Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders★ 72
INSIDE 硬塞 AI9 days agoHardwareINSIDE reports that Broadcom’s earnings commentary suggested changes in its custom chip work with Google. Part of the Google TPU-related business was described as shifting to Taiwan-based chip designer MediaTek. The news weighed heavily on investor sentiment, sending Broadcom shares down 12.59% on June 4 and highlighting intensifying competition in AI custom silicon supply chains.
TSMC struggles to keep up with AI demand: ‘We can only support so much’★ 72
The Verge AI10 days agoHardwareThe Verge, citing Reuters and Bloomberg, reports that TSMC is struggling to meet demand from American customers even as it expands factories in the US. CEO C.C. Wei said after a shareholder meeting that customer demand is extremely high and that the company can only support so much. The report highlights how AI growth continues to pressure advanced semiconductor capacity and supply planning.
Broadcom AI Chip Revenue Jumps 143% as CEO Backs Pure-Chip Strategy
INSIDE 硬塞 AI10 days agoHardwareBroadcom reported Q2 AI chip revenue of $10.8 billion, up 143% year over year and a new record. The growth was driven by demand for custom chips, with the company forecasting Q3 AI revenue of $16 billion, up more than 200%. Despite the strong AI outlook and the CEO’s commitment to a pure-chip strategy, shares still fell 3% after hours.
US Closes Export Loophole for NVIDIA Blackwell and AMD MI350x Sales★ 76
INSIDE 硬塞 AI13 days agoRegulationThe US Commerce Department is closing a potential export-control loophole involving overseas units of Chinese companies. Those entities must obtain licenses when purchasing advanced AI chips from suppliers including NVIDIA and AMD. The measure targets products such as NVIDIA Blackwell and AMD MI350x, aiming to prevent restricted technology from reaching China through offshore subsidiaries.
After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M
TechCrunch AI16 days agoHardwareTechCrunch cites Axios reporting that AI chipmaker Groq is seeking $650 million in internal funding. The company is reportedly pivoting from hardware toward AI inference, the stage focused on how models respond to prompts. The report comes after Nvidia’s $20 billion not-aqui-hire, underscoring continued investor attention around AI compute and inference infrastructure.
Has the hunt for AI compute uncovered the next Cerebras?
TechCrunch AI17 days agoHardwareTechCrunch reports that General Compute has raised a $15 million seed round at a $60 million post-money valuation to build an AI inference neocloud. The company is ordering $300 million of SambaNova SN50 chips, betting they can outperform GPUs and rival specialized chips for inference. The story frames inference speed, deployment flexibility, and lower power needs as key battlegrounds in AI infrastructure.
Snowflake signs $6B AWS deal for AI CPU chips
TechCrunch AI17 days agoHardwareSnowflake has signed a massive five-year agreement with Amazon worth $6 billion to secure chips for AI usage. The deal is framed as another win for AWS as major data and cloud platforms lock in long-term compute capacity. TechCrunch also notes that Nvidia is being put on notice as alternative AI chip supply paths gain attention.
Qualcomm Reportedly Secures ByteDance AI Chip Deal, Entering Data Center Market★ 78
INSIDE 硬塞 AI18 days agoHardwareQualcomm has reportedly secured a major AI chip order from ByteDance, marking a significant milestone in its expansion into the AI data center market. This partnership represents a crucial victory for Qualcomm as it challenges Nvidia's dominance. For ByteDance, the deal provides a compliant, high-performance alternative to Nvidia's restricted chips under current US export regulations, potentially shifting the landscape of AI hardware procurement.