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Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now.

The ASIC-GPU Standoff

Efinix Seeks to Overcome Edge AI Constraints With New FPGA Family

The Titanium Edge FPGA family targets constrained edge AI with 50% lower power, compact SiP packages, high-speed MIPI I/O, and robust security/reliability features for intelligent...

TSMC: Ultimate Winner In GPU & ASIC Battle - Reiterate Buy

AI’s power crunch turns Bitcoin miners’ grid access into an asset

Bitcoin miners have the power sites AI companies need, but turning old mining campuses into real data center revenue is no easy pivot.By the end of 2025, the power capacity tied to...

Breaking AI Bottlenecks: 3 Startups Look Beyond the Chip

Lotus Microsystems, Oriole Networks, and Atomera have each rolled out technologies tackling the physical limits slowing AI infrastructure.

174B Market Cap Hongxin Electronics Partners with Huawei Ascend to Build China's First 'Token Factory' in Wuxi

Following Nvidia's GTC 2026 debut, the 'Token Factory' concept goes commercial in China as Hongxin Electronics partners with Huawei's Ascend 384 super-node computing cluster in Wux...

DeepSeek builds its own semiconductor for AI inference

Chinese AI company DeepSeek is currently working on the development of its own semiconductor, according to Reuters. Sources indicate that this hardware is specifically designed for...

ASMedia to develop high-speed chips for AI

China's Synthetic Diamond Finds Its Biggest Opportunity Yet: Cooling AI Chips

As AI chips surpass 1,000W thermal design power, synthetic diamond emerges as the ultimate thermal solution. China, which produces 95 percent of the world's synthetic diamonds, sta...

Zuck saves Meta bucks by reusing memory from old servers with a custom CXL ASIC

In production on millions of boxes and the payoff is a 25% reduction in machines needed for some inference workloads

Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire

Third-gen chips to use Broadzilla's advanced packaging, networking tech

Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Ever-rising demand for compute due to AI, coupled with supply issues, is turning chipsets into a “quasi-commodity”, according to Orbis Investment Management portfolio manager Alec...

Uncle Sam's next big supercomputer might use something more exotic than GPUs

Chip startup NextSilicon's high-performance-computing-focused accelerators get Sandia National Lab's stamp of approval

Crypto Biz: Is AI the exit strategy for miners?

Bitcoin miners double down on AI, tokenized RWAs top $43 billion, Ripple strengthens its African payments network and Sam Bankman-Fried loses his appeal.For years, Bitcoin miners w...

Bitcoin miners need billions to fund AI ambitions, led by IREN’s $21B gap

IREN leads public Bitcoin miners with a projected $21.1 billion AI infrastructure funding gap, underscoring the capital-intensive nature of converting mining sites into data center...

The math behind the OpenAI Jalapeño chip

OpenAI’s financial trajectory hinges heavily on infrastructure costs, a reality that drove the development of the new custom OpenAI Jalapeño chip. Developed in collaboration with B...

DeepSeek and Zhipu AI Begin Self-Developing AI Chips — The Endgame Is No Longer Just Models

DeepSeek and Zhipu AI join OpenAI and Anthropic in developing custom inference chips, signaling a structural shift where leading AI labs pursue in-house silicon to cut costs and re...

Bernstein: Bitcoin miners becoming critical suppliers in AI infrastructure

Bernstein says miners control 27 GW of planned power and $90 billion in AI deals, giving them a strategic edge as electricity becomes the main constraint on data center growth. Bit...

Wall Street is paying up for Bitcoin miners’ AI infrastructure before most of it is built

A megawatt leased to an AI tenant now commands a different price on Wall Street than a megawatt sitting in a Bitcoin miner's pipeline, and the distance between the two has become t...

Bitcoin miners’ real prize is power as AI reshapes mining

Bitcoin miners spent years racing to secure cheap electricity, and that electricity has since become more valuable than the Bitcoin mining business built on it. That inversion driv...

Chipsea Technology Rides the AI PC Wave with Next-Gen EC Chips

The trillion-dollar AI PC market is reshaping the global semiconductor landscape, and one Chinese chipmaker is quietly positioning itself at the center of the transformation. Chips...

Intel Outfits New Xeon Processors, Networking, and GPUs for Agentic AI

At Computex, Intel described the CPU as the control plane for agentic workloads, pairing new processors and network controllers with fresh details on its inference GPU.

Microchip Releases Data Center Retimers for High‑Bandwidth Architectures

The new XpressConnect PCIe 6.0 and CXL 3.1 Retimers reign in signal integrity challenges in AI data centers and other high-bandwidth installations.