Chips

Latest: Dario Amodei Calls Compute 'Deepest Business Dilemma' Facing Anthropic Ahead of IPO · bloomberg.com, Nov 13, 2026

Topic Tracked keywords: chip, semiconductor, gpu, tpu, asic

45 AI Weekly issues and 73 live stories from the last 30 days mention Chips.

130 total mentions 14/20 recent issues +454% vs. baseline peak 7/issue tracked since 2026-03-03

Mention Trend — Last 20 Issues

Live Stories (73)

Dario Amodei Calls Compute 'Deepest Business Dilemma' Facing Anthropic Ahead of IPO

bloomberg.com · 2026-11-13 · Score: 22

China's Mao Ning Rebukes US 'Abuse of Export Controls' as Alice Huang's Firm Gets Banned Chips

euronews.com · 2026-11-13 · Score: 18

Huawei-Spinoff AI Server Maker xFusion Clears Shenzhen Exchange for $1.2B ChiNext IPO

bloomberg.com · 2026-11-13 · Score: 21

Reuters Review Finds $3.2B of Chinese AI Compute Projects Built Around Restricted Nvidia H100/H200 GPUs

reuters.com · 2026-11-13 · Score: 23

NYT: Trump-Lutnick Closeness to Huang Made Officials Wary of Reining In Nvidia China Sales

nytimes.com · 2026-11-12 · Score: 23

Samsung in Talks to Buy Data-Center Cooler Modine for $5.6B as AI Thermal Demand Soars

bloomberg.com · 2026-11-12 · Score: 22

ALERT Huang's Exit Blows Hole in $500B Nvidia-Backed AI Financing Push With Six Wall Street Firms

cnbc.com · 2026-11-12 · Score: 28

ALERT Nvidia Formalizes Jensen Huang's Resignation, Names Kress Interim CEO and Harvey Jones First-Ever Chair

nvidianews.nvidia.com · 2026-11-12 · Score: 36

Cisco Q1 Revenue Climbs 24% to $18.5B, Doubles FY27 AI Infrastructure Target to $9B

cnbc.com · 2026-11-12 · Score: 24

Cerebras Q3 Core Revenue Hits $230.9M, Signs Microsoft Deal and Lifts 2027 Outlook to ~$2.85B

cnbc.com · 2026-11-12 · Score: 26

Commerce Department Finalizing Long-Awaited AI Remote Access Rule to Plug China Data-Center Loophole

theinformation.com · 2026-11-11 · Score: 23

Huawei Cloud Open-Sources MACaQ, Quantizes a 122B-Parameter Model in 64 Minutes on 32.5GB

github.com · 2026-11-11 · Score: 27

Nvidia Stopped Reporting Singapore Revenue After It Hit 22% of Sales, Just as Megaspeed Scrutiny Rose

wsj.com · 2026-11-12 · Score: 22

Chinese AI Firms Rush to Lock In Overseas Nvidia Cloud Capacity Over Fears of Tighter US Chip Curbs

reuters.com · 2026-11-12 · Score: 22

Warren and Coons Ask Trump Administration to Preserve All Nvidia-China Export and Huang Affair Records

wsj.com · 2026-11-11 · Score: 23

CoreWeave Shops $4B Investment-Grade Loan at 7-7.5%, Half the Yield of Its 14% Junk Bonds

bloomberg.com · 2026-11-11 · Score: 22

ALERT Nvidia Board Moves to Oust Jensen Huang, Works With Outside Firm as Wednesday Meeting Looms

fortune.com · 2026-11-11 · Score: 37

Axios: Bessent Confronted Lutnick in Situation Room Over Megaspeed Entity-List Delay

axios.com · 2026-11-11 · Score: 23

IBM Unveils Quantum Nighthawk r3, a 520-Qubit Processor Supporting 10,000 Operations

siliconangle.com · 2026-11-11 · Score: 17

Semafor Uses AI to Score 42 Huang Interviews, Finds China Mentions Jumped 6x After 2025 Chip Curbs

semafor.com · 2026-11-11 · Score: 22

Torus Raises $500M Series C Led by Magnetar for 1-20MW Shipping Container AI Compute Modules

bloomberg.com · 2026-11-11 · Score: 22

Fractile Raises $720M at $7B Valuation, Up 6x Since May, on $250M Anthropic Chip Deal

ft.com · 2026-11-11 · Score: 23

Arxiv Paper: NVFP4 Pretraining Needs Up to 1.52x More Exposures Than BF16 to Learn Rare Facts

