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Ai Chips

The Information’s in-depth reporting about Ai Chips.
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Recent Articles about Ai Chips
Photo by David Paul Morris/ Getty Images

Google in Talks With Marvell to Build New AI Chips for Inference

By Qianer Liu · Apr 19, 2026 6:00am PDT
Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed to work alongside Google’s tensor processing unit. The other is a new TPU built specifically for running AI models. The moves... Google is in talks with Marvell Technology to develop two new chips aimed at running AI models...
Nvidia's GTC conference earlier this week. Josh Edelson/AFP/Getty Images.

Nvidia’s New Server Rack Will Run AI Chips Made by Rivals

By Qianer Liu · Mar 23, 2026 8:00am PDT · 1 comment
Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to make money even from its rivals’ chips. During its annual GTC developer conference last week, the company unveiled a new server rack designed to run chips made either by Nvidia or by its rivals. The new racks include networking technology that... Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to...
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. An Rong Xu for the Washington Post/Getty Images.
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TSMC Can’t Make AI Chips Fast Enough

By Qianer Liu · Jan 14, 2026 7:00am PST · 2 comments
Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media that Huang had come to ask for more chips, to which Huang, standing next to him, replied: “Yes!” Huang wasn’t the only U.S. tech executive making... Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC...
Most Popular Articles on Ai Chips
Art by Getty Images
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China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq

By Qianer Liu and Juro Osawa · May 29, 2026 6:00am PDT · 1 comment
TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. The new AI chip is intended to have a structure similar to U.S. chip designer Groq’s language processing units, which are built to run AI models at low cost, according to three people with... TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of...
Getty Imags.
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Anthropic Is in Talks to Use Microsoft’s AI Chips

By Aaron Holmes and Qianer Liu · May 21, 2026 6:00am PDT · 1 comment
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, whose in-house chip design effort ran into delays last... Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks...
Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.
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Anthropic in Talks to Buy AI Chips From U.K. Startup

By Stephanie Palazzolo and Anissa Gardizy · May 2, 2026 7:00am PDT · 2 comments
As Anthropic’s sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia. The maker of Claude has recently been in talks with London-based startup Fractile to buy its inference chips, which aim to run AI models efficiently, when... As Anthropic’s sales explode, straining the servers it uses, the company is considering adding...