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Reflection AI, a US AI startup dedicated to developing open-source models, has signed a $1 billion computing power agreement with European AI infrastructure company Nebius. Nebius was once the international business unit of Russian tech giant Yandex, which will provide Reflection with the right to use Nvidia’s latest chips. This transaction is only a few … Continued
Yu Tian
Global powers are competing to seize the high ground of emerging technologies. French President Macron announced that France will invest an additional 1 billion euros in the field of quantum strategy and allocate 550 million euros for the microelectronics industry support program. Just one day before this official announcement, the Trump administration announced plans to … Continued
On June 24, 2026, OpenAI and Broadcom jointly released Jalapeño, OpenAI’s first “Intelligence Processor,” in San Francisco and Palo Alto. This accelerator is designed entirely around OpenAI’s vision for future big language model inference, and is also the first AI accelerator in a multi generation computing platform jointly built by both parties. Its aim is … Continued
Amazon has once again achieved a major victory with its self-developed chips. Last Friday, Amazon announced that Meta has signed an agreement to use millions of AWS Graviton chips to meet its growing AI demands. It’s worth mentioning that AWS Graviton is a CPU based on the ARM architecture, specifically designed for general-purpose computing tasks, … Continued
Arm Holdings, a well-known semiconductor and software company, has started producing self-developed chips for the first time in its nearly 36 year history. Previously, the company had been licensing its designs to companies such as NVIDIA and Apple. At an event held in San Francisco on Tuesday, the company unveiled the Arm AGI CPU, a … Continued
In the context of the “AI bubble” concerns driving divergent trends in the U.S. tech sector, Alphabet, the parent company of Google, has recently defied the trend by soaring against the odds, with its stock price rising nearly 20% over the past month, making it the hottest large-cap AI stock. On one hand, Google’s latest … Continued
According to anonymous sources cited by Reuters, Nvidia is now requiring its customers in China to pay a full advance payment for its H200 AI chip, although there is still uncertainty about the approval of the chip’s sales in the United States and China. The report stated that the chip manufacturer did not leave any … Continued
At CES 2026, NVIDIA introduced the next-generation NVIDIA Rubin platform, which consists of six new chips specifically designed to build extraordinary AI supercomputers. NVIDIA Rubin sets a new benchmark by enabling the construction, deployment, and secure operation of the largest and most advanced AI systems at the lowest cost, thereby accelerating the adoption of mainstream … Continued
Can any company, big or small, really shake Nvidia’s dominant position in the AI chip field? Perhaps not. But Amazon CEO Andy Jassy said this week that there are still hundreds of billions of dollars in revenue opportunities for companies that can even get a share of it. As expected, at the AWS re: Invent … Continued
Against the backdrop of divergent trends in the U.S. tech sector fueled by concerns over an “AI bubble”, Alphabet, the parent company of Google, has defied the odds with a recent surge in stock price, climbing nearly 20% over the past month and becoming the hottest large-cap AI stock. On one hand, Google’s newly launched … Continued
Microsoft President and CEO Satya Nadella announced on social media that the Microsoft team has achieved a significant breakthrough: a novel liquid cooling method utilizing microfluidic technology, which paves the way for more efficient, sustainable, and denser data centers than traditional approaches. This is a liquid cooling technology that directly injects coolant into the chip, … Continued
GlobalFoundries, the world’s fifth largest chip foundry, announced on June 4th that it will invest $16 billion in the United States to expand its chip manufacturing and advanced packaging capabilities. This plan has received public support from tech giants such as Apple and SpaceX, as well as strong support from US President Trump. In a … Continued