arxiv.org · 2026-11-10 · Score: 25

Lawmakers Push Three China Chip-Export Bills Into NDAA on Huang Spy-Scandal Fallout

aljazeera.com · 2026-11-10 · Score: 25

ALERT PLA-Linked Northwestern Polytechnical Bought Two Nvidia H200 Chips Through Chinese Reseller for $123K

aljazeera.com · 2026-11-11 · Score: 28

AMD, Supermicro and Spectro Cloud launch Instinct Coder 355, an on-prem AI coding appliance for 50 devs

amd.com · 2026-11-10 · Score: 23

FT: Commerce Department stalls Entity List additions including Megaspeed despite four-agency push

ft.com · 2026-11-10 · Score: 23

CoreWeave Q3 revenue jumps 168% YoY to $3.66B as backlog climbs to $132.5B and debt nears $47B

cnbc.com · 2026-11-10 · Score: 23

TSMC Plans to Buy Up to $500M of Anthropic IPO Shares and $500M of OpenAI Preferred Stock

reuters.com · 2026-11-10 · Score: 23

Alibaba Chip Design Unit T-Head Wins Hong Kong Exchange Clearance for Spin-Off Listing

bloomberg.com · 2026-11-10 · Score: 22

ING Shops $500M AI Data-Center Loan Portfolio at Discount, Including Stargate Slice

semafor.com · 2026-11-09 · Score: 23

Filings Show Moonshot Rented 32 Super Micro Servers With Nvidia B300 in China, Possibly Breaching US Rules

bloomberg.com · 2026-11-10 · Score: 23

DeepX Tapes Out 2nm DX-M2 Edge Chip, Claims 20-100B Param Inference Under 5W

eetimes.com · 2026-11-09 · Score: 22

ALERT Google adds TPU 8tx and TPU 8i Max to 8th-gen lineup, pairing confidential-compute chip with AMD EPYC hosts

blog.google · 2026-11-09 · Score: 29

llama-modchip Runs a 284B DeepSeek V4-Flash Model in 57GB of RAM on a CPU-Only 64GB Box, Hits 9-14 Tok/s

github.com · 2026-11-08 · Score: 17

Trump defends Jensen Huang over Chinese-spy affair, calls him an 'honorable guy' and may bring him to China

axios.com · 2026-11-09 · Score: 21

NYT: Rubio Oversaw Classified Spring Memo Warning Trump Officials of Huang's Chinese-Spy Ties

nytimes.com · 2026-11-08 · Score: 22

ALERT Nvidia CEO Jensen Huang Admits Affair With Suspected Chinese Spy in Letter to Staff, Board Launches Probe

cnbc.com · 2026-11-08 · Score: 32

SemiAnalysis Report: China's Chahar Hub Hosts 22 AI Data Center Projects and 30,000 Workers at $3M/MW

newsletter.semianalysis.com · 2026-11-07 · Score: 22

TSMC Officially Denies It Is Exploring 3D DRAM for Nvidia, Says Focus Remains Logic Foundry

tomshardware.com · 2026-11-08 · Score: 23

NYT Investigation: Chinese Firms Cleared for Nvidia H200 Shipments Have Empty Offices and Entity-List Ties

nytimes.com · 2026-11-07 · Score: 23

Huawei Unveils Qingyun HM650 Desktop With Kirin X90, Billed as China's First 100% Domestic PC

scmp.com · 2026-11-06 · Score: 22

Shenzhen Clears Smuggled-Chip and Stolen-iPhone Markets Ahead of Nov 17 APEC Summit, FT Finds

techmeme.com · 2026-11-07 · Score: 18

Microsoft Winds Down 2023 Oracle AI Cloud Deal Over Older Nvidia Chips, Oracle Shares Fall 3%

thenextweb.com · 2026-11-06 · Score: 23

The Information: TSMC weighs 3D DRAM manufacturing at Nvidia's request amid AI memory shortage

theinformation.com · 2026-11-06 · Score: 23

Bloomberg: Warren-led Senate Banking would target Nvidia's chip exports and circular AI financing

bloomberg.com · 2026-11-06 · Score: 23

Nvidia Requires Southeast Asian Cloud Partners to Enroll in Fleet Intelligence GPU Tracking to Keep NCP Status

bloomberg.com · 2026-11-06 · Score: 23

Taiwan Stocks Suffer Record Intraday Point Drop, Korea Halts Trading as AI-Chip Rout Spreads Across Asia

