Broadcom seeks more than $60bn in debt to fund AI chips for Anthropic
Broadcom seeks more than $60bn in debt to fund AI chips for Anthropic

Broadcom is in talks with lenders to raise more than $60bn in debt, Bloomberg reported on Thursday. The money would finance AI chips for Anthropic and other companies. Bloomberg cited people with knowledge of the matter. The figures under discussion co…

Nvidia denies report it will ship Groq-based LPUs to China by year-end — says there is ‘no China-specific LPU product in our roadmap’
Nvidia denies report it will ship Groq-based LPUs to China by year-end — says there is ‘no China-specific LPU product in our roadmap’

Nvidia has rejected a report published by The Information that it plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026.

Samsung approves a record $80bn shareholder return, and the stock falls
Samsung approves a record $80bn shareholder return, and the stock falls

Samsung Electronics approved the largest shareholder return in South Korean corporate history on Friday. Its shares then fell as much as 2.6% in post-market trading. The board signed off on a Samsung shareholder return of between 90 trillion and 110 tr…

Waymo built its own robotaxi chip and published its supplier list
Waymo built its own robotaxi chip and published its supplier list

Waymo has published what is in the boot of its robotaxis. A blog post on Thursday set out the architecture of its onboard computer, introduced a custom 5-nanometer chip of its own design, and named the seven suppliers it builds the system with. The com…

Alibaba’s profit fell 75% as quarterly AI spending hit $10bn
Alibaba’s profit fell 75% as quarterly AI spending hit $10bn

Alibaba’s net profit fell 75% in the June quarter, to $1.54bn. The cause was not a weak business. It was the bill for building one. Capital spending reached $9.98bn in three months, up 75% on the same quarter last year, according to the results announc…

Synopsys validates a PCIe 6.0 PHY inside a face-to-face 3D stack at 64 GT/s — says it got there by pulling apart an existing 2D test chip
Synopsys validates a PCIe 6.0 PHY inside a face-to-face 3D stack at 64 GT/s — says it got there by pulling apart an existing 2D test chip

Synopsys has published silicon results for what it calls the first 3D PCIe 6.0 test chip, a 5nm PHY built into a face-to-face stacked package.

SMIC posts record $3B quarter and hikes wafer prices — US sanctions hand Chinese foundry a captive AI market

SMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.

A British AI-chip startup is raising at $6.5bn after an Anthropic deal
A British AI-chip startup is raising at $6.5bn after an Anthropic deal

Fractile, a British startup building chips for artificial intelligence, is in advanced talks to raise money at a valuation more than six times what it fetched three months ago, Bloomberg reported. The jump follows a deal to supply chips to Anthropic. T…

Samsung hiked foundry prices up to 15%, with China paying the steepest
Samsung hiked foundry prices up to 15%, with China paying the steepest

Samsung has raised prices for some of its advanced contract chipmaking by as much as 15 percent for new orders, according to a Reuters report. Two people familiar with the matter said the increases follow a surge in demand for AI chips. That demand is …