Journal of the AI UniverseDaily AI News Updates

36–41 AI Tech Stack

36 AI Semiconductors

Daily AI News Updates on AI Semiconductors: project 36 of 50, in the AI Tech Stack group (36–41).

Chip-company news stays here; data-centre deals are covered in 39 Cloud & Data Centres.

Latest updates · 21 October 2026

In the full issue →

New AI hardware is landing with real customers: cloud start-up Modal has deployed NVIDIA's Vera CPUs after internal tests showed about twice the throughput, and General Compute is buying Positron AI's inference systems.

Research, industry & policy

Journals & preprints

Why it matters

Inference, not training, is driving new chip choices, and CPUs and memory-first designs are winning a share of that work.

Poster: AI Semiconductors, 21 October 2026
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Events ahead

4 upcoming events for AI Semiconductors.

All issues for AI Semiconductors

  • 21 October 2026: New AI hardware is landing with real customers: cloud start-up Modal has deployed NVIDIA's Vera CPUs after internal tests showed about twice the throughput, and General…
  • 20 October 2026: Nvidia's custom memory is redrawing the chip map: Samsung has agreed after an internal review to use TSMC's 3nm process for the base die of NVHBM, Nvidia's…
  • 19 October 2026: Chipmakers are bringing GPU-accelerated AI into fabs, and AMD has opened a rack blueprint for agentic AI.
  • 18 October 2026: AI's appetite for chips is breaking records. TSMC posted record profit for a sixth straight quarter, and Nvidia, Apple and Broadcom are fighting for its capacity.