Ai Chip Shortage

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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...
SambaNova CEO Rodrigo Liang via Getty
Exclusive

Intel-Backed AI Chip Firm SambaNova to Quintuple Valuation to $10 Billion

By Phoebe Liu and Valida Pau · Jun 24, 2026 12:44pm PDT
AI server chips that effectively compete with Nvidia’s have never been more in-demand as AI developers and cloud providers seek lower-cost alternatives to the market leader. In the latest example, nine-year-old chip startup SambaNova is set to raise between $800 million and $1 billion, its executive chairman, Lip-Bu Tan, said at an event on... AI server chips that effectively compete with Nvidia’s have never been more in-demand as AI...
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AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
Why The AI Compute Crunch Is Hitting Neolabs Especially Hard
AI Agenda

Why The AI Compute Crunch Is Hitting Neolabs Especially Hard

By Rocket Drew · Aug 13, 2026 7:00am PDT
The AI chip shortage is causing headaches for tech giants such as OpenAI. Among those hardest hit, though, are the startups trying to build their own AI models—so-called neolabs that need to use their limited funding to secure access to enormous clusters of graphics processing units for the compute-intensive task of model training.“It’s like VC... The AI chip shortage is causing headaches for tech giants such as OpenAI. Among those hardest...
Art by Mike Sullivan
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China Tightens Control Over AI Data Centers

By Qianer Liu · May 15, 2025 6:00am PDT
Chinese officials in the past two months told some of the country’s top technology companies that the government will take a more active role in overseeing their data centers for artificial intelligence and the specialized chips for developing the technology, according to two people involved in the conversations. The Chinese government wants... Chinese officials in the past two months told some of the country’s top technology companies that...