Mention Trend — Last 20 Issues

Live Stories (70)

WSJ: Sources Detail Trump Admin's Heavy-Handed Intervention to Aid Intel — Pushed Apple to Use Intel's Fabs, Lutnick Repeatedly Met With Cook, Musk, Huang

wsj.com · 2026-07-10 · Score: 22

SK Hynix CEO Warns of 'Worst-Ever' Memory Shortage in 2027, Says AI Demand Will Outstrip Supply Beyond 2030 — Comments Come on Day of Nasdaq Debut

reuters.com · 2026-07-10 · Score: 23

ALERT SK Hynix Closes Up 13% at $168.01 in Nasdaq Debut, Hits $1 Trillion Market Cap — Largest US IPO Ever by a Foreign Company Raises $26.5B, Chairman Tells CNBC 'Demand Is Enormous' as AI Memory Boom Powers Third-Largest US Debut on Record

forbes.com · 2026-07-10 · Score: 30

ALERT China's Ministry of Commerce Slaps Immediate Global Ban on Helium Exports to Shield Domestic Chipmakers as US-Iran War Chokes Qatari Supply

scmp.com · 2026-07-10 · Score: 29

Bloomberg: Alphabet, Amazon, Meta, Microsoft and Oracle Have Collectively Added ~$350B of Debt in Five Years to Fund US Data Center Buildout — AI Capex Now Outpacing Operating Cash Flow at Multiple Hyperscalers

bloomberg.com · 2026-07-10 · Score: 23

Apollo and Blackstone's $35B Anthropic/Broadcom AI Chip Private Credit Deal Set to Begin Trading — Debt Package Financing TPU Purchases via SPV, About $15B Available to Institutional Buyers by Early 2027

bloomberg.com · 2026-07-09 · Score: 23

TechCrunch: Sequoia's David Cahn Sizes AI's 'Missing Revenue' at ~$2.9T — $1.5T of 2026 Infrastructure Spend Needs $3T in Sales to Pencil, But Anthropic+OpenAI Sum to Only ~$80B ARR

techcrunch.com · 2026-07-09 · Score: 19

SemiAnalysis: Meta Superintelligence Labs Now Runs 5 Titan Clusters Above 1GW, ~3,000 Engineers Dedicated to RL Environments, But April's Muse Spark Still Only Performs at Opus 4.6 Level

newsletter.semianalysis.com · 2026-07-09 · Score: 22

PrismML Runs Compressed 27B Qwen 3.6 on iPhone 17 Pro — Largest On-Device Model Ever; Apple Held Acquisition Talks With Khosla-Backed Startup

theinformation.com · 2026-07-09 · Score: 22

Temasek to Nearly Triple AI Allocation to 15% Over Five Years After Portfolio Hits Record S$518B ($400B) — Deploys Across Energy, Data Centers, Chips, Clouds, Foundation Models

cnbc.com · 2026-07-08 · Score: 27

Paris Startup ZML Launches Chip-Agnostic LLM Inference Server LLMD With $20M Backed by LeCun, Docker's Hykes, and HF Founders — Runs Open Models on Nvidia, AMD, Google TPU, Apple Metal, and Intel Arc

techcrunch.com · 2026-07-08 · Score: 25

FT: AI Data Center Boom Blows Out Power Transformer Lead Times From Months to 4-5 Years — Half of 2026 US Capacity at Risk of Delay

ft.com · 2026-07-09 · Score: 23

ALERT Chinese GPU Maker Iluvatar CoreX Raises ~$902M in Hong Kong Share Sale After 257% Post-IPO Rally — In Talks With ByteDance for 50,000-Chip Inference Order This Year

thenextweb.com · 2026-07-08 · Score: 28

Semiconductor Selloff Wipes ~$1.3T in a Week as AI-Capex-Sustainability Fears Grip Chip Sector — Philly Semi Index -10.8%, Intel -20%+, Micron -13%, AMD -7% by July 8 Close

forbes.com · 2026-07-08 · Score: 22

Positron in Talks to Raise ~$750M in Two Tranches at $3.5B → $5B Valuations — Nvidia-Rival Inference Chip Startup Nearly Quintuples From Its February Series B Unicorn Mark

bloomberg.com · 2026-07-08 · Score: 23

Nexchip Targets ~$890M Hong Kong Share Sale to Fund Mature-Node Foundry Expansion Serving China's AI Supply Chain

