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OpenAI is reportedly producing its own AI chips starting next year

OpenAI is gearing up to start the mass production of its own AI chips next year to be able to provide the massive computing power its users need and to lessen its reliance on NVIDIA, according to the Financial Times. The company reportedly designed the custom AI chip with US semiconductor maker Broadcom, whose CEO recently announced that it has a new client that put in a whopping $10 billion in orders. It didn't name the client, but the Times' sources confirmed that it was OpenAI, which apparent

Liquid Cooling Exhibits

Hot Chips doesn’t just consist of presentations on hardware architecture, although those are the core of what Hot Chips is about. The conference also features stands where various companies show off their developments, and that’s not restricted to chips. Some of those showed off interesting liquid cooling components, particularly in cold plate design. Water Jets Many of the waterblocks on display use microjets, rather than microfin arrays. Water flows through a manifold at the top of the block

Broadcom’s stock pops on mystery $10 billion AI customer

Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips. Here's how the chipmaker did versus LSEG consensus estimates: Earnings per share: $1.69 adjusted vs. $1.65 expected $1.69 adjusted vs. $1.65 expected Revenue: $15.96 billion vs. $15.83 billion expected Broadcom said it expects $17.4 billion

Broadcom earnings primer: AI chip demand and growth are key

Broadcom is scheduled to report earnings for its fiscal third quarter after the close of regular trading on Thursday. Here's what analysts are expecting, according to a consensus from LSEG. Earnings per share: $1.65 $1.65 Revenue: $15.83 billion Broadcom, which develops custom chips for Google and other huge cloud companies and also makes networking gear needed to tie thousands of artificial intelligence chips together, is expected to report revenue growth of 21% from $13.07 billion a year a

The US government drops its CHIPS Act requirements for Intel

Intel no longer has to fulfill certain requirements or meet milestones that it was originally supposed to under the CHIPS Act, now that the government is taking a stake in the company. According to the Wall Street Journal, Intel said in a filing that it can now receive funding from the government, as long as it can show that it has already spent $7.9 billion on projects that it agreed to take on under a deal with the Commerce Department last year. Reuters notes that Intel has already spent $7.87

Qualcomm’s next Elite processor could have a ridiculously confusing name

C. Scott Brown / Android Authority TL;DR A leaker has claimed that the next Snapdragon 8 Elite chip could be called the Snapdragon 8 Elite Gen 5. This is a major departure from the expected Snapdragon 8 Elite 2 or 8 Elite Gen 2 names. We’re guessing this is because Qualcomm is readying an apparent Snapdragon 8 Gen 5 chip as well. Qualcomm launched the Snapdragon 8 Elite late last year, and this represented a change in naming convention after the Snapdragon 8 Gen 3. We were expecting the Snap

Like Intel before it, AMD blames motherboard makers for burnt-out CPUs

AMD's X3D-series Ryzen chips have become popular with PC gamers because games in particular happen to benefit disproportionately from the chips' extra 64MB of L3 cache memory. But that extra memory occasionally comes with extra headaches. Not long after they were released earlier this year, some early adopters started having problems with their CPUs, ranging from failure to boot to actual physical scorching and burnout—the problems were particularly common for users of the 9800X3D processor in A

Nvidia results show spending on A.I. infrastructure remains robust

“The last year, A.I. has made tremendous progress,” Jensen Huang, Nvidia’s chief executive, said during a call with analysts. He said the company’s chips would benefit as spending on A.I. infrastructure increased to $3 trillion to $4 trillion by the end of the decade. “We’re in the beginning of this build-out,” he said. Shares of Nvidia fell more than 2 percent in after-hours trading. The decline, even when the company now posts quarterly profits bigger than tech peers like Apple and Meta, spo

Malaysia’s SkyeChip unveils the country’s first edge AI processor

In Brief Malaysia has developed its first domestic edge AI processor. Malaysian chip design company SkyeChip announced its MARS1000 processor at an industry event on Monday, Bloomberg reported. While an edge processor isn’t as powerful as an advanced Nvidia chip, it still represents a technological milestone for Malaysia, which is looking to play a bigger role in the global AI race. Malaysia already has a foothold in the chip manufacturing sector and has recently increased its efforts and inv

