Tendance des mentions — 20 derniers numéros

Actus en direct (75)

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

ALERTE 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

ALERTE 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

ALERTE Taiwan Indicts 9 Including Nvidia and Super Micro Staff Over 74 Smuggled B300 AI Servers to China

engadget.com · 2026-08-24 · Score : 31

ALERTE Nvidia Groq 3 LPX Inference Rack Hits Full Production, Nebius Signs as First Cloud Customer

siliconangle.com · 2026-08-24 · Score : 33

Xiaomi Launches TSMC 3nm Xring O3 Phone SoC and 6nm Xring O100 NPU for On-Device MiMo LLM

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

Ukraine Says Fully Autonomous Russian Drone With Nvidia Jetson Orin Killed Three at Zaporizhzhia Gas Station

nytimes.com · 2026-08-24 · Score : 23

FT: Oxford Economics Says US Corporate Capex to Rise 40% by 2027, Over 3x Faster Than Europe on AI Race

ft.com · 2026-08-24 · Score : 19

South Korea Caps Individual Exposure to Leveraged AI-Chip ETFs, Mandates Weeklong Investor Education Course

ft.com · 2026-08-23 · Score : 19

FT: Seoul Semiconductor Cram Schools Boom as Applicants to Samsung and SK Hynix Chase Record AI-Chip Bonuses

ft.com · 2026-08-22 · Score : 19

Nvidia Warns Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems for Early 2027

bloomberg.com · 2026-08-22 · Score : 23

ALERTE Broadcom Seeks $60B+ in AI Chip Debt Backed by Apollo and Blackstone, Anthropic Is the Anchor Tenant

thenextweb.com · 2026-08-21 · Score : 28

ALERTE Nvidia Pays $6B to License Poolside's Model Factory Plus $1B Equity Investment at $12B Valuation

pymnts.com · 2026-08-21 · Score : 32

Amazon Hikes Prices on Echo, Fire TV, Kindle and eero Overnight, Blaming Memory-Chip Squeeze From AI Buildout

fortune.com · 2026-08-21 · Score : 26

Nikkei: China Slows Germanium and Quartz Exports to Taiwan, Choking Optical and Aerospace Materials

asia.nikkei.com · 2026-08-20 · Score : 27

ALERTE UK AI Chip Startup Fractile Raises ~$600M at $6.5B After $250M Anthropic Inference Deal

thenextweb.com · 2026-08-19 · Score : 28

Google Gets $12.2B Warrant to Buy 7% of Marvell in Custom AI Chip Supply Deal

bloomberg.com · 2026-08-19 · Score : 23

CNBC: Nvidia's AI Moat Shifts From Chips to Capital as Quarterly Free Cash Flow Hits $48.5B

cnbc.com · 2026-08-18 · Score : 21

FT: ByteDance and Tencent Each Receive ~10,000 Nvidia H200 Chips, Beijing Directs Hong Kong Deployment

ft.com · 2026-08-18 · Score : 23

Tom's Hardware: DDR5 Memory Prices Climb 500% in 12 Months as HBM Reallocation for AI Cannibalizes Commodity DRAM

tomshardware.com · 2026-08-18 · Score : 23

Inference Chip Startup Etched Raises $700M Led by Jane Street at $21B, Doubling Valuation in Weeks

wsj.com · 2026-08-18 · Score : 23

Crunchbase: Chip Giants Joined AI and Robotics Rounds Totaling Over $250B in 2026 to Date

news.crunchbase.com · 2026-08-17 · Score : 21

Groq Raises $350M at $3.5B — Half Its Prior Value After Nvidia Licensed Its Tech and Hired the CEO

bloomberg.com · 2026-08-17 · Score : 23

IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score : 22

WSJ: Caterpillar, Eaton and Ford Pivot to AI Data-Center Power Equipment as Demand Booms

wsj.com · 2026-08-17 · Score : 21

Bloomberg: AI 'Chipflation' Adds 0.4pp to UK Headline Inflation, Bank of England on Alert

bloomberg.com · 2026-08-15 · Score : 22

FT: Malaysia's Q2 GDP hits 6% as AI chipmaking and data-center construction pace growth

ft.com · 2026-08-15 · Score : 18

Bond Traders Fret Over $70B in Shadow AI Credit Backstops as Nvidia, Broadcom Guarantee Buildout

bloomberg.com · 2026-08-15 · Score : 22

FT: Shanghai's Tech-Focused STAR 50 Index Up 29% in 2026 With P/E Above 150, Fueled by China's AI Push

ft.com · 2026-08-15 · Score : 19

SMIC Weighs New Capacity as AI-Chip Orders Exceed Forecasts, Books Power-Management Demand Into 2027

