AI
OpenAI Reportedly Plans to Buy Google’s AI Chips, Diversifying Beyond Nvidia
OpenAI is reportedly planning to buy Google's AI chips, The Information reported — shifting from renting TPUs since 2025 to owning them.
Section
Nvidia
Big Tech
Oracle Is Betting on Nvidia’s Vera Rubin at Multi-Gigawatt Scale — and Adding Google and Cerebras Chips Too
Oracle will expand its Nvidia Vera Rubin systems to multi-gigawatt scale — while also offering Google TPUs and Cerebras chips for the…
Big Tech
Meta Plans to Raise Up to $95 Billion in Stock to Fund Its AI Buildout
Meta plans to raise up to $95 billion by selling stock — $35 billion now plus a planned $60 billion program —…
Startups
Flapping Airplanes Raises $1 Billion at a $6 Billion Valuation to Train AI With Less Data
Flapping Airplanes raised $1B at a reported $6B valuation to train AI with less data and squeeze far more work out of…
Big Tech
China’s Tech Giants Ordered $35 Billion of Nvidia’s Weaker AI Chips — and Nvidia May Deliver Only a Fraction
ByteDance, Alibaba and Tencent ordered 3M+ Nvidia RTX PRO 5500 cards worth $35B+, but Nvidia may deliver only 5-10%, Reuters reported.
Startups
Tenstorrent Raises $1.5 Billion at a $6.2 Billion Valuation to Scale Open-Weight AI Chips
Tenstorrent raised $1.5 billion at a $6.2 billion valuation — more than double its late-2024 mark — to scale chips for open-weight…
Big Tech
Samsung to Use Rival TSMC’s 3nm Process for Nvidia’s Next-Gen AI Memory, Report Says
Samsung will reportedly produce the base dies for Nvidia's custom NVHBM memory on TSMC's 3nm process — a first for the two…
AI
Nvidia’s Share of China’s AI Chip Market Fell to 34% as Huawei Closed to Within Six Points
Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026 as Huawei shipments nearly doubled,…
AI
Microsoft Bets Big on Its Own Silicon: Maia 300 Targets a Million-Chip Rollout
Microsoft unveiled Maia 300, its third-gen AI chip, and plans multi-gigawatt deployments from 2027 — potentially a million chips.
Big Tech
TSMC Is Expected to Post a Sixth Straight Record Quarter as AI Demand Keeps Beating Its Own Forecasts
TSMC is expected to post a sixth straight record quarter on Thursday, with net profit seen up 65% as AI chip demand…
AI
Amazon Is in Talks to Buy Decart for About $7 Billion After Anthropic Walked Away
Amazon is reportedly in talks to buy Decart for about $7 billion — the third suitor for the cross-chip AI startup after…
AI
Nvidia Is in Early Talks to Invest More In — or Buy — Reflection AI, Report Says
Nvidia is reportedly in early talks to invest more in, or buy, Reflection AI, maker of the Beam open model. Neither company…