Ai Chip Industry

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Art by Clark Miller.
Exclusive

Nvidia Weighs Radical Idea: Less Rubin Ultra Chip Memory

By Qianer Liu and Phoebe Liu · Aug 6, 2026 9:16am PDT · 1 comment
Nvidia is weighing a radical step to deal with a shortage of advanced high-bandwidth memory chips: using less of it than planned in its next-generation graphics processing unit, the Rubin Ultra. Over the past few weeks, Nvidia has been testing at least three versions of the Rubin Ultra GPU, some of which have less memory than what the company... Nvidia is weighing a radical step to deal with a shortage of advanced high-bandwidth memory...
A Nvidia chip. Photo by Getty

Nvidia AI Chip Smuggling to China Becomes an Industry

By Qianer Liu · Aug 12, 2024 6:00am PDT · 1 comment
Several months ago, an electric appliance company in eastern China put in a $120 million order for 300 servers powered by eight of Nvidia’s cutting-edge H100 chips. The order was for chips that U.S. export rules bar from sale in China. To get around those rules, the company didn’t go to one of Nvidia’s authorized distributors... Several months ago, an electric appliance company in eastern China put in a $120 million order...
Chart by Shane Burke.
AI Agenda

All I Want For Christmas is GPUs

By Stephanie Palazzolo · Dec 5, 2023 7:01am PST · 2 comments
If anyone knows anything about me, it’s that I’m terrible at giving gifts. But, if I were BFFs with any of the model developers, I’d know what would be at the top of their Christmas lists: AI chips.These pieces of specialized hardware—known as “graphics processing units'' in industry parlance—have been the hottest commodity of 2023, so much so... If anyone knows anything about me, it’s that I’m terrible at giving gifts. But, if I were BFFs...
Left to right: Broadcom CEO Hock Tan, Nvidia CEO Jensen Huang, AMD CEO Lisa Su. Art: Shane Burke. Photos: Getty
True Value

Nvidia, Broadcom and AMD Face New Risks From OpenAI Deals

By Anita Ramaswamy · Oct 17, 2025 6:00am PDT · 3 comments
The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced Micro Devices and Broadcom have each reached very different agreements to supply chips to OpenAI. The arrangements open up all three to the risk that OpenAI, which expects to burn $115 billion through 2029, can’t afford to keep its commitments. The... The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced...
Photo via Getty
AI Agenda

Expect AI Developers to Benefit from Energy Buildouts, Face Chip Uncertainty Under Trump, Experts Say; Are LLMs Reaching a Plateau?

By Kalley Huang · Nov 7, 2024 7:00am PST · 1 comment
We don’t know how Donald Trump and his administration will handle open-source artificial intelligence, as Stephanie wrote on Wednesday. But AI developers in the U.S. should expect to benefit from easier access to more energy sources and face fresh uncertainty in the AI chip industry, policy experts said on a call with subscribers to The... We don’t know how Donald Trump and his administration will handle open-source artificial...