scmp.com · 2026-08-14 · Score : 22

Nvidia Downsizes OpenAI Data Center Backstop From $250B to Under $120B After Investor Pushback

wsj.com · 2026-08-14 · Score : 23

Super Micro Q4 Revenue Jumps 93% YoY to $11.1B, FY27 Guide Tops Rosiest Estimates

bloomberg.com · 2026-08-11 · Score : 21

CoreWeave Q2 Revenue Jumps 112% YoY to $2.58B, Backlog Hits $104B With 1.5 GW of Contracted Power

cnbc.com · 2026-08-11 · Score : 22

Intel Upsizes Share Sale to $20B on $100B+ Investor Demand, Bloomberg Says

bloomberg.com · 2026-08-10 · Score : 22

Nvidia Joins Wall Street Consortium on $500B AI Infrastructure Financing Package

ft.com · 2026-08-10 · Score : 23

TrendForce: 256GB iPhone 18 Pro BOM Runs ~38% Above iPhone 17 Pro as Memory Share Hits 34%

trendforce.com · 2026-08-10 · Score : 21

NYT: Apple's Push to Buy Chinese Memory Chips Runs Into Skeptical US Officials as AI Shortage Bites

nytimes.com · 2026-08-10 · Score : 22

Microsoft Targets September Reveal for Maia 300 Chip, in Talks With TSMC for 300K+ Units in 2027

theinformation.com · 2026-08-10 · Score : 23

Intel Launches $15B Common Stock Offering, Citing AI Compute Demand and Purpose-Built Silicon Push

newsroom.intel.com · 2026-08-10 · Score : 27

SCMP: China's Top AI Labs Still Train on Nvidia Chips as Huawei CANN Switch Adds 50%+ in Cost

scmp.com · 2026-08-10 · Score : 21

TSMC July Sales Jump 45% YoY to NT$467.6B as AI Chip Demand Roars On Through Bubble Jitters

bloomberg.com · 2026-08-10 · Score : 23

Sony and TSMC to Form $6.3B Kumamoto JV for Next-Gen Image Sensor Chips by 2029

asia.nikkei.com · 2026-08-10 · Score : 20

Bloomberg: China Marshals $28T Capital Markets to Fund AI Race, Break From State-Subsidy Playbook

bloomberg.com · 2026-08-09 · Score : 21

FT Profiles CICC as the State-Owned Bank Behind China's Tech IPO Bonanza From CXMT to Zhongji Innolight

ft.com · 2026-08-09 · Score : 22

WSJ: Apple Tests China's CXMT DRAM for iPhone and MacBook, US Rules Block Custom-Chip Design Sharing

wsj.com · 2026-08-09 · Score : 22

Bloomberg: Data-Center Buildout Escapes Trump Protectionism as AI Fuels Surge in American Chip and Server Imports

bloomberg.com · 2026-08-08 · Score : 19

US BIS Opens Review of Chinese Firms' Offshore Access to Nvidia Chips After Kimi K3 Breakthrough

bloomberg.com · 2026-08-07 · Score : 27

China's July Exports Jump 23.9% YoY as AI Demand Drives Computer-Parts Shipments Up 45% YTD

bloomberg.com · 2026-08-07 · Score : 22

Nikkei: South Korea and Taiwan Each Passed Japan in Total Exports for the First Time in H1 2026, Driven by AI Chip Demand

asia.nikkei.com · 2026-08-07 · Score : 16

Situational Awareness Adds $400M to Source Foundry, an ASML Challenger Now Valued at $5B

wsj.com · 2026-08-08 · Score : 23

Forbes: DDN Revenue to Double to $1B in 2026 as Blackstone-Backed Storage Firm Powers xAI, Nvidia AI Buildouts

forbes.com · 2026-08-06 · Score : 22

ALERTE AMD Acquires Taalas, Toronto Startup That Etches AI Model Weights Directly Into Silicon

theregister.com · 2026-08-06 · Score : 33

Nvidia Tests Three Lower-Memory Rubin Ultra Variants to Ease HBM Supply Squeeze

theinformation.com · 2026-08-06 · Score : 23

ALERTE SpaceX and Tesla Kick Off Terafab, $16.8B Grimes County Chip Fab Musk Calls Largest Building on Earth

techcrunch.com · 2026-08-06 · Score : 36

CNBC: Google Researchers Grow Frustrated as TPU Capacity Sold to Anthropic Squeezes Internal Projects

cnbc.com · 2026-08-05 · Score : 21

FT: Intel's Turnaround Under Lip-Bu Tan Buoyed by AI-Driven CPU Demand, After Arm Data-Center Chip Deal Fell Through in 2024

ft.com · 2026-08-05 · Score : 20

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)

#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 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