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Ai Chip

All articles tagged with #ai chip

Cerebras Q1 2026: Revenue Soars After IPO, but Margin Pressures Loom
business18 days ago

Cerebras Q1 2026: Revenue Soars After IPO, but Margin Pressures Loom

Cerebras reported its first Q1 earnings since going public, with revenue of $193.4 million (up 92% year over year) and a net loss of $14 million. The company forecast core gross margins to narrow to 36%–38% in Q2 and guided full-year core revenue of $855.5 million to $865 million (about 69% growth), as its stock remains roughly 28% below its IPO opening after a strong debut, thanks in part to large deals with AWS data centers and OpenAI.

via CNBC|
#ai-chip#business#cerebras
Google Taps MediaTek for Next-Gen TPU, Prompting Premarket Slide
technology19 days ago

Google Taps MediaTek for Next-Gen TPU, Prompting Premarket Slide

GOOGL shares slid about 5% in premarket trading after a breakout week as Ming‑Chi Kuo said Google is developing an upgraded TPU v9 AI chip, codenamed Triggerfish, with MediaTek as exclusive development partner. The new chip would boost memory and inference for next-gen AI workloads, with production expected late 2027 and ramping in 2028, underscoring MediaTek’s growing role in custom AI silicon alongside Nvidia and Microsoft collaborations.

via Yahoo Finance|
#ai-chip#google#mediatek
Google, Meta Tie Up Multibillion-Dollar TPU Pact to Challenge Nvidia
technology4 months ago

Google, Meta Tie Up Multibillion-Dollar TPU Pact to Challenge Nvidia

Google has signed a multiyear, multibillion-dollar deal to rent its Tensor Processing Units (TPUs) to Meta for AI model development, signaling a push to scale TPU-based infrastructure and potentially threaten Nvidia's dominance; Meta is also discussing buying TPUs next year, while Google pursues investment-firm–backed joint ventures to lease TPUs to other customers.

via The Information|
#ai-chip#google#meta
Maia 200 AI chip promises threefold FP4 power, edging out TPU and Trainium in inference
technology5 months ago

Maia 200 AI chip promises threefold FP4 power, edging out TPU and Trainium in inference

Microsoft unveiled Maia 200, an AI inference accelerator for Azure, claiming it delivers over 10 petaflops at FP4 and 5 PFLOPS at FP8, with 3x FP4 performance versus Amazon’s Trainium Gen3 and FP8 performance above Google’s TPU Gen7. Built on TSMC’s 3-nanometer process with about 100 billion transistors, Maia 200 is designed for data-center inference to speed Copilot and Azure OpenAI workloads, featuring a memory system to keep model weights local and is currently deployed in a US data center with broader Azure availability planned in the future.

via Live Science|
#ai-chip#fp4#maia-200
Rivian's AI Innovations and Strategic Shift Signal a New Era in Electric Vehicle Competition
business6 months ago

Rivian's AI Innovations and Strategic Shift Signal a New Era in Electric Vehicle Competition

Rivian's stock has surged, with analysts like Wedbush's Dan Ives predicting 2026 as a pivotal year due to the launch of its new R2 vehicle and advancements in autonomous driving technology, including in-house AI chips and enhanced autonomy platforms, which are expected to boost demand and growth. The company's recent Autonomy & AI Day and strategic moves in autonomous tech have contributed to its stock reaching its highest since December 2023, with industry-wide momentum building around autonomous vehicles.

via Investor's Business Daily|
#2026#ai-chip#autonomy
Alibaba Reports Mixed Q2 Results Amid Food War and AI Growth
business10 months ago

Alibaba Reports Mixed Q2 Results Amid Food War and AI Growth

Alibaba's revenue from AI products surged, helping offset a decline in profit due to intense competition with Meituan and JD.com in China's e-commerce sector. Despite a slight fall in operating income and overall revenue growth of 2%, cloud division sales and AI-related offerings showed strong performance. The company is heavily investing in AI development, including creating its own AI chip, to stay competitive in a rapidly evolving technological landscape, even as domestic price wars and regulatory warnings pose challenges.

via Bloomberg.com|
#ai-chip#ai-revenue#alibaba