New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank
New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank

TYLsemi is set to offer pre-validated chiplets, along with custom ASIC design services, and build highly custom multi-tile processors at relatively low costs.

Nvidia rival Etched doubles its value to $10.3B in seven months
Nvidia rival Etched doubles its value to $10.3B in seven months

Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round…

Cambridge built a planet-scale AI model, and skipped Nvidia to do it
Cambridge built a planet-scale AI model, and skipped Nvidia to do it

The AI industry runs on Nvidia. A team at the University of Cambridge has just shown it does not have to. They have built a planetary-scale foundation model for the Earth, and every chip that trained and ran it came from AMD. The model is called TESSER…

Nvidia donated a GB300 supercomputer to the Navy, to teach officers AI’s limits
Nvidia donated a GB300 supercomputer to the Navy, to teach officers AI’s limits

The Nvidia chip at the centre of America’s export fight with China has a new home: a classroom in Monterey. The Naval Postgraduate School has stood up a DGX GB300 AI supercomputer, the first in the US military, Nextgov reported. The machine runs on Nvi…

Musk thanks Micron for chips, and builds a $55bn fab to replace it
Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “s…

China narrows the AI gap with the US to a record-low 6%
China narrows the AI gap with the US to a record-low 6%

The gap between American and Chinese AI is closing fast. Chinese models narrowed the performance shortfall to a record-low 6% in June, down from 9% in May, according to Bloomberg Intelligence. The research arm said the shift raises real questions about…

White House accuses Moonshot of distilling Anthropic’s Fable to build Kimi K3
White House accuses Moonshot of distilling Anthropic’s Fable to build Kimi K3

The model that rattled Silicon Valley last week now has Washington’s attention. A senior White House official has accused China’s Moonshot AI of breaking US export controls to build Kimi K3. It reached restricted Nvidia chips, he said, and leaned on Am…

Intel Foundry lands its first named outside customer: Fortinet
Intel Foundry lands its first named outside customer: Fortinet

The two companies announced a strategic collaboration to build the Fortinet Security Processor 6, the custom silicon inside its FortiGate firewalls. Intel will handle the chip design, advanced packaging, and manufacturing. The first name on the list Th…

This startup raised $15M to break Nvidia’s tightest grip on AI, its software
This startup raised $15M to break Nvidia’s tightest grip on AI, its software

The pitch is bold for a seed round. Infinity says it can strip away the one advantage that has kept Nvidia untouchable. It has just raised money to try. The company closed a $15 million seed round at a $100 million valuation on Monday, it announced. Ba…