Marvell Technology has agreed to give Google the right to buy up to $12.2 billion of its shares. In return, Google will buy its custom chips. The chipmaker set out the deal in a regulatory filing on Wednesday. Its stock jumped as much as 14 percent on …
A chip startup that promises to cut the power AI uses has raised $110mn and crossed a $1bn valuation. Velaura AI, based in Santa Clara, announced the Series A round on Tuesday. The company said in a statement that it builds ultra-low-power silicon and …
Japanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
Michael Martina reported the draft for Reuters on 14 August, citing a US official and an internal document. The letter goes to the 35 signatories of an American “AI Opportunity Statement” from June. Its message is that countries must choose. The wordin…
The commerce secretary made the comments to The Wall Street Journal on 14 August, in a piece by Rolfe Winkler, Raffaele Huang and Amrith Ramkumar. “The Trump administration is not in favor of that,” Lutnick said. There have to be “other solutions to th…
Hauser sat down with CNBC’s The Tech Download podcast this month. Arjun Kharpal and Kai Nicol-Schwarz published the write-up on 14 August. His track record is the reason to listen. He co-founded Acorn Computers in 1978, helped create Arm, and now backs…
Start with the number, because it is the kind that settles an argument. In the first quarter of 2026, panel makers shipped 298 million displays into the refurbished phone market. They shipped 289 million to the companies that make new phones. The refur…
High-bandwidth memory is the part of an AI system that nobody photographs. It sits next to the processor and feeds it data, and if it is too slow the expensive chip waits. It is made by stacking ordinary DRAM, the same memory that goes into laptops and…
Renting an Nvidia H100 for an hour costs whatever your supplier says it costs. There is no published price. Two companies buying identical capacity can pay very different rates, and neither of them will know. That changes on 5 October. CME Group, the e…
Foxconn crossed a line this quarter that it will not cross back. Its cloud and networking division, the one that builds AI servers, made up 51% of revenue in the three months to June. That is the first time the segment has passed half. Smart consumer e…