#aichips

@aiassistantstore.bsky.social

46 minutes ago

AI News Wrap-Up: 14th March 2026 Meta weighs layoffs, ByteDance pauses video AI, OpenAI expands integrations, xAI resets, Anduril wins Army deal. AI News.

AI News Wrap-Up: 14th March 2026

Meta weighs layoffs, ByteDance pauses video AI, OpenAI expands integrations, xAI resets, Anduril wins Army deal

www.aiassistantstore.com/blogs/latest...

#AIWrapup #MetaLayoffs #VideoAI #ChatGPTApps #xAICoding #DefenseAI #AIChips

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thedailyperspective.org

@thedailyperspective.org

23 hours ago

US abandons controversial AI chip rule demanding foreign investment Commerce Department abandons controversial draft regulation that would have required overseas AI buyers to match US infrastructure investments.

US abandons controversial AI chip rule demanding foreign investment

#AIChips #ExportControls #TechPolicy #AusNews

thedailyperspective.org/article/2026-03-14-us-ab...

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Winbuzzer

@winbuzzer.com

2 days ago

New MTIA AI Chips: Meta Rolls Out Four Chips to Power AI and Feed Recommendations Meta has announced four new MTIA chips — the 300, 400, 450, and 500 — to power its AI inference and content recommendation systems across Facebook and Instagram.

winbuzzer.com/2026/03/13/m...

Meta Rolls Out Four MTIA Chips to Power AI and Feed Recommendations

#AI #Meta #AIChips #BigTech #GenerativeAI #Facebook #Instagram #TSMC #Broadcom #RISCV #AIInference #AITraining #Semiconductors #DataCenters #SocialMedia #MetaAI

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Don Curren 🇨🇦🇺🇦

@dbcurren.bsky.social

3 days ago

“the specialized nature of #AI #infrastructure limits contagion risk. #Datacenters are not being #securitized and sold to pension funds. #AIchips are not being used as collateral for #derivatives.”

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thedailyperspective.org

@thedailyperspective.org

5 days ago

Trump Weaponises AI Chips as Global Bargaining Tool New draft US export controls would weaponise AI chip access as diplomatic leverage, requiring foreign governments to invest in American infrastructure to buy Nvidia and AMD chips at scale.

Trump Weaponises AI Chips as Global Bargaining Tool

#AIChips #ExportControls #SemiconductorWars #Trump #AusNews

thedailyperspective.org/article/2026-03-09-trump...

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thedailyperspective.org

@thedailyperspective.org

5 days ago

The Glass Bottleneck: How a Japanese Textile Maker Became AI's Unlikely Gatekeeper A Japanese manufacturer controls 90% of T-glass supply. Shortages are forcing tech giants to negotiate directly for allocation as expansion plans don't reach market until 2027.

The Glass Bottleneck: How a Japanese Textile Maker Became AI's Unlikely Gatekeeper

#AIChips #SupplyChain #Semiconductors #AusNews

thedailyperspective.org/article/2026-03-09-the-g...

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Winbuzzer

@winbuzzer.com

6 days ago

U.S. Draft Rules Would Require Permits for All AI Chip Exports The U.S. Commerce Department has circulated draft rules requiring government permits for all AI chip exports worldwide, hitting Nvidia and AMD stocks.

winbuzzer.com/2026/03/09/u...

U.S. Draft Rules Would Require Permits for All AI Chip Exports

#AI #AIChips #NVIDIA #AMD #GPUs #AI #Semiconductors #USExportControls #SemiconductorGeopolitics #BigTech #ChinaAI #TrumpAdministration #USGovernment

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The Business Behind The News

@tbbtnews.bsky.social

6 days ago

Episode 69 - Nvidia's New AI Chip Disrupts Data Center Cooling Industry #nvidia #nvda #ai #aichips #datacenter #aidatacenter

Thanks for check out my Short. If you're looking for a deeper dive check out my long-form videos on YouTube:
www.youtube.com/@TheBusiness...

