Mention Trend — Last 20 Issues

Live Stories (65)

Defcon 34 badge is Baochip-1x, an open-source verifiable chip that doubles as a hardware security token

wired.com · 2026-07-31 · Score: 19

NXP in Talks to Buy Edge-AI Chipmaker Ambarella, ~$3.3B Market Cap; AMBA Jumps 19%

ft.com · 2026-07-31 · Score: 22

Bloomberg: Moonshot's Kimi K3 Runs on 20,000 Nvidia Chips Rented Through Alibaba, Sources Say H200s

bloomberg.com · 2026-07-31 · Score: 23

Lam Research Jumps 18% for Best Day Since 1999 on AI-Driven Beat, Micron and Sandisk Also Surge

cnbc.com · 2026-07-30 · Score: 17

Tim Cook Warns of 'Hundred-Year Flood' in Memory Pricing as Apple Q4 Guide of 9-11% Trails Estimates

fortune.com · 2026-07-30 · Score: 26

DeepSeek Plots 1 GW Inner Mongolia AI Data Center in Ulanqab, Targets Partial Startup by Early 2028

bloomberg.com · 2026-07-30 · Score: 23

Israel's Xsight Labs Closes $300M at $2.8B, Led by Fidelity, for AI-Data-Center Networking Silicon

theinformation.com · 2026-07-30 · Score: 22

TSMC Pilots CoPoS Rectangular-Panel Packaging to Blunt Intel's EMIB and Break AI-Chip Capacity Ceiling

theinformation.com · 2026-07-30 · Score: 23

LinkedIn to Hold GPU, Compute and Storage Capacity Flat in FY 2027 After Doubling GPU Efficiency

wired.com · 2026-07-30 · Score: 22

ALERT Dwarkesh Essay Argues AI Compute Could Get 10-15x More Expensive as Monetization Outpaces Supply

dwarkesh.com · 2026-07-29 · Score: 28

Qualcomm Closes Modular Acquisition, Names Chris Lattner EVP of Advanced AI Software

hpcwire.com · 2026-07-29 · Score: 22

Samsung Q2 Operating Profit Jumps ~1,800% to ~$61B on AI Memory Boom, Revenue Up 130% to ~$118B

cnbc.com · 2026-07-30 · Score: 22

Qualcomm Wins Decade-Long BMW Deal to Supply Snapdragon Cockpit and Ride Chips for Neue Klasse EVs

stocktitan.net · 2026-07-29 · Score: 19

Eliyan Hits Unicorn Status With $145M Series C for Electro-Optical Chiplet Interconnects

siliconangle.com · 2026-07-29 · Score: 23

SCMP: Alibaba's 5% CXMT Stake Now Worth ~$20B, a Nearly 20x Return on 7.6B Yuan Investment

scmp.com · 2026-07-28 · Score: 18

Bloomberg Features Kioxia as AI Boom Turns Cash-Strapped NAND Maker Into 30x Operating-Income Story

bloomberg.com · 2026-07-28 · Score: 20

NXP Q2 Revenue Up 19% to $3.5B With $1.5B Physical-AI Design Funnel; Data Center to Cross $500M in 2026

stocktitan.net · 2026-07-28 · Score: 17

SK Hynix Q2 Revenue Triples to 79.3T Won on HBM4 Mass Shipments, Misses Analyst Estimate

cnbc.com · 2026-07-29 · Score: 21

The Information: Moonshot Seeks More Nvidia Blackwell Chips to Train Larger Kimi K4 Model

theinformation.com · 2026-07-28 · Score: 22

Nvidia Named as Tenant of $19.6B Hut 8 Beacon Point Lease, Rising to $50B With Renewals, for 1 GW Texas Campus

ft.com · 2026-07-28 · Score: 23

Taiwan Raids Nvidia Employee's Home in Probe of Alleged AI-Chip Smuggling to China

bloomberg.com · 2026-07-28 · Score: 22

ASML Slides 7% After Bloomberg Reports China's Shanghai Yuliangsheng Begins Mass Immersion-DUV Production

bloomberg.com · 2026-07-27 · Score: 23

ALERT Nvidia Takes Multibillion-Dollar Stake in Sutskever's Safe Superintelligence, Order-of-Magnitude Compute Boost

techcrunch.com · 2026-07-27 · Score: 35

China's Shanghai Yuliangsheng Begins Mass-Producing First Domestic Immersion DUV Lithography Tool

theinformation.com · 2026-07-27 · Score: 23

ALERT CXMT Debuts up 472% on Shanghai STAR Market, Vaulting to Most Valuable Mainland-Listed Firm at $489B

scmp.com · 2026-07-27 · Score: 30

Nvidia in Talks to Guarantee $250B of Financing for OpenAI's 10 GW Ohio Data Center Lease

wsj.com · 2026-07-26 · Score: 23

FT: Crypto Exchanges Let Global Investors Bet on Chinese AI-Chip Champion CXMT via On-Chain Perpetuals

