Chips

Latest: US Charges Earthmade's Greg Lui With Smuggling $300M of Nvidia H100 Servers to China via Malaysia and Singapore · bloomberg.com, Oct 2, 2026

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

45 AI Weekly issues and 81 live stories from the last 30 days mention Chips.

131 total mentions 12/20 recent issues +46% vs. baseline peak 6/issue tracked since 2026-03-03

Mention Trend — Last 20 Issues

Live Stories (81)

Bloomberg Presses Nvidia on Due Diligence as US Crackdown on China AI-Chip Smuggling Expands

bloomberg.com · 2026-10-01 · Score: 23

Bloomberg: Chinese State-Backed Semi-Tech Leasing Funded Over 700 Servers Powered by Nvidia B300 Chips

bloomberg.com · 2026-10-01 · Score: 23

Amazon in Talks to Move $8B of Nvidia Grace Blackwell Chips Into Off-Balance-Sheet SPV

ft.com · 2026-10-01 · Score: 23

US Charges Earthmade's Greg Lui With Smuggling $300M of Nvidia H100 Servers to China via Malaysia and Singapore

bloomberg.com · 2026-10-02 · Score: 23

ALERT Google Unveils Project Suncatcher, Plans 2027 TPU-Equipped Prototype Satellites With Planet

research.google · 2026-10-01 · Score: 28

Volantis Raises $88M Series A to Pack 220 Memory Chips Around a GPU With VCSEL Photonic Links

prnewswire.com · 2026-10-01 · Score: 25

Micron Sues YMTC in Idaho, Alleges Chinese Rival Poached Engineers to Build 3D NAND Patent Portfolio

tomshardware.com · 2026-10-01 · Score: 22

Broadcom's IPO Filing Reveals $42B Convertible-Note Facility to Finance Anthropic's $125B TPU Lease

reuters.com · 2026-10-01 · Score: 23

Huawei Says Memory Shortage Added $200 Per Smartphone, Warns of More Price Hikes

bloomberg.com · 2026-10-01 · Score: 17

Dell, JERA and Rhaelm Partner on $15B 400MW Off-Grid AI Data Center Near Tokyo

ft.com · 2026-10-01 · Score: 23

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

Micron CEO Says RAM Shortages Will Persist Into 2028, Warns of 'Much Higher Prices' as Datacenter DRAM Margin Hits 90%

theregister.com · 2026-10-01 · Score: 24

FT: Tencent Leases 100,000 Advanced AI Chips From Oracle in $7B Five-Year Southeast Asia Deal

ft.com · 2026-09-30 · Score: 23

Micron Q4 Revenue Jumps 379% to $54.2B on AI Memory Demand, Guides Fiscal 2027 Q1 to $61.5B

cnbc.com · 2026-09-30 · Score: 23

FT: Goldman Sachs Tallies $500B in AI-Linked Debt Issued in 2026, Track to Hit $750B by Year-End

ft.com · 2026-09-30 · Score: 17

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

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

reuters.com · 2026-09-29 · Score: 22

Nvidia in Early Talks With Insurers Including Howden Re to Backstop Neocloud AI-Chip Loans

ft.com · 2026-09-29 · Score: 23

India Readies $25B Deep-Tech Fund to Catch Up With US, China on AI and Chips

cnbc.com · 2026-09-29 · Score: 26

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

FT Profiles South Korea Deputy PM Bae Kyung-hoon, the AI Researcher Turning $648B Into a National AI Push

ft.com · 2026-09-28 · Score: 18

ALERT Bloomberg: China Expands Exec Travel Curbs to Spouses and Children of Top AI and Chip Talent

bloomberg.com · 2026-09-28 · Score: 31

VSMC Opens $7.8B Singapore Fab With Full Capacity Already Sold Out, Second Plant in Planning

asia.nikkei.com · 2026-09-28 · Score: 26

CNBC: 10-Year Treasury Near 5.17% Threatens Debt-Heavy AI Data Center Buildout

cnbc.com · 2026-09-27 · Score: 22

China's MIIT Signals Approval for ByteDance and Alibaba to Buy Nvidia's New RTX Pro 5500 AI Chip

theinformation.com · 2026-09-27 · Score: 23

Musk Says xAI's Colossus 2 Will More Than Double Its Nvidia Chip Count by Year-End

bloomberg.com · 2026-09-25 · Score: 22

Senate Bill Would Bar Chinese Optical Transceivers From Sensitive US National Security Systems

