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Meta is in early talks to acquire Rivos, an AI‑data‑center chip startup, signaling a push to build in‑house processors and reduce reliance on Nvidia amid rising AI competition and heavy 2025 capex pl…
Bloomberg says Meta is acquiring AI chip startup Rivos to accelerate its AI hardware and infrastructure capabilities, indicating a strategic push into custom silicon for AI workloads.
Huawei revealed an aggressive Ascend AI chip and SuperPod roadmap—Ascend 950/960/970, proprietary HBM memory, and large clusters—positioning to challenge Nvidia with product rollouts through 2026–202…
Huawei unveiled a multi-year Ascend AI chip roadmap and large-scale chip-bundling tech to compete with Nvidia in China, aiming first releases next year and claiming future systems that could surpass …
Microsoft shares slid 2.6% after CEO Satya Nadella sold $75.3M in stock; a wider tech sell-off and OpenAI AI/chip plans added pressure, though Azure-driven fundamentals remain strong.