Worth Knowing
Sign in
All topics

Topic

Chips

AI news about AI chips and the companies that make them.

3 stories in the last 7 days

Fri, Oct 30

2 stories
  1. Worth knowing TechCrunch

    Intel’s stock crashes, knocking $12B from government’s stake

    High demand from the AI sector for memory and hardware components is creating supply chain bottlenecks and driving up costs in the broader PC market.

    Intel's stock dropped approximately 28% after the chipmaker issued a weaker-than-expected fourth-quarter revenue forecast of $15 billion to $16 billion and warned of declining profit margins. CEO Lip-Bu Tan attributed the slowdown in PC sales to the AI industry consuming memory and other components, which has driven up hardware prices despite a 78% year-over-year growth in Intel's data center business.

    1 source
  2. Worth knowing The Verge

    Google’s satellite AI server transmits its first response to Earth

    This test demonstrates an early step toward orbital AI compute infrastructure, which companies are exploring to address terrestrial power and cooling constraints.

    Google's satellite equipped with Tensor Processing Units (TPUs) has generated and transmitted its first responses from orbit using an on-board Gemma 4 model. The milestone is part of Project Suncatcher, an experimental initiative exploring the deployment of AI data centers in space.

    3 sources

Thu, Oct 29

1 story
  1. Worth knowing Epoch AI

    New global AI computing capacity is doubling every 9 months

    Tracking the growth rate of global AI chip shipments provides a key baseline for forecasting how quickly frontier model training and inference capacity can scale.

    An analysis by Epoch AI finds that quarterly additions to global AI computing capacity have grown about 2.5 times per year since 2024, doubling roughly every nine months. Measured in H100-equivalents across six major chip designers, quarterly sales rose from 0.8 million units in Q1 2024 to 6.3 million in Q2 2026.

    1 source

Show everything