
Inference chips: Why AI financiers are betting $400 million on new processors
It seemed AI's future was all about raw power for training models. But big investors are now shifting gears, pouring $400 million into "inference" chips.
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Saturday, August 1, 2026
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It seemed AI's future was all about raw power for training models. But big investors are now shifting gears, pouring $400 million into "inference" chips.

Apple's about to launch its first touchscreen MacBook, and there's a twist: it won't use the newest chips. M5 Pro and Max processors will power this version, while future M7 models will wait their turn in 2027.

Nvidia has ruled the AI chip market for years, but absolute dominance is ending. OpenAI, Google, Apple, and SpaceX are building their own processors to break free from single-supplier dependency.

Apollo Global Management and Blackstone just closed a $35 billion check for Anthropic—which means exactly one thing: the race to AI dominance isn't a competition anymore, it's a spending war. While ChatGPT and other models burn through electricity and processors, whoever can afford to build the infrastructure wins.
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Apple is skipping the M6 generation entirely and jumping straight to M7 chips focused on AI. A strategic move that signals how seriously Cupertino is taking artificial intelligence.

For years, the chip market was a one-company show: Nvidia ruled, everyone else stayed quiet, end of story. Now that traditional processors are suddenly relevant again, the chipmakers are dusting off their favorite game — making sure their hardware looks like the winner in whatever numbers matter most.
Intel just pulled off the kind of stock market bounce that seemed impossible months ago. The reason: Trump announces the chipmaker will team up with Apple to design and manufacture chips domestically — a move that could actually flip the script on decades of Asian supply chain dominance.
While everyone obsesses over faster chips, the CEO of DigitalBridge just dropped the thing nobody wanted to hear: AI's real problem isn't computing power—it's electricity. And that romantic vision of data centers floating in space? More Hollywood than reality.

While everyone's arguing about who has the best AI chips, Google just did something louder than words: it ordered Intel to manufacture 3 million specialized processors starting in 2028. Interesting timing, especially from a company that usually builds its own silicon — what's really going on here?

As the processor market heats up, Nvidia and SK Hynix are cementing a partnership set to turbocharge the next generation of chips. Nvidia's CEO Jensen Huang just confirmed that the new Vera central processors will rely on SK Hynix's memory — and trust us, that's not random.