Tendance des mentions — 20 derniers numéros

Actus en direct (71)

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

Sandisk Q4 revenue jumps 372% to $8.97B on AI storage boom, but stock drops on bubble fears

stocktitan.net · 2026-08-05 · Score : 23

Anthropic Confirms In-House Silicon Team Designing Custom Chips for Claude With 'Multi-Chip Approach'

businessinsider.com · 2026-08-04 · Score : 23

Samsung and SK Hynix Test China's AMEC Etchers to Hedge Against Widening US Chip Curbs

reuters.com · 2026-08-04 · Score : 23

Samsung Unveils zHBM Stacked on GPUs and V10 BV-NAND at FMS 2026 to Chase AI Memory Lead

bloomberg.com · 2026-08-04 · Score : 23

ALERTE AMD Q2 Revenue Jumps 50% to $11.5B as Data Center Doubles to $6.7B on AI Demand

amd.com · 2026-08-04 · Score : 28

Trump Admin Preparing Polysilicon Price Floor and Tariffs Aimed at Chip and Solar Supply Chains

reuters.com · 2026-08-04 · Score : 23

Bloomberg: China's CXMT to Manufacture Small Quantities of LPDDR6 Smartphone Memory by End of 2026

bloomberg.com · 2026-08-04 · Score : 21

FCC Drafts Ban on New Chinese Data-Center Optical Transceivers, Targeting Zhongji Innolight

reuters.com · 2026-08-04 · Score : 23

Huawei's Chip Scientist Liao Heng Warns Nvidia, TSMC Approaching 'Avalanche' at Transistor Physical Limit, Touts Tau Scaling Law

bloomberg.com · 2026-08-04 · Score : 23

FT: Google Builds $200B Anthropic Finance Machine, $150B+ Tied to TPUs, Broadcom, Apollo and Blackstone

ft.com · 2026-08-04 · Score : 23

HP, Asus and Acer Start Loading CXMT DRAM Into Non-US Laptops Amid AI-Driven Memory Shortage

asia.nikkei.com · 2026-08-04 · Score : 22

Millennium's $92B fund drops 2.1% in July as AI selloff whipsaws hedge fund equity books

bloomberg.com · 2026-08-03 · Score : 18

Citadel Securities forecasts $500B+ AI-chip debt binge, calling it a new IG credit sector

bloomberg.com · 2026-08-03 · Score : 22

d-Matrix Buys Wallaroo.ai to Bolt MLOps Onto Corsair Inference Chip Stack

prnewswire.com · 2026-08-03 · Score : 21

China Revises Chip Layout Design Rules With Punitive Damages, Effective October 15

reuters.com · 2026-08-03 · Score : 19

Mariana Minerals Raises $310M Series B Led by Khosla for AI-Era Copper and Lithium Mines

fortune.com · 2026-08-03 · Score : 18

Korean AI Chip Designer DeepX Closes Series D Tranche at $2.2B, Roughly 4x Prior Valuation

bloomberg.com · 2026-08-03 · Score : 21

The Information: Four US States Roll Back Data-Center Tax Breaks; Nine More Weighing Repeal Could Add 7% to Equipment Costs

theinformation.com · 2026-08-02 · Score : 21

Mexico Becomes #2 Server Supplier to US at $46.9B YTD, Behind Taiwan's $53.5B, on AI Data-Center Demand

ft.com · 2026-08-02 · Score : 18

Defcon 34 badge is Baochip-1x, an open-source verifiable chip that doubles as a hardware security token

wired.com · 2026-07-31 · Score : 19

NXP in Talks to Buy Edge-AI Chipmaker Ambarella, ~$3.3B Market Cap; AMBA Jumps 19%

ft.com · 2026-07-31 · Score : 22

Bloomberg: Moonshot's Kimi K3 Runs on 20,000 Nvidia Chips Rented Through Alibaba, Sources Say H200s

bloomberg.com · 2026-07-31 · Score : 23

Lam Research Jumps 18% for Best Day Since 1999 on AI-Driven Beat, Micron and Sandisk Also Surge

cnbc.com · 2026-07-30 · Score : 17

Tim Cook Warns of 'Hundred-Year Flood' in Memory Pricing as Apple Q4 Guide of 9-11% Trails Estimates