US Intel

Listen to this post: Log in to listen Now that everyone is using ChatGPT, the lazy columnist’s trick of quoting Wikipedia to open an Article is less cliché than it is charming (at least that’s my excuse). Anyhow, here is Wikipedia’s definition of “steelmanning”: A steel man argument (or steelmanning) is the opposite of a straw man argument. Steelmanning is the practice of applying the rhetorical principle of charity through addressing the strongest form of the other person’s argument, even if

Like Intel before it, AMD blames motherboard makers for burnt-out CPUs

AMD's X3D-series Ryzen chips have become popular with PC gamers because games in particular happen to benefit disproportionately from the chips' extra 64MB of L3 cache memory. But that extra memory occasionally comes with extra headaches. Not long after they were released earlier this year, some early adopters started having problems with their CPUs, ranging from failure to boot to actual physical scorching and burnout—the problems were particularly common for users of the 9800X3D processor in A

Nvidia's new 'robot brain' goes on sale for $3,499

Nvidia announced Monday that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit. The company calls the chip a "robot brain." The first kits ship next month, Nvidia said last week, and the chips will allow customers to create robots. After a company uses the developer kit to prototype their robot, Nvidia will sell Thor T5000 modules that can be installed in production-ready robots. If a company needs more than 1,000 Thor chips, Nvidia will charge

Nvidia's new 'robot brain' goes on sale for $3,499 as company targets robotics for growth

Nvidia announced Monday that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit. The company calls the chip a "robot brain." The first kits ship next month, Nvidia said last week, and the chips will allow customers to create robots. After a company uses the developer kit to prototype their robot, Nvidia will sell Thor T5000 modules that can be installed in production-ready robots. If a company needs more than 1,000 Thor chips, Nvidia will charge

Texas Instruments’ new plants where Apple will make iPhone chips

In this article TXN Follow your favorite stocks CREATE FREE ACCOUNT When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies not manufacturing in the U.S., Apple CEO Tim Cook upped his companies' U.S. spending comm

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The Trump administration’s big Intel investment comes from already awarded grants

Intel officially announced an agreement with President Donald Trump’s administration on Friday afternoon, following Trump’s statement that the government would be taking a 10% stake in the struggling chipmaker. While Intel says the government is making an “$8.9 billion investment in Intel common stock,” the administration does not appear to be committing new funds. Instead, it’s simply making good on what Intel described as “grants previously awarded, but not yet paid, to Intel.” Specifically,

The US government is taking an $8.9 billion stake in Intel

President Donald Trump says the US government is taking a 10 percent stake in chip maker Intel. Trump shared the news during a press conference on Friday, though an official announcement is still forthcoming, Reuters reports. News of a plan to convert Intel's previously promised CHIPS Act funding into equity in the company was first reported earlier in August. A meeting between Intel CEO Lip-Bu Tan and Trump following the President's call for Tan to resign seems to be the source of the deal. "H

U.S. officially takes 10% stake in Intel

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025. White House officials previously told CNBC that Trump and Intel CEO Lip-Bu Tan will meet on Friday afternoon. Lutnick's post included a photo with Tan. "They've agreed to do it and I think it's a great deal for them," Trump told reporters Friday at the White House Earlier on Friday, President Donald Trump said the government should get about 10% o

The US government is taking a 10 percent stake in Intel

President Donald Trump says the US government is taking a 10 percent stake in chip maker Intel. Trump shared the news during a press conference on Friday, though an official announcement is still forthcoming, Reuters reports. News of a plan to convert Intel's previously promised CHIPS Act funding into equity in the company was first reported earlier in August. A meeting between Intel CEO Lip-Bu Tan and Trump following the President's call for Tan to resign seems to be the source of the deal. "H

Intel stock rises as Trump says chipmaker has agreed to sell stake to government

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025. Intel shares rose about 6% on Friday after Bloomberg reported that the Trump administration is poised to announce that the U.S. government will take an equity stake in the struggling chipmaker. Following the report, President Donald Trump said the government should get about 10% of the company, which has a market cap of just over $100 billion. "Th

Nvidia reportedly halts production on its H20 AI chips

In Brief Beijing may have thrown a wrench into Nvidia’s plans on making a comeback in China’s AI market. Nvidia has instructed its component suppliers to stop production related to its H20 AI chip, according to The Information. The production halt comes after Beijing reportedly warned Chinese companies against using these chips because of potential security issues and fears of backdoors that would give the U.S. access to sensitive data. China’s government is urging companies to use domestic c

