🔥 Hot Takes Tuesday for 2025-02-11
Exploring the resurgence of chip manufacturing in the US amid tariff challenges and tech ambitions.
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Two hot takes for two stories that caught my eye on Tuesday.
🍪 + 💰 Chips are back in season again so it makes sense to see a grab for vertical integration and custom silicon ambitions to offset NVIDIA only procurement at scale outside the US — and especially if there are dithering tariffs to be considered.
Techmeme: Sources: Meta is in talks to acquire South Korean AI chip startup FuriosaAI, which has raised ~$115M since its 2017 founding; the deal could close this month (John Kang/Forbes)
By John Kang / Forbes. View the full context on Techmeme.
🍪 + 💰 That said, the appeal of manufacturing chips close to home within the US is another way to avoid dithering tariffs by investing in the US as a quasi-home team advantage.
Techmeme: Reno, Nevada-based Positron, which sells AI chips intended for inference and manufactured in Arizona, raised a $23.5M seed from Flume, Valor Equity, and others (Anna Tong/Reuters)
By Anna Tong / Reuters. View the full context on Techmeme.
Note: Some images via Unsplash
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