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Chips News tracker.
AI chips, accelerators, GPUs, foundries, data centers, export controls, and the infrastructure behind model training and inference.
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9 storiesInnovation
MarkTechPost reports Meta introduced MetaRoCE for AI-scale Ethernet
MarkTechPost reports that Meta introduced MetaRoCE, a proposed RDMA transport designed for large AI clusters that tolerates packet loss and shifts ordering and recovery work to network interface cards. The outlet says the protocol was tested on AMD Pensando programmable NICs, but its specification and broader…marktechpost.comInnovation
Cornell Chronicle reports stock-level test for AI bubble dynamics
Cornell Chronicle reports that Cornell researchers developed a statistical method to distinguish company-specific AI-related stock bubbles from ordinary volatility, finding strong overvaluation signals for Alphabet and earlier bubble episodes in semiconductor stocks, Tesla and cryptocurrency.news.cornell.eduIndustry
The Information reports Nvidia is discussing a Perplexity investment above $30 billion
The Information reports that Nvidia has discussed investing in Perplexity at a valuation above $30 billion and is considering a technology-licensing deal. The discussions are not independently confirmed as completed transactions.theinformation.comProduct
FlexSysAI launches AI workload orchestration platform for grid flexibility
Data Center Dynamics reports that Australian firm FlexSysAI has launched a platform that shifts AI workloads between locations in response to electricity-market and grid conditions, with initial trials planned in Australia.datacenterdynamics.comIndustry
EU-Startups reports Embedd raises €2.3 million for physical-AI software infrastructure
EU-Startups reports that London-based Embedd raised €2.3 million in pre-seed funding to develop software infrastructure that helps semiconductor companies integrate chips into systems intended for physical AI.eu-startups.comInnovation
Forbes reports Nvidia led AMD by up to 5x on new AI-agent benchmark
Forbes reports that SemiAnalysis’s AgentX benchmark found Nvidia hardware substantially more cost-efficient than AMD on long-context, multi-turn coding-agent workloads, while warning that results vary by model, serving stack and software version.forbes.comProduct
Intel’s Crescent Island AI accelerator gets deeper Hot Chips architecture details
Tom’s Hardware reports that Intel disclosed additional architecture details for Crescent Island, a 350-watt, air-cooled AI accelerator designed primarily for inference and compute-intensive workloads.tomshardware.comProduct
NVIDIA announces Jetson Orin Nano 2 for entry-level edge AI
NVIDIA announced Jetson Orin Nano 2, a compact robotics computer it says delivers twice the inference performance of Jetson Orin Nano Super while using 40% less power at the same performance in 15-watt mode. The module and developer kit are expected in the first half of 2027.
nvidianews.nvidia.comIndustry
Stability AI announces $76 million Series B backed by entertainment and technology investors
Stability AI says it has raised $76 million in Series B funding from investors including Electronic Arts, Sony Music Group, Universal Music Group, Warner Music Group, AMD Ventures and Pacific Alliance Ventures.
stability.ai
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