Hardware·
Alibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloads
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.
#custom-silicon
RSS
Hardware·
Cerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.
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.
Hardware·
SpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
Hardware·
Anker built its own AI chip. It runs neural nets inside flash memory cells.
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.
Hardware·
Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket
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.
Hardware·
Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029
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.