Meta-Broadcom MTIA Deal: 1GW of 2nm Custom AI Silicon
April 21, 2026
Meta and Broadcom extended their MTIA chip partnership through 2029, starting with over 1 GW of custom silicon on the industry's first 2nm AI accelerator.
#ai-chips
Cerebras IPO 2026: The $25B Nvidia Challenger
April 17, 2026
Cerebras targets a $22–25B Nasdaq listing backed by a $10B OpenAI contract. Inside the wafer-scale chip 57x bigger than Nvidia's H100 and what's at stake.
Huawei Ascend 950PR: 2.8× NVIDIA H20 at 1 PFLOPS FP8 (2026)
April 2, 2026
Huawei's Ascend 950PR delivers 1 PFLOPS FP8 — 2.8× NVIDIA H20 — on CUDA-compatible CANN Next. ByteDance and Alibaba place orders; 750K units planned for 2026.
The Custom AI Chip Race in 2026: Meta, Google, Amazon, and Microsoft vs. Nvidia
March 25, 2026
The custom AI chip race in 2026 — Meta MTIA, Google TPU, Amazon Trainium, Microsoft Maia vs. Nvidia. Strategy, cost, supply, and workload fit for each.
How 20B Non-Acquisition Signals the New Shape of AI Consolidation
December 28, 2025
Nvidia's $20B Groq non-acquisition, explained — exclusive-IP licensing replaces traditional M&A in AI consolidation. Strategy, structure, and what comes next.