Chips News — AI Trends, Updates & Tracker

Mention Trend — Last 20 Issues

Live Stories (96)

Trump Personally Calls Jensen Huang, Adds Nvidia CEO to Beijing Delegation at Last Minute After Media Reports of Snub

bloomberg.com · 2026-05-13 · Score: 26

ALERT Cerebras Prices 2026's Largest AI IPO at $160/Share, Raises $4.8B at $48.7B Valuation Ahead of Nasdaq Debut Thursday

cryptopolitan.com · 2026-05-13 · Score: 29

CME Group and Silicon Data to Launch First Compute Futures Market, Enabling Traders to Hedge AI GPU Costs

Bloomberg · 2026-05-12 · Score: 26

Bloomberg: AI Mania Drives Industrial Stocks to Tech-Like Valuations — S&P Industrials-Semiconductor Correlation Hits 0.75, Vertiv Forward P/E Near 53x

bloomberg.com · 2026-05-12 · Score: 16

Bloomberg: AI Companies Need Far More Than Nvidia Chips to Run Massive Data Centers — Component Bottlenecks Deepening Across Fiber, Cooling, and Power

bloomberg.com · 2026-05-12 · Score: 17

ALERT South Korea Presidential Policy Chief's 'AI Citizen Dividend' Proposal Sends KOSPI Plunging 5.1% as Samsung and SK Hynix AI Profits Enter Political Spotlight

bloomberg.com · 2026-05-12 · Score: 29

SoftBank Injects $450 Million Into AI Chip Subsidiary Graphcore, Confirming AGI Hardware Push

cnbc.com · 2026-05-12 · Score: 23

Bloomberg: AI Bubble Warning — Big Tech Hyperscalers Face Serious Chip Cost Inflation as 2026 Capex Runs 83% Above Prior Year

bloomberg.com · 2026-05-12 · Score: 18

Bloomberg: China Earns $500 Million an Hour From AI-Supercharged Exports — Goldman Sachs and Nomura Estimate Half of April's Export Growth Was Semiconductors and Computers

bloomberg.com · 2026-05-12 · Score: 27

China's AI Ascent Leaves Trump a Stark Choice: Escalate or Relax Chip Controls?

scmp.com · 2026-05-12 · Score: 26

Reuters: Nvidia CEO Jensen Huang Not Invited to Trump's Beijing Summit as Musk, Cook, Fink and Other CEOs Confirmed to Attend

reuters.com · 2026-05-11 · Score: 24

HN: CUDA-Oxide 0.1 — Nvidia Releases Experimental Rust-to-CUDA Compiler Allowing GPU Kernels Without C++ or DSLs — 167 Points, 45 Comments

nvlabs.github.io · 2026-05-10 · Score: 19

ALERT Reuters Exclusive: SK Hynix Flooded With 'Unprecedented' Big Tech Fab Funding Offers as AI Memory Capacity Hits Zero

tomshardware.com · 2026-05-10 · Score: 29

ALERT Reuters/Bloomberg: Cerebras Raises IPO Price Range to $150–$160, Up From $115–$125, as Demand Surges 20x Ahead of May 13 Pricing

bloomberg.com · 2026-05-10 · Score: 29

CNBC: As 14 States Eye Data Center Bans, Nvidia and PulteGroup Test Mini AI Compute Nodes Installed on New Home Exteriors

cnbc.com · 2026-05-09 · Score: 18

Sony Semiconductor Solutions and TSMC Sign MOU for Next-Gen Image Sensor Joint Venture in Kumamoto, Targeting Physical AI, Automotive, and Robotics

technode.com · 2026-05-09 · Score: 22

Qualcomm CEO Cristiano Amon Confirms Company Is Powering AI Hardware for 'Pretty Much All' Major Players — OpenAI, Meta, and Others — on Top-Secret Wearable Devices

fortune.com · 2026-05-09 · Score: 22

Lithosquare Raises $25M Seed Led by World Fund and Kindred Capital to Deploy AI for Critical Mineral Discovery

techmeme.com · 2026-05-10 · Score: 15

Bloomberg: ByteDance Raises 2026 AI Infrastructure Capex at Least 25% to 200 Billion Yuan ($30B), Shifts Budget Toward Domestic Chips as Memory Costs Surge

bloomberg.com · 2026-05-09 · Score: 23

SoftBank in Talks With Nvidia and Foxconn to Build 'Made-in-Japan' AI Servers — Medium-Term Plan Could Be Announced Monday, Nikkei Reports

