# AI%20chips
Latest news and articles about AI%20chips
Total: 26 articles found
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Chinese AI Chipmaker Taichu Adapts GLM‑5.0 and Qwen3.5 to Its Homegrown T100 Accelerator
Taichu (Wuxi) Electronics has completed deep adaptation of GLM‑5.0, Alibaba’s Qwen3.5 and DeepSeek‑OCR‑2 to its in‑house T100 accelerator, enabling these open models to run efficiently on domestic hardware. The work advances China’s effort to build a full AI software‑hardware stack and reduce reliance on foreign GPUs, though performance parity with global leaders remains an open question.
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
China’s Chip Capital Rush: ¥83.5bn Pours into AI, Memory and Advanced Nodes as Investors Chase Self‑Reliance
From January 2025 to early February 2026, China disclosed ¥835 billion in financing for its integrated circuit industry across 1,197 deals, with capital concentrating in AI chips, high‑end memory and advanced process nodes. Large rounds, state‑linked investors and strategic bets on upstream materials and equipment indicate a coordinated push to accelerate semiconductor self‑reliance.
China’s Mianbi AI Unveils SALA and a 9B Model That Promises Million‑Token Contexts and Faster Long‑Context Inference
Mianbi Intelligence has released SALA, a hybrid sparse‑linear attention architecture, and a 9B model called MiniCPM‑SALA that claims large inference speed gains and support for up to one million token contexts. If independently validated, the design could make very long‑context applications feasible on mid‑sized models and a range of inference hardware.
China Stocks Open Lower as AI-Chip and Palm Oil Plays Lead a Broad Pullback
China’s main stock indexes opened lower on 11 February, dragged by declines in crude palm oil–linked stocks and semiconductor firms tied to AI compute and high‑bandwidth memory. The swing reflects a combination of profit‑taking, holiday‑thin liquidity and a reassessment of near‑term AI hardware deployment rather than a decisive change in long‑term demand trends.
From a $100bn Promise to a $20bn Reality: Why Nvidia and OpenAI Are Choosing Caution Over Romance
Nvidia and OpenAI have publicly reaffirmed their partnership after reports that a previously announced $100 billion‑scale LOI had stalled. Sources now say Nvidia is likely to commit about $20 billion in the current financing round, signalling a shift from aspirational headlines to staged, pragmatic investments amid a tight AI hardware supply environment.
Moore Threads Unveils Homegrown AI Coding Service as China Pushes for Software Sovereignty
Moore Threads has introduced a domestically hosted intelligent programming service intended as an onshore alternative to foreign AI coding assistants. The launch reflects China's push for an indigenous AI stack, and its success will hinge on technical reliability, enterprise integrations, and handling of IP and data-compliance issues.
China’s Premier AI Chipmaker Sees Shares Plummet as Company Blames Rumours and Market Sentiment
Cambricon’s shares tumbled up to 14% intraday on 3 February, reducing its market value to about RMB 450 billion. The company said it did not know the precise cause, dismissed many market rumours as false, and attributed the move to secondary-market fund flows and sentiment. The episode highlights the fragility of AI-related valuations in China and the importance of timely corporate communication to prevent rumor-driven volatility.
Cambricon Shares Plunge as Alibaba Unit’s New AI Chip Stokes Market Fears
Cambricon shares plunged nearly 10% as Alibaba’s chip unit unveiled a new high‑end AI chip and reports suggested its Zhenwu PPU shipped at scale in 2025. The drop came despite Cambricon forecasting a strong full‑year turnaround and a fivefold revenue increase, underlining investor concerns about intensifying domestic competition in AI semiconductors.
China’s AI Chipmaker Cambricon Denies Rumours After Sharp Share Drop, Flags Legal Action
Cambricon denied circulating rumours that it held a private meeting issuing RMB20 billion revenue guidance after its shares fell over 13% on Feb. 3. The company said it had not provided any guidance, affirmed steady R&D progress, and warned it may take legal action against those spreading false information. The incident highlights how social-media rumours can quickly unsettle China’s AI and technology stocks.
Jensen Huang’s Taipei Night: Nvidia Reaffirms Taiwan Ties as Supply Chain Faces a ‘Very Tight’ 2026
Nvidia CEO Jensen Huang hosted nearly 40 senior Taiwanese supply‑chain executives in Taipei, using the occasion to thank partners, apologise for recent production disruptions around the Grace Blackwell platform, and warn that 2026 will be "extremely tight" for memory and packaging supply. He confirmed Nvidia’s participation in OpenAI’s next financing round, reaffirmed the company’s full‑stack strategy versus ASIC competition, and underlined Taiwan’s indispensable role in Nvidia’s success.