reuters.com · 2026-07-08 · Score: 20

Nvidia's $1 Trillion Market Cap Slide Sends Valuation Below Pre-AI-Boom Levels — 16% Off May All-Time-High, 18x Forward Earnings the Lowest Since 2019

bloomberg.com · 2026-07-08 · Score: 23

ALERT China Plans to Let Alibaba, ByteDance and DeepSeek Buy Limited Amount of Nvidia H200 Chips — Total Approvals Capped Under 200,000 Units

theinformation.com · 2026-07-08 · Score: 34

ALERT SambaNova Raises $1B Series F at $11B Valuation Led by General Atlantic — JPMorgan Signs to Deploy SN40 and SN50 Chips for On-Prem Enterprise AI Inference

techcrunch.com · 2026-07-08 · Score: 31

Nikkei Asia: AI Data Center Boom Reshapes Global CPU Battle — Nvidia, Qualcomm, MediaTek Now Squeezing Intel and AMD

asia.nikkei.com · 2026-07-08 · Score: 20

CNBC: Chinese Lidar Maker Hesai Expands in US Despite Pentagon Blacklist via Deeper Nvidia Partnership — Security Officials Warn of Cyber, Data-Backdoor Risks in Autonomous Vehicles

cnbc.com · 2026-07-07 · Score: 22

Nvidia and Microsoft-Backed d-Matrix Unveil Joint AI Chip System — Nvidia Blackwell Paired With d-Matrix Corsair Inference Accelerator in Single Rack

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

FT: Apple's Interest in Chinese Memory Maker CXMT Thrusts the Blacklisted DRAM Vendor and Its Beijing Ties Into the AI Supply Chain Spotlight

ft.com · 2026-07-07 · Score: 23

Bloomberg Intelligence Survey: Chinese Firms Plan to Route 46% of AI Accelerator Budget to Domestic Chips in Next 12 Months, Up From 30% — 80% Say Total Infra Spending Is Over Budget

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

Reuters: DeepSeek in Early Stages of Developing Its Own Inference-Focused AI Chip to Reduce Nvidia and Huawei Reliance

reuters.com · 2026-07-07 · Score: 23

Reuters/Counterpoint: China 618 Smartphone Sales Fell 13% YoY as AI-Driven Memory Costs Squeezed Discount Depth — Honor -33%, Xiaomi -24%, Apple -9%, Huawei Only Major Brand to Grow

reuters.com · 2026-07-07 · Score: 21

Edge-AI Chipmaker Syntiant Files S-1 for US IPO — $20.9M Q1 Net Loss on $64.5M Revenue for Three Months Ended March 31

sec.gov · 2026-07-06 · Score: 21

Samsung Estimates 19-Fold Q2 Operating Profit Jump to 89.4 Trillion Won ($58.44B) as AI Memory Demand Broadens Beyond HBM Into DRAM and NAND

reuters.com · 2026-07-07 · Score: 23

Broadcom Extends Apple Chip Supply Partnership Through 2031 — Custom ASICs, RF Cellular, Wi-Fi/Bluetooth and Networking Silicon Across Multiple Product Generations; Apple Now ~20% of Broadcom Revenue as TSMC AI Demand Strains Supply

reuters.com · 2026-07-06 · Score: 19

Bloomberg Profile: Millennial Samsung Union Chief Choi Seung-ho's $26B AI Bonus Victory Curdles Into Backlash Over Uneven Payouts

bloomberg.com · 2026-07-05 · Score: 18

China's GPU Champion Biren Raises HK$7B (~$892.5M) in Hong Kong Share Sale to Fund Next-Gen GPU Mass Production — Stock Up 150%+ Since January IPO

scmp.com · 2026-07-06 · Score: 27

SemiAnalysis: Nvidia Delays Next-Gen Kyber NVL144 Rack System by 12+ Months to 2028 on PCB Midplane Manufacturing Issues, Cancels NVL72x2 Back-to-Back Architecture

cnbc.com · 2026-07-06 · Score: 23

FT Op-Ed by Josh Zoffer: US Should Treat Data Centers as the Cornerstone of Domestic Advanced-Tech Supply Chains, Not Rare-Earths-Style Subsidy Chase

ft.com · 2026-07-05 · Score: 17

Bloomberg: AI Factories Are Forcing a $220B+ Power Equipment Market Reshuffle — Schneider, Siemens Race to Redesign for 300kW Rubin Racks and 1MW Chips

