Huawei's Atlas 950 and the WAICO Charter: China Plants Its AI Flag in Shanghai
Huawei's Atlas 950 links 8,192 Ascend chips and 29 nations sign the WAICO charter as the World AI Conference closes in Shanghai, redrawing the AI map.
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7 entries tagged Chips & Compute · 7 wires.
Wisdom Wire
Apple Sues OpenAI Alleging Hardware Trade Secret Theft
Apple sued OpenAI on July 10 over stolen hardware secrets, naming Tang Tan and IO Products. Claude now sends your email; Google Photos gets AI video remix.
OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Inference Chip
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first in-house inference chip, design to tape-out in nine months, with gigawatt-scale deployment by end of 2026. The frontier lab is building its own foundation.
Cerebras Sets $3.5B IPO at $26.6B Valuation: The First AI Chip Listing Has Arrived
Cerebras prices 28M shares at $115-$125, targeting a $26.6B valuation on $510M revenue. Pentagon AI contracts freeze out Anthropic. Microsoft Agent 365 goes GA.
OpenAI Buys the Foundation: When the Model Layer Reaches for the Ground Beneath It
OpenAI just committed $20 billion to own the chips it runs on. Uzziah built towers too, right before he reached into a layer that was not his to hold.
TSMC Just Told You Who's Winning. Follow the Capex.
TSMC's fourth consecutive record quarter, a shoe company pivoting to GPUs, and the question the infrastructure boom is begging you to ask.
ChatGPT's Free Ride Just Ended
ChatGPT rolls out ads to free users, Anthropic ships Claude Code Channels, Musk unveils Terafab, and what all of it means for builders who aren't paying attention to the right things.