AI Hardware

Benchmark Capital has raised a specialized $225 million fund to double down on its investment in Cerebras Systems, the high-performance AI chipmaker challenging Nvidia's dominance with its massive Wafer-Scale Engine.

Intel is pivoting its strategy to directly compete with NVIDIA in the high-stakes GPU market, focusing on customer-centric silicon and a unified software ecosystem to break the CUDA monopoly.

The Trump administration has formalized a 25% tariff on Nvidia's flagship H200 AI semiconductors destined for China, signaling a significant escalation in the global AI hardware trade war and reshaping the compute landscape for developers.

Merge Labs emerges from stealth with $252 million in funding led by OpenAI to develop non-invasive ultrasound-based brain-computer interfaces.

OpenAI has entered a massive $10 billion partnership with Cerebras Systems to utilize their Wafer-Scale Engine technology, aiming to drastically reduce latency for complex reasoning models like o1 and o3.

Nvidia CEO Jensen Huang announces that the next-generation Vera Rubin chips have entered full production, promising massive cost reductions for AI training and inference.