Chips

Latest: SemiAnalysis Benchmarks Vera Rubin NVL72 at 7x Blackwell's Tokens per MW on DeepSeek V4 Pro 1.6T · semianalysis.com, Sep 14, 2026

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

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

131 total mentions 11/20 recent issues -100% vs. baseline peak 6/issue tracked since 2026-03-03

Mention Trend — Last 20 Issues

Live Stories (73)

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

Intel Passes One Million High-NA EUV Wafers Processed, More Than Rest of Industry Combined

tomshardware.com · 2026-09-08 · Score: 24

Anthropic Quits ITI Tech Trade Group Over Its Push to Kill Three US Chip Export Bills

axios.com · 2026-09-08 · Score: 23

AI-Networking Chip Startup Celero Raises $275M at $3B+ Valuation, Atreides, Valor and CapitalG Lead

bloomberg.com · 2026-09-08 · Score: 22

Apple Sets Foldable iPhone Ultra at $2,199 as AI-Driven Memory Crunch Blows Past $1,999 Target

macrumors.com · 2026-09-08 · Score: 22

ALERT Qualcomm and Amazon Ink Multi-Generation AI Silicon Deal, Warrant Grants AWS Up to 25M Shares

stocktitan.net · 2026-09-08 · Score: 33

China Targets 9,800 Eflops of AI Compute by 2030 With ¥3.8T ($532B) IT Infrastructure Plan

scmp.com · 2026-09-08 · Score: 26

ALERT Arm Debuts Neoverse CSS N4 'Ranger' With Up to 128 Cores at 3.8GHz on TSMC N3P for Agentic AI Servers

tomshardware.com · 2026-09-08 · Score: 28

FT: Huawei Backs Chinese Lithography Vendors and Brokers Their Deals With SMIC to Cut Foreign Reliance

ft.com · 2026-09-08 · Score: 22

Belgium Charges Chinese-Belgian Ex-Belgan Executive With Passing GaN Chip Secrets to Beijing

asia.nikkei.com · 2026-09-07 · Score: 22

Huawei Launches Mate XT2 Trifold With In-House Kirin 9050 Pro, Claims Chip Is Free of US Restrictions

asia.nikkei.com · 2026-09-07 · Score: 25

Nikkei: Trump-Xi Sept 24 Talks to Cover AI-Directed Cyberattacks, China to Revisit Export Curbs

asia.nikkei.com · 2026-09-07 · Score: 22

NYT: Inspur's US Subsidiary Aivres Shipped $3B in Nvidia Blackwell Chips to Southeast Asia Despite Ban

nytimes.com · 2026-09-06 · Score: 23

The Information: Anthropic Has Locked in 14.8 GW of Compute Worth Up to $517B Since October

theinformation.com · 2026-09-06 · Score: 22

Swiss Re at Monte Carlo: AI Data Centers and Renewables to Drive $200B in Insurance Premiums by 2030

wsj.com · 2026-09-05 · Score: 22

Nvidia Commits DLSS 5 to RTX 40-Series 'Once RTX 50 Tuning Wraps,' Sets No Firm Date

theverge.com · 2026-09-04 · Score: 15

China's D-Robotics Sunrise Chips Ship in TCL, Vbot and xLean Home Robots at IFA 2026

prnewswire.com · 2026-09-04 · Score: 17

AMD Debuts Threadripper Halo Station at IFA, Runs Trillion-Parameter Models Locally on 576GB HBM3e

theregister.com · 2026-09-04 · Score: 25

WSJ: US Dangled Nvidia Chip Access for Armenian Data Center to Broker Armenia-Azerbaijan Peace

wsj.com · 2026-09-04 · Score: 22

ALERT Figure AI Signs $3.5B Nscale Compute Deal for 100,000 Vera Rubin GPUs, Scalable to $6B

prnewswire.com · 2026-09-03 · Score: 29

Bloomberg: G42 Weighs Selling Majority Stake to US Firms to Safeguard Nvidia Chip Access Beyond April 2027

bloomberg.com · 2026-09-04 · Score: 23

Bank of Korea: South Korea to Add ~600K Wafers/Month by 2028, Widening Memory Lead Over CXMT

bloomberg.com · 2026-09-04 · Score: 23

DeepSeek Orders 160,000 Huawei Ascend 950DT Chips for 1GW Inner Mongolia AI Data Center

bloomberg.com · 2026-09-04 · Score: 23

OpenAI's Altman Warns of 'Unsustainable Silliness' in AI Compute Buildout, Flags Neocloud Bubble

the-decoder.com · 2026-09-03 · Score: 23

Gimlet Labs Raises $300M at $3B Led by Andreessen Horowitz, With Arm and Microsoft's M12 Joining

bloomberg.com · 2026-09-04 · Score: 23

Crusoe Signs Five-Year, ~$13B AI Cloud Deal With Jane Street, More Than Doubling Trader's CoreWeave Commitment

bloomberg.com · 2026-09-03 · Score: 23

TrendForce: iPhone 18 Pro Memory Costs 400% Higher YoY in Q3, Apple Can't Fully Offset

