What's happening inside. Arm is we are shifting away from being largely known for smartphones to being around the cloud and data centers where in a few years that's our largest business by far and in five years it'll be orders of magnitude larger than what we do in smartphones for the first time. Arm designing its own chips its own CPU's the whole package and you're working with matter for this.How significant is that for this company as a strategy. I think it's very significant when we looked at the opport ...

Japan approved ¥631.5 billion ($4 billion) in additional subsidies to quicken Rapidus into the intensely competitive AI chipmaking arena, ramping up financial support for a signature project widely regarded as a long shot https://t.co/f4ZufmkMzD ...

The centrepiece of Lee Jae Myung’s vision is the world’s largest semiconductor “mega-cluster”. But the South Korean president’s aims are now colliding with the energy shock. How? Register to continue reading (it’s free) https://t.co/du7JMVjm95 ...

RT Nick Szabo (@NickSzabo4)Most Blackwell chips are made in Taiwan.Given the new U.S. global security posture, on top of the identical ethnicity of leaders in Taiwan and China, Taiwan vs. China is a distinction that makes increasingly less of a difference. Taiwan's Blackwells are China's Blackwells. ...

RT Nick Szabo (@NickSzabo4)Most Blackwell chips are made in Taiwan.Given the new U.S. global security posture, on top of the identical ethnicity of leaders in Taiwan and China, Taiwan vs. China is a distinction that makes increasingly less of a difference. Taiwan's Blackwells are China's Blackwells. ...

🔥 LATEST: Chipmaker giant TSMC reports $35.71B revenue in Q1, up 35% YoY, beating expectations. https://t.co/87wI7Upl4E ...

In this episode of "Bloomberg Tech: Europe," Bloomberg's Tom Mackenzie explores how Arm - the company behind the chips in most smartphones — is shifting into AI, cloud, and data centers. He sits down with CEO Rene Haas to discuss Arm’s strategy, the race for AI dominance, and what it means for the future of technology. Don’t miss this deep dive into one of tech’s most pivotal moves. "Bloomberg Tech: Europe" spotlights the biggest names and trends shaping the region's technology ecosystem as the global compe ...

TSMC reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East https://t.co/JTNfe6Sa4O ...

🔥 LATEST: Intel and Google expand their AI infrastructure partnership to scale Xeon CPUs and custom IPUs across Google Cloud, aiming to boost performance and efficiency at scale. https://t.co/MdNfaxOOKz ...

🚨 TECH: INTEL AND GOOGLE ANNOUNCE MULTI-YEAR CHIP DEAL FOR AI AND CLOUD INFRASTRUCTURE@intel and @Google announced a multi-year collaboration under which Google will continue deploying Intel Xeon processors for its next-generation AI and cloud infrastructure. The deal includes co-development of custom infrastructure processing units that offload networking, storage and security functions from host CPUs.Google currently runs Intel Xeon 5 and Xeon 6 chips powering C4 and N4 instances for AI training coordinat ...