chipmaker
Nvidia Becomes a Major Model Maker With Nemotron 3
The world's top chipmaker wants open source AI to succeed--perhaps because closed models increasingly run on its rivals' silicon. Nvidia CEO Jensen Huang arrives for a meeting with lawmakers in Washington, DC. Nvidia has made a fortune supplying chips to companies working on artificial intelligence, but today the chipmaker took a step toward becoming a more serious model maker itself by releasing a series of cutting-edge open models, along with data and tools to help engineers use them. The move, which comes at a moment when AI companies like OpenAI, Google, and Anthropic are developing increasingly capable chips of their own, could be a hedge against these firms veering away from Nvidia's technology over time. Open models are already a crucial part of the AI ecosystem with many researchers and startups using them to experiment, prototype, and build.
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Trump clears way for sale of powerful Nvidia H200 chips to China
What are the implications of Trump's Somali'garbage' comments? What happens if the US attacks Venezuela? Does'America First' make the US weaker? What we know about the DC pipe bomb suspect Brian Cole Jr. US President Donald Trump has cleared the way for tech giant Nvidia to sell its advanced H200 chip to China, in a significant easing of Washington's export controls targeting Chinese tech. Trump said on Monday that he had informed Chinese President Xi Jinping of the decision to allow the export of the chip under an arrangement that will see 25 percent of sales paid to the US government.
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Micron to invest 9.6 billion in western Japan plant, report says
Micron to invest $9.6 billion in western Japan plant, report says Signage at the Micron Technology booth at the China International Import Expo in Shanghai is seen on Nov. 6. Micron Technology will spend ¥1.5 trillion ($9.6 billion) to build a plant in western Japan to make memory chips for artificial intelligence applications, Nikkei newspaper reported. The move comes as Micron looks to diversify advanced chip production outside of Taiwan, Nikkei said, citing people familiar with the matter. The new factory will manufacture high-bandwidth memory (HBM) chips, a key component for working with AI processors such as those made by Nvidia, according to the report. Micron will build the facility within the compound of its Hiroshima plant, starting in May, with plans to launch HBM shipments around 2028, Nikkei said. The Ministry of Economy, Trade and Industry will subsidize up to ¥500 billion of the costs for the project, the newspaper said.
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Inside Intel's Hail Mary to Reclaim Chip Dominance
The struggling American chipmaker is betting that a new plant and fresh product line will help turn around its fortunes. After four years of construction, Intel said on Thursday that its Fab 52 semiconductor plant in Chandler, Arizona is now turning out its first chips. The company also shared more details about the long-awaited CPUs that it will be producing in the facility using Intel's brand new 18A process technology. The announcement comes just six weeks after the Trump administration acquired a 9.9 percent stake in Intel in exchange for $8.9 billion in stock. The fab opening, while long in the works, is the first major opportunity for the struggling American chip maker to convince the broader tech industry that it can produce some of the world's most advanced chips at scale--and that the White House's investment might pay off.
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AMD's shares surge on deal to supply AI chips to OpenAI
AMD's shares surge on deal to supply AI chips to OpenAI United States chipmaker AMD will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option to buy up to roughly 10 percent of the company. Shares of the chipmaker surged more than 34 percent on Monday when the deal was announced, putting them on track for their biggest one-day gain in more than nine years and adding roughly $80bn to the company's market value. "We view this deal as certainly transformative, not just for AMD, but for the dynamics of the industry," AMD executive vice president Forrest Norrod told the Reuters news agency. The agreement closely ties the startup at the centre of the AI boom to AMD, one of the strongest rivals of Nvidia, which recently agreed to make substantial investments in OpenAI. Analysts said it was a significant vote of confidence in AMD's AI chips and software but is unlikely to dent Nvidia's dominance, as the market leader continues to sell every AI chip it can make.
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OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI
OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI OpenAI's latest move in the race to build massive data centers in the US shows it believes demand for AI will keep surging--even as skeptics warn of a bubble. Sam Altman, CEO of OpenAI, Lisa Su, CEO of Advanced Micro Devices, and Michael Intrator, CEO of CoreWeave, arrive to testify during the Senate on Thursday, May 8, 2025.Photograph: Tom Williams; Getty Images Save this storyOpenAI announced on Monday that it will acquire several data centers' worth of chips from AMD in a blockbuster deal that could also give OpenAI the option to acquire a roughly 10 percent stake in the chipmaker. It's another bold bet from OpenAI that demand for generative artificial intelligence will continue rising--bubble be damned. "Excited to partner with AMD to use their chips to serve our users!" OpenAI CEO Sam Altman said on X, adding that the company will also ramp up its investments in Nvidia chips. He added: "The world needs much more compute " OpenAI said in a blog post this morning that it would commit to purchasing 6 gigawatts' worth of AMD chips over the next several years.
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Nvidia to invest 5bn in Intel after Trump administration's 10% stake
Nvidia's CEO, Jensen Huang, talks during the keynote address of Nvidia GTC on 18 March 2025 in San Jose, California. Nvidia's CEO, Jensen Huang, talks during the keynote address of Nvidia GTC on 18 March 2025 in San Jose, California. Nvidia to invest $5bn in Intel after Trump administration's 10% stake Nvidia, the world's leading chipmaker, has announced plans to invest $5bn in Intel and collaborate with the struggling semiconductor company on products. A month after the Trump administration confirmed it had taken a 10% stake in Intel - the latest extraordinary intervention by the White House in corporate America - Nvidia said it would team up with the firm to work on custom datacenters that form the backbone of artificial intelligence (AI) infrastructure, as well as personal computer products. Intel shares jumped nearly 23% after markets closed, making it the largest one-day percentage gain for the company since 1987.
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Jensen Huang Wants You to Know He's Getting a Lot Out of the 'Fantastic' Nvidia-Intel Deal
Jensen Huang Wants You to Know He's Getting a Lot Out of the'Fantastic' Nvidia-Intel Deal Nvidia is investing $5 billion in Intel. The news comes after the US government took a roughly 10 percent equity stake in the struggling chipmaker. Nvidia CEO Jensen Huang attends a business event hosted by US president Donald Trump and Britain's prime minister, Keir Starmer, at Chequers, in Aylesbury, central England, on September 18, 2025. One of the world's most valuable companies is throwing Intel a lifeline. Nvidia, which has a market cap of $4.3 trillion, said today that it will invest $5 billion in Intel, the struggling US chipmaker that was recently at the center of an unorthodox investment deal with the US government.
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Inside Anthropic's Big Washington Push
Inside Anthropic's Big Washington Push Welcome back to In the Loop, new twice-weekly newsletter about AI. If you're reading this in your browser, why not subscribe to have the next one delivered straight to your inbox? The AI industry has descended upon Washington. The industry recently pledged up to $200 million toward new super PACs aimed at influencing upcoming elections. And on Monday, I attended an event that epitomized this swell of capital and effort: The Anthropic Futures Forum.
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The Download: a quantum radar, and chipmakers' deal with the US government
Physicists have created a new type of radar that could help improve underground imaging, using a cloud of atoms in a glass cell to detect reflected radio waves. The radar is a type of quantum sensor, an emerging technology that uses the quantum-mechanical properties of objects as measurement devices. It's still a prototype, but its intended use is to image buried objects in situations such as constructing underground utilities, drilling wells for natural gas, and excavating archaeological sites. If you're interested in the potential of quantum, why not check out: Why AI could eat quantum computing's lunch. Rapid advances in applying artificial intelligence to simulations in physics and chemistry have some people questioning whether we will even need quantum computers at all.
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