asia.nikkei.com · 2026-11-06 · Score: 24

YMTC Targets 70% Domestic Equipment at Fourth NAND Fab, Up From 50% at Third Factory

reuters.com · 2026-11-06 · Score: 23

ALERT GOP Committee Chairs Demand Nov 18 Huang Briefing on Megaspeed Executive Tied to China Intelligence

cnbc.com · 2026-11-05 · Score: 30

ALERT Nasdaq 100 Loses Record $2.3T as Chip Index Plunges 12% in Post-Midterm AI Rout

cnbc.com · 2026-11-05 · Score: 31

Reuters: ~600,000 Nvidia H200 Chips Stockpiled in Hong Kong as Beijing Withholds Mainland Import Approval

reuters.com · 2026-11-05 · Score: 23

Nintendo Switch 2 Unit Sales Plunge 41% as AI-Driven Memory Shortage Forces $50 Price Hikes

cnbc.com · 2026-11-05 · Score: 20

CNBC: Chinese chipmakers' overseas-engineer hiring collides with Taiwan and Korea trade-secret laws

cnbc.com · 2026-11-05 · Score: 22

China's top NAND maker YMTC pauses $4.9B Shanghai IPO as CSRC slows chip and AI listings

reuters.com · 2026-11-04 · Score: 22

China's export curbs on tungsten squeeze micro drill bits used to make AI chip substrates

asia.nikkei.com · 2026-11-05 · Score: 27

Goldman and Apollo Shop SpaceX's $40B AI Chip Financing to Investors Ahead of Formal Syndication

bloomberg.com · 2026-11-04 · Score: 22

Qualcomm Q4 Revenue Drops 8% to $10.3B, Guides $5B Data-Center Revenue in Fiscal 2027

cnbc.com · 2026-11-04 · Score: 22

Alibaba, Tencent and ByteDance order 6M Nvidia RTX Pro 5500 chips for $70B, expect just 1% in 4 months

bloomberg.com · 2026-11-04 · Score: 23

Oracle scraps $7B, five-year Tencent AI chip-lease deal under Trump administration pressure

ft.com · 2026-11-04 · Score: 23

The Information Maps Nvidia's Soft-Power Playbook Over Customers and US Chip Policy

theinformation.com · 2026-11-03 · Score: 20

Super Micro Q1 Revenue Jumps 298% YoY to $19.95B on AI Servers, Lifts FY27 Guide to $72-82B

reuters.com · 2026-11-03 · Score: 22

US power developers tap retired jet engines to spin up data-center generation in two years

nytimes.com · 2026-11-03 · Score: 22

Anthropic Tells IPO Investors Its 15-Person Chip Design Team Is Already Using Claude

theinformation.com · 2026-11-03 · Score: 23

Yandex Research Opens FLAMIA Microscaling Attention, Up to 2x Faster Backward Pass on Blackwell

huggingface.co · 2026-11-03 · Score: 26

MIT-Led Ataraxos Beats World Stratego Champion 15-1-4 Using 1% of DeepNash's Training Examples

news.mit.edu · 2026-09-30 · Score: 25

PaleBlueDot AI seeks $600M private credit to buy chips for Korea site backing Xiaohongshu

bloomberg.com · 2026-09-30 · Score: 23

ALERT OpenAI ships GPT-6.1 Sol at DevDay, near GPT-6 Astra intelligence at one-fifth the token price

techcrunch.com · 2026-09-29 · Score: 38

Efficient Computer raises $97M Series B at $650M valuation for dataflow AI chips

reuters.com · 2026-09-29 · Score: 21

ALERT Cloudflare Ships 'cf' Agentic CLI Covering 3,000+ API Operations, Plans 18-Month Wrangler Migration

blog.cloudflare.com · 2026-09-28 · Score: 28

Physical-AI Chip Startup SiMa.ai Raises $150M Series C at $1.45B Valuation, Co-Led by Fidelity and Amplify

siliconangle.com · 2026-09-28 · Score: 23

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)

Snap Ships 2x the Code. PennyMac Plans Fewer Hires. Both Credit AI.

2026-11-12 · 1 mentions

Altman sold a $500B AI race. Now he wants the brakes.

2026-10-02 · 1 mentions

AI can find the holes. Who will close them?

2026-09-07 · 1 mentions

#528 What are companies building with AI? An Applied AI Deep Dive

2026-09-01 · 2 mentions

#527 Schools are choosing opposite futures for AI

2026-08-30 · 4 mentions

#520 What a week: AI became everybody's decision

2026-08-09 · 1 mentions

#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

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