devtake.dev — #ai-chipsArticles tagged ai-chips on devtake.dev.https://devtake.dev/en-usTaiwan weighs making AI chip exports to all of China a crime, not just to Huaweihttps://devtake.dev/article/taiwan-ai-chip-export-curbs-china/https://devtake.dev/article/taiwan-ai-chip-export-curbs-china/Taiwan is considering US-aligned export controls that would treat unauthorized AI chip shipments to any Chinese customer as a crime. It's under discussion, not law yet.Sat, 13 Jun 2026 13:30:00 GMTpolicypolicyregulationai-chipschinaexport-controlsnvidiaclara-wexlerNvidia's RTX Spark laptops run 120-billion-parameter models locally, no cloud neededhttps://devtake.dev/article/nvidia-rtx-spark-laptops/https://devtake.dev/article/nvidia-rtx-spark-laptops/Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.Wed, 03 Jun 2026 12:15:00 GMThardwarenvidiaai-chipsai-infrastructurelaptopmemoryblackwellhiro-tanakaDeepSeek locked in the 75% V4-Pro cut. The API now undercuts every Western frontier model.https://devtake.dev/article/deepseek-v4-pro-price-cut-permanent/https://devtake.dev/article/deepseek-v4-pro-price-cut-permanent/On May 23 DeepSeek told customers the V4-Pro discount becomes its standard price after May 31. Output drops from $3.48 to $0.87 per million tokens.Sun, 24 May 2026 10:30:00 GMTaideepseekai-modelsllmanthropicopenaigeminiai-chipschinadieter-morelliAlibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloadshttps://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/https://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.Wed, 20 May 2026 10:00:00 GMThardwarealibabaai-chipscustom-siliconqwenai-infrastructurenvidiaai-agentssemiconductorhiro-tanakaCisco cut 4,000 jobs on its record revenue day. AI infrastructure orders jumped to $9 billion.https://devtake.dev/article/cisco-4000-layoffs-record-q3-revenue/https://devtake.dev/article/cisco-4000-layoffs-record-q3-revenue/Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.Tue, 19 May 2026 09:30:00 GMThardwareciscolayoffsai-infrastructurenetworkingrestructuringearningsai-chipshiro-tanakaCerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.https://devtake.dev/article/cerebras-ipo-debut-nasdaq/https://devtake.dev/article/cerebras-ipo-debut-nasdaq/Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.Fri, 15 May 2026 09:30:00 GMThardwarecerebrasai-chipsipocustom-siliconai-infrastructurenasdaqopenaiamazonhiro-tanakaSpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.https://devtake.dev/article/spacex-terafab-119b-texas-filing/https://devtake.dev/article/spacex-terafab-119b-texas-filing/SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.Thu, 07 May 2026 12:00:00 GMThardwarespacexteslaxaiterafabai-chipscustom-siliconintelsemiconductorhiro-tanakaAMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.Thu, 07 May 2026 11:45:00 GMThardwareamdai-chipsai-infrastructuresemiconductordata-centerslisa-suearningsnvidiahiro-tanakaApple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.Tue, 05 May 2026 09:45:00 GMTappleapplejohn-ternustim-cookmark-gurmanai-infrastructureai-chipshyperscalercapital-allocationnaomi-parkApple booked $111.2B in Q2 with Ternus on the call. Cook warned about RAMageddon.https://devtake.dev/article/apple-q2-2026-ternus-first-earnings-call/https://devtake.dev/article/apple-q2-2026-ternus-first-earnings-call/Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.Fri, 01 May 2026 11:45:00 GMTappleapplejohn-ternustim-cookq2-earningsramageddonmemoryiphone-17ai-chipsnaomi-parkAlphabet hit $109.9B in Q1 and is starting to sell TPUs to outside data centershttps://devtake.dev/article/alphabet-q1-2026-tpu-external-sales/https://devtake.dev/article/alphabet-q1-2026-tpu-external-sales/Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.Fri, 01 May 2026 11:05:00 GMTaigooglealphabetgoogle-cloudtpuai-chipsgeminiai-infrastructureq1-earningsdieter-morelliHyperscalers are on track to spend $700B on AI infrastructure in 2026https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.Fri, 01 May 2026 10:45:00 GMTaiai-infrastructureinfrastructuredata-centershyperscalermicrosoftalphabetmetaai-chipsdieter-morelliSamsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.Thu, 30 Apr 2026 09:00:00 GMThardwaresamsunghbmai-chipsdramsemiconductornvidiamemoryai-infrastructurehiro-tanakaAMD Zen 7 'Florence' leak: 288 cores, a separate cache die, and a 25% IPC swinghttps://devtake.dev/article/amd-zen-7-florence-288-core-leak/https://devtake.dev/article/amd-zen-7-florence-288-core-leak/Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.Mon, 27 Apr 2026 20:00:00 GMThardwareamdzen-7epycsemiconductorai-chipsipcserver-cpushardwarehiro-tanakaAnker built its own AI chip. It runs neural nets inside flash memory cells.https://devtake.dev/article/anker-thus-on-device-ai-chip/https://devtake.dev/article/anker-thus-on-device-ai-chip/Anker's Thus chip embeds compute inside NOR flash, claims 150x more on-device AI for noise cancellation, and ships in Soundcore earbuds on May 21. Here's why it matters.Mon, 27 Apr 2026 08:00:00 GMThardwareankerai-chipscustom-siliconon-device-aicompute-in-memorysoundcoresemiconductorhiro-tanakaCerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pockethttps://devtake.dev/article/cerebras-ipo-filing/https://devtake.dev/article/cerebras-ipo-filing/Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.Sat, 25 Apr 2026 08:30:00 GMThardwarecerebrasai-chipsiposemiconductornvidiaopenaicustom-siliconwafer-scalehiro-tanakaMeta just committed 1 gigawatt of custom AI chips with Broadcom through 2029https://devtake.dev/article/meta-broadcom-custom-ai-chip-deal/https://devtake.dev/article/meta-broadcom-custom-ai-chip-deal/Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.Thu, 16 Apr 2026 08:30:00 GMThardwaremetabroadcomai-chipsmtiacustom-siliconnvidiainfrastructurehiro-tanaka