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Ai Chip

The Information’s in-depth reporting about Ai Chip.
Follow this topic to get the latest updates from The Information reporters and subscribers.
Recent Articles about Ai Chip
Nvidia CEO Jensen Huang presenting information about Vera Rubin chip systems this year. Photo via Getty

Nvidia AI Chip Prices to Rise About 17%, Server Makers Tell Customers

By Phoebe Liu and Amir Efrati · Aug 22, 2026 4:45pm PDT
Prices for some of Nvidia’s flagship AI server chip systems are set to rise about 17%, according to two people whose firms were notified by server makers that provide such systems. The price hikes generally apply to Grace Blackwell 300 and Vera Rubin 200 chip systems that are due to be delivered next year, these people said. The changes could... Prices for some of Nvidia’s flagship AI server chip systems are set to rise about 17%, according...
Nvidia’s Groq 3 LPU chip. David Paul Morris/Bloomberg via Getty Images.

Nvidia Plots China Comeback With New AI Chip

By Qianer Liu · Aug 20, 2026 9:58am PDT
Nvidia plans to begin small-batch shipments of an AI chip specially tailored for Chinese customers by the end of the year, according to two employees, in what would represent a new route to China for the company. Several Chinese customers have already placed orders for the chip, which is a variant of Nvidia’s language processing unit. The LPU is... Nvidia plans to begin small-batch shipments of an AI chip specially tailored for Chinese...
Matthias Balk/Getty Images.
Exclusive

Microsoft’s Homegrown AI Chip Effort Shows Signs of Life After Slow Start

By Aaron Holmes and Qianer Liu · Aug 10, 2026 6:00am PDT
Microsoft is planning to significantly increase production of its internally designed next-generation AI chips next year in hopes of persuading big cloud customers like Anthropic to use them, according to two people with direct knowledge of the plans. That’s despite slow uptake of the current generation of Microsoft-designed chips, known as the... Microsoft is planning to significantly increase production of its internally designed...