Topic: ai chips
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OpenAI Plans AI Chip Launch in 2026
OpenAI is developing its own AI chips, set to launch in 2026, to reduce reliance on external suppliers and improve cost efficiency for its AI systems. The company has partnered with Broadcom to design these chips, with a major $10 billion order aligning with OpenAI's needs, indicating a significa...
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Nvidia Accused of Antitrust Violations by China
China's antitrust regulator ruled that Nvidia violated laws in its 2020 acquisition of Mellanox, adding complexity to U.S.-China trade tensions. Nvidia asserts compliance with laws and is cooperating with authorities, while the open investigation could affect broader economic relations. U.S. expo...
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China Bans Tech Firms from Buying Nvidia AI Chips
China has banned domestic tech firms from purchasing Nvidia's AI chips as part of a strategy to reduce reliance on foreign semiconductor technology. The ban is expected to slow development in China's tech industry, as Nvidia is the global leader in advanced AI processors, despite local alternativ...
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Nvidia's Top Customer Accounts for 25% of Revenue
Nvidia's revenue reached $130.5 billion in 2025, but nearly 40% came from just two clients, revealing a high dependency on a few major accounts. This customer concentration poses significant financial risk, as losing either key client could sharply impact revenue, despite the company's market inf...
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IBM and AMD Bet on Quantum Computing After AI Setback
IBM and AMD have partnered to develop next-generation computing architectures that combine IBM's quantum systems with AMD's AI-optimized processors. The collaboration aims to create a scalable, open-source quantum computing framework for applications in drug discovery, materials science, and logi...
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Google Cloud's Market Presence Is Undeniable
Nvidia and OpenAI's $100 billion partnership represents a major AI infrastructure consolidation, while Google Cloud is focusing on partnering with emerging AI startups to capture the next wave of innovation. Google Cloud's strategy, led by COO Francis deSouza, leverages its infrastructure used by...
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Alibaba Integrates Nvidia AI Hardware Into Its Platform
Alibaba is integrating Nvidia's AI tools into its cloud platform to enhance offerings for developers in robotics, autonomous vehicles, and smart environments. The partnership centers on Nvidia's Physical AI software for creating 3D digital replicas to generate synthetic data for training AI model...
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Tesla's Dojo: A Complete Timeline and Breakdown
Tesla developed the Dojo supercomputer to advance its Full Self-Driving (FSD) system by training neural networks with massive computational power and data. Despite initial progress and investment, Tesla shifted strategy in 2024 to Cortex, a new supercomputing cluster based on Nvidia GPUs, moving ...
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