Tags: chip design

San Francisco‑based Anthropic is weighing the development of its own artificial‑intelligence chips, according to three sources familiar with the effort. The move comes as the company’s annualized revenue run rate for its Claude models surged past $30 billion, up from roughly $9 billion at the end of 2025. Anthropic still runs workloads on a mix of Google‑Broadcom TPUs, Amazon‑custom silicon and Nvidia GPUs, and has just secured a long‑term deal for 3.5 gigawatts of TPU capacity beginning in 2027. The firm has not yet formed a dedicated chip team and may continue buying off‑the‑shelf silicon. Lire la suite

Cognichip, a startup that builds a deep‑learning model to assist engineers in designing semiconductor chips, announced a $60 million financing round led by Seligman Ventures, with Intel CEO Lip‑Bu Tan joining its board. The company claims its AI system can cut chip‑development costs by more than 75 percent and halve the design timeline. Cognichip trains its own model on proprietary and synthetic chip‑design data, allowing secure collaboration with manufacturers. The firm, founded in 2024, has raised a total of $93 million but has not yet disclosed a chip designed with its technology. Lire la suite

Amazon invited a journalist on a private tour of its Austin chip lab, showcasing the development of the Trainium AI processor family. Lab leaders Kristopher King and Mark Carroll explained how Trainium, originally built for training, now powers inference for services like Bedrock and supports major partners such as Anthropic, OpenAI, and Apple. The lab’s work includes custom servers, liquid‑cooled chips, and a mesh network that reduces latency. Engineers described the intense silicon bring‑up process, welding stations, and a private testing data center. CEO Andy Jassy highlighted Trainium as a multibillion‑dollar business driving AWS’s AI strategy. Lire la suite

A U.S. District Court granted Qualcomm a complete victory in the licensing lawsuit filed by Arm. The court dismissed the remaining claims against Qualcomm and upheld a prior jury verdict that found Qualcomm and its subsidiary Nuvia did not breach their licensing agreement. The decision lets Qualcomm continue selling chips that incorporate Nuvia designs, including those used in Microsoft Surface laptops. Arm announced it will appeal the ruling, while Qualcomm looks ahead to its own pending lawsuit against Arm, scheduled for trial in 2026. Lire la suite