Tendance des mentions — 20 derniers numéros

Actus en direct (65)

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE Japan and Nvidia Launch 27,500-GPU Noetra Sovereign AI Factory Backed by ¥1T Government Fund

asia.nikkei.com · 2026-07-17 · Score : 32

Apple briefly overtakes Nvidia as world's most valuable company at ~$4.88T as AI trade rotation intensifies

macrumors.com · 2026-07-17 · Score : 19

WSJ: Etched in Talks at $20B Valuation, Simultaneously Raising a Separate $10B Round Led by Sequoia

wsj.com · 2026-07-17 · Score : 23

ASML Grants €20,000 Share Bonus to All 44,500 Employees, Vesting January 2030, After Second 2026 Forecast Raise on AI Demand

dutchnews.nl · 2026-07-17 · Score : 24

General Compute Secures $400M Loan From Upper90 Backed by SambaNova SN50 Chips — First Inference-Chip Collateralized Deal

techcrunch.com · 2026-07-17 · Score : 27

Tata's Dholera Chip Fab to Start Production on 90nm Instead of Promised 28nm, Bloomberg Reports

bloomberg.com · 2026-07-17 · Score : 19

Texas Federal Jury Orders Kioxia to Pay Viasat $229M for Infringing Flash-Memory ECC Patent

bloomberglaw.com · 2026-07-16 · Score : 18

TSMC Q2 2026 Revenue Hits Record NT$1.27 Trillion (~$39.62B), Up 36% YoY and Above Guidance — CoWoS Advanced Packaging Reportedly Sold Out Through End of 2026 With Lead Times Stretching Into 2027 as AI Infrastructure Demand Remains Supply-Constrained

cnbc.com · 2026-07-16 · Score : 23

ASML Plans to Raise EUV System Prices and Hike DUV Systems 10% — TSMC Actively Resisting, per The Information Sources — Coincides With Company's Second Consecutive 2026 Guidance Raise as CEO Fouquet Cites 'Extremely Strong' AI Chip Order Intake

theinformation.com · 2026-07-15 · Score : 22

The Information: Apple Hunting AI Chip Companies to Acquire After M2 Ultra Server Chips Hit Performance Ceiling — Baltra-Class Custom Server Chips Slip to H2 2026 Mass Production as Apple Rents Google Cloud Nvidia GPUs to Run Gemini-Powered Next-Gen Siri

theinformation.com · 2026-07-14 · Score : 23

India's Cabinet Approves Semiconductor Mission 2.0 With ₹1.28 Trillion ($13.3B) in Chip and Phone Manufacturing Aid — Builds on 2021 $10B Program That Attracted Micron and Tata to Gujarat, Targets Chip Design, Fab Machines, R&D and Talent

bloomberg.com · 2026-07-15 · Score : 23

MIT Tech Review Profile: PsiQuantum's Plan for Massive Photonic Quantum Computer Wins DARPA Confidence — Chicago and Australia Sites Under Construction With GlobalFoundries-Made Chips, DARPA Program Head Says He Is 'More Optimistic Now Than at Any Point in the Past 10 Years'

technologyreview.com · 2026-07-14 · Score : 19

CoreWeave Explores Wall Street Playbook to Hedge Memory-Chip Price Risk — Executives Discuss Put Options and Other Derivatives to Protect Against Future Memory Slump After Locking In Long-Term Supply Deals With Micron and SanDisk

reuters.com · 2026-07-14 · Score : 23

US Commerce Under Secretary Jeffrey Kessler Says 'Trivial' Number of Nvidia H200 AI Chips Already Shipped to China After License Approval — Declines to Specify Volume or Buyers

bloomberg.com · 2026-07-14 · Score : 23

Kalshi Launches First Forward Curve and Event Contracts for AI Compute — CFTC-Regulated Market Lets Users Trade Future H100/H200/B200/RTX 5090 Rental Prices Settled via Ornn AI's Spot Index (H100s Currently $1.70/hr)

bloomberg.com · 2026-07-14 · Score : 22

Chinese DRAM Maker CXMT Prices Shanghai STAR Board IPO at 8.66 Yuan to Raise ~57.9B Yuan ($8.55B, Up to $9.8B With Greenshoe) — Asia's Largest IPO of 2026 and Biggest Chinese Semiconductor Listing Since SMIC in 2020

bloomberg.com · 2026-07-14 · Score : 23

TYLsemi Raises $43M Early-Stage Round Led by Matter Venture Partners to Build Modular AI Chip Design Platform — Combines Standardized Production Chiplets With Custom Packaging, Targets 50% Cost Cut and Half the Development Time vs. Monolithic Design

siliconangle.com · 2026-07-14 · Score : 18

IDC: China Smartphone Shipments Fall 4.3% YoY to 66M Units in Q2 2026 — Fifth Consecutive Quarterly Decline as AI-Driven Memory Cost Surge Forces Android Price Hikes, But Huawei (+19.4%, 22.6% Share) and Apple (+24.4%, 18.1% Share) Buck the Slump

idc.com · 2026-07-14 · Score : 20

TSMC June Revenue Jumps 67.9% YoY to NT$442.68B, H1 2026 Sales Up 35.6% to NT$2.40T — Company on Track for $40B+ in 2026 AI Chip Revenue as It Notifies Nvidia, Apple and AMD of 5–10% Price Hikes on 3nm/5nm/7nm

cnbc.com · 2026-07-13 · Score : 21

FT: Nvidia More Than Halves Authorized Asia Buyer List, Institutes New White List Across Singapore, Malaysia and Japan to Choke China Chip Smuggling

ft.com · 2026-07-13 · Score : 23

Nvidia Automotive Chief Xinzhou Wu Tells The Verge He Meets Weekly to Fight Colleagues for GPU Access, Says Mainstream Level 4 Autonomy Arrives in Consumer Cars in Under 5 Years and Mercedes ADAS Ships Fleet-Wide by End of 2026

theverge.com · 2026-07-13 · Score : 19

SK Hynix Suffers Largest Ever Fall on Kospi (-15%+) After US Debut Euphoria — Triggers 20-Minute Kospi Circuit Breaker as HBM4 Ramp Disappoints

cnbc.com · 2026-07-13 · Score : 23

Bloomberg: EM Fund Managers Rotate Out of $4.4 Trillion AI Trio TSMC, Samsung and SK Hynix — JPMorgan AM and GMO Now Buying Gaming, Energy and a Vietnamese Milk Company for Diversification

bloomberg.com · 2026-07-12 · Score : 20

Bloomberg/Gurman: Apple Tapes Out M7 With Major NPU Upgrade — Plans M8 and M7 Ultra With 1.5TB RAM for 2028, New iPad Pro Ships With Redesigned Pencils

bloomberg.com · 2026-07-12 · Score : 22

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

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE 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

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

Numéros de la newsletter (45)

#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

Deep Learning: the 4-bit training wall just cracked

2026-05-21 · 3 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