GoKawiil - Tech News

1.

Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region (tomshardware.com)

2026-05-05 | by Luke James | get Nvidia GeForce RTX 4090 → | tags: huawei, ai chips, ascend 950pr

2.

OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO (techcrunch.com)

2026-05-04 | by Julie Bort | get Cerebras Wafer-Scale AI Processor → | tags: cerebras, wafer-scale engine, openai

3.

AI chipmaker Cerebras targets $3.5 billion raise in IPO (cnbc.com)

2026-05-04 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, ai chips, openai

4.

Nicolas Sauvage is betting on the boring parts of AI (techcrunch.com)

2026-05-04 | by Connie Loizos | tags: groq, tensor processing units, inference

5.

Apple's success is running into a familiar problem: not enough chips (techspot.com)

2026-05-01 | get Intel Core i7 Processor → | tags: apple, tsmc, iphone 17

6.

Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 (tomshardware.com)

2026-05-01 | by Etiido Uko | get Huawei AI Chip Development Kit → | tags: huawei, nvidia, ai chips

7.

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia (tomshardware.com)

2026-04-30 | by Luke James | get Cambricon AI Developer Kit → | tags: cambricon, nvidia, china

8.

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value (tomshardware.com)

2026-04-26 | by Luke James | get TSMC Semiconductor Chip Kit → | tags: tsmc, taiwan stock market, ai chips

9.

Nvidia stock closes at record, pushing market cap past $5 trillion (cnbc.com)

2026-04-24 | by Jordan Novet | get Nvidia GeForce RTX 4090 → | tags: nvidia, ai chips, market cap

10.

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry (tomshardware.com)

2026-04-23 | by Jowi Morales | get Nvidia H200 AI GPU → | tags: nvidia, h200 ai chips, china

11.

Elon Musk says his TeraFab facilities will use Intel's 14A process technology to make AI chips — SpaceX will be responsible for high-volume chip manufacturing in likely Intel tech licensing deal (tomshardware.com)

2026-04-23 | by Anton Shilov | get Intel 14A Process Technology Kit → | tags: intel 14a, terafab, spacex

12.

Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)

2026-04-22 | by Julie Bort | get Nvidia GeForce RTX 4090 → | tags: google cloud, ai chips, tensor processing units

13.

Google Unveils Two New AI Chips For the 'Agentic Era' (slashdot.org)

2026-04-22 | get NVIDIA H100 Tensor Core GPU → | tags: google, tensor processing units, nvidia

14.

Google Introduces Specialized Chip for New Wave of AI Computing (feeds.content.dowjones.io)

2026-04-22 | get Google Coral USB Accelerator → | tags: google, ai chips, tensor processing unit

15.

Google unveils chips for AI training and inference in latest shot at Nvidia (cnbc.com)

2026-04-22 | by Jordan Novet | get Nvidia GeForce RTX 4090 → | tags: nvidia, google tpu, ai chips

16.

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips (arstechnica.com)

2026-04-21 | get Amazon Web Services Graviton Processor → | tags: amazon, anthropic, claude

17.

Nvidia CEO Loses His Cool at Tough Question (futurism.com)

2026-04-20 | by Joe Wilkins | get Nvidia GeForce RTX 4090 → | tags: nvidia, jensen huang, ai chips

18.

Nvidia's once-tight bond with gamers is cracking over AI, 'and that breaks my heart' (cnbc.com)

2026-04-18 | by Katie Tarasov | get Nvidia GeForce RTX 4090 → | tags: nvidia, geforce 256, ai chips

19.

Nvidia CEO Jensen Huang ‘nearly lost his composure’ when pressed on selling chips to China — ‘You’re not talking to someone who woke up a loser’ (tomshardware.com)

2026-04-18 | by Jowi Morales | get Nvidia GeForce RTX 4090 → | tags: nvidia, jensen huang, ai chips

20.

Cerebras Files for IPO as Demand Surges for More Efficient AI Chips (feeds.content.dowjones.io)

2026-04-17 | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, ipo, openai

21.

AI chipmaker Cerebras files to go public after scrapping IPO plans last year (cnbc.com)

2026-04-17 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, ai chips, g42

22.

AI chipmaker Cerebras set to file for IPO as soon as today (cnbc.com)

2026-04-17 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, ai chips, openai

23.

Nvidia AI chip rivals attract record funding as competition heats up (cnbc.com)

2026-04-17 | by Kai Nicol-Schwarz | get Nvidia GeForce RTX 4090 → | tags: nvidia, ai chips, amd

24.

Allbirds Stock Now Crashing as Reality Sets in About Its Delusional AI Pivot (futurism.com)

2026-04-16 | by Victor Tangermann | get Allbirds Eco-Friendly Sneakers → | tags: allbirds, ai infrastructure, newbird ai

25.

TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies (cnbc.com)

2026-04-16 | by Katie Tarasov | get ASML EUV Lithography Machine → | tags: tsmc, asml, ai chips

26.

What It Really Means That a Failing Shoe Brand “Pivoted to AI” and Its Stock Soared 700 Percent (futurism.com)

2026-04-16 | by Victor Tangermann | get AI Shoe Manufacturing Kit → | tags: allbirds, ai chips, gpu-as-a-service

27.

TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run (cnbc.com)

2026-04-16 | by Dylan Butts | get AI Chip Development Kit → | tags: tsmc, ai chips, apple

28.

From footwear to AI chips: Allbirds’ next move is hard to explain (feeds.feedburner.com)

2026-04-15 | get Allbirds Wool Runners → | tags: allbirds, ai chips, silicon valley

29.

From wool sneakers to AI chips: Allbirds’ next move is hard to explain (feeds.feedburner.com)

2026-04-15 | get Allbirds Wool Runners → | tags: allbirds, ai chips, silicon valley

30.

AI Could Democratize One of Tech's Most Valuable Resources (wired.com)

2026-04-15 | by Will Knight | get AI Cloud Storage Solution → | tags: nvidia, wafer, ai chips