
Editor
Jon Swartz
All Articles
18 articles
Alibaba Unveils China’s ‘Most Powerful’ AI Chip Ahead of U.S.-China Summit
Alibaba Group introduced its most advanced artificial intelligence (AI) chip to date on Tuesday, as well as ambitious plans to train a massive next-generation AI model. The blitz reflects China’s accelerating push toward technological self-reliance, coming just days ahead of a closely watched summit between Chinese and U.S. leaders. Speaking at Alibaba Cloud’s annual flagship […]
Jon Swartz · Sep 22, 2026 · 3 min

NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min

SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min

Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min

Trump Weighs Expanded Semiconductor Tariffs to Drive Reshoring, Raising Alarm Over U.S. AI Growth: Report
The Trump administration is weighing a sweeping expansion of semiconductor tariffs that could extend to laptops, gaming hardware, and data center servers. The preliminary proposal, as reported by POLITICO, aims to pressure tech giants into shifting manufacturing to U.S. soil, but it has sparked intense opposition from industry groups warning of severe economic fallout for […]
Jon Swartz · Aug 27, 2026 · 2 min

Google Inks $12.2B Custom AI Chip Deal with Marvell, Spurring Tech Stock Shift
Marvell Technology Inc. shares spiked nearly 10% following a regulatory filing revealing that Google has secured the option to buy up to $12.2 billion in Marvell stock. The agreement signals a major expansion in their custom silicon partnership as tech titans rush to build cheaper, viable alternatives to NVIDIA Corp.’s dominant artificial intelligence (AI) processors. […]
Jon Swartz · Aug 20, 2026 · 2 min

AMD Challenges NVIDIA’s Dominance with New AI Hardware, Billion-Dollar Partnerships
Advanced Micro Devices (AMD) is launching a powerful new lineup of artificial intelligence (AI) data center hardware on Thursday, directly targeting market leader NVIDIA Corp. The news, unveiled at an industry event in San Francisco, centers around AMD’s efforts to capture market share in both AI training and inference, the computational work behind processing queries […]
Jon Swartz · Jul 23, 2026 · 2 min

Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min

Samsung Negotiates Multimillion-Euro Stake in Mistral AI at $22.8 Billion Valuation
Samsung Electronics is in advanced talks to make a massive financial bet on Europe’s leading artificial intelligence (AI) startup, Mistral AI, signaling a critical shift in how global semiconductor leaders compete for dominance in the AI hardware supply chain. According to a report from The Financial Times, South Korea’s Samsung is negotiating an investment of […]
Jon Swartz · Jul 22, 2026 · 2 min

AMD Challenges NVIDIA’s AI Monopoly as Microsoft Adopts New Helios System for Azure
AMD is taking the fight to NVIDIA Corp. to loosen its ironclad grip on the multibillion-dollar artificial intelligence (AI) hardware market. Culminating a decade-long corporate comeback, AMD said Monday that Microsoft Corp. will deploy its highly anticipated Helios rack-scale AI system. Microsoft will integrate Helios into its Azure cloud platform to power frontier model inference, […]
Jon Swartz · Jul 20, 2026 · 2 min

China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min

Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min

Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]
Jon Swartz · Jul 9, 2026 · 2 min

Apple, Broadcom Extend Custom AI Chip Partnership Through 2031
Broadcom Inc. has secured a major long-term extension to supply custom semiconductors to Apple Inc. through 2031, the company announced Monday. The expanded partnership leans heavily on application-specific integrated circuits (ASICs) designed to power Apple’s growing artificial intelligence (AI) infrastructure, effectively easing Wall Street concerns regarding the iPhone maker’s efforts to phase out third-party silicon. […]
Jon Swartz · Jul 6, 2026 · 3 min
Apple Seeks White House Approval to Buy Chips From Blacklisted Chinese Maker Amid AI Supply Crunch
Apple Inc. is lobbying the Trump administration for federal permission to purchase memory chips from ChangXin Memory Technologies Inc. (CXMT), a prominent Chinese semiconductor firm currently blacklisted by the U.S. government, according to a report by The Financial Times. The tech giant approached the Commerce Department more than a month ago and has engaged White […]
Jon Swartz · Jun 28, 2026 · 2 min

ON Semiconductor to Acquire Synaptics in $7 Billion Physical AI Push
ON Semiconductor Corp. has agreed to acquire Synaptics Inc. in an all-stock transaction valued at approximately $7 billion, marking the largest deal in the company’s history. The acquisition signals an aggressive expansion beyond ON Semiconductor’s core power and sensing business into the rapidly growing market for physical AI, intelligence that runs locally on hardware rather […]
Jon Swartz · Jun 26, 2026 · 2 min

OpenAI, Broadcom Unveil Custom Jalapeño AI Chip to Challenge NVIDIA’s Dominance
In a major bid to reduce reliance on NVIDIA Corp. and secure its own hardware pipeline, OpenAI has partnered with Broadcom Inc. to unveil its first custom artificial intelligence (AI) chip, codenamed Jalapeño. The chip marks the ChatGPT maker’s first official entry into custom AI hardware. Designed as an application-specific integrated circuit (ASIC), Jalapeño is […]
Jon Swartz · Jun 24, 2026 · 3 min

Tech Tracking Firms Back Congressional Bill to Lock Down Advanced AI Chips From China
A coalition of specialized tracking firms has thrown its weight behind a critical Capitol Hill bill, arguing that enforcing tougher security mechanisms on America’s most powerful artificial intelligence (AI) chips is essential to plugging export loopholes and preventing sensitive technology from reaching foreign adversaries like China. In a letter sent to congressional leadership obtained by […]
Jon Swartz · Jun 22, 2026 · 2 min