After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M
TechCrunch AI4d agoHardwareTechCrunch cites Axios reporting that AI chipmaker Groq is seeking $650 million in internal funding. The company is reportedly pivoting from hardware toward AI inference, the stage focused on how models respond to prompts. The report comes after Nvidia’s $20 billion not-aqui-hire, underscoring continued investor attention around AI compute and inference infrastructure.
AI Power Demand Surges as TSMC Says Energy Efficiency Is Key to Chip Development
INSIDE 硬塞 AI4d agoHardwareTSMC senior vice president Cliff Hou said customers across smartphones and AI data centers are increasingly focused on improving performance without increasing power use. The comment reflects rising energy pressure as AI workloads expand. For chipmakers and infrastructure buyers, energy efficiency is becoming a central metric alongside raw computing performance.
Has the hunt for AI compute uncovered the next Cerebras?
TechCrunch AI5d agoHardwareTechCrunch reports that General Compute has raised a $15 million seed round at a $60 million post-money valuation to build an AI inference neocloud. The company is ordering $300 million of SambaNova SN50 chips, betting they can outperform GPUs and rival specialized chips for inference. The story frames inference speed, deployment flexibility, and lower power needs as key battlegrounds in AI infrastructure.
Snowflake signs $6B AWS deal for AI CPU chips
TechCrunch AI6d agoHardwareSnowflake has signed a massive five-year agreement with Amazon worth $6 billion to secure chips for AI usage. The deal is framed as another win for AWS as major data and cloud platforms lock in long-term compute capacity. TechCrunch also notes that Nvidia is being put on notice as alternative AI chip supply paths gain attention.
Samsung’s memory chip employees negotiated $340,000 bonuses this year
The Verge AI11d agoBusiness三星電子與其半導體部門員工達成一項初步協議，成功化解了迫在眉睫的 18 天罷工危機。根據協議細節，部分員工今年將有資格獲得平均高達 34 萬美元（約合新台幣 1100 萬元）的年度獎金。此次爭議的核心在於半導體部門的獎金上限制度，而隨著 AI 浪潮帶動記憶體晶片需求與利潤暴增，員工積極爭取與獲利相匹配的報酬。
[AINews] Cerebras' $60B IPO: Slowly, then All at Once★ 85
Latent Space17d agoBusiness晶片獨角獸 Cerebras Systems 正式啟動估值高達 600 億美元的 IPO 案。這家以「晶圓級引擎（WSE）」巨大晶片聞名的公司，長期以來致力於透過單一超大晶片解決 AI 運算瓶頸。本次 IPO 不僅是半導體與 AI 領域的重大里程碑，也象徵著市場對 Nvidia 替代方案的強烈渴望與資金挹注。