AI Chips

Meta and AMD logos with circuit board patterns representing their massive AI chip deal

Meta Just Handed AMD $100 Billion and 10% of the Company. Nvidia Should Be Worried.

The AI chip wars just escalated from skirmish to full-blown conflict. Meta and AMD announced a multiyear deal worth over $100 billion — six gigawatts of AMD computing power, plus warrants giving Meta up to 160 million AMD shares at a penny each. That’s roughly 10% of the entire company. Read that again. The company that owns Facebook, Instagram, and WhatsApp could soon own a tenth of its chip supplier. This isn’t a procurement contract. It’s a hostile restructuring of the AI hardware economy. ...

Nvidia Vera Rubin AI chip architecture visualization

Nvidia Just Dropped a $68 Billion Quarter — Then Unveiled the Chip That Could Change Everything

The AI boom isn’t slowing down. It’s accelerating so fast that even Nvidia’s own forecasts can’t keep up. On Wednesday, Nvidia reported fiscal Q4 2026 results that didn’t just beat Wall Street estimates — they made them look quaint. Revenue hit $68.13 billion against expectations of $66.21 billion. Net income nearly doubled year-over-year to $43 billion. And then Jensen Huang’s team dropped a next-quarter forecast of $78 billion that left analysts scrambling to update their models. ...

Nvidia Vera Rubin AI chip platform visualization

Nvidia Just Dropped a $68 Billion Quarter — And Its Next AI Chip Changes Everything

If you needed proof the AI supercycle isn’t slowing down, Nvidia just handed it to you — on a $68 billion silver platter. Wednesday evening, the chipmaker reported fiscal Q4 2026 results that beat Wall Street across the board. Revenue hit $68.13 billion, blowing past the $66.21 billion consensus. Earnings per share landed at $1.62 versus the expected $1.53. Net income nearly doubled to $43 billion — in a single quarter. ...

Abstract illustration of AI model architecture hard-wired into silicon

Taalas HC1: The Chip That Bakes AI Models Directly Into Silicon at 17,000 Tokens Per Second

What if instead of running an AI model on a chip, you turned the model into the chip? That’s the bet Taalas just went public with — and the numbers are making the entire semiconductor industry sit up straight. This 25-person startup out of Toronto emerged from stealth with $169 million in funding and a working product called the HC1: a chip that hard-wires a large language model directly into silicon transistors. No software stack. No HBM memory. No liquid cooling. Just raw, physics-level inference. ...

Meta and Nvidia Just Signed the Biggest AI Chip Deal Ever — Here's What It Means

If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...