, integrating a 48 TOPS NPU, a CUDA-compatible GPGPU, and other units to replace multi-chip systems in machine vision, radar, and industrial applications.