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Category: AI chips

Tensions flare between the US and China over Huawei’s AI chips

Just a few weeks after the U.S. and China made significant steps to de-escalate the growing trade war between the two countries, tensions are flaring again — this time over semiconductors. China’s Commerce Ministry in Beijing released a statement on Wednesday that threatened legal action against anyone who enforces U.S. export restrictions on Huawei’s AI chips,…

Cognichip emerges from stealth with the goal of using generative AI to develop new chips

Chips are a critical component of the AI industry. But new chips don’t hit the market with the same speed as new AI models and products do. Cognichip has a lofty goal of creating a foundational AI model that can help bring new chips to market faster. San Francisco-based Cognichip is working to build a…

Trump admin officially rescinds Biden’s AI diffusion rules

After a week or so of rumors, the U.S. Department of Commerce (DOC) formally rescinded the Biden Administration’s Artificial Intelligence Diffusion Rule days before it was set to go into effect. The Artificial Intelligence Diffusion Rule, which was introduced by former president Joe Biden in January and set to come into force on May 15,…

Nvidia takes aim at Anthropic’s support of chip export controls

Nvidia clearly doesn’t agree with Anthropic’s support for export controls on U.S.-made AI chips. On Wednesday, Anthropic doubled down on its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which would impose sweeping AI chip export restrictions starting May 15. The next day, Nvidia responded with a very different take on…

Huawei aims to take on Nvidia’s H100 with new AI chip

Chinese tech conglomerate Huawei is looking to take on semiconductor behemoth Nvidia with a new advanced AI chip. Huawei is making progress developing its latest Ascend AI GPU, the Ascend 910D, according to the Wall Street Journal, citing sources familiar. The company has been reaching out to other Chinese firms to find test partners, the…

US government imposes license requirement on Nvidia H20 exports

Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips. In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government…

Nvidia H20 chip exports hit with license requirement by US government

Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips. In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government…

Nvidia’s H20 AI chips may be spared from export controls — for now

Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company’s H20 AI chips. The H20, the most advanced Nvidia-produced AI chip that can still be exported from the U.S. to China, was reportedly spared thanks to a promise from Huang to invest in new…

Lip-Bu Tan says Intel will spin off non-core units

Intel’s new CEO Lip-Bu Tan wasted no time laying out his plans for the semiconductor giant. Speaking at the Intel Vision conference this week, Tan told attendees that the company will spin off assets that aren’t core to its mission, Bloomberg reported. Tan didn’t specify what was classified as core and non-core to the company’s…

As Intel welcomes a new CEO, a look at where the company stands

Semiconductor giant Intel hired semiconductor veteran Lip-Bu Tan to be its new CEO. This news comes three months after Pat Gelsinger retired and stepped down from the company’s board, with Intel CFO David Zinsner and executive vice president of client relations Michelle Johnston Holthaus stepping in as co-CEOs. Tan, who was most recently the CEO…

EnCharge raises $100M+ to accelerate AI using analog chips

EnCharge AI, a semiconductor startup developing analog memory chips for AI applications, has raised more than $100 million in a Series B round led by Tiger Global to spur its next stage of growth.  The funding is significant partly because interest in AI is at an all-time high, but the high price of building and…

Intel won’t bring its Falcon Shores AI chip to market

Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads. The move comes as Intel tries to correct course after a number of disappointing product launches and historic losses, while competitors like AMD and Nvidia gain ground. Intel co-CEO Michelle Johnston Holthaus said during the company’s fourth-quarter earnings call Thursday,…

Apple joins consortium to help develop next-gen AI data center tech

Apple has joined a consortium creating next-gen technology to link together chips in AI data centers. The consortium, the Ultra Accelerator Link Consortium, is developing a standard called UALink, which connects the AI accelerator chips found within a growing number of server farms. As of Tuesday, Apple is a member of the consortium’s board, along…

ByteDance appears to be skirting US restrictions to buy Nvidia chips: report

TikTok parent company ByteDance has big plans to buy Nvidia chips in 2025 — despite U.S. restrictions. ByteDance plans to spend $7 billion on the chips in 2025, according to reporting from The Information, citing inside sources. If ByteDance follows through, it will become one of the world’s top owners of Nvidia chips, despite U.S. efforts…