Baidu and Alibaba represent full-stack AI ecosystems, generating value across models, cloud, and now semiconductors.

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...

The proliferation of edge AI will require fundamental changes in language models and chip architectures to make inferencing and learning outside of AI data centers a viable option. The initial goal ...

Cadence, an industry leader in AI-driven computational software for semiconductor and system design, today announced a strategic collaboration with Google to optimize the Cadence® ChipStack™ AI Super ...

There’s a giant question hanging over the tech industry: How long will its massive investments in AI infrastructure really last? Tech giants are shelling out hundreds of billions of dollars on ...

An AI system has autonomously designed a full RISC-V CPU core, marking a milestone in chip design automation. Verkor.io’s agentic AI, Design Conductor, handled the process from specification to ...

OpenAI's $10 billion announcement with chipmaker Cerebras this week was the latest in a string of big deals with companies at the center of the AI infrastructure boom. In 2025, the ChatGPT maker inked ...

DeepX, a Korean chip design startup valued at more than 1 trillion won ($677 million), will start production of its next AI chip next year using Samsung Foundry’s 2-nanometer process.

Cadence Design Systems has raised its 2026 revenue forecast, driven by growing demand for its chip-design tools amid heavy investment in AI processors. The company’s EDA software and hardware are ...