bloomberg.com · 2026-07-03 · Score: 20

Micron Breaks Ground on $9.3B Hiroshima HBM Factory Expansion — First Shipments Targeted for Summer 2028, Japan Kicks In Up to ¥500B ($3.2B) in Subsidies

bloomberg.com · 2026-07-04 · Score: 22

National Grid Ventures to Invest $1.75B for 35% of Joulent, Anchoring 2.67GW West Texas 'Project Kilby' AI Power Plant With Chevron and Microsoft as Anchor Tenant

prnewswire.com · 2026-07-02 · Score: 22

Bloomberg: Silicon Data LLM Token Expenditure Index Drops Nearly 20% From May Peak — Allianz Warns AI Capex-Sales Gap Now 46%, Worse Than 2001 Telecom Bust

bloomberg.com · 2026-07-03 · Score: 23

SEMI, Micron, Samsung, and SK Hynix Warn Treasury Secretary Bessent That US Intervention Would Worsen AI-Driven Memory Chip Shortage

bloomberg.com · 2026-07-02 · Score: 21

IQM Becomes Europe's First Public Quantum Company via Nasdaq SPAC Merger at ~$1.9B Valuation — Prospectus Warns 'Large-Scale Commercial Traction May Never Occur'

techcrunch.com · 2026-07-02 · Score: 19

Crusoe In Talks to Raise ~$3B at ~$30B Valuation — Neocloud Operator Would Nearly Triple Its Series E Mark of ~$10B From October

bloomberg.com · 2026-07-02 · Score: 23

ALERT The Information: Anthropic in Early Talks With Samsung to Manufacture Custom AI Server Chip

theinformation.com · 2026-07-02 · Score: 28

Bloomberg: CSOP SK Hynix Daily (2x) Leveraged ETF Balloons to $13B in Hong Kong — World's Largest Single-Stock Leveraged ETF Amplifies Volatility in Key AI Memory Stock

bloomberg.com · 2026-07-01 · Score: 22

Amazon Devices Chief Panos Panay: Amazon Now Makes 'End-to-End Silicon' for Its Devices — AZ3 and AZ3 Pro On-Device AI Chips Ship in Echo Show 8/11 and Fire TV, With 'On-the-Go' Roadmap Coming

cnbc.com · 2026-07-02 · Score: 21

ALERT Nvidia Launches Revenue-Sharing Backstop Program for Neocloud AI Providers — Formalized Model Names Firmus and Sharon AI as First Partners, Extends OpenAI/CoreWeave Financing Template

blogs.nvidia.com · 2026-07-01 · Score: 32

WSJ: SpaceX Showed Investors a Handset-Like AI Device Prototype — Slimmer Than iPhone, Runs Proprietary OS, Integrates xAI Tech on Qualcomm Snapdragon

wsj.com · 2026-07-01 · Score: 23

Oxmiq Closes $35M Series A Co-Led by Fundomo and Samsung Catalyst Fund — Raja Koduri's Licensable GPU + Tensor Engine IP Startup Now at $60M Raised

reuters.com · 2026-07-01 · Score: 20

Apple Insider: Leaked Supplier Docs Show iPhone 18 Pro Splits Modems — Qualcomm in the US, Apple's Own C2 Elsewhere — Alongside A20 Pro Packaging Details

appleinsider.com · 2026-06-30 · Score: 18

FT: BYD, Nio, and Other Chinese Carmakers Rush to Design In-House AI Chips as Beijing Presses for Semiconductor Self-Sufficiency

ft.com · 2026-06-30 · Score: 22

South Korea's June Exports Hit Record $102.25B — Chip Shipments Reach All-Time Monthly High of $44.82B on AI Memory Demand

asia.nikkei.com · 2026-07-01 · Score: 24

Meta Discloses Vistara CXL 2.0 ASIC and 'MemServer' Architecture That Recycles Old DDR4 Into DDR5-Only AI Servers, Cuts Inference Server Counts by 25%

tomshardware.com · 2026-06-29 · Score: 23

AI Chip Startup Etched Reveals $800M Cumulative Raise — Jane Street, TSMC-Linked VentureTech Alliance Among Backers as Sohu Transformer Accelerator Targets Summer Shipments

bloomberg.com · 2026-06-30 · Score: 26

ALERT Anthropic Claude Goes GA on Microsoft Foundry on Azure — First-Ever Deployment on NVIDIA GB300 Blackwell Ultra GPUs With Quantum-X800 InfiniBand

