TSMC is seeing 'insatiable' demand for chips, executive tells Nikkei Forum
asia.nikkei.com — Companies want to get their hands on any AI compute capability, says Kevin Zhang
AI Chips
AI chips are specialized semiconductor hardware designed to accelerate machine learning workloads during both training and inference phases. Truncated covers chip architectures, manufacturing partnerships, supply chain developments and industry competition.
Nvidia's Israel operations are about more than chips. They may help secure the AI revolution
www.calcalistech.com — The company's Israeli engineers are developing BlueField-4, a processor designed to provide an external layer of control over autonomous AI agents. Nvidia says the technology could prevent agents from exceeding their permissions as AI systems become more capable.
A closer look at Verano, AMD's first step toward a Zen-based superchip to rival Nvidia's Vera Rubin
The Register — Cores, clocks, memory, and interconnects all perfectly balanced for a singular mission: keeping instinct fed.
NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips
wccftech.com — Long-term TSMC contracts rarely free up capacity, but cheaper ASICs such as Google's TPUs could gain volume as US scrutiny of NVIDIA grows.
Alibaba (BABA) T-Head spin-off: no guaranteed shares
aistockwire.com — Hong Kong's exchange let Alibaba (BABA) proceed with a T-Head chip unit spin-off and waived the rule that would give shareholders guaranteed T-Head shares.
Dresden AI chipmaker Sparxity closes Series A, taking funding to $90M
thenextweb.com — Dresden-based Sparxity, formerly SpiNNcloud, has closed a Series A led by ICM HPQC Fund, bringing its total funding to $90m.
Stock earnings pick of the week: Can Applied Materials spot cracks in the AI spending boom?
investinglive.com — Forget the headline earnings beat, the real story is whether Applied Materials sees chipmakers keeping their wallets open
Faisal Islam: What Jensen Huang told me about China, national security and persuading Trump
Baidu's ERNIE Evolve Hid Its Scorer, Then Posted 6.2x Gain on Kunlun Chips
techtimes.com — Baidu ERNIE Evolve optimized Kunlun P800 chip inference by 623.6 percent, but the same report shows far smaller GPU gains, and outside analysts say the Kunlun baseline started much less tuned. The AI agent making the changes never saw its own scoring code, a design meant to stop the kind of
Google’s chip business is on a faster track than Nvidia’s own AI boom
finance.yahoo.com — As Nvidia investigates its CEO, Google is rolling out more chips built to win Nvidia's customers on price.
Why Alphabet Stock Was Moving Higher Today
finance.yahoo.com — Alphabet introduced two new chips this morning.
FedEx adds four weekly China-US freighter flights as AI hardware demand keeps cargo busy
investinglive.com — FedEx is adding four weekly Boeing 777 freighter flights linking Shanghai and Guangzhou with its US hubs, targeting AI infrastructure, chips and advanced…
E2B Tests NVIDIA Vera for High-Density Agent Sandbox Fleets
www.unite.ai — E2B published pre-production test results on November 9, 2026, showing that four tuned runs on one dual-socket NVIDIA Vera server sustained 1,400 to 1,550 loaded sandboxes, while separate microbenchmarks measured higher...
Google Cloud's new TPUs were designed for context and security
www.thestack.technology — They tackle two enterprise AI concerns: scaling agents eats up memory, and private data needs confidential computing.
Fearless Engineering: The CS-4 is our first engineering documentary.
Archgen has launched an AI agent that autonomously discovers and fixes issues in computer chip designs.
A.I. Turned Mundane Chipmakers Into Tech Celebrities
Expedera Demonstrates Edge AI Subsystem Pairing with Cadence
www.unite.ai — Expedera announced on November 9, 2026, that it had paired its Origin Evolution neural processing unit (NPU) IP with Cadence’s Tensilica NeuroEdge 130 AI Co-Processor in a pre-silicon simulation, demonstrating how the tw...
Oppenheimer lifts AMD to Outperform, sees data center sales more than doubling By Investing.com
investing.com — Oppenheimer lifts AMD to Outperform, sees data center sales more than doubling
Jensen is cooked
garymarcus.substack.com — Not by the affair itself but by the receipts he left. There’s no moving past this.
Dismiss email signup
Subscribe to 
The top AI news in your email delivered each morning. Choose categories