#business #businessnews #tbbtn

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Awesome Agents

@awesomeagents.bsky.social

1 week ago

China Unveils $70B AI and Chip Subsidy to Counter US Controls China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.

China Unveils $70B AI and Chip Subsidy to Counter US Controls

awesomeagents.ai/news/china-70b-ai-chip-s...

#China #Semiconductors #AiChips

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Awesome Agents

@awesomeagents.bsky.social

1 week ago

US Drafts Rules Requiring Permits for All AI Chip Exports The Commerce Department has drafted regulations requiring government approval for all AI chip exports worldwide - not just to China - giving Washington unprecedented gatekeeper power over global AI development.

US Drafts Rules Requiring Permits for All AI Chip Exports

awesomeagents.ai/news/us-ai-chip-export-r...

#ExportControls #AiChips #Nvidia

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KillBait News

@kill-bait.bsky.social

1 week ago

Nvidia's China Permit Issues Fail to Undermine Strong Bull Case Recent reports indicate that Chinese customs officials have instructed agents not to permit entry of Nvidia's advanced H200 AI chips, sparking concerns among investors about the company's exposure to the Chinese market. Despite U.S. export approval being granted this week under the Trump administration, Beijing's stringent directives suggest a de facto ban, at least temporarily, as authorities met with local tech firms to discourage purchases unless absolutely necessary. The motives behind this move remain unclear, potentially serving as a bargaining tactic amid escalating U.S.-China tech tensions or an effort to bolster domestic chipmakers. Nvidia, a dominant force in AI semiconductors, derives a notable portion of revenue from China, making such restrictions a potential headwind. However, the Seeking Alpha article argues that these permit fears do not fundamentally alter Nvidia's bullish investment case. The author emphasizes Nvidia's unparalleled leadership in AI GPU technology, with soaring demand for data center products driven by global hyperscalers investing heavily in AI infrastructure. Even if China sales face short-term disruptions, Nvidia's diversified customer base—including U.S., European, and other Asian clients—provides a robust buffer. Furthermore, ongoing innovation in next-generation architectures like Blackwell ensures continued market dominance. Financially, Nvidia's recent quarters have shown explosive growth, with margins expanding due to pricing power and supply chain efficiencies. While geopolitical risks persist, the long-term secular trend toward AI adoption overwhelmingly supports Nvidia's valuation and growth trajectory, positioning it as a core holding for investors focused on technology megatrends.

Nvidia's China Permit Issues Fail to Undermine Strong Bull Case

🤖 IA: It's not clickbait ✅
👥 Usuarios: It's not clickbait ✅

#nvidia #aichips #chinapermits

View full AI summary:

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COMPUTE FORECAST

@computeforecast.bsky.social

1 week ago

LinkedIn This link will take you to a page that’s not on LinkedIn

Thermal density is becoming a core constraint in modern processors. Engineers are exploring microfluidic channels embedded in silicon to cool localized hotspots and manage heat directly at the source in next-generation #AIchips

Read now- lnkd.in/dtPpwhY6

#LiquidCooling #HPC #ThermalManagement

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The Business Behind The News

@tbbtnews.bsky.social

1 week ago

Episode 19 - How Google became Nvidia's worst nightmare

#google #nvidia #ai #aichips #chips

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WealthWise

@wealthwise-dca.bsky.social

1 week ago

Loop Capital initiated Astera Labs with a Buy rating and $250 price target, calling it "the company most representing a diversified AI silicon 'pure play' outside of Nvidia."

#ALAB #ALABStock #AsteraLabs #AsteraLabsStock #AIChips

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The Business Behind The News

@tbbtnews.bsky.social

1 week ago

Episode 7 - Google's TPU Chips $1 Trillion Valuation & NVIDIA Competition

#google #tpu #ai #aichips #chips #nvidia

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Daily Stocks

@dailystocks.bsky.social

1 week ago

Marvell Technology surges on upbeat outlook: why analysts are bullish Marvell Technology surges 12% after upbeat outlook led by high demand for AI chips. It expects revenue to reach $15 billion in fiscal 2028, representing nearly 40% growth. Analysts bullish on compa...

