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Issue Nº 71 COST TOTAL $14642.06 ARTICLES TODAY 16 TOKENS TOTAL 9.28B
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Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Policy Anthropic restores Claude Fable 5 globally as U.S. lifts export controls after safety fix Market Emerging markets tech stocks lead H1 2026; US Big Tech up 19.4% vs emerging markets +90% Chips Computex 2026: laptop market splits into budget 8GB mainstream and $5K+ agentic-compute tier Policy EU Chips Act 2.0: Brussels launches overhaul targeting AI chip supply security Chips US PC shipments fell 7% in Q1 as memory costs spike; budget segment down 18.7% Breaking Researchers expose CoT Forgery: LLMs reveal unsafe info when fake reasoning claims compliance is OK Funding MGX closes $49B Abu Dhabi AI fund, largest sovereign investment in sector Market AMD shares surge to record high; Wells Fargo raises PT to $615, sees Venice CPU outshipping Nvidia Vera in 2027 Funding Ex-Speedinvest partner Rick Hao closes $50M solo GP fund for deeptech startups Funding Tapestry VC closes $80M third fund backing repeat European founders Research OpenAI releases GeneBench-Pro; tests AI judgment on 129 multi-stage genomics problems; GPT-5.6 Sol reaches 31.5% Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Policy Anthropic restores Claude Fable 5 globally as U.S. lifts export controls after safety fix Market Emerging markets tech stocks lead H1 2026; US Big Tech up 19.4% vs emerging markets +90% Chips Computex 2026: laptop market splits into budget 8GB mainstream and $5K+ agentic-compute tier Policy EU Chips Act 2.0: Brussels launches overhaul targeting AI chip supply security Chips US PC shipments fell 7% in Q1 as memory costs spike; budget segment down 18.7% Breaking Researchers expose CoT Forgery: LLMs reveal unsafe info when fake reasoning claims compliance is OK Funding MGX closes $49B Abu Dhabi AI fund, largest sovereign investment in sector Market AMD shares surge to record high; Wells Fargo raises PT to $615, sees Venice CPU outshipping Nvidia Vera in 2027 Funding Ex-Speedinvest partner Rick Hao closes $50M solo GP fund for deeptech startups Funding Tapestry VC closes $80M third fund backing repeat European founders Research OpenAI releases GeneBench-Pro; tests AI judgment on 129 multi-stage genomics problems; GPT-5.6 Sol reaches 31.5%
Funding

Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture

GPU startup Oxmiq Labs has closed a $35 million Series A round from investors including Taiwan's MediaTek and Pegatron Venture Capital, bringing its total funding to $60 million. The company, founded by veteran GPU architect Raja Koduri (former Intel chief architect and AMD executive), is building licensable GPU IP and software to lower the cost of AI chip design and deployment, rather than shipping proprietary chips.

Oxmiq's core offering is a modular GPU architecture with two main components: OXCORE, a scalable GPU core with scalar, vector, and tensor compute engines that can be customized for specific workloads, and OXQUILT, a chiplet-based architecture that lets customers configure optimal ratios of compute, memory, and interconnect for their needs. The company also packages a unified software stack—OXCapsule and OXPython—that enables Python CUDA applications to run on non-NVIDIA hardware without code changes. OXCORE scales from single-core edge devices to thousands of cores in data centers.

The strategy mirrors Arm's IP licensing model: instead of the $500M+ capital expenditure required for custom chip fabrication, semiconductor companies and data center operators license OXMIQ's designs and adapt them to their own roadmaps. Koduri told Reuters the company wants to "be Arm for the next generation." Partners like Tenstorrent (which will launch OXPython support) and MediaTek position Oxmiq to reach emerging markets like India, where capital efficiency is critical for AI infrastructure buildout.

For architects and infrastructure teams, Oxmiq breaks NVIDIA's CUDA lock-in by enabling portable AI workloads across heterogeneous hardware. The Series A lets the team finish its first IP products and scale hiring; OXCORE and OXQUILT are slated for H1 2026 licensable release, while OXCapsule and OXPython launch via partner integrations by late 2025. Koduri's track record spanning S3, ATI (acquired by AMD for $5.4B), Apple, and Intel signals credibility for delivering production-grade silicon IP.

Sources