mccormick.senate.gov · 2026-09-25 · Score: 26

Qualcomm and Apple Extend Global Patent Licensing Pact Starting April 2027

appleinsider.com · 2026-09-24 · Score: 20

ASML EVP: We're 'Selling Absolutely Nothing' in Europe as H1 2026 Revenue Share Falls to 0%

tomshardware.com · 2026-09-24 · Score: 22

Google to Launch Project Suncatcher MVP on SpaceX October 1, Puts Four TPUs in Orbit for a Year

nytimes.com · 2026-09-24 · Score: 23

China A-Share Chipmakers Post 620% H1 2026 Profit Jump on AI Demand and Self-Sufficiency Push

asia.nikkei.com · 2026-09-24 · Score: 22

Tower Semiconductor Picks Japan as $4B Main Hub for AI Optical Communication Chips

asia.nikkei.com · 2026-09-24 · Score: 22

Qualcomm Ships Snapdragon Sound Elite Gen 2 With 2x On-Device AI Perf and 40% Lower Power

9to5google.com · 2026-09-23 · Score: 16

Chinese Chip Foundry CanSemi Files for $919M ChiNext IPO Amid Beijing's Self-Reliance Push

bloomberg.com · 2026-09-23 · Score: 19

SPRIND and NADI Launch €40M AI-Native Chip Design Challenge for Europe

tech.eu · 2026-09-23 · Score: 26

Qualcomm Unveils Snapdragon 8 Elite Gen 6 and Extreme Gen 6 on TSMC 2nm With Two 5GHz Prime Cores

techradar.com · 2026-09-22 · Score: 21

Firebird Opens 300MW Nvidia AI Factory in Armenia, Plans 70,000 Blackwell and Rubin GPUs by 2027

blogs.nvidia.com · 2026-09-22 · Score: 23

Hisense-Backed Ligent Jumps 19% in $727M Hong Kong Debut on AI Optics Demand

bloomberg.com · 2026-09-22 · Score: 19

Alibaba Plans 5–10T-Parameter Successor to Qwen, Unveils Zhenwu V900 Chip at Apsara Keynote

reuters.com · 2026-09-22 · Score: 23

Nvidia Launches DSX Ready to Qualify AI Factory Power and Cooling, Names Tesla Megapack in First Batch

blogs.nvidia.com · 2026-09-21 · Score: 24

DeepSeek CEO Liang Wenfeng Calls Huawei Training Chips One of Company's Biggest Bets, Expects Q4 2026 Delivery

theinformation.com · 2026-09-21 · Score: 23

Swedish AI Startup Scaleout Runs Autonomous Kill-Chain Drone on Jetson Orin Nano for NATO's ALMA

tomshardware.com · 2026-09-19 · Score: 23

Bessent and He Lifeng Open New York AI, Tariff and Rare-Earth Talks Ahead of Sept 24 Trump-Xi Summit

cnbc.com · 2026-09-20 · Score: 22

Modi Doubles India Chip Mission to $13.5B at SEMICON, Applied Materials Pledges $5B

bloomberg.com · 2026-09-17 · Score: 19

Huawei Sets 2027 Launch for Ascend 960DT and 960PR AI Chips, Pushes UnifiedBus as Nvidia NVLink Rival

reuters.com · 2026-09-17 · Score: 23

ALERT Amazon Signs $8B Long-Term Backup Generator Deal With Generac, Warrant Would Give It 2.6% Stake

cnbc.com · 2026-09-16 · Score: 31

10-Bank Syndicate Lines Up $22B Loan for Blackstone-Alphabet Cloud Venture Crux AI to Buy Google TPUs

bloomberg.com · 2026-09-16 · Score: 23

Ex-Intel Team's Delos Data Raises $100M for AI Data-Center Networking Chips

reuters.com · 2026-09-15 · Score: 22

The Information: Apple Developing Enterprise AI Servers Powered by 2-4 M8 Ultra Chips, Weighing Nvidia NVLink Fusion

theinformation.com · 2026-09-16 · Score: 23

SK Hynix in First-Ever Talks With Intel to Manufacture Memory Chips at US Fabs, Seoul Opposition Looms

reuters.com · 2026-09-16 · Score: 23

Ezra Klein Interviews Carnegie's Matt Sheehan on US-China AI Race, Distillation and Chip Controls

nytimes.com · 2026-09-15 · Score: 15

IEEE Spectrum: 2026 Is the Inference Hardware Turning Point as GPUs Sit Idle 50-80% of the Decode Phase

