Tag: ai-infrastructure
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South Korea is spending a chip windfall on more chips
The record budget is paid for by a semiconductor tax windfall, and it commits the country to that windfall continuing through 2027.
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Nvidia is putting $3.5 billion into MediaTek to stay in the deals its GPUs miss
The money buys convertible bonds and a place on NVLink Fusion, the interconnect Nvidia is pushing as its biggest customers design chips to need…
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An Nvidia-backed cloud firm borrowed $1 billion to buy more Nvidia chips
It is the third chip-backed financing Lambda has closed since May, and it lands while the company raises a $3 billion round ahead of…
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Navitas is paying $232.8 million to move power delivery inside the chip package
The deal is priced to close before the technology has shipped at scale, betting that the last inches of power delivery to an AI…
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Alibaba raised $10.2 billion for AI and its stock fell 8% anyway
The placement is Hong Kong’s largest primary share sale on record, and the market read the dilution as confirmation that Alibaba’s AI spending is…