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Meta detailed plans to roll out two in-house AI chips, MTIA 450 and MTIA 500, in 2027 with Broadcom and TSMC. The custom silicon strategy aims to curb high compute costs and decrease reliance on Nvid…
Wall Street traded cautiously ahead of Nvidia's upcoming earnings, crucial PCE inflation data, and the Jackson Hole Symposium. Reports of Nvidia raising server prices heightened concerns regarding su…
Nvidia reportedly informed customers that prices for servers equipped with its advanced AI chips, including Vera Rubin and Grace Blackwell architectures, could rise by over 15% due to surging memory …
Cisco fell 8.4% despite record Q4 results, as margin pressure from AI hardware costs overshadowed strong demand and guidance, even amid a 50% yearly gain.
Microsoft launched its Maia 200 AI chip to reduce costs and gain control over AI hardware, aiming to ease reliance on expensive Nvidia chips across its Azure data centers.
Amazon Web Services launched its Trainium3 AI chip, boosting AI training speed and cutting costs, challenging Nvidia’s dominance in AI hardware and signaling intensified competition in the AI chip se…