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Microsoft's custom AI chip hits delays, giving Nvidia more runway

Microsoft's push into custom artificial intelligence hardware has hit a serious snag. Its next-generation Maia chip, code-named Braga, won't enter mass production until 2026 – at least six months behind schedule. The Information reports that the delay raises fresh doubts about Microsoft's ability to challenge Nvidia's dominance in the AI chip market and underscores the steep technical and organizational hurdles of building competitive silicon. Microsoft launched its chip program to reduce its h

The Unsustainability of Moore's Law

Roughly every two years, the density of transistors that can be fit onto a silicon chip doubles. This is Moore’s Law. Roughly every five years, the cost to build a factory for making such chips doubles, and the number of companies that can do it halves. 25 years ago, there were about 40 such companies and the cost to build a fab was about $2-4 billion. Today, there are either two or three such companies left (depending on your optimism toward Intel) and the cost to build a fab is in excess of $1

PicoEMP: low-cost Electromagnetic Fault Injection (EMFI) tool

The PicoEMP is a low-cost Electromagnetic Fault Injection (EMFI) tool, designed specifically for self-study and hobbiest research. Under the safety shield it looks like this: You can see some details of the design in the Intro Video. Thanks / Contributors PicoEMP is a community-focused project, with major contributions from: Colin O'Flynn (original HW design, simple Python demo) stacksmashing (C firmware for full PIO feature-set) Lennert Wouters (C improvements, first real demo) @nilswier

Gemini’s homescreen could take this idea from its biggest rival (APK teardown)

Ryan Haines / Android Authority TL;DR Gemini is taking some inspiration from ChatGPT. There are now suggestion chips on Gemini’s homescreen. Google also appears to have made a tweak to the greeting text. Save for a brief, friendly greeting and text box at the bottom, Gemini’s homescreen is fairly empty. However, Google could fill up some of that unused space by taking an idea from one of its rivals. Authority Insights story on Android Authority. Discover You're reading anstory on Android Au

TPU Deep Dive

I've been working with TPUs a lot recently and it's fun to see how they had such different design philosophies compared to GPUs. The main strongpoint for TPUs is in their scalability. This is achieved through a co-design of both the hardware side (e.g. energy efficiency and modularity) and the software side (e.g. XLA compiler). Background To give a brief tldr on TPUs, it's Google's ASIC that focuses on two factors: extreme matmul throughput + energy efficiency. Their origins go back to Googl

Topics: chip chips tpu tpus tpuv4

TPU (Tensor Processing Unit) Deep Dive

I've been working with TPUs a lot recently and it's fun to see how they had such different design philosophies compared to GPUs. The main strongpoint for TPUs is in their scalability. This is achieved through a co-design of both the hardware side (e.g. energy efficiency and modularity) and the software side (e.g. XLA compiler). Background To give a brief tldr on TPUs, it's Google's ASIC that focuses on two factors: extreme matmul throughput + energy efficiency. Their origins go back to Googl

Topics: chip chips tpu tpus tpuv4

Texas Instruments unveils $60 billion 'historic' plan to expand US chipmaking

Forward-looking: Texas Instruments has unveiled plans to invest more than $60 billion to expand its semiconductor manufacturing operations in the United States, marking what the company describes as the largest single investment in foundational chip production in US history. The initiative will include the construction and expansion of seven semiconductor fabrication plants across Texas and Utah, a move expected to create approximately 60,000 jobs. The investment comes amid ongoing efforts by t

AMD reveals next-generation AI chips with OpenAI CEO Sam Altman

In this article AMD Follow your favorite stocks CREATE FREE ACCOUNT Lisa Su, CEO of Advanced Micro Devices, testifies during the Senate Commerce, Science and Transportation Committee hearing titled "Winning the AI Race: Strengthening U.S. Capabilities in Computing and Innovation," in Hart building on Thursday, May 8, 2025. Tom Williams | CQ-Roll Call, Inc. | Getty Images Advanced Micro Devices on Thursday unveiled new details about its next-generation AI chips, the Instinct MI400 series, that

Topics: ai amd chips nvidia said

China's racing to build its AI chip ecosystem as U.S. curbs bite. Here's how its supply chain stacks up

In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Chip engineer handling a wafer. Sinology | Moment | Getty Images With the U.S. restricting China from buying advanced semiconductors used in artificial intelligence development, Beijing is placing hopes on domestic alternatives such as Huawei. The task has been made more challenging by the fact that U.S. curbs not only inhibit China's access to the world's most advanced chips, but also restrict availing technology vital for c

Nvidia's first GPU was made in France — Macron wants the country to produce cutting edge chips again

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., left, and Emmanuel Macron, France's president at the 2025 VivaTech conference in Paris, France, on Wednesday, June 11, 2025. French President Emmanuel Macron on Wednesday made a pitch for his country to manufacture the most advanced chips in the world, in a bid to position itself as a critical tech hub in Europe. The comments come as European tech companies and countries are reassessing their reliance on foreign technology f

Apple Is Probably Planning to Make Its Own WiFi Chip For the iPhone 17

Apple rumors keep the world turning. Some people might say it’s gravity, but it’s Apple. Forget the Farmer’s Almanac; most farming relies on the iPhone release schedule. The iPhone 16e was revealed yesterday and brought a new future for Apple’s hardware, one where it makes all of its cellular chips. The iPhone 16e debuted the C1 modem, its first ever homemade, bespoke, perfectly spiced 5G chip. Reports today tell us that there are more chips on the way. The iPhone 17, expected much later this y