Marvell Technology Soars 12% on AI Chip Demand
$MRVL surges on upbeat outlook, expects $15B revenue by 2028, 40% growth
#MarvellTechnology #AIChips #StockMarket #BullRun

https://a777.lt/dREMDk

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Daily Stocks

@dailystocks.bsky.social

1 week ago

Marvell Technology surges on upbeat outlook: why analysts are bullish Marvell Technology surges 12% after upbeat outlook led by high demand for AI chips. It expects revenue to reach $15 billion in fiscal 2028, representing nearly 40% growth. Analysts bullish on compa...

Marvell Technology Soars 12% on AI Chip Demand!
$MRVL surges on upbeat outlook, expects $15B revenue by 2028, 40% growth. Analysts bullish on multi-layered growth drivers.
#MRVL #AIChips #StockMarket

https://a777.lt/dzHYpj

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thedailyperspective.org

@thedailyperspective.org

1 week ago

Broadcom's Custom Chip Gamble: Why the Tech Giants May Still Win Broadcom claims hyperscalers cannot build custom silicon at scale. But Google, Meta, and OpenAI have billions and motivation. Here's why Broadcom may be overconfident.

Broadcom's Custom Chip Gamble: Why the Tech Giants May Still Win

#Broadcom #AIChips #Tech #Semiconductors #AusNews

thedailyperspective.org/article/2026-03-06-broad...

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Awesome Agents

@awesomeagents.bsky.social

1 week ago

Broadcom AI Revenue Doubles to $8.4B, Eyes $100B in 2027 Broadcom's Q1 2026 earnings show AI chip revenue up 106% year-over-year, with Anthropic, OpenAI, and Meta driving demand toward a $100 billion custom silicon forecast for 2027.

Broadcom AI Revenue Doubles to $8.4B, Eyes $100B in 2027

awesomeagents.ai/news/broadcom-q1-2026-ai...

#Broadcom #AiChips #Semiconductors

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WealthWise

@wealthwise-dca.bsky.social

1 week ago

Broadcom posted Q1 revenue of $19.31B, beating estimates by $170M, with Non-GAAP EPS of $2.05 beating by $0.03.

#AVGO #Broadcom #AIChips #ASICs #AIRevenue

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4TechViews

@4techviews.bsky.social

1 week ago

🧩 A 1nm chip running at only 06V This changes everything ⚡

Researchers at Peking University have just announced a major breakthrough in non-volatile (electromagnetic) memory technology. A team led by...

#SemiconductorInnovation #AIchips

🔗 Read more: 4techviews.net/z8xs#2603040...

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thedailyperspective.org

@thedailyperspective.org

1 week ago

Intel's 288-Core Monster Chip Is a Bet on American Manufacturing Intel's Clearwater Forest Xeon 6+ packs 288 cores on its new 18A process node. Here's what the announcement means for AI infrastructure and global chip supply chains.

Intel's 288-Core Monster Chip Is a Bet on American Manufacturing

#Intel #Semiconductors #AIChips #TechNews #DataCentre #AusNews

thedailyperspective.org/article/2026-03-04-intel...

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thedailyperspective.org

@thedailyperspective.org

1 week ago

Washington Weighs 75,000-Chip Cap as H200 Saga Twists Again The Trump administration is reportedly considering capping Nvidia H200 AI chip sales at 75,000 units per Chinese customer, the latest twist in a chaotic export saga.

Washington Weighs 75,000-Chip Cap as H200 Saga Twists Again

#Nvidia #AIChips #USChinaTech #AUKUS #ExportControls #AusNews

thedailyperspective.org/article/2026-03-03-washi...

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WealthWise

@wealthwise-dca.bsky.social

1 week ago

ASML is moving into advanced packaging equipment, targeting what was once a low-margin volume business now transformed into a lucrative high-margin opportunity by the complexity of AI chip manufacturing.

#ASML #ASMLStock #AdvancedPackaging #AIChips #Semiconductors