Tag: chips

All the articles with the tag "chips".

• Anthropic Talking to Samsung Is the Frontier AI Supply Chain Story

  2 Jul, 2026

  Anthropic reportedly discussing a custom AI chip with Samsung shows frontier labs moving from model access into supply chain control.

• OpenAI's Jalapeno Chip Is About Owning the Whole Stack

  24 Jun, 2026

  OpenAI's first custom Broadcom inference chip shows frontier AI labs becoming full-stack infrastructure companies, not just model providers.

• Cadence Just Put An AI Agent Inside Chip Verification

  1 Jun, 2026

  Cadence's Level-5 ChipStack AI Super Agent shows where serious agent autonomy is going: high-stakes engineering with real tools, sandboxes, and audit trails.

• Memory Is Becoming the AI Chip Tax

  24 May, 2026

  Epoch AI estimates high-bandwidth memory rose to 63% of AI chip component spending by late 2025. The AI infrastructure story is no longer just about logic dies.