DeepSeek hints latest model will be compatible with China’s ‘next generation’ homegrown AI chips

Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI models, while announcing an update to one of its large language models. In a comment under a post on its official WeChat account, DeepSeek said the "UE8M0 FP8" precision format of its newly released model V3.1 is tailored for the next-generation domestically built chips that will be launched soon. FP8, or 8-bit floating point, is a data processing format tha

Inside Texas Instruments' $60 billion U.S. megaproject, where Apple will make iPhone chips

In this article TXN Follow your favorite stocks CREATE FREE ACCOUNT When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies not manufacturing in the U.S., Apple CEO Tim Cook upped his companies' U.S. spending comm

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Trump administration official says some CHIPS Act companies won't need to give up equity

Last week, the Trump administration said it might take a stake in Intel in exchange for the $10.86 billion in federal grants the company is receiving from the Chips and Science (CHIPS) Act. However, not all companies receiving funds under the same program will need to give up equity, The Wall Street Journal has reported. Companies like TSMC and Micron that increased their US investments won't have any additional obligations, according to a government official familiar with the matter. Ealier, c

DeepSeek hints latest model will be supported by China’s ‘next generation’ homegrown AI chips

Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI models, while announcing an update to one of its large language models. In a comment under a post on its official WeChat account, DeepSeek said the "UE8M0 FP8" precision format of its newly released model V3.1 is tailored for the next-generation domestically built chips that will be launched soon. FP8, or 8-bit floating point, is a data processing format tha

Nvidia looking to halt H20 chip production after China cracks down on purchases, reports say

An Nvidia chip is seen through a magnifying glass in Beijing, China, on August 1, 2025. Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 general processing units, as Beijing cracks down on the American chip darling, The Information reported Friday. The directive comes weeks after the Chinese government told local tech companies to stop buying the chips due to alleged security concerns, the report said, citing people with knowledge of the mat

China reportedly discouraged purchase of NVIDIA AI chips due to 'insulting' Lutnick statements

Chinese regulators reportedly dissuaded local companies from purchasing NVIDIA's H20 chips, because they found certain statements by US commerce secretary Howard Lutnick "insulting." According to the Financial Times, the Cyberspace Administration of China (CAC), the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT) teamed up to intensify their efforts to push the use of homegrown chips following Lutnick's remarks in an interview with

Lutnick says Intel has to give government equity in return for CHIPS Act funds

In this article INTC Follow your favorite stocks CREATE FREE ACCOUNT watch now Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds. "We should get an equity stake for our money," Lutnick said on CNBC's "Squawk on the Street." "So we'll deliver the money, which was already committed under the Biden administration. We'll get equity in return for it." Shares of the struggling chipmaker climbed 8% on T

Qualcomm's latest Snapdragon chips offer slight power-up for budget smartphones

Qualcomm revealed its latest mobile platform for more affordable smartphones and devices called the Snapdragon 7s Gen 4. Compared to its predecessor, the new Snapdragon chips have overall improved performance, support for more detailed displays and a feature that allows for better video quality in low-light situations. We were able to test the Snapdragon 7s Gen 3 with smartphones like the Nothing 3a and 3a Pro, but this next-gen chipset represents a seven percent improvement with both the Qualc

Trump administration eyes 10% stake in Intel using CHIPS Act funds, stock slides

A few days ago, news broke that following a meeting with Intel CEO Lip-Bu Tan, the Trump administration was looking to take an unspecified stake in Intel. Now, Bloomberg says the number being discussed is around $10.5 billion. Here are the details. Not what the market seemed to be expecting Intel stock slid today, following Bloomberg‘s report that the Trump administration was considering converting Intel’s $10.9 billion CHIPS Act funding into an equity stake, potentially giving the U.S. govern

Intel stock climbs 7% on report Trump administration is considering stake

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025. Intel stock rose 7% in trading on Thursday after Bloomberg reported that the Trump administration is in talks with the chipmaker to have the U.S. government take a stake in the embattled company. Intel is the only U.S. company with the capability to manufacture the fastest chips on U.S. shores, although rivals including TSMC and Samsung also have U