Semiconductors

Where compute is actually made.

Advanced packaging, high-bandwidth memory and specialised accelerators now shape performance more than raw transistor scaling.

Latest developments

SemiconductorsAcquisitionSep 28, 2026

AMD will acquire Fei-Fei Li's World Labs for $8.2 billion

The acquisition will see World Labs founder Fei-Fei Li join AMD as executive vice president and chief scientist.

AMD foundation models

Source: TechCrunch · Read the original

SemiconductorsFundingSep 28, 2026

Physical AI chip developer SiMa.ai hits $1.45B valuation

The edge computing startup raised a $150 million Series C led by Fidelity and Amplify.

SiMa.ai inference optimisation humanoid robots

Source: TechCrunch · Read the original

Technologies

SemiconductorsScaling

Inference Optimisation

The set of techniques — quantisation, batching, caching, distillation and specialised silicon — that reduce the cost and latency of running a trained model.

Data Centers & ComputeScaling

Liquid Cooling

Moving heat away from servers using liquid — either cold plates attached to chips or full immersion in a dielectric fluid — instead of moving air.

Featured companies

SemiconductorsPublic

NVIDIA

Maker of the GPUs and software that dominate AI computing.

Santa Clara, United States · Founded 1993

SemiconductorsPublic

AMD

CPU and GPU maker competing for AI data centre workloads.

Santa Clara, United States · Founded 1969

SemiconductorsSeries C+

SiMa.ai

Chips for running AI on robots and edge devices.

San Jose, United States · Founded 2018

Trends

Signal

Inference, not training, is the cost line

As AI products reach volume, attention is shifting from training runs to the recurring cost of serving. Routing, compression and purpose-built silicon are where margin is won.

Huburb Daily

What's next, without the noise.

Five developments that matter, why each one matters, plus a company and technology worth watching.