d-Matrix to use Nvidia NVLink Fusion tech in AI servers
d-Matrix will link its Raptor AI chips using Nvidia NVLink Fusion, a deal Nvidia says validates its rack-scale AI infrastructure strategy.
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Analog Devices to buy Alif Semiconductor for $1.35bn
Analog Devices' Alif Semiconductor acquisition, a $1.35bn all-cash deal targeting edge AI, could carry a further $200m in contingent payments.
Anthropic IPO Prospectus Timing Blurs After AMD’s $5bn Bet
AMD has committed up to $5bn to Anthropic, but claims the Anthropic IPO prospectus is days away outrun what filings and sourcing actually show.
Sandisk, Kioxia unveil $31bn Japan investment plan
Sandisk and Kioxia detail a $31bn Japan investment plan through 2032, but the funding hinges on Tokyo and markets reacted with caution, not cheer.
AMD SpaceX Stake Value Splits Between $566m and $445m
The AMD SpaceX stake of 3.3 million shares is real, but its reported $566m value depends on which price you use to count it.
CoreWeave Earnings Beat Sends Shares Up 19%
CoreWeave earnings beat sent CRWV shares up almost 20%, but a widening GAAP loss shows the AI buildout's true cost.
Intel’s $3.5 Billion Boost Paving the Way for Domestic Semiconductor Dominance
Intel is set to receive a substantial $3.5 billion in federal grants to bolster its semiconductor production. This initiative underscores a significant shift towards manufacturing autonomy within national borders.These funds…
Nvidia’s Unprecedented Rise in AI Sector Dominance
Nvidia has rapidly climbed to the apex of the technology world, achieving an unmatched valuation of $3.34 trillion. This ascent is largely driven by its leadership in artificial intelligence (AI)…
Italy’s €10B Venture into Semiconductors A Strategic Leap
The Italian government is advancing its semiconductor sector with a bold investment of nearly €10 billion.This initiative aims to position Italy at the forefront of European microelectronics, driven by recent…
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