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techmeme

Ayar Labs, which is developing a way to link AI chips directly with optical connections, raised $150M, an extension of its $500M Series E in March 2026 (Stephen Nellis/Reuters)

industry
2 days ago▲ 24
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TM
techmeme

Tencent-backed AI chipmaker Enflame's shares surged 188% in their Shanghai debut, giving Enflame a market cap of $26.3B, after raising ~$910M in an IPO (Ann Cao/South China Morning Post)

industry
3 days ago▲ 24
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TM
techmeme

Sources: Microsoft plans to expand its data center capacity from 12 GW today to 38+ GW by 2032, with about a third of the 38 GW centered on AI-specific chips (Bloomberg)

industry
3 days ago▲ 24
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TM
techmeme

Positron, which is designing an AI processor called Asimov with a "memory-first architecture" and up to 2.3TB of memory, raised $875M at a $5B valuation (Robbie Whelan/Wall Street Journal)

industry
3 days ago▲ 24
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TM
techmeme

Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs (Reuters)

industry
4 days ago▲ 24
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TM
techmeme

Celero, which is developing a chip to enable long-distance connections between AI data centers, raised $275M at a $3B+ valuation (Dina Bass/Bloomberg)

industry
5 days ago▲ 24
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