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2026-05-15
Cerebras IPO Revives AI Chip Startup Fever
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eetimes.com 2026-05-15 Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
AI ChipIPOSemiconductorArtificial IntelligenceData CenterChip DesignInvestmentMarket Valuation
2026-05-10
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance
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finance.yahoo.com 2026-05-10 Yahoo Finance
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2026-05-05
Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware - Tom's Hardware
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www.tomshardware.com 2026-05-05 Tom's Hardware
2026-04-01
Alibaba Launches XuanTie C950 CPU for Agentic AI
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eetimes.com 2026-04-01 Pablo Valerio
Alibaba is directly challenging global chip leaders by leveraging open-standard architecture to redefine the AI hardware landscape.
AlibabaXuanTie C950RISC-VAgentic AISemiconductorChip DesignAI AcceleratorTechnological Sovereignty