Capex eating you alive? Design a chip!

Anthropic is going to build a chip to reduce costs, as if it didn't already have a capex problem. If it builds them somewhere other than TSMC, it may also gain access to more chip supply.

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TechInsights is on track for another year of double-digit growth

Arm Slows Mobile CPU Introductions

Ugh. It's come to this: like, comment, and subscribe

Hot Chips 2026: Next-Gen AI Accelerators, Memory Innovations, and Arm Surprises

BWR 17: Hot Chips 2026 Discussion

Update: New story finally posted to XPU.pub

Qualcomm closes the loop with Amazon

Qualcomm gains foothold at AWS

IBM discloses Arm-compatible mainframe chip

IBM Collaborates with Arm