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Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

Latest Editions

Google & OpenAI's TPU Alliance, Meta's $29B Data Center Expansion, and Siemens' AI EDA Toolset - Silicon Brief #24

Google & OpenAI's TPU Alliance, Meta's $29B Data Center Expansion, and Siemens' AI EDA Toolset - Silicon Brief #24

Silicon Brief • June 30, 2025
ROHM & NVIDIA's 800V Breakthrough, Intel & Lenovo's $10M Supercomputer, EDGNEX's $2.3B Jakarta Data Center - Silicon Brief #23

ROHM & NVIDIA's 800V Breakthrough, Intel & Lenovo's $10M Supercomputer, EDGNEX's $2.3B Jakarta Data Center - Silicon Brief #23

Silicon Brief • June 23, 2025
Oracle's 5GW Data Center for OpenAI, Amazon's $20B Investment, and AMD's MI350 Chips Unveiled - Silicon Brief #22

Oracle's 5GW Data Center for OpenAI, Amazon's $20B Investment, and AMD's MI350 Chips Unveiled - Silicon Brief #22

Silicon Brief • June 16, 2025
Qualcomm's $2.4B Alphawave Acquisition, Meta's Nuclear Energy Deal, and CoreWeave's AI Expansion - Silicon Brief #21

Qualcomm's $2.4B Alphawave Acquisition, Meta's Nuclear Energy Deal, and CoreWeave's AI Expansion - Silicon Brief #21

Silicon Brief • June 09, 2025
Nvidia's $39B Data Center Triumph, Google Invests $7B in Iowa, and TSMC Expands to Munich - Silicon Brief #20

Nvidia's $39B Data Center Triumph, Google Invests $7B in Iowa, and TSMC Expands to Munich - Silicon Brief #20

Silicon Brief • June 02, 2025
NVIDIA's NVLink Fusion Launches, Qualcomm's CPU Comeback, and Taiwan's AI Supercomputer - Silicon Brief #19

NVIDIA's NVLink Fusion Launches, Qualcomm's CPU Comeback, and Taiwan's AI Supercomputer - Silicon Brief #19

Silicon Brief • May 26, 2025
NeuReality's NR1 Appliance Debuts, Qualcomm Expands to Abu Dhabi, and US Eyes Nuclear for AI - Silicon Brief #18

NeuReality's NR1 Appliance Debuts, Qualcomm Expands to Abu Dhabi, and US Eyes Nuclear for AI - Silicon Brief #18

Silicon Brief • May 19, 2025
IBM & Oracle Boost AI with New Partnership, Skanska's $164M Data Center Deal, Samsung's AI Battery Tech - Silicon Brief #17

IBM & Oracle Boost AI with New Partnership, Skanska's $164M Data Center Deal, Samsung's AI Battery Tech - Silicon Brief #17

Silicon Brief • May 12, 2025
Nvidia's China-Specific AI Chips, Microsoft Warns of AI Capacity Strains, and TC Energy's $900M Pipeline Expansion - Silicon Brief #16

Nvidia's China-Specific AI Chips, Microsoft Warns of AI Capacity Strains, and TC Energy's $900M Pipeline Expansion - Silicon Brief #16

Silicon Brief • May 05, 2025
TSMC's Greener AI Chips, Huawei's 910C, and Google's Gemma 3 QAT - Silicon Brief #15

TSMC's Greener AI Chips, Huawei's 910C, and Google's Gemma 3 QAT - Silicon Brief #15

Silicon Brief • April 28, 2025
AMD's 2nm CPU, Nvidia's $500B AI Push, and Google's $10B Tax Break - Silicon Brief #14

AMD's 2nm CPU, Nvidia's $500B AI Push, and Google's $10B Tax Break - Silicon Brief #14

Silicon Brief • April 21, 2025
Google Integrates Nvidia GPUs, Aalo Atomics Unveils Modular Nuclear Plant, and Pakistan to Power AI with Surplus Energy - Silicon Brief #13

Google Integrates Nvidia GPUs, Aalo Atomics Unveils Modular Nuclear Plant, and Pakistan to Power AI with Surplus Energy - Silicon Brief #13

Silicon Brief • April 14, 2025
Intel & TSMC Join Forces, Nvidia's $16B Chip Order, Meta's $1B Data Center - Silicon Brief #12

Intel & TSMC Join Forces, Nvidia's $16B Chip Order, Meta's $1B Data Center - Silicon Brief #12

Silicon Brief • April 07, 2025
Nvidia Eyes Lepton AI, Apple Invests $1B in AI Servers, Alibaba Warns of Overheating Market - Silicon Brief #11

Nvidia Eyes Lepton AI, Apple Invests $1B in AI Servers, Alibaba Warns of Overheating Market - Silicon Brief #11

Silicon Brief • March 31, 2025
Micron's AI Chip Surge, Google & MediaTek's Collaboration, Intel's New Direction - Silicon Brief #10

Micron's AI Chip Surge, Google & MediaTek's Collaboration, Intel's New Direction - Silicon Brief #10

Silicon Brief • March 24, 2025
SoftBank's $676M AI Data Center Move, Google Eyes $3B Oklahoma Investment - Silicon Brief #9

SoftBank's $676M AI Data Center Move, Google Eyes $3B Oklahoma Investment - Silicon Brief #9

Silicon Brief • March 17, 2025
TSMC's $100B Chip Investment, Microsoft's €2.9B Data Center, and Nvidia Chip Smuggling Arrests - Silicon Brief #8

TSMC's $100B Chip Investment, Microsoft's €2.9B Data Center, and Nvidia Chip Smuggling Arrests - Silicon Brief #8

Silicon Brief • March 10, 2025
Nvidia's $39.3B Q4, Meta's $200B AI Center, and CoreWeave's IPO Buzz - Silicon Brief #7

Nvidia's $39.3B Q4, Meta's $200B AI Center, and CoreWeave's IPO Buzz - Silicon Brief #7

Silicon Brief • March 03, 2025
AheadComputing Secures $21.5M, Amazon Expands in Oregon, Shell Predicts AI Oil Demand Surge - Silicon Brief #6

AheadComputing Secures $21.5M, Amazon Expands in Oregon, Shell Predicts AI Oil Demand Surge - Silicon Brief #6

Silicon Brief • February 24, 2025
OpenAI's Custom Chip, Dell's $5B AI Deal, and Groq's $1.5B Saudi Investment

OpenAI's Custom Chip, Dell's $5B AI Deal, and Groq's $1.5B Saudi Investment

Silicon Brief • February 17, 2025
Amazon's $100B, SoftBank's Ampere Deal, and UAE's French Data Center - Silicon Brief #4

Amazon's $100B, SoftBank's Ampere Deal, and UAE's French Data Center - Silicon Brief #4

Silicon Brief • February 10, 2025
Intel Cancels Falcon Shores, Amazon's $16B Data Center Investment, and more US AI Chip Export Restrictions

Intel Cancels Falcon Shores, Amazon's $16B Data Center Investment, and more US AI Chip Export Restrictions

Silicon Brief • February 03, 2025
Meta's Massive GPU Plans, ByteDance's $12B AI Chip Move, and Biden's Export Limits

Meta's Massive GPU Plans, ByteDance's $12B AI Chip Move, and Biden's Export Limits

Silicon Brief • January 27, 2025
Record Uranium Prices, US AI Chip Export Restrictions & Global Data Center Surge - Silicon Brief #1

Record Uranium Prices, US AI Chip Export Restrictions & Global Data Center Surge - Silicon Brief #1

Silicon Brief • January 20, 2025