Nikkei Asia · 2026-05-08 · Score: 24

ALERT Apple and Intel Reach Preliminary Chip-Making Deal, WSJ Reports; Intel Stock Surges 15%

cnbc.com · 2026-05-08 · Score: 28

CNBC: Nvidia Tops $40 Billion in Total Equity Investment Bets, Cementing Role as AI Ecosystem Architect

cnbc.com · 2026-05-09 · Score: 25

Iran War Takes Center Stage at Trump-Xi Beijing Summit, Squeezing Scope for AI Chip and Rare Earth Progress — CNBC

cnbc.com · 2026-05-08 · Score: 22

ALERT Trump Administration Invites Jensen Huang, Tim Cook, and Tech CEOs for Beijing Summit — Nvidia Stock Rises on Hopes of AI Chip Restrictions Easing

bloomberg.com · 2026-05-08 · Score: 30

ALERT Bloomberg: Apollo and Blackstone Weigh $35 Billion Private Credit Financing for Broadcom AI Chip Development — Potentially Largest Private Credit Deal on Record

bloomberg.com · 2026-05-08 · Score: 29

CNBC: Wall Street Sees 'Changing of the Guard in AI' as AMD, Intel, and Micron Surge While Nvidia Relatively Lags in 2026

cnbc.com · 2026-05-08 · Score: 24

Bloomberg: Cerebras Plans to Raise IPO Price Range to $125–$135 on 20x Oversubscription Ahead of May 13 Pricing

Bloomberg · 2026-05-08 · Score: 24

TSMC Reports April 2026 Revenue of $13.05B, Up 17.5% YoY; January–April Cumulative Revenue Surges 29.9% on AI Chip Demand

pr.tsmc.com · 2026-05-08 · Score: 21

Baidu's AI Chip Unit Kunlunxin Launches STAR Market Listing Process, Plans Dual IPO in Shanghai and Hong Kong at ~HK$100B Valuation

bloomberg.com · 2026-05-08 · Score: 27

ALERT Bloomberg: US Suspects Nvidia Chips Smuggled to Alibaba via Thailand's OBON Corp — $2.5B in Export-Controlled AI Servers Routed Through Southeast Asia

Bloomberg · 2026-05-08 · Score: 32

ALERT CoreWeave Q1 2026: Revenue Doubles to $2.08B, Backlog Hits $99.4B as AI Cloud Demand Surges

cnbc.com · 2026-05-07 · Score: 28

ALERT OpenAI's $18 Billion Custom Chip Deal With Broadcom Hits Financing Snag as Microsoft Balks at 40% Purchase Commitment

theinformation.com · 2026-05-07 · Score: 32

ALERT Nvidia and IREN Announce Strategic Partnership to Deploy Up to 5 Gigawatts of AI Infrastructure, Nvidia Takes Option to Invest $2.1 Billion

nvidianews.nvidia.com · 2026-05-07 · Score: 29

Lambda Raises $1B Credit Facility to Scale Gigawatt-Class AI Factories With Next-Gen NVIDIA Accelerators

techstartups.com · 2026-05-07 · Score: 25

Motherboard Sales Collapse More Than 25% as Chipmakers Redirect Capacity to AI, Strangle Enthusiast PC Market

tomshardware.com · 2026-05-07 · Score: 25

ALERT Arm Posts Record FY2026 Revenue of $4.92B, Launches First-Ever Proprietary AGI Data Center CPU With $2B+ Demand Pipeline

newsroom.arm.com · 2026-05-06 · Score: 31

ALERT AMD Doubles Server CPU Forecast to $120B Citing Agentic AI Demand Surge, Unveils EPYC Verano as First AI-Native CPU; Stock Reverses to +19%

cnbc.com · 2026-05-06 · Score: 28

ALERT Hut 8 Signs ~$10 Billion Texas AI Data Center Lease as Shares Surge 35%

bloomberg.com · 2026-05-06 · Score: 29

ALERT SpaceX Files Plans for $55B Terafab Chip Factory in Texas, Total Investment May Reach $119B

