Chips

Cornelis • Unknown

Cornelis, spun off from Intel in 2020, raised $205 million led by IAG Capital to build networking technology that helps AI chips communicate more effectively.

Huawei plans to launch its next-generation Ascend 960DT AI chip in Q1 2027 as it accelerates efforts to challenge Nvidia and reduce China's AI computing gap. The timeline highlights Beijing's push for domestic AI hardware independence.

Semiconductors • TechCrunch

Microsoft plans to scale its data center capacity from 12 gigawatts to over 38 gigawatts by 2032, dedicating roughly one-third of that growth specifically to AI-focused chips. This massive infrastructure buildout underscores the accelerating energy demands of large-scale AI deployment and signals long-term capital commitment to compute dominance.

Infrastructure • Techmeme