Inside Intel’s SambaNova bid: the AI chip land grab intensifies
What Changed and Why It Matters Intel is in talks to acquire SambaNova, an AI chip and systems company. Bloomberg first reported the discussions, echoed by Reuters and others. Reports…
India’s AI chip push could finally slash startup compute costs
What Changed and Why It Matters Compute has become the defining tax on AI startups. Over the holidays, demand overwhelmed GPU capacity and major players tightened access. “OpenAI and Google…
Marvell buys Celestial AI as optical AI interconnects go mainstream
What Changed and Why It Matters Marvell is acquiring Celestial AI. The move pushes optical I/O from the network edge into the package and rack—where today’s AI bottlenecks live. AI…