techcrunch.com · 2026-05-06 · Score: 29

QuantWare Raises $178M Series B Led by Intel Capital to Build World's Largest Dedicated Quantum Processor Fab

businesswire.com · 2026-05-05 · Score: 18

Samsung Crosses $1 Trillion Market Cap on AI Chip Demand, Becoming Second Asian Company After TSMC to Hit the Milestone

techcrunch.com · 2026-05-06 · Score: 24

Nvidia and Corning Sign Deal Giving Nvidia Rights to Invest Up to $3.2B in Three US Optical Fiber Factories for AI Data Center Networking

cnbc.com · 2026-05-06 · Score: 26

Foxconn April Revenue Hits Record NT$832.1B (+29.7% YoY) as AI Server Rack Shipments Track to Double in 2026

taiwannews.com.tw · 2026-05-05 · Score: 21

Apple in Early Talks With Intel and Samsung to Build US-Made Chips as AI Data Center Demand Strains TSMC Capacity

macrumors.com · 2026-05-05 · Score: 25

Fleet Data Centers Closes $4.6B in Senior Secured Notes to Fund 230MW Nevada Hyperscale Campus Likely Anchored by $3T+ Tenant

datacenterdynamics.com · 2026-05-05 · Score: 26

Norway Formally Joins US-Led Pax Silica Initiative as 15th Member, Bringing $1.7T Sovereign Wealth Fund and Rare Earth Reserves to Counter China in AI Supply Chains

chinatechnews.com · 2026-05-05 · Score: 15

Super Micro Computer Q3 FY2026: EPS Beats by 35% but Revenue Misses Estimate by 18% on Supply Chain Delays; AI GPU Platforms Exceed 80% of Sales

investinglive.com · 2026-05-05 · Score: 23

ALERT OpenAI Plans to Spend $50 Billion on Computing in 2026, President Greg Brockman Discloses Under Oath at Musk v. Altman Trial

bloomberg.com · 2026-05-05 · Score: 28

ALERT Anthropic Commits to Spending $200 Billion on Google Cloud and Chips Over 5 Years, Representing 40%+ of Alphabet's Revenue Backlog

usnews.com · 2026-05-05 · Score: 34

AMD Q1 2026: Data Center Revenue Surges 57% YoY to $5.8B as AI Chip Demand Drives 38% Total Revenue Growth; Shares Fall 5% on Sell-the-News

cnbc.com · 2026-05-05 · Score: 25

Goldman Sachs: AI Buildout Is Inflationary Right Now, Adding ~0.3pp to Core PCE via Electronics and Electricity Prices

fortune.com · 2026-05-04 · Score: 21

Panthalassa Raises $140M Series B Led by Peter Thiel to Deploy Wave-Powered AI Data Centers in the Pacific Ocean

geekwire.com · 2026-05-04 · Score: 21

Cerebras Files Updated S-1: $3.5B Raise at $26.6B Valuation With $10B+ Already Booked, Pricing Expected May 13

cnbc.com · 2026-05-04 · Score: 20

US Antitrust Regulators Clear Intel's $35M Investment in AI Inference Chip Startup SambaNova, Enabling Partnership to Scale

verdict.co.uk · 2026-05-04 · Score: 16

ALERT Jensen Huang declares Nvidia has fallen to zero percent AI market share in China, calls US chip export policy 'already largely backfired'

tomshardware.com · 2026-05-03 · Score: 33

Cerebras IPO Roadshow Opens Monday With $115–$125 Share Price Range; $10B+ in Early Indications Signals Strong Demand for Nvidia Rival

finance.yahoo.com · 2026-05-04 · Score: 19

Big Tech Earnings Show Split Between AI Trade Winners and Losers as Google Surges 10%, Meta and Microsoft Slip 3%

bloomberg.com · 2026-05-03 · Score: 21

Inference Is Giving AI Chip Startups a 2nd Chance to Shine

theregister.com · 2026-05-03 · Score: 20

Nvidia's physical AI push drives Asian supply chain reliance to 90%, sparking region-wide tech rally

