https://winbuzzer.com/2026/02/12/bytedance-samsung-custom-ai-chip-talks-xcxwbn/
ByteDance in Talks with Samsung for Custom AI Chips
#AI #ChinaAI #ByteDance #Samsung #BigTech #AIChips #ChipManufacturing #ChipIndependence
#AIchips
OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips https://arstechni.ca/seXN #AIdevelopmenttools #machinelearning #codeagents #samaltman #AIagents #AIcoding #Cerebras #AIchips #AIspeed #Biz&IT #NVIDIA #openai #tokens #AI
OpenAI Just Betrayed Nvidia: The AI War Begins NOW
The $10 billion shockwave. OpenAI has reportedly bypassed Nvidia to sign a massive deal for custom wafer-scale chips, aiming to slash ChatGPT latency and end its total dependency on GPU hardware.
#OpenAI #Nvidia #AIChips #TechWar #ArtificialIntelligence #TechNews #Tech #Technology #science #innovation #news
https://www.technology-news-channel.com/openai-just-betrayed-nvidia-the-ai-war-begins-now/
RAISE Summit (@RaiseSummit)
Groq의 CEO Jonathan Ross는 'AI 칩은 소프트웨어의 악몽'이라며 AI 경쟁의 숨은 병목으로 '커널 엔지니어'를 지목했습니다. 그는 엔비디아가 하드웨어-소프트웨어 격차를 메우기 위해 1만 명 이상의 전문가에 의존하는 반면, Groq는 모델을 뒤집어 소프트웨어 부담을 줄이는 접근을 취하고 있다고 설명했습니다.
ByteDance is teaming up with Samsung to build custom AI chips and secure a limited supply of high‑bandwidth memory. The move could reshape AI infrastructure, giving the Chinese platform a hardware edge in machine‑learning workloads and competing with the likes of OpenAI. Read on for the details on this semiconductor partnership. #AIchips #ByteDance #Samsung #MemoryChips
🔗 https://aidailypost.com/news/bytedance-taps-samsung-custom-ai-chips-scarce-memory-supply
https://winbuzzer.com/2026/02/11/microsoft-may-get-us-tariff-exemptions-on-tsmc-chips-xcxwbn/
Microsoft May Get U.S. Tariff Exemptions on TSMC Chips
#Microsoft #TSMC #Semiconductors #Tariffs #TariffExemptions #BigTech #ChipManufacturing #Chips #AIChips #Maia200 #TrumpAdministration
Samsung begins mass production of HBM4 chips this month, supplying Nvidia for AI GPUs. Get ready for the next generation of AI technology. https://english.mathrubhumi.com/technology/samsung-hbm4-mass-production-nvidia-ai-n4645uzd?utm_source=dlvr.it&utm_medium=mastodon #Samsung #HBM4 #Semiconductors #AIChips #TechNews
Alex Cheema (@alexocheema)
로컬 AI에 관한 잘 조사된 글을 소개하며, 현재 AI 연산이 'diffusion stage'에 들어섰고 Andrej Karpathy가 말한 'personal computing v2' 시대로 이동 중이라고 평가합니다. Apple이 이 패러다임 전환의 하드웨어 플랫폼이 될 것이며, M5 Pro/Max/Ultra는 약 30% 향상된 메모리 대역폭과 4배 FLOPS를 기대한다고 전망합니다.
https://winbuzzer.com/2026/02/05/positron-raises-230m-series-b-1b-valuation-challenge-nvidia-xcxwbn/
Positron Raises $230M Series B at $1B+ Valuation to Challenge Nvidia
#AI #Positron #NVIDIA #AIChips #AIInference #Semiconductors #GPUMarket #AICompute
Nvidia’s ByteDance chip sale rests on Trump conditions: source
The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter. #nvidia #h200 #bytedance #chinaus #technology #aichips #business #News #Reuters #Newsfeed Read the story here: 👉 Subscribe: Keep up with the latest news from around the world: Follow Reuters on…
https://fllics.com/en/video/nvidias-bytedance-chip-sale-rests-on-trump-conditions-source/
The Humanoid Hub (@TheHumanoidHub)
일론 머스크 언급: 우주용 AI 칩은 방사선에 더 강하도록 설계되어야 하며, 칩의 동작 온도를 약 20% 높이면 라디에이터(냉각기) 질량을 절반으로 줄일 수 있다는 설계적 관찰을 제시. 우주 임무에서 AI 하드웨어 설계와 열관리(trade-off)에 관한 기술적 시사점을 담고 있다.
https://winbuzzer.com/2026/02/04/amd-posts-record-q4-revenue-but-ai-outlook-disappoints-xcxwbn/
AMD Posts Record Q4 Revenue but AI Outlook Disappoints
#AI #AMD #Semiconductors #AIChips #AIHardware #AIInfrastructure #DataCenters #GPUs #Chipmakers #BigTech #ChipMarket
Nvidia’s H200 chip deals in China remain on hold as U.S. security checks delay progress, despite export clearance.
#Nvidia #AIChips
#H200 #Semiconductors
#USChina #TechPolicy
#NationalSecurity #GlobalTrade #ChipWar #AIIndustry @nvidia @nvidia
Nvidia's $100 billion OpenAI deal has seemingly vanished https://arstechni.ca/Gp5q #Tags:machinelearning #AIinfrastructure #semiconductors #AIinvestment #JensenHuang #inference #samaltman #Cerebras #AIchips #Biz&IT #NVIDIA #openai #Groq #AMD #GPU #AI
Sam Altman (@sama)
NVIDIA와의 협업을 칭찬하며 NVIDIA가 세계 최고의 AI 칩을 만든다고 평가하고, 장기적인 대형 고객이 되길 바란다는 내용의 발언입니다. 최근 논란(언급된 'insanity')에 대해 의아해한다는 감정 표현도 포함되어 있습니다. 하드웨어·파트너십에 대한 입장 표명 트윗입니다.
UAE Buys Trump
https://winbuzzer.com/2026/02/02/nvidia-gb200-forces-chassis-sector-pivot-to-liquid-cooling-xcxwbn/
Nvidia GB200 Forces Chassis Sector Pivot to Liquid Cooling
#AI #AIChips #AIInfrastructure #NVIDIA #GB200 #Semiconductors #Datacenters #BigTech
https://winbuzzer.com/2026/02/02/nvidia-silicon-photonics-rubin-ultra-platform-xcxwbn/
Nvidia Adopts Silicon Photonics for Vera Rubin Ultra Platform
#AI #AIChips #NVIDIA #SiliconPhotonics ##BigTech #Hardware #Semiconductors #DataCenters #AIInfrastructure
https://winbuzzer.com/2026/02/02/ex-google-engineer-faces-175-years-stealing-ai-secrets-xcxwbn/
Ex-Google Engineer Faces 175 Years for Stealing AI Secrets
#Google #BigTech #AIChips #AIInfrastructure #Cybersecurity #USChinaRelations #USChinaTechWar #Cyberespionage #Alphabet
Nvidia’s push into China’s AI chip market is finally gaining traction, thanks to a rare Trump‑era logic waiver. CEOs Jensen Huang and David Sacks explain how export controls and geopolitics are shaping open‑source hardware strategies. Curious how this could reshape the AI landscape? Read the full story. #Nvidia #AIChips #ChinaMarket #ExportControls
🔗 https://aidailypost.com/news/nvidias-china-ai-chip-push-succeeds-trumpera-logic-gains-backing
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