9to5mac.com · 2026-09-03 · Score: 20

Taiwan Ministry Ran 166 Chinese-Chip-Talent Probes and 67 Trade-Secret Cases Over Six Years

restofworld.org · 2026-09-02 · Score: 27

ALERT South Korea August Chip Exports Triple to Record $46.65B, Hit 47.5% of Total Goods Sales

cnbc.com · 2026-09-03 · Score: 29

Bloomberg: Kioxia's Kitakami Expansion Becomes First Reality Check for Japan's $640B AI-Chips Plan

bloomberg.com · 2026-09-01 · Score: 20

ALERT SemiAnalysis Details South Korea's $919B Sovereign AI Push, 18.4GW Datacenter Target by 2035

newsletter.semianalysis.com · 2026-09-01 · Score: 30

Nvidia Sets Sept 3 for DLSS 5 With Neural Rendering, NBA 2K27 First on RTX 50 GPUs and GeForce Now

tomshardware.com · 2026-08-31 · Score: 21

EuroHPC Awards Bull €387.8M LUMI-AI Contract in Finland, Powered by AMD MI430X, Live H2 2027

hpcwire.com · 2026-08-31 · Score: 21

Nvidia Puts $3.5B Into MediaTek Convertible Bonds, Pulls Chipmaker Onto NVLink Fusion

bloomberg.com · 2026-08-31 · Score: 23

Huawei H1 Revenue Up 9.6% to 468B Yuan as Net Profit Slumps 36% on Record R&D Splurge

scmp.com · 2026-08-31 · Score: 24

Taiwan Raids Nvidia PCB Supplier Unimicron Over Alleged Relabeling of China-Made Parts as Taiwanese

asia.nikkei.com · 2026-08-31 · Score: 27

WSJ: ING Says the US AI Investment Craze Now Accounts for a Third of American GDP Growth in 2026

wsj.com · 2026-08-30 · Score: 22

The Information: OpenAI Bought Tens of Thousands of Macs for RL as Nvidia Sees Apple as Top Local-AI Rival

theinformation.com · 2026-08-30 · Score: 23

Trump Commerce Drafts AI Chip Rule to Close China's Remote-Access Loophole via Thailand and Singapore

theinformation.com · 2026-08-29 · Score: 23

WSJ: Chinese Robot Makers Now Run on Nvidia Silicon as Physical AI Hits $10B Annual Revenue

wsj.com · 2026-08-29 · Score: 21

TechCrunch: Nvidia's AI Moat Now Runs Through Vera CPU, Networking and Storage — Not Just Rubin GPUs

techcrunch.com · 2026-08-29 · Score: 17

The Information: SpaceX Laying Groundwork for Bastrop Turbine-Blade Foundry to Ease AI Power Crunch

theinformation.com · 2026-08-29 · Score: 21

CXMT LPDDR6 Memory Debuts on Xiaomi 18 Fold, Paired With Xiaomi's 3nm Xring O3 SoC

reuters.com · 2026-08-29 · Score: 22

CXMT Sues Pentagon in DC Federal Court Over 'Chinese Military Company' Designation

reuters.com · 2026-08-29 · Score: 23

Andreessen Horowitz Closes $1.1B 'Machine Age' Fund for AI Chips, Data Centers and Robots

techcrunch.com · 2026-08-28 · Score: 26

Intel Details 256-Core Xeon 7 'Diamond Rapids' With FP8 AMX at Hot Chips, Slips Launch to 2027

theregister.com · 2026-08-25 · Score: 24

Cisco Expands Secure AI Factory With Nvidia, Brings Supermicro Rack-Scale Systems Into Reference Design

hpcwire.com · 2026-08-25 · Score: 18

YMTC Files $4.9B Shanghai IPO, Aims to Overtake Samsung as Top NAND Supplier by End of 2027

ft.com · 2026-08-25 · Score: 22

Nvidia Debuts Jetson Orin Nano 2 Edge Module at 78 TOPS, Doubling Inference Perf for Robotics and VLMs

therobotreport.com · 2026-08-25 · Score: 25

ALERT Apple Unveils M6 on 2nm and Quad-Die M5 Ultra With 4.5x AI Compute Jump, Ships in New Mac mini and Mac Studio

apple.com · 2026-08-25 · Score: 30

ALERT OpenAI Details Jalapeño, Its First Broadcom-Built Inference ASIC That Beats Nvidia Rubin on Perf-per-Watt

newsletter.semianalysis.com · 2026-08-25 · Score: 34

Nvidia Details 88-Core Vera CPU at Hot Chips With Six-Chiplet Design and 30x Grace Blackwell Throughput

servethehome.com · 2026-08-24 · Score: 23

Nvidia-Backed Lambda in Talks for $3B Pre-IPO Round at $12B+ Valuation as 2026 Revenue Nears $1.5B

bloomberg.com · 2026-08-24 · Score: 22

Quintessent Closes $40M Series A Led by Cycle Capital for Quantum-Dot Comb Lasers That Cut AI Interconnect Power 40%

siliconangle.com · 2026-08-24 · Score: 21

Waymo Reveals Custom 5nm Ojai ASIC With 1,000+ TOPS to Preprocess Its 13 Robotaxi Cameras

techcrunch.com · 2026-08-23 · Score: 27

IBM Unveils First Dual-Architecture Mainframe Chip Running Z and Arm Code on the Same Cores

venturebeat.com · 2026-08-24 · Score: 21

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