Bloomberg · 2026-05-03 · Score: 24

ALERT Anthropic in early talks to buy AI inference chips from UK-based Fractile, targeting 2027 availability

theinformation.com · 2026-05-02 · Score: 28

SanDisk Q3 FY2026: AI data center demand drives 97% revenue surge to $5.95B, crushing $4.72B estimate

blocksandfiles.com · 2026-05-01 · Score: 21

ALERT Cerebras targets $4B raise in AI chip IPO at $40B valuation, roadshow starts this week

bloomberg.com · 2026-05-01 · Score: 31

ALERT FT: Huawei expects AI chip revenue to hit $12B in 2026, up 60%, as ByteDance and Alibaba race to secure Ascend 950PR supply

The Deep Dive · 2026-05-01 · Score: 28

Sanctioned Chinese AI firm SenseTime releases image model optimized for domestic chips

Wired · 2026-04-29 · Score: 17

Majestic Labs unveils Prometheus: AI server with 128TB memory to break the 'memory wall'

businesswire.com · 2026-04-28 · Score: 21

TSMC fully exits Arm Holdings with $231M share sale, triggering 8% stock drop

DigiTimes · 2026-04-29 · Score: 24

Bloomberg: AI boom drowns out Middle East war fears, driving record divergence between Asian markets

Bloomberg · 2026-04-27 · Score: 19

ALERT OpenAI partners with Qualcomm and MediaTek on custom AI smartphone chip targeting 300-400M annual units

CNBC · 2026-04-27 · Score: 31

WSJ: ASML races to ramp EUV lithography machine production as AI chip demand strains supply chain

Wall Street Journal · 2026-04-26 · Score: 16

Epoch AI: Google controls ~25% of global AI compute with 3.8M TPUs and 1.3M GPUs

ft.com · 2026-04-26 · Score: 25

US government's Intel stake quadruples to $36B after CHIPS Act conversion and AI-fueled earnings beat

Bloomberg · 2026-04-24 · Score: 24

Arm Holdings surges 16% in single session, up 102% YTD as agentic AI shifts CPU-GPU balance

Yahoo Finance · 2026-04-24 · Score: 18

AMD stock hits all-time high at $347 with 13.5% surge on AI chip demand validation

TipRanks · 2026-04-24 · Score: 21

Nvidia closes at record high above $5 trillion market cap on surging AI chip demand

Yahoo Finance · 2026-04-24 · Score: 24

ALERT Meta signs multibillion-dollar deal to deploy millions of AWS Graviton chips for agentic AI

TechCrunch · 2026-04-24 · Score: 28

ALERT Musk reveals Tesla Terafab will use Intel's 14A process for AI chips, making Intel's first major foundry customer

The Register · 2026-04-23 · Score: 30

ALERT 40,000 Samsung workers rally demanding AI chip profit share, threaten 18-day strike next month

Washington Post · 2026-04-23 · Score: 30

Google open-sources TorchTPU for running PyTorch natively on TPUs at scale

developers.googleblog.com · 2026-04-24 · Score: 19

TechCrunch: AI-powered galaxy surveys are intensifying the global GPU shortage

TechCrunch · 2026-04-23 · Score: 15

SK Hynix posts record $35.6B quarterly revenue on 198% YoY AI memory demand surge

Benzinga · 2026-04-23 · Score: 26

Intel stock surges 16% after Q1 earnings beat as AI data center revenue jumps 22%

CNBC · 2026-04-23 · Score: 25

ALERT SpaceX IPO filing reveals plans for in-house GPU manufacturing to support AI ambitions

Taipei Times (Reuters) · 2026-04-24 · Score: 29

Tesla quietly discloses $2B AI hardware acquisition buried in SEC filing

Electrek · 2026-04-23 · Score: 26

US House Foreign Affairs Committee advances sweeping AI export control bills targeting China

japantimes.co.jp · 2026-04-23 · Score: 27

ALERT Google unveils 8th-gen TPUs: TPU 8t for training, TPU 8i for inference

blog.google · 2026-04-22 · Score: 30

EVAS Intelligence raises $211M Series B to scale RISC-V AI chips for large-model training

gasgoo.com · 2026-04-22 · Score: 17

NVIDIA and Google Cloud expand AI supercomputing partnership with Vera Rubin

NVIDIA Blog · 2026-04-22 · Score: 27

EVAS Intelligence raises $211M Series B to scale RISC-V AI training chips

Tech Startups · 2026-04-22 · Score: 18

ALERT Google deepens Thinking Machines Lab ties with multibillion-dollar GB300 deal

