AWS Inks Cerebras Deal for 5X Faster Cloud AI Inference Based With Its Trainium AI Chips AWS has signed a multiyear deal with Cerebras to bring its WSE-3 wafer-scale AI chip to Amazon Bedrock, delivering 5x more token capacity for cloud inference.

winbuzzer.com/2026/03/16/a...

AWS Inks Cerebras Deal for 5X Faster Cloud AI Inference Based With Its Trainium AI Chips

#AI #AIChips #AIInfrastructure #Amazon #AWS #BigTech #CloudComputing #DataCenters #Cerebras #AmazonBedrock #AIInference #Semiconductors #Chip #Trainium #WSE3 #CS3

Tesla

Elon Musk

Elon Musk says Tesla will launch its Terafab project to produce in house AI chips for vehicles robots and AI systems. Vertical integration is becoming a key strategy in the AI hardware race.

#TechNews #Tesla #AIChips #Innovation #Hardware

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

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...

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

“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.”

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...

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...

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

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

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

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

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:

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

Episode 19 - How Google became Nvidia's worst nightmare

#google #nvidia #ai #aichips #chips

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

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

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

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

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

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...

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

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

🧩 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...

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...

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...

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

winbuzzer.com/2026/03/02/m...

Meta Signs Multibillion-Dollar Deal to Rent Google TPUs

#AI #AIChips #Google #MetaInc #NVIDIA #TensorProcessingUnits #BigTech #AIInfrastructure #AICompute #GoogleCloud

Korea's Chip Challenger Lays Out Its Case Against Nvidia at ISSCC 2026 South Korea's Rebellions reveals Rebel100 quad-chiplet AI accelerator at ISSCC 2026, claiming H200-level performance at lower power using UCIe interconnects.

Korea's Chip Challenger Lays Out Its Case Against Nvidia at ISSCC 2026

#AIChips #Semiconductors #Nvidia #SouthKorea #AusNews #TechAsia

thedailyperspective.org/article/2026-03-02-korea...

RAM's Share of PC Costs Has Doubled. Your Next Laptop Will Feel It. HP's earnings call revealed memory costs doubled in one quarter to 35% of PC build materials. Australian buyers face price hikes of up to 20% as AI demand reshapes chip supply.

RAM's Share of PC Costs Has Doubled. Your Next Laptop Will Feel It.

#RAMPrices #DRAM #PCHardware #AIChips #TechPrices #AusNews

thedailyperspective.org/article/2026-03-01-rams-...

Japan's $1.7bn Chip Gamble: Strategic Masterstroke or Industrial Overreach? Japan injects $1.7bn into chip startup Rapidus, securing veto power as the company races to mass-produce cutting-edge 2nm semiconductors by 2027.

Japan's $1.7bn Chip Gamble: Strategic Masterstroke or Industrial Overreach?

#Rapidus #Semiconductors #AIChips #Japan #TechPolicy #AusNews

thedailyperspective.org/article/2026-03-01-japan...