AI chips
5 briefs
Jensen Huang Said There Was No Evidence. There Were Six Indictments.
Federal prosecutors have charged six men in three weeks with smuggling billions in Nvidia chips to China. The CEO who denied it is now selling chips to the US government instead.
Samsung's Record Quarter Is Funding Its Own Undoing
The union is demanding $30 billion in bonuses. The company says that wipes out its R&D budget. An 18-day strike in May could hand Micron and China the memory market.
The Chip Factory That Has To Be Real
Musk's Terafab now has Intel as a partner, a $20-25B price tag, and a goal of 1 terawatt of computing per year. TSMC just had its best quarter ever. Whether TeraFab can actually close the gap is a question nobody in the announcement has answered.
The Bureaucracy That's Losing the Chip War
Trump's plan to sell AI chips to allies is collapsing inside the Commerce Department, where staff have fled and license approvals now take months.
The Company That Beat OpenAI Is Now Afraid of Nvidia
Anthropic just surpassed OpenAI in revenue and valuation. Its next problem is that both companies depend on a chip supply they do not control.