All stories tagged semiconductors on VentureGrill.
Nvidia has initiated an independent investigation into CEO Jensen Huang's relationship with an executive at Megaspeed who U.S. intelligence officials identify as a Chinese spy.
Tensordyne's R K Anand argues that the shift from AI training to inference creates a market opening for startups to disrupt Nvidia's dominance, mirroring Juniper's rise against Cisco.
A U.S. intelligence memo reportedly reveals that China's Ministry of State Security recruited a Singapore-based tech executive to influence Nvidia CEO Jensen Huang.
Marvell Technology has agreed to acquire Lumentum Holdings at a staggering 115 billion dollar enterprise value, marking one of the largest technology transactions in history.
Thirty-eight companies achieved unicorn status in September, according to Crunchbase, with semiconductors, fintech, and space technology leading the surge, indicating concentrated investor interest in specific, high-growth sectors.
Applied Materials has committed $5 billion to a new AI chip R&D facility in Silicon Valley, attracting major industry partners and signaling a significant capital deployment aimed at accelerating semiconductor innovation.
The CEOs of Intel and Broadcom warn that the massive funding requirements for AI hardware and data centers could soon outstrip available venture and corporate capital.
Cerebras Systems stock tumbled 20% this week, hitting an all-time low as the expiration of its lockup period coincided with intensifying competitive pressure from Nvidia.
Nvidia's decision to expand its buyback program to a record $235 billion underscores the unprecedented cash generation driven by the global AI infrastructure buildout.
AMD’s $8.2 billion acquisition of World Labs signals a defensive pivot toward integrated AI ecosystems, betting on Fei-Fei Li’s spatial intelligence to challenge Nvidia’s dominance.
Dutch semiconductor startup Euclyd has raised $230 million from Samsung and European backers, highlighting the accelerating venture-backed race to fund hardware alternatives to Nvidia's dominant GPUs.
Twenty-nine companies hit unicorn status in August, adding $63 billion in market value as AI and semiconductor startups continue to command aggressive premiums.
Networking chip startup Celero has secured $275 million in new funding at a $3 billion valuation, signaling a shift in investor focus toward the infrastructure bottlenecks surrounding AI data center efficiency.
Nvidia’s projected $108 billion quarterly revenue marks a transition from speculative AI build-outs to massive, institutionalized compute spending.
Major semiconductor firms are channeling unprecedented capital into AI and robotics startups, leveraging their dominant market positions and substantial earnings driven by the AI boom.
AI chip startup Etched has seen its valuation double to $21 billion in a month after quantitative trading firm Jane Street installed its first cluster system and led a massive new round.
Embattled hedge fund Situational Awareness has deployed $400 million into Source Foundry, highlighting the massive capital requirements and high-stakes risks of the AI hardware race.
Sanctioned Chinese GPU designer Moore Threads is planning a Hong Kong IPO, offering a critical liquidity test for venture capital backers navigating geopolitical barriers.
SambaNova Systems has secured a $1 billion Series F first close led by General Atlantic at an $11 billion valuation, alongside enterprise customer wins.