Hardware
Custom chip demand is booming and set to continue, but financing for its top deals is murky.
Nvidia seeks to keep hold of the AI market beyond the wandering eyes of OpenAI, Anthropic and hyperscalers.
Chip company follows Micron in building major production and research sites in the country.
"RISC-V in the datacenter isn't a distant aspiration anymore."
The chipmaker brought five top Wall Street firms on board to "independently" distribute major investments.
"The only real weakness in royalties is really on the smartphone side," said CFO.
Despite once calling to end the CHIPS Act, President Trump has handed out billions to boost the domestic market.
SambaNova CPSO Abhi Ingle chats about its chip product roadmap and why it's sticking with "premium inferencing".
At least 10 customers have signed long-term supply agreements.