TechCrunch · 2026-04-22 · Score: 30

Horizon Robotics unveils 5nm Starry chip combining autonomous driving and smart cockpit

Caixin Global · 2026-04-22 · Score: 21

ALERT Google splits TPU into two chips at Cloud Next, launches TPU 8t and TPU 8i

TechCrunch · 2026-04-22 · Score: 32

Cerebras files for IPO after $10B+ OpenAI deal and AWS partnership

TechCrunch · 2026-04-18 · Score: 26

General Compute launches ASIC-first inference cloud built for AI agents

OpenPR · 2026-04-18 · Score: 15

European AI chip startup Euclyd seeks €100M to challenge Nvidia on inference efficiency

cnbc.com · 2026-04-17 · Score: 21

ALERT OpenAI to spend $20B+ on Cerebras chips, receive equity stake

The Information · 2026-04-17 · Score: 31

Meta raises Quest VR headset prices citing AI data-center chip demand

techstartups.com · 2026-04-17 · Score: 18

Newsletter Issues (34)

#491 100 years from now : The Last Election

2026-05-10 · 1 mentions

Generative AI: open-weights merged the specialists into one

2026-05-05 · 2 mentions

AI Geopolitics: America's AI market is now its military

2026-05-05 · 8 mentions

AI in Marketing: the platforms are taking the wheel

2026-05-05 · 2 mentions

World Models: the post-LLM intelligence race

2026-05-05 · 3 mentions

AI in Business: a handful print money, the rest debate ROI

2026-05-05 · 1 mentions

#488 OpenAI lost three things in five days

2026-04-30 · 1 mentions

#487 100 years from now : The Allowance

2026-04-26 · 1 mentions

AI geopolitics: industrial policy goes from speech to enforcement

2026-04-25 · 2 mentions

ML this week: open weights closed the gap from underneath

2026-04-25 · 11 mentions

#485 When AI teaches AI, it teaches in secret

2026-04-19 · 2 mentions

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 11 mentions

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 7 mentions

#481 Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

2026-04-09 · 5 mentions

#372 Issue #372: Sam Altman's Trillion-Dollar Vision for AI and Chips

2024-02-15 · 4 mentions

#373 Issue #373: House launching AI task force

2024-02-22 · 2 mentions

#374 Issue #374: Chipmaker Nvidia hits $2tn value amid AI boom

2024-02-29 · 2 mentions

#377 Issue #377: Next in AI : Pioneers' Predictions!

2024-03-21 · 2 mentions

#379 Issue #379: UK and US sign pact to develop AI safety tests

2024-04-04 · 3 mentions

#382 Issue #382: A Majority of AI decision makers worry about data privacy and security

2024-04-25 · 1 mentions

#384 Issue #384: Boosting AI-generated content transparency

2024-05-09 · 2 mentions

#392 Issue #392: Top Artificial Intelligence AI Books to Read in 2024

2024-07-04 · 1 mentions

#393 Issue #393: How to use AI to plan your next vacation

2024-07-11 · 1 mentions

#395 Issue #395: Top 5 AI tool directories: Discover and showcase AI innovations

2024-07-25 · 3 mentions

#401 Issue #401: AI chip giant Nvidia shares fall despite record sales

2024-08-29 · 3 mentions

#423 Issue #423: DeepSeek: Bad for Silicon Valley, Great for You?

2025-01-30 · 1 mentions

#431 Issue #431: Is America falling behind in the AI race?

2025-03-27 · 1 mentions

#457 Issue #457:

2025-12-03 · 6 mentions

#458 Issue #458: From

2025-12-16 · 5 mentions

#460 Issue #460:

2026-01-20 · 2 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 1 mentions

#466 Issue #466: Everything Elon & AI special edition

2026-02-19 · 1 mentions

#467 Issue #467: Anthropic has receipts. And nobody wants to pay for AI.

2026-02-26 · 3 mentions

#468 Issue #468: AI would nuke us 95% of the time

2026-03-03 · 1 mentions