Cornelis Puts Compute Inside the AI Network
How a $205 million round and a Qualcomm alliance are being spent on an argument that the 15% of an AI system nobody optimizes determines the value of the other 85%.
Topic
Chips
Semiconductor strategy and the AI hardware race — Nvidia, AMD, custom silicon, foundry capacity and interconnect economics.
Fortaegis Bets Security Belongs in the Silicon
How a four-year-old Amsterdam company raised $50 million on the argument that AI and quantum computing have made bolt-on security architecturally obsolete.
The DOJ Finally Reads the Acquihire Contract
How the Justice Department's Nvidia-Groq probe puts the AI industry's favourite consolidation structure on trial for the first time.
Positron's $5 Billion Bet Against HBM
How an $875 million round on commodity LPDDR5X memory challenges the HBM bottleneck that gates every AI accelerator shipping today.
Top 7 Edge AI Platforms and Chips in 2026
For engineers choosing silicon for robots, cameras, drones and industrial systems in 2026 - a year when edge accelerators stopped being vision-only parts and started running language models locally.
Nvidia's $3.5 Billion MediaTek Gambit
Nvidia invested $3.5 billion in MediaTek convertible bonds to lock the chipmaker into its NVLink Fusion standard for custom AI silicon — the latest in a pattern of Nvidia financing the very partners and customers positioned to challenge it.
Why Every AI Giant Now Wants Its Own Chip
How Meta, OpenAI, Google, Amazon and Microsoft all reached the same conclusion within months of each other: renting Nvidia's silicon is no longer enough
Meta's Iris Chip Starts Production This Month
How an internal memo revealed Meta's plan to double its AI computing capacity to 14 gigawatts using its own silicon
AMD's Ten-Year Bet to Beat CUDA
How ROCm 10 tries to turn AMD's GPUs into a real alternative to Nvidia's software moat
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