AI Chips & Hardware

nvidia clears the bar again and points to a 108 billion quarter ahead Across the entire history of the S&P 500, just nine companies have ever posted a quarter with revenue of $100 billion or more. Nvidia has now told investors it plans to sail past that mark next quarter, and not narrowly.

Nvidia clears the bar again — and points to a $108 billion quarter ahead

jalapeno benchmarks openais inference chip outruns blackwell on paper ships at scale in 2027 Jalapeño finally has numbers attached to it, and OpenAI's first set looks strong. Measured on SemiAnalysis' InferenceX benchmark, the chip delivered both more tokens per user and more throughput per kilowatt than the best inference processors currently on the market.

Jalapeño Benchmarks: OpenAI’s Inference Chip Outruns Blackwell on Paper, Ships at Scale in 2027

nvidia guarantees up to 25 of gpu residual value to unlock a 500 billion ai financing push Nvidia has signalled to the market that it is willing to absorb part of the loss if its own GPUs end up worth less than promised. This isn't marketing language. It is a contractual guarantee, capped at 25 percent of any given transaction and assessed on a project-by-project basis.

Nvidia guarantees up to 25% of GPU residual value to unlock a $500 billion AI financing push

sk hynix pours 38 billion into two new dram and nand plants but chips wont ship until 2029 The very first cleanroom SK Hynix is funding today isn't scheduled to turn out a single chip before June 2029 at the earliest. Hold onto that date before treating any of this as a reprieve from the memory prices currently gutting PC builds.

SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029

anthropic starts building in house silicon for claude Anthropic wants control of the hardware underneath its models. The company has confirmed that it is assembling a "custom silicon team" tasked with designing chips for Claude — a path OpenAI, Google and Meta have already taken.

Anthropic Starts Building In-House Silicon for Claude

io.net Expands Partnership to Power Inferencing Workloads on Leonardo AI’s Content Production Platform

io.net Expands Partnership to Power Inferencing Workloads on Leonardo AI’s Content Production Platform