fortune.com · 2026-07-30 · Score : 26

DeepSeek Plots 1 GW Inner Mongolia AI Data Center in Ulanqab, Targets Partial Startup by Early 2028

bloomberg.com · 2026-07-30 · Score : 23

Israel's Xsight Labs Closes $300M at $2.8B, Led by Fidelity, for AI-Data-Center Networking Silicon

theinformation.com · 2026-07-30 · Score : 22

TSMC Pilots CoPoS Rectangular-Panel Packaging to Blunt Intel's EMIB and Break AI-Chip Capacity Ceiling

theinformation.com · 2026-07-30 · Score : 23

LinkedIn to Hold GPU, Compute and Storage Capacity Flat in FY 2027 After Doubling GPU Efficiency

wired.com · 2026-07-30 · Score : 22

ALERTE Dwarkesh Essay Argues AI Compute Could Get 10-15x More Expensive as Monetization Outpaces Supply

dwarkesh.com · 2026-07-29 · Score : 28

Qualcomm Closes Modular Acquisition, Names Chris Lattner EVP of Advanced AI Software

hpcwire.com · 2026-07-29 · Score : 22

Samsung Q2 Operating Profit Jumps ~1,800% to ~$61B on AI Memory Boom, Revenue Up 130% to ~$118B

cnbc.com · 2026-07-30 · Score : 22

Qualcomm Wins Decade-Long BMW Deal to Supply Snapdragon Cockpit and Ride Chips for Neue Klasse EVs

stocktitan.net · 2026-07-29 · Score : 19

Eliyan Hits Unicorn Status With $145M Series C for Electro-Optical Chiplet Interconnects

siliconangle.com · 2026-07-29 · Score : 23

SCMP: Alibaba's 5% CXMT Stake Now Worth ~$20B, a Nearly 20x Return on 7.6B Yuan Investment

scmp.com · 2026-07-28 · Score : 18

Bloomberg Features Kioxia as AI Boom Turns Cash-Strapped NAND Maker Into 30x Operating-Income Story

bloomberg.com · 2026-07-28 · Score : 20

NXP Q2 Revenue Up 19% to $3.5B With $1.5B Physical-AI Design Funnel; Data Center to Cross $500M in 2026

stocktitan.net · 2026-07-28 · Score : 17

SK Hynix Q2 Revenue Triples to 79.3T Won on HBM4 Mass Shipments, Misses Analyst Estimate

cnbc.com · 2026-07-29 · Score : 21

The Information: Moonshot Seeks More Nvidia Blackwell Chips to Train Larger Kimi K4 Model

theinformation.com · 2026-07-28 · Score : 22

Nvidia Named as Tenant of $19.6B Hut 8 Beacon Point Lease, Rising to $50B With Renewals, for 1 GW Texas Campus

ft.com · 2026-07-28 · Score : 23

Taiwan Raids Nvidia Employee's Home in Probe of Alleged AI-Chip Smuggling to China

bloomberg.com · 2026-07-28 · Score : 22

ASML Slides 7% After Bloomberg Reports China's Shanghai Yuliangsheng Begins Mass Immersion-DUV Production

bloomberg.com · 2026-07-27 · Score : 23

ALERTE Nvidia Takes Multibillion-Dollar Stake in Sutskever's Safe Superintelligence, Order-of-Magnitude Compute Boost

techcrunch.com · 2026-07-27 · Score : 35

China's Shanghai Yuliangsheng Begins Mass-Producing First Domestic Immersion DUV Lithography Tool

theinformation.com · 2026-07-27 · Score : 23

ALERTE CXMT Debuts up 472% on Shanghai STAR Market, Vaulting to Most Valuable Mainland-Listed Firm at $489B

scmp.com · 2026-07-27 · Score : 30

Nvidia in Talks to Guarantee $250B of Financing for OpenAI's 10 GW Ohio Data Center Lease

wsj.com · 2026-07-26 · Score : 23

FT: Crypto Exchanges Let Global Investors Bet on Chinese AI-Chip Champion CXMT via On-Chain Perpetuals

ft.com · 2026-07-26 · Score : 20

Fallen Virginia Power Line Trips 3.1 GW of AI Data Centers, Sends Voltage Spike From D.C. to Chicago

techcrunch.com · 2026-07-25 · Score : 27

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)

#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

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