Tendance des mentions — 20 derniers numéros

Actus en direct (74)

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

ALERTE 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

ALERTE 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

ALERTE 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

US Proposes EU Sign Formal AI Partnership on Chip Supply Chain Security and Regulatory Coordination

bloomberg.com · 2026-06-25 · Score : 23

ALERTE Apple Raises Mac and iPad Prices 15–33% as AI Data Center Memory Demand Drives Global DRAM Shortage

9to5mac.com · 2026-06-25 · Score : 29

Kuaishou Chip Spin-Off TranStreams Closes Series A+ Led by QF Capital and Baidu Ventures to Build Domestic AI Inference Silicon Amid US Export Controls

scmp.com · 2026-06-25 · Score : 21

ARM Chip Architecture Crosses 50% Share of Hyperscale Cloud Computing Market as AI Demand Reshapes Data Center Silicon Away From x86

asia.nikkei.com · 2026-06-25 · Score : 25

ALERTE IBM Debuts World's First Sub-1 Nanometer Chip — 0.7nm NanoStack Architecture Packs 100 Billion Transistors, Claims 50% Performance Gain and 70% Energy Efficiency Improvement Over 2nm

ibm.com · 2026-06-25 · Score : 30

Kioxia Plans US Depositary Shares in Spring 2027 and Stock Split to Capitalize on AI-Driven Memory Demand, Mirroring SK Hynix's Push Into US Capital Markets

bloomberg.com · 2026-06-25 · Score : 17

Qualcomm Unveils China-Specific Data Center AI Chip Designed in Compliance With US Export Controls as CEO Amon Enters AI Processor Race Against Nvidia

asia.nikkei.com · 2026-06-25 · Score : 23

Netherlands Lobbies Washington to Drop Chip Equipment Controls That Would Block ASML's Immersion DUV Sales to China

bloomberg.com · 2026-06-24 · Score : 22

Qualcomm Sets $15B Data Center Chip Sales Target by 2029, Raises Non-Handset Revenue Forecast to $40B — QCOM Surges 13% After Hours

reuters.com · 2026-06-24 · Score : 23

SambaNova in Talks to Raise $800M–$1B at ~$10B Valuation, Five-Fold Increase From February's $2B Round

theinformation.com · 2026-06-24 · Score : 23

ALERTE Micron Q3 2026: Revenue Quadruples to $42B, Gross Margins Hit 81%, HBM4 Tops $1B — CEO Says Can Only Fill Half of HBM Demand, Q4 Guided to $50B, MU Jumps 14% After Hours

thenextweb.com · 2026-06-24 · Score : 35

Qualcomm Unveils Dragonfly C1000 Data Center CPU With 250+ Cores for Agentic AI — Mark Zuckerberg Confirms Multi-Generational Meta Supply Agreement, Production H2 2028

servethehome.com · 2026-06-24 · Score : 25

a16z Backs Ornn in $33M Seed to Build GPU Compute Futures Exchange — ICE Partnership Already Live, Price Index on Bloomberg Terminal

bloomberg.com · 2026-06-24 · Score : 21

ALERTE OpenAI and Broadcom Unveil Jalapeño — First LLM-Optimized Inference Chip Built From Blank Slate in Nine Months, Engineering Samples Running GPT-5.3-Codex-Spark Production Workloads

stocktitan.net · 2026-06-24 · Score : 35

SK Hynix Seeks to Raise $29.4B in US Nasdaq Listing — One of the Largest Share Sales in History — to Fund AI Memory Capacity as HBM Demand Outstrips Supply

bloomberg.com · 2026-06-24 · Score : 23

Qualcomm in Talks to Design Custom VPUs for ByteDance Using AlphaWave Semi Tech — Mass Production Targeted by End of 2026

reuters.com · 2026-06-24 · Score : 23

Nvidia DGX B300 Server Hits $1.1M on China Black Market as Export Controls Drive AI Chip Prices to More Than Double

ft.com · 2026-06-24 · Score : 23

xLight in Talks to Raise $350M Led by Boardman Bay and Bain Capital for EUV Free-Electron Laser Targeting ASML's Semiconductor Lithography Monopoly

theinformation.com · 2026-06-23 · Score : 21

Micron and Sandisk Lead US AI Chip Selloff — Micron -13%, Sandisk -11%, WD -8%, Marvell -9%, Qualcomm -8%, Applied Materials -8% as Korean Shock Hits US Semiconductors Ahead of Micron Fiscal Q3 Earnings

marketwatch.com · 2026-06-24 · Score : 18

Cerebras Q1 2026: Revenue Up 94% to $193.4M, Beats Estimates; Q2 Margin Compression Guidance Sends CBRS Down 8% After Hours

stocktitan.net · 2026-06-23 · Score : 24

Virginia Becomes First US State to Tax Data Centers' Electricity Use — $0.011/kWh Levy Generating $600M/Year Effective July 1

datacenterknowledge.com · 2026-06-22 · Score : 25

South Korea KOSPI Plunges 10%, SK Hynix and Samsung Each Fall 12% — Circuit Breakers Triggered Twice as AI Chip Correction Deepens Into Global Selloff

cnbc.com · 2026-06-23 · Score : 23

TSMC-Fueled AI Frenzy Makes Taiwan the Global Capital of Leveraged Stock Bets as Local Markets Surge 100%-Plus

