A Samsung engineer’s bedridden recovery sparked a billion-dollar idea. Now, his startup FuriosaAI is shipping a chip that challenges Nvidia’s dominance in AI inference, promising better power efficiency for running models like Llama.
The heart of the next iPhone might come with a shocking price tag for Apple. Supply chain reports suggest the A20 processor could cost 80% more to make, hitting around $280 per chip. This is driven by the difficult shift to a new 2-nanometer manufacturing process.
To meet a massive order from China, Nvidia and TSMC face a staggering production challenge in 2026. The math involves tens of thousands of advanced wafers and billions in revenue, stressing the entire semiconductor supply chain.
Nvidia is reportedly in advanced talks to acquire Israeli AI startup AI21 Labs for up to $3 billion. This comes amid analysis that Jensen Huang is executing a coordinated strategy to lock up the world’s top AI systems talent.
Nvidia just made a massive $20 billion bet on Groq, a startup building chips for AI inference. This move reveals that even the king of AI training isn’t sure how the economics of running AI models will ultimately play out. The race to dominate inference, where AI actually generates value, is now wid
While competitors cut production, Samsung appears to have held the line on DRAM manufacturing. This strategic move, coupled with high demand for HBM, led to massive profits in the last quarter of 2025.
The AI hype is focused on data center giants like Nvidia. But the real signal that AI is changing the world will come from a surge in demand for cheap, simple chips that go into robots and factory equipment. That’s when the bubble talk ends.
Intel is quietly laying the groundwork for its next-generation Panther Lake laptop processors on Linux. The early driver work suggests a sprawling lineup of up to 13 different high-performance mobile chips.
In a major strategic shift, TSMC is reportedly planning to produce cutting-edge 2nm semiconductors at its second Kumamoto plant in Japan. This move, likely accelerated by competition from Japan’s Rapidus, would position the fab to meet future AI chip demand from clients like NVIDIA. The Japanese gov
YouTube’s podcast audience has exploded, reaching a billion monthly viewers. The real story is the massive growth happening on living room TVs, not phones.