spectrum.ieee.org · 2026-09-15 · Score: 19

ALERT Commerce Department Ordered Kalshi to Pull AI-Compute Futures Product, Citing National Security

semafor.com · 2026-09-15 · Score: 29

Meta Sets MTIA 450 for H1 2027 Data-Center Deployment, MTIA 500 by End of Year

bloomberg.com · 2026-09-15 · Score: 23

China's Decree 841 Takes Effect Sept 15, Lets Beijing Withhold Exit-Ban Notices Over 'State Secrets'

ft.com · 2026-09-15 · Score: 22

MediaTek Launches First 2nm Smartphone SoC Dimensity 9600 Pro With Agentic AI Engine, 30B On-Device LLM Support

reuters.com · 2026-09-15 · Score: 23

SemiAnalysis: Datacenter Inference Beats On-Device by 46% Cost/PFLOP for Robots, But Network Wall Blocks Move

semianalysis.com · 2026-09-14 · Score: 26

Netherlands' Euclyd Raises €200M+ Series A, Taps Ex-ASML CEO Wennink to Chair Nvidia Inference Rival

cnbc.com · 2026-09-14 · Score: 23

Kioxia Weighs $10B US ADR Listing in Spring 2027 to Ride AI Memory Demand

bloomberg.com · 2026-09-14 · Score: 22

Rome's Exein Raises $270M at $1.7B to Build Embedded Cybersecurity for Physical AI

ft.com · 2026-09-15 · Score: 26

ALERT SemiAnalysis Benchmarks Vera Rubin NVL72 at 7x Blackwell's Tokens per MW on DeepSeek V4 Pro 1.6T

semianalysis.com · 2026-09-14 · Score: 31

Gurman: Apple's H1 2027 Lineup Includes iPhone 18e, A20 iPhone 18, A19 Pro MacBook Neo and M6 MacBook Air

bloomberg.com · 2026-09-14 · Score: 21

ALERT Intel Spinoff Cornelis Raises $205M for Active Compute Fabric, Locks In Qualcomm as Inference Partner

techcrunch.com · 2026-09-14 · Score: 29

Chinese Optical Module Maker Ligent Files for $727M Hong Kong IPO to Fund AI Data Center Expansion

bloomberg.com · 2026-09-14 · Score: 22

Samsung and SK Hynix Reject KEPCO Proposal to Prepay ~$18.7B of Chip Cluster Power Bills

reuters.com · 2026-09-14 · Score: 21

South Korea's Rewritten Espionage Law Takes Effect Sept 13, Up to 30 Years for Leaking Chip Secrets

ft.com · 2026-09-11 · Score: 23

Ayar Labs Adds $150M Series E Extension at $5B+, Brings 2026 Capital to $650M

siliconangle.com · 2026-09-10 · Score: 27

Tencent-Backed AI Chipmaker Enflame Surges 188% on Shanghai Debut to $26.3B Market Cap

scmp.com · 2026-09-11 · Score: 27

Microsoft Plans to Grow Data-Center Capacity From 12GW to 38GW+ by 2032, a Third AI-Specific

bloomberg.com · 2026-09-10 · Score: 23

SpaceX Overhauls AI Data-Center Build, Prioritizing Power and Cooling Redundancy Over Speed

theinformation.com · 2026-09-10 · Score: 22

ALERT Nvidia Rival Positron Closes $875M Series C at $5B to Ship Memory-First Asimov Inference Chip

prnewswire.com · 2026-09-10 · Score: 32

Ferroelectric-Memory Startup Kepler Computing Exits Stealth With $468M to Sidestep EUV Bottleneck

wired.com · 2026-09-09 · Score: 23

DOJ Probes Nvidia's $20B Groq Licensing Deal Over Antitrust-Skirting Concerns

nytimes.com · 2026-09-09 · Score: 23

ALERT Apple's iPhone 18 Pro Debuts 2nm A20 Pro With 32 Neural Engine Cores, 2x FP8, On-Device LLM Support

macrumors.com · 2026-09-09 · Score: 28

ALERT JD Cloud to Build China's First Domestic 100,000-GPU Cluster on Moore Threads Silicon

technode.com · 2026-09-09 · Score: 28

ALERT Analog Devices to Buy Edge-AI Chipmaker Alif Semiconductor for $1.35B Plus $200M Earnout

thenextweb.com · 2026-09-09 · Score: 30

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)

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

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