ft.com · 2026-07-26 · Score: 20

Fallen Virginia Power Line Trips 3.1 GW of AI Data Centers, Sends Voltage Spike From D.C. to Chicago

techcrunch.com · 2026-07-25 · Score: 27

CXMT Kicks Off Historic Shanghai IPO Debut at ~$85B Valuation After $9.8B Raise

bloomberg.com · 2026-07-26 · Score: 22

Tesla Discloses $1.95B Stock-Only Acqui-Hire of Ex-Dojo AI Chip Startup, Likely DensityAI

electrek.co · 2026-07-24 · Score: 22

Samsung Signs $200B+ Broadcom Chip Pact Through 2030 for HBM4 Memory and Sub-2nm AI Foundry Work

bloomberg.com · 2026-07-24 · Score: 23

CXMT Expels Huawei-Linked SiCarrier Engineers From Its Hefei R&D Zone in Escalating Pricing Fight

reuters.com · 2026-07-24 · Score: 25

WSJ: Apple Pitches Trump on Chinese Memory Chips for Non-US Products, Micron Warns Move Could 'Destroy' US Chip Industry

wsj.com · 2026-07-24 · Score: 23

FT: South Korean Conglomerates Flush With AI Cash Double US Q1 FDI to $10.2B in Biggest Investment Push in Years

ft.com · 2026-07-24 · Score: 21

Shanghai GPU Maker MetaX Confidentially Files for Hong Kong IPO Amid China's AI-Chip Race

scmp.com · 2026-07-24 · Score: 25

WSJ: China's Vice Premier Warns Domestic AI Firms Any Resistance to Local Chips Is 'Treasonous'

wsj.com · 2026-07-23 · Score: 22

US Lawmakers Press Trump Team to Close Chip Loophole Letting Huawei Buy TSMC and Samsung Silicon

bloomberg.com · 2026-07-23 · Score: 21

US Commerce BIS Opens Formal Probe Into Chinese AI Firms' Access to Restricted US Chips

theinformation.com · 2026-07-23 · Score: 23

Etched Closes $300M Series C at $10.3B Led by Sequoia, Books ~$1B in Pre-Orders for Sohu Inference Chip

techcrunch.com · 2026-07-23 · Score: 26

SLAI T-Rex Paper: Full-Parameter Post-Training of DeepSeek-V4 on Ascend SuperPOD Hits 34% MFU

huggingface.co · 2026-07-22 · Score: 18

SemiAnalysis Torches Meta Infrastructure Team's Rivos Deal, Says Suppliers Now Favor Amazon and Google

newsletter.semianalysis.com · 2026-07-22 · Score: 22

Wistron Opens $700M D1 AI Factory in Fort Worth, First US Site to Mass-Produce Nvidia GB300 Grace Blackwell Superchips

cnbc.com · 2026-07-21 · Score: 23

ALERT Alphabet Q2 Earnings: Cloud Revenue Jumps 82% to $24.8B, Backlog Hits $514B, Gemini App Reaches 950M MAUs

9to5google.com · 2026-07-22 · Score: 35

ALERT AMD Launches 256-Core EPYC Venice at Advancing AI 2026, First HPC CPU in Volume on TSMC 2nm With 70% Perf Jump

tomshardware.com · 2026-07-22 · Score: 31

Super Micro Discloses Record $60B Order Backlog, Doubles Q4 Gross Margin Guidance to 15-17%

bloomberg.com · 2026-07-21 · Score: 22

ALERT Nvidia Details Vera CPU: 88 Custom Olympus Cores, 176 Threads and 1.2 TB/s LPDDR5X for Agentic AI

servethehome.com · 2026-07-21 · Score: 30

Google Building Gemini-Specific 'Frozen v2' Inference Chip Targeting 6-10x Perf/Watt vs. TPU by 2028

siliconangle.com · 2026-07-20 · Score: 26

ALERT Intel and Fortinet Co-Develop Security Processor 6 on Intel 4, Fortinet First Named External Customer for the Node

newsroom.intel.com · 2026-07-21 · Score: 29

China Commerce Ministry Weighs New Export Controls on Frontier AI Models and Chips, Consulting Alibaba and ByteDance

ft.com · 2026-07-21 · Score: 23

ALERT TSMC to Raise Chipmaking Prices Up to 10% Starting 2027 as Materials and Overseas Fab Costs Escalate

asia.nikkei.com · 2026-07-21 · Score: 28

ALERT Microsoft Names AMD Helios First-Customer Deal, Deploying 72-GPU MI455X Racks at Scale on Azure in H2 2026

newsroom.amd.com · 2026-07-20 · Score: 30

Bristol Myers Squibb Becomes First Life Sciences Firm to Buy Nvidia's DGX Vera Rubin Supercomputer

