Separating AI hype from reality.
British AI chip startup Fractile has raised $720 million in a Series C funding round that values the company at $7 billion, with the UK government's Sovereign AI fund and the British Business Bank joining a roster of high-profile Silicon Valley investors. The deal marks a major…
Documents filed with Beijing regulators reveal that Moonshot AI, one of China’s leading frontier model developers, secured access to Nvidia’s most advanced AI accelerators on Chinese soil this summer — an arrangement that appears to circumvent U.S. export controls.
A New York Times report published Monday says Nvidia's general counsel contacted Commerce Department investigators in August 2025 about an ongoing investigation into Megaspeed, a Singapore-based data center operator suspected of diverting advanced Nvidia AI chips to China. The…
Google Cloud has released Cloud Pathways — the distributed machine-learning runtime originally built by Google DeepMind to train and serve its Gemini models — as a generally available product on Google Kubernetes Engine (GKE). The company positions it as a core runtime pillar of…
Google announced two additions to its eighth-generation Tensor Processing Unit lineup on Monday: TPU 8tx for confidential computing and TPU 8i Max for massive context windows. The systems join TPU 8t and TPU 8i, unveiled at Google Cloud Next in April, marking what the company…
The U.S. Commerce Department cleared roughly two dozen Chinese companies to receive Nvidia H200 chips under a new case-by-case licensing policy, but New York Times reporters found little evidence of operations at the listed addresses of at least two licensees, according to a…
A global race to build AI infrastructure has turned advanced chip packaging from an afterthought into the primary choke point for the world's most powerful processors. Nvidia is providing billions of dollars in financing to expand CoWoS (chip-on-wafer-on-substrate) capacity at…
The New York Times reported Thursday that China's Ministry of State Security recruited Alice Huang, a top executive at Singapore-based Megaspeed, to cultivate a close personal relationship with Nvidia CEO Jensen Huang and gather intelligence on advanced American AI chips.
About 600,000 Nvidia H200 AI processors are stored in Hong Kong warehouses awaiting Chinese import approvals that Beijing has not granted, according to a Reuters report citing two people familiar with the matter. The stockpile, which has not previously been reported, reflects…
Chinese tech giants have placed orders for roughly 6 million Nvidia RTX Pro 5500 workstation graphics cards valued at approximately $70 billion, but Nvidia expects to deliver only about 1% of that volume over the coming months, according to a Bloomberg report cited by multiple…
Nvidia has told cloud providers worldwide that at least 51% of their services must go to non-Chinese customers, the Financial Times reported, citing five people familiar with the matter. The requirement, communicated verbally by Nvidia sales and regional teams over recent…
Taiwan's Legislative Yuan is considering amendments to the Foreign Trade Act that would impose criminal penalties—including up to 10 years in prison—for unauthorized exports of advanced AI chips to China, according to Asia Times as reported by af.net. The move aims to close a…
Amazon announced on its October 29 earnings call that it will begin selling its Trainium AI chips outside AWS starting in late 2027, abandoning a strategy that has kept its custom silicon exclusive to Amazon Web Services. CEO Andy Jassy framed the move as a lever the company can…
Anthropic's path to a record-breaking stock market listing has hit a significant financing snag. Blackstone, acting as anchor investor in the AI lab's $63 billion chip financing deal, has told investors that major credit rating agencies are expected to assign the company a…
Amazon CEO Andy Jassy announced during the company's third-quarter earnings call on Thursday that AWS Bedrock will host two Chinese frontier models—Moonshot AI's Kimi K3 and Z.ai's GLM 5.3. The additions were disclosed alongside Bedrock's existing lineup of closed models from…
Google's Project Suncatcher prototype satellite has produced its first AI-generated response from orbit, the company announced Friday. During a ground-station pass over Svalbard, Norway, the spacecraft returned a haiku written by an onboard Gemma 4 model running on a Google…
The Information reported on October 27 that OpenAI plans to purchase Google's Tensor Processing Units (TPUs), citing a person familiar with the matter. Reuters relayed the story the same day. As of this writing, Google did not immediately respond to a request for comment and…
Meta Platforms announced Monday its largest-ever equity fundraising: a $35 billion public offering launched immediately, with a further $60 billion at-the-market program planned for 2027. The combined $95 billion would fund an AI infrastructure buildout that has already pushed…