Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia Qianer Liu Jun 27, 2025, 1:09pm PDT Photos via Getty, collage by Mike Sullivan OpenAI, one of the world's biggest customers of Nvidia artificial intelligence chips, recently began renting Google's AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way, according to a person who is involved in the arrangement. The deal also shows how Google's longtime strategy of developing technology or busi ...

June 19, 2025 10:22 AM GMT Semiconductor Production Equipment | Japan US-China Decoupling and SPE Stock Picking Texas Instruments has decided on the heaviest investment in domestic legacy semiconductor production ever in light of the Trump administration's manufacturing repatriation policy. NVIDIA is to exclude China sales from guidance. We identify SPE stocks likely to benefit from ongoing global decoupling. Key Takeaways TI announces large-scale investment in US: Texas Instruments (covered by Joseph Moore ...

Advanced Micro Devices (AMD -0.20%) has built a sizable AI accelerator business over the past few years, but it's a drop in the bucket compared with market leader Nvidia (NVDA 0.87%). While Nvidia's data center segment generated more than $39 billion in revenue during the most recent quarter alone, AMD managed just $5 billion in AI accelerator revenue in all of 2024.AMD's latest Instinct MI350X and MI355X graphics processing units (GPUs) are powerful, delivering four times the AI compute performance and 35 ...

RT Sawyer Merritt (@SawyerMerritt)Tesla: Saving lives with Full Self-DrivingNeuralink: Improving lives with game-changing brain chipsSpaceX/Starlink: Enriching lives with first-time or better internet connectivityxAI/Grok: Empowering lives with AIX: Providing people with information, real-time news, etcA Muskonmy currently valued at a combined $1.5 trillion. ...

Struggling chip giant Intel is reportedly preparing to slash up to 20% of its global workforce next month — despite the company receiving more than $2 billion in federal funding under former President Biden’s signature CHIPS Act.The scale of the layoffs, amounting to around 10,000 workers, was disclosed in an internal email viewed by The Oregonian/OregonLive and confirmed by four Intel employees who spoke to the online news outlet.“These are difficult actions but essential to meet our affordability challeng ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①谷子经济+算力+军工+多模态AI+国产芯片！这家公司与上海博物馆等IP合作开发系列文创产品，设立合 资企业主要生产军工消音材料；②军工+量子科技+云计算+数字货币+区块链+ AI智能体+芯片+华为鸿 蒙！这家公司产品已集成抗量子密码算法和量子随机数芯片；③机器人+新能源汽车+光模块！公司豪掷近 60亿元押注光通信赛道。 前言 ...

美光将于2027年在爱达荷州工厂开始生产DRAM 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来综合自网络 。 这家总部位于美国的芯片制造商将投资 1500 亿美元用于国内内存制造，并投资 500 亿美元用于研 发。 在美国总统唐纳德·特朗普力推扩大美国国内制造业的背景下，美光科技宣布计划将其在美国的半导 体投资增加300亿美元。此举使美光公司在美国的投资总额达到近2000亿美元。这家总部位于美国的 芯片制造商将为美国国内存储器制造投资1500亿美元，为研发投资500亿美元。预计该计划将创造约 9万个就业岗位。 额外的300亿美元将用于在爱达荷州博伊西市建设第二座内存制造工厂；以及扩建和现代化其位于弗 吉尼亚州马纳萨斯市的现有工厂。总体而言，美光的扩张战略包括在爱达荷州建设两座高产量晶圆 厂，并在纽约州建设最多四座晶圆厂。该计划还包括将先进的封装能力引入美国，以支持对人工智能 领域至关重要的高带宽内存 (HBM) 的增长。这与美光目前在纽约建设大型晶圆厂的计划相辅相成。 这项投资与美光公司实现40%动态随机存取存储器（DRAM）在美国本土生产的目标相一致。这些 DRAM芯片广泛应用于个人计算、汽 ...

How quickly can we stand up uh more and better chip production in the US. For sure. Look, it's a huge priority for us to get geographic diversity. It's a big priority to get um more manufacturing in the US.I think we've seen um some big strides. So, uh, the progress that's been made, um, on the silicon side, for example, in Arizona with, you know, TSMC's, um, you know, new investments as well as some of their announcements. We have some of our trips running there right now, and they look really, really good ...

Well, we do have a news alert on Scott Besson's Senate testimony this afternoon. The Treasury Secretary making some comments on the US China trade deal. CNBC's Aean Javvers has the latest.Aean, what do you got. Hey there, Courtney. A couple of things to bring you up to speed on here in terms of the Treasury Secretary's testimony.He testified, by the way, for by my count something like six straight hours on Capitol Hill today in front of two separate committees on three hours of sleep after flying back to th ...

美国商务部长卢特尼克：正在就芯片法案(Chips Act)的合同进行重新谈判。 ...