Timeline
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
Nvidia wants to put AI agents inside robots, drones and factory machines
Nvidia just committed to putting its server chips inside your laptop. Every generation. Forever
Supermicro just launched 12 new servers and none of them are about AI for once
AMD found a way to make your gaming PC faster by doing something it should have done already
Samsung and LG rally as investors await Nvidia talks with Korean executives
Snowflake's $6bn AWS deal is really a bet on CPUs over GPUs
Snowflake signs $6 billion deal with AWS tied to Graviton and AI chips
SK Hynix solves the heat problem that's choking AI chips
Micron jumps after after leading investment bank triples price target
Anthropic in talks to run models on Microsoft’s Maya 200 chips
Washington just became a quantum computing investor, and it is not pretending otherwise
Nokia launches AI Networking Innovation Lab
At $5.5 trillion, Nvidia needs more than another blowout quarter
Samsung's chip workers just negotiated $340,000 bonuses and accidentally proved something about AI
Nvidia and Google Cloud are building the on-ramp for the next wave of AI developers
Nvidia's first CPU lands at OpenAI, Anthropic and SpaceX, and the pitch is all about agents
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