AI Chips

Everything Enterprise DNA has published on AI Chips, 13 articles, guides, insights, and news across data and AI in business.

13 newss

News 11 Aug 2026

Microsoft Maia 300 Chip: September Reveal, 300K TSMC Units

Microsoft will unveil Maia 300 in September with 300K TSMC units ordered for 2027, signaling lower AI compute costs for enterprise workloads.
News 25 July 2026

NVIDIA and SK Group Sign $500B+ AI Factory Deal

NVIDIA and SK Group announced a $500B+ AI infrastructure partnership July 25, with a 2GW AI factory and a multi-year HBM4 memory co-development deal.
News 14 July 2026

TSMC Posts Record Q2 Revenue as AI Chip Demand Surges 36%

TSMC reported $39.6 billion in Q2 2026 revenue, up 36% year-on-year, with AI driving 61% of total sales — confirming the infrastructure build-out is real.
News 13 July 2026

SK Hynix Lists on Nasdaq in Historic $26.5B IPO

SK Hynix begins trading under ticker SKHY, raising $26.5B in the biggest foreign listing in US history, signalling massive confidence in AI chip demand.
News 26 June 2026

Qualcomm Buys Modular for $4B to Challenge Nvidia CUDA

Qualcomm's $4B acquisition of Modular targets Nvidia's grip on AI inference. Here's what hardware-agnostic AI means for enterprise teams.
News 24 June 2026

Cerebras Q1 2026: 92% Revenue Growth, $20B OpenAI Deal

Cerebras posted $193M in Q1 2026 revenue, confirmed a $20B+ OpenAI inference deal, and launched an AWS partnership in its first earnings since going public.
News 23 June 2026

Groq Raises $650M to Rebuild After NVIDIA's $20B Deal

Groq confirms a $650M raise and new leadership as it pivots to an AI inference cloud after NVIDIA licensed its chip technology for $20B in December 2025.
News 22 June 2026

Qualcomm Eyes $10B Tenstorrent Acquisition for AI Chips

Qualcomm is in talks to acquire Tenstorrent for up to $10 billion, a RISC-V AI chip startup led by legendary chip designer Jim Keller.
News 15 May 2026

US Clears Nvidia H200 Sales to 10 Chinese Firms

The Trump-Xi summit produced a concrete AI chip outcome: Alibaba, Tencent, ByteDance and others cleared to buy H200s, but Beijing is stalling.
News 3 May 2026

Anthropic Eyes UK Startup Fractile for Inference Chips

The Information reports Anthropic is exploring a fourth chip supplier with Fractile's SRAM-based design that claims 25x faster inference at one-tenth the cost.
News 20 Apr 2026

Cerebras Files for IPO as Nvidia Rival Eyes $25B Valuation

The wafer-scale AI chip startup filed its S-1 on April 17 with $510M in 2025 revenue, backed by a $20B+ OpenAI deal and AWS partnership.
News 12 Apr 2026

Anthropic Is Building Its Own AI Chips to Power Claude

Reuters reports Anthropic is weighing custom chip design as Claude demand surges past $30B ARR, mirroring similar moves by OpenAI and Meta.
News 2 Apr 2026

Nvidia Invests $2B in Marvell to Open Up Its AI Ecosystem

Nvidia's $2B stake in Marvell and the NVLink Fusion platform signals a fundamental shift: Nvidia is moving from closed GPU dominance to open ecosystem builder.