statnews.com · 2026-07-20 · Score: 26

ALERT Taiwan Indicts Former TSMC Deputy Manager for Stealing Chip Trade Secrets to Sell to China, First Case Under National Security Act

asia.nikkei.com · 2026-07-20 · Score: 29

Infinity raises $15M seed to build a CUDA alternative that runs AI models on any chip

techcrunch.com · 2026-07-20 · Score: 24

Z.ai brings online 1GW data center running only Chinese chips to train GLM models

bloomberg.com · 2026-07-20 · Score: 23

CuspAI Closes $450M Series B Led by Kleiner Perkins and NEA, Launches AI Materials Discovery Coalition

bloomberg.com · 2026-07-20 · Score: 23

FT: Memory-Chip Shares Fall as Investors Weigh Whether AI Demand Can Break the Industry's Boom-Bust Cycle Amid Fresh Capacity Adds

ft.com · 2026-07-20 · Score: 21

Bloomberg: Zhongji Innolight Kicks Off Roadshow for Up to $8B Hong Kong IPO, Would Be City's Largest Since Alibaba's 2019 Debut

bloomberg.com · 2026-07-20 · Score: 22

WSJ: CIA Operative Jonny Gannon Spied on G42 to Probe China Ties, Helped UAE Win Expanded US AI Chip Access

wsj.com · 2026-07-19 · Score: 22

Nio's Shenji Chip Unit Shows Three-Chip AI Lineup at WAIC 2026 Covering Driving, Robots and Agent Inference

cnevpost.com · 2026-07-17 · Score: 18

Beijing Blasts NDAA Bills That Would Codify AI Overwatch, Match and Chip Security Acts Into US Law

scmp.com · 2026-07-17 · Score: 20

Alibaba's T-Head Open-Sources SAIL AI Chip Software Stack at WAIC to Challenge Nvidia CUDA

scmp.com · 2026-07-18 · Score: 21

Nvidia's Vera Rubin Platform Claims 10x Lower Inference Token Cost, 4x Fewer GPUs for MoE Training Than Blackwell

blogs.nvidia.com · 2026-07-17 · Score: 22

Show HN: NanoEuler — GPT-2 Scale Transformer Built in Pure C/CUDA From Scratch, Zero External Dependencies

github.com · 2026-06-29 · Score: 16

Bloomberg: India Missed the AI Trade and Its Run as Emerging-Market Darling May Now Be Over

bloomberg.com · 2026-05-17 · Score: 19

Newsletter Issues (45)

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 1 mentions

#515 China's AI is redrawing the AI race

2026-07-20 · 6 mentions

#507 Anthropic Says Alibaba Stole 29 Million Conversations With Claude

2026-06-25 · 3 mentions

AI in Healthcare: Vermont just made the therapy bot a crime

2026-06-21 · 1 mentions

World Models: $610M Bets the World Is Not a Token

2026-06-21 · 1 mentions

AI Geopolitics: Washington's AI kill switch broke the alliance

2026-06-21 · 2 mentions

AI in Marketing: L'Oréal just made ChatGPT its storefront

2026-06-21 · 2 mentions

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 6 mentions

Machine Learning: a 744B model ran across six states on raw WAN

2026-06-21 · 5 mentions

Generative AI: a 1.51TB open model just took the crown

2026-06-21 · 4 mentions

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 4 mentions

#499 Microsoft proves it doesn't need OpenAI; Alphabet raises $85B

2026-06-04 · 4 mentions

#498 Anthropic files for an IPO. NVIDIA ships its stack.

2026-06-01 · 4 mentions

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 3 mentions

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 1 mentions

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 5 mentions

AI Applications: the in-house team gets its own AI stack

2026-05-26 · 1 mentions

Generative AI: DeepSeek's 75% cut rewrites the cost math

2026-05-26 · 1 mentions

AI Regulation: Trump killed his own AI oversight order at the door

2026-05-26 · 1 mentions

Machine Learning: a reasoning model just cracked Erdős

2026-05-26 · 1 mentions

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 2 mentions

AI for Good: a phone that sees and hears for you — if you can pay

2026-05-21 · 1 mentions

Generative AI: the Flash tier just lapped the flagship

2026-05-21 · 3 mentions

AI Geopolitics: America said yes to chips, China said no

2026-05-21 · 8 mentions

AI in Education: the Class of 2026 is booing the keynote

2026-05-21 · 2 mentions

AI in Marketing: Google rebuilt the ad stack around one agent

2026-05-21 · 1 mentions

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 2 mentions

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 1 mentions

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 1 mentions

#494 SpaceX wants $80 billion. OpenAI wants a trillion.

2026-05-21 · 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

#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 Amazon's $50B AI infrastructure bet; xAI raises $15B

2025-12-03 · 6 mentions

#458 Issue #458: From

2025-12-16 · 5 mentions

#460 Agentic AI takes over as Gartner sees $2.5T spending

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