Timeline
Why DeepSeek wants its own chip, and why China may be well placed to build it
SambaNova raises $1bn in financing led by General Atlantic
Apple commits more than $30 billion to Broadcom for U.S. chipmaking
Shanghai Biren seeks HK$7 billion equity raise to scale GPU production
Intel's selective price rises reveal is a demand story, not a cost one
Nvidia's Kyber rack delayed to 2028: Tech giant's stumble hands rivals a rare opening
Palantir taps Nvidia's Nemotron for government AI models
Google and Amazon report higher carbon emissions as AI workloads grow
Chip stocks shed billions on AI glut fears that SemiAnalysis calls a misread of Meta
Nvidia lets startups trade future revenue for GPU compute
Meituan open-sources LongCat-2.0, proving China can train frontier AI models on domestic chips
Firmus and Nvidia's Indonesia play is the inverse of South Korea's model
South Korea's $880bn AI bet reveals what Europe's regulatory caution is costing
Meta reuses DDR4 from retired servers using a custom CXL ASIC
One person just built a 34-agent autonomous workforce. Your company is three years behind
I-Pulse wins $250 million CHIPS grant to develop silicon‑carbide switches
Micron: AI memory squeeze mints record profits
OpenAI and Broadcom unveil Jalapeño inference chip
SK Hynix files for $29 billion Nasdaq listing in bet on AI memory demand
Nvidia pushes agentic AI into supercomputing with Vera Rubin
Valve confirms FSR 4 for the Steam Machine, settling a question AMD left open
Nvidia offers software and chips to make humanoid robots safer
Europe 2031 scenario goes viral and refocuses debate on EU AI sovereignty
Anatomy of an AI price war as Amazon undercuts Nvidia with its own chips
Does Noam Shazeer's Google defection hand ChatGPT owner the advantage in AI arms race?
Musk says space will become the cheapest place to run AI within three years
Wake up call for Nvidia as Amazon sets its sights on the chip market
Qualcomm is betting the smartphone era is ending. The company's survival may depend on it.
Donald Trump announced an Apple-Intel chip deal on Truth Social. Neither company has confirmed it. That is the story.
France switches on new AI computing infrastructure built on Nvidia chips
NVIDIA is turning AR glasses into AI-powered factory workers and surgeons
Nvidia’s Blackwell chips deliver fastest results in latest AI performance tests
Nvidia has $13bn in cash and just borrowed $20bn more. The AI arms race has reached the bond market
NVIDIA GB300 NVL72 runs 20x more agents per megawatt in AgentPerf
Nvidia found a loophole in its own China problem. The Vera CPU is not a GPU, and that is the point.
SpaceX makes its market debut today. Here is why the largest IPO in history is expected to open at a premium
40% of fund managers think AI is a bubble. They are still buying the stocks.
Meta is building its own AI chips because paying Nvidia is no longer a strategy. It is a vulnerability.
Apollo and Blackstone arrange $35 billion chip financing for Anthropic
NVIDIA showcases UK AI momentum at London Tech Week
Nvidia signs AI partnerships with South Korea's SK Hynix, SK Telecom, Naver and Doosan
Intel and Advanced Micro Devices vie for AI data-center CPU leadership
Nvidia is turning LG into an AI company. LG is turning Nvidia into a manufacturer
Apple chose Google's brain for Siri. That tells you everything about where Cupertino stands in the AI race
Trump's Great Wall around China has a gaping hole in it. Nvidia chips are leaking through
Micron wins the contract every chip maker wants and the stock falls 5.5%. The maths of an 800% rally
Intel partners with Foxconn on AI infrastructure and the stock drops 3%. Welcome to the semiconductor market in 2026.
NVIDIA and Microsoft unveil a unified stack for deploying agentic AI across Windows, Azure and local devices
Marvell Rallies After Nvidia CEO Predicts $1 Trillion Valuation
More in Tech
OpenAI ends model access for SpaceX-owned Cursor
It will stop providing its AI models to Cursor, the coding tool now owned by SpaceX, citing concerns it cannot be confident the technology will be used inside its terms of service.