blogs.nvidia.com · 2026-06-29 · Score: 30

ALERT Meituan Open-Sources LongCat-2.0 — 1.6T-Parameter MoE Becomes First Chinese Frontier Model Trained End-to-End on Domestic AI Chips, Matching DeepSeek V4-Pro on Benchmarks

scmp.com · 2026-06-30 · Score: 33

ALERT Taiwan Prosecutors Raid Super Micro's Taipei Office Plus Eight Other Sites in Expanded Probe of Nvidia AI Chip Smuggling to China — SMCI Falls 8%, Co-Founder Wally Liaw Already Charged by US DOJ

thenextweb.com · 2026-06-29 · Score: 28

South Korea's President Lee Unveils $576B 'Triple Axis' National Strategy — Semiconductors, Physical AI, and Data Centres — With Samsung and SK Hynix Chairs at Briefing

scmp.com · 2026-06-29 · Score: 27

China's CXMT Signs ~$3B Three-to-Five-Year DRAM Supply Deal With Tencent Ahead of Blockbuster STAR Market IPO

reuters.com · 2026-06-29 · Score: 27

Ming-Chi Kuo: 15–20% of Consumer Electronics DRAM Capacity Will Shift to Data Centers in 2027, Widening Supply Gap Beyond Price — Apple A20 Production May Fall 10–20% Short

medium.com · 2026-06-29 · Score: 23

Japan Recorded Just 18 IPOs in H1 2026 — Lowest Since 2011 — as Absence of AI, Data Center, and Chip Startups Leaves Country Behind Hong Kong and US Capital Markets

ft.com · 2026-06-29 · Score: 15

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

github.com · 2026-06-29 · Score: 16

Baidu's Chip Unit Kunlunxin Targets $50B Hong Kong IPO While Requiring Investors to Buy Its Semiconductors — BIS Warns of Circular Financing Risk

thenextweb.com · 2026-06-28 · Score: 26

Chinese AI and Chip Companies Drive Mainland IPO Rebound to $3.1B YTD — Five Times Year-Earlier Pace as STAR Market Opens LLM Listing Pathway

reuters.com · 2026-06-27 · Score: 19

NYT Deep Dive: Advanced Chip Packaging Is Now Almost Entirely Reliant on TSMC's Taiwan Operations — US Efforts to Build Domestic Capacity Face Steep Technical and Geopolitical Hurdles

nytimes.com · 2026-06-26 · Score: 21

Intel Promises SpaceX and Apple a 14A Process Design Toolkit This Fall Before Final Foundry Commitments

nytimes.com · 2026-06-26 · Score: 22

Apple Lobbies Trump Administration for Clearance to Buy Memory Chips From Pentagon-Blacklisted Chinese Chipmaker CXMT

9to5mac.com · 2026-06-26 · Score: 26

AWS Raises Nvidia GPU Instance Prices 20% on EC2 Capacity Blocks Effective July 1 — Second Hike After 15% Increase in January

theinformation.com · 2026-06-26 · Score: 23

Samsung Plans Record $646B AI and Semiconductor Spending Package Over 10 Years — Largest-Ever South Korean Corporate Investment, Presidential Briefing Expected Next Week

bloomberg.com · 2026-06-26 · Score: 23

WSJ: AI Data Center Boom Sparks Third Wave of Inflation — 81% of Economists Forecast AI Buildout Will Push Prices Higher Over Next Year; Software Up 15%, Wholesale Components Up 27%

wsj.com · 2026-06-25 · Score: 23

US Awards $250M in CHIPS Funds to Robert Friedland Startup for Silicon-Carbide Chips and Pulsed-Power Technology

bloomberg.com · 2026-06-25 · Score: 15

Onsemi to Acquire Synaptics in Nearly $7B All-Stock Deal Targeting Physical AI and Edge Intelligence

cnbc.com · 2026-06-25 · Score: 20

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 (42)

#3 Anthropic diz que a Alibaba roubou 29 milhões de conversas com o Claude

2026-06-25 · 1 mentions

#3 Anthropic dice que Alibaba robó 29 millones de conversaciones con Claude

2026-06-25 · 1 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

#5 L'Amérique a bloqué sa meilleure IA. La Chine vient de lever 7,4 milliards.

2026-06-17 · 1 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