… The latter is a private investment firm that has Donald Trump Jr as a partner. MediaTek, which is a chip maker based in Taiwan, had to disclose to the Taiwanese regulators that it has invested $90 million in Ayar Labs this time around. …
… Considering that Amazon Web Services is the biggest custom AI chip customer that Marvell has, and that AWS already has an NVLink Fusion partnership with Nvidia, and that AWS has said that the future Trainium 4 XPU will support both UALink and NVLink protocols , it stands to reason that the main par… …
… Rebellions AI just completed its Series C funding in September 2025, which is not that long ago, with the $250 million investment being made by Arm, the CPU intellectual property company that has just launched its AGI CPU for datacenter servers and that has not, thus far, been tempted to make its o… …
… But, with Nvidia accounting for such a large share of AI systems investment, if any workload can get CPO to ramp up in volumes and therefore push down unit prices, it is GenAI inference, and if any company can drive that effort and coordinate it across a supply chain, it is Nvidia. …
… That means those instanced brought in $2.5 billion in rent, and this was driven in large part by the fleet of 1.4 million Tranium2 million chips. Trainium3 installations are ramping now and all of the Trainium3 capacity for the chips it will install will be allocated by the middle of 2026. …
… About a third of that was driven by AI networking chips and the other two thirds was driven by AI accelerators and rackscale systems. If you do the math, that is $5.65 billion in AI chips and systems, up 2.4X year on year and up 7.4X sequentially compared to a pretty weak Q4 F2025. …
… The Intel investment also includes a strategic partnership between what used to be the world’s largest chip maker and the AI upstart, which was founded in 2017. …
… The Client group, which sells chips for PCs, had $2.9 billion in sales, up 25.8 percent, and the Gaming group, which sells high-end graphics cards for gamers and sometimes for those trying to do HPC and AI on the cheap, had $720 million in sales. …
… We will have to wait until later this year – maybe at Hot Chips, maybe at some other event – to find out because Eridu is not talking about it right now. …
… The question everyone wants to know is whether or not this new normal level of $100 billion or more in system sales per quarter is sustainable, or will be subject to the laws of gravity and come right back down again the second that GenAI return on investment doesn’t pan out. …