AI chip
PulseAugur coverage of AI chip — every cluster mentioning AI chip across labs, papers, and developer communities, ranked by signal.
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DeepSeek releases coding agent, HBM memory drives AI chip costs
DeepSeek has released a specialized coding agent, coinciding with a price reduction for their services. The company's AI chip costs are now heavily influenced by HBM memory, which constitutes 63% of the Bill of Material…
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AI chip startup Tenstorrent eyes $5B+ valuation amid competitor interest
AI chip startup Tenstorrent is reportedly nearing a valuation exceeding $5 billion following significant interest from competitors. This potential valuation surge highlights the intense competition and investment activi…
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AI data centers strain fiber, chip supplies amid growing demand
AI data centers are driving significant demand for fiber optic infrastructure, with one report indicating a need for 36 times more fiber than initially designed. This surge in demand, coupled with potential supply chain…
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Chinese firms see growth in metals and new materials
Two Chinese securities firms, CITIC Securities and CITIC Securities, have released research reports highlighting significant growth potential in the metals and new materials sectors. Both reports point to a strong perfo…
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AI chip firm Cerebras Systems plans to raise IPO price range amid strong demand
AI chip maker Cerebras Systems is planning to increase its IPO price range, with one report indicating a target of $150-$160 per share and another suggesting $125-$135 per share. The company is looking to offer 30 milli…
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Horizon Robotics raises capital, DeepSeek announces major update
Horizon Robotics Holdings Limited has increased its registered capital in Beijing Horizon Information Technology Co., Ltd. from $1.5 billion to $2.5 billion, a rise of approximately 67%. The company, founded in December…