bloomberg.com · 2026-06-23 · Score : 20

Eli Lilly Plans AI 'App Store' for Biotech Scientists Backed by $7.3B Cash Reserve, Building on 1,016-Blackwell-GPU Data Center

ft.com · 2026-06-23 · Score : 20

Trump Signs Two Executive Orders on Quantum Computing — Targeting First Science-Grade Quantum Computer Within Five Years and Shielding Research From Foreign Espionage

whitehouse.gov · 2026-06-22 · Score : 22

Upscale AI Raises $190M Series A-1 at $2B Valuation to Build Open GPU Networking Standard Challenging Cisco and Nvidia

fortune · 2026-06-22 · Score : 22

Groq Raises $650M to Pivot From Chip Maker to AI Inference Neocloud, Targeting 200 MW Capacity by End of 2027

bloomberg · 2026-06-22 · Score : 23

Nearfield Instruments Raises $380M at $1.6B Valuation for Atomic Force Microscope Tools That Measure Next-Gen AI Chip Features

reuters.com · 2026-06-22 · Score : 18

SK Hynix Dethrones Samsung as South Korea's Most Valuable Company for First Time in 25 Years — AI HBM Demand Drives $1.35T Market Cap

asia.nikkei.com · 2026-06-22 · Score : 26

Apple Supplier Lingyi iTech Raises $1.1B in Hong Kong IPO to Pivot From Consumer Electronics to AI Hardware and Humanoid Robots

scmp.com · 2026-06-22 · Score : 18

Japan's Top Five Chipmaking Equipment Suppliers Post First-Ever Combined 10% Drop in China Sales as Domestic Rivals Gain Ground

asia.nikkei.com · 2026-06-21 · Score : 21

China Adds Ten US Defense and Rare-Earth Companies to Export Controls, Bans Government Procurement From 46 US Firms Including Anduril

asia.nikkei.com · 2026-06-22 · Score : 27

Google and Planet Labs Explore Project Suncatcher: Orbital AI Data Centers Using Solar Satellites With SpaceX as Launch Partner

cnbc.com · 2026-06-21 · Score : 20

AI Server Build-Out Sends MLCC Component Prices Up to 4x in Shenzhen Spot Market

scmp.com · 2026-06-20 · Score : 19

AWS Launches EC2 G7 Instances With NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs — 4.6x AI Inference Performance Over G6

aws.amazon.com · 2026-06-18 · Score : 17

WSJ: Google Funding $3.2B New York Data Center for Anthropic TPUs in Nvidia-Style AI Chip Rental Business

wsj.com · 2026-06-19 · Score : 22

ALERTE US Tells ASML Its Top EUV Chip Tool May Have Reached China in Violation of Export Controls — ASML Denies Any Machine Exists There

techcrunch.com · 2026-06-19 · Score : 34

Trump Announces Apple-Intel US Chip Manufacturing Partnership; Intel Stock Surges 10.5% on Agreement Neither Company Confirms

CBS News · 2026-06-18 · Score : 19

Apple CEO Tim Cook Warns iPhone and Mac Price Increases Are 'Unavoidable' as AI Data-Center Boom Triggers Worldwide Memory Chip Shortage

techcrunch.com · 2026-06-17 · Score : 25

AMD Delivers First Multi-Node MLPerf Training 6.0 Submission as Round Adds DeepSeek V3 MoE and GPT-OSS 20B Benchmarks

amd.com · 2026-06-16 · Score : 20

Anthropic CEO and Google DeepMind CEO Call for US-Led AI Coalition Excluding China From Chip Trade at G7 Final Session

thenextweb.com · 2026-06-17 · Score : 27

AMD and Rackspace Sign Definitive 30 MW Enterprise AI Compute Deployment Agreement, Sending Rackspace Shares Up 27%

amd.com · 2026-06-16 · Score : 22

ALERTE Qualcomm in Advanced Talks to Acquire AI Chip Startup Tenstorrent for $8–10 Billion in RISC-V Power Play

theregister.com · 2026-06-16 · Score : 29

Bank of Korea Warns AI Semiconductor Bonuses at Samsung and SK Hynix Risk Spreading Wage Inflation Beyond the Tech Sector

bloomberg.com · 2026-06-17 · Score : 15

Samsung Sees Rising Advanced Chip Orders From BYD, Google, AMD as AI Demand Strains TSMC Capacity

nikkei.com · 2026-06-17 · Score : 25

ALERTE Jensen Huang Breaks Ground on NVIDIA-Coherent InP Optical Chip Factory in Texas; $50M CHIPS Act Grant Secured

nvidia.com · 2026-06-16 · Score : 29

ALERTE NVIDIA Blackwell Sweeps All Seven MLPerf Training 6.0 Benchmarks at 8,192-GPU Scale — 1.6× Faster Than GB200

nvidia.com · 2026-06-16 · Score : 31

Nvidia Raises $25 Billion in Bonds — Largest Single Debt Deal in Company History, With $85B in Orders at 3.4× Oversubscription

bloomberg.com · 2026-06-15 · Score : 23

ByteDance Negotiates 50,000-Chip Order From Iluvatar CoreX, Adding a Third Domestic GPU Supplier as China's AI Chip Ecosystem Matures Beyond Government Procurement

thenextweb.com · 2026-06-15 · Score : 24

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 (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