Amazon Triples Its Bet on Nvidia
How a five-month-old GPU order just tripled, and what that says about who really controls AI's supply chain
Topic
Chips
Semiconductor strategy and the AI hardware race — Nvidia, AMD, custom silicon, foundry capacity and interconnect economics.
Britain's Bet Against Nvidia
How a two-year-old London chip startup raised $312 million, with the UK government's own venture fund as a backer, to build silicon that skips electricity for light.
Top 7 AI Chip Makers for Training and Inference in 2026
Who this is for: infrastructure leads deciding where to place AI compute bets as the market shifts from training-bound to inference-bound workloads.
Nvidia's Earnings Reset the AI Growth Story
How a single earnings call turned four straight quarters of post-earnings selloffs into a $400 billion single-day gain.
Samsung Moves the Processor Into the Memory Chip
Samsung's answer to AI's memory bottleneck isn't a faster chip next to the memory. It's moving a sliver of the chip inside the memory itself.
OpenAI Wants to Design Its Own Chips Too
OpenAI's Hot Chips 2026 presentation on its Broadcom-built Jalapeño inference processor shows why every frontier AI lab now believes it needs to control its own silicon roadmap.
The Leading Edge Belongs to AI Now
How TSMC's A16 node ended fifteen years of smartphones going first, and what that reordering costs everyone else.
LG Rents Nvidia's Robot Brain
How a humanoid partnership reveals that the scarce asset in physical AI is neither the model nor the machine, but the factory floor.
Valar's $6 Billion Wager on Nuclear for AI
How Sequoia's $1 billion bet on mass-produced reactors reframes AI's real bottleneck: not chips, but the power to run them.
Broadcom's Debt-Fueled AI Bet
How a chipmaker's move to raise tens of billions in fresh debt reveals that the AI buildout is quietly shifting from equity swagger to borrowed money.