- News
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
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
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
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.
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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
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
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
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
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.
