Chips & Infrastructure

Semiconductors, GPUs, data centers, cloud platforms, and AI infrastructure.

Super Micro surges after $60B in orders and margin upgrade tied to SpaceX work

Super Micro reported more than $60 billion in new orders for its fiscal fourth quarter [...]

22
Jul
Google reportedly developing ‘Frozen v2’ server chip to boost Gemini efficiency

Alphabet is said to be designing a new server chip called Frozen v2 for its [...]

21
Jul
Google building Frozen v2 chip to embed Gemini model architecture, targets 6–10× efficiency

Google is developing Frozen v2, a server chip that embeds the Gemini model architecture into [...]

21
Jul
Microsoft to expand AMD Helios AI chips in Azure, challenging Nvidia’s hold

Microsoft plans to deploy more of AMD's Helios AI platform in Azure (shipping H2 2026), [...]

21
Jul
AI-driven memory demand pushes up costs and knocks India’s smartphone shipments

Manufacturers shifting capacity to high-bandwidth memory for AI accelerators has reduced supply of standard RAM [...]

20
Jul
Investors Back SambaNova-Powered Inference Neocloud as Chip-Backed Loans Expand

Lenders are financing SambaNova chips for General Compute’s inference neocloud, signaling a move toward cheaper [...]

20
Jul