Timeline
Ed Zitron warns AI bubble could trigger a Lehman-style collapse
TSMC $100bn US investment plan catches the eye. But analysts and investors are looking at another crucial number
Japan to buy 27,500 Nvidia Rubin chips for state-backed robotics AI
Smartphone shipments slump as AI-driven memory shortage props up premium brands
Huawei plans 20% smartphone shipment rise despite memory-chip crunch
TSMC posts record Q2 revenue as AI demand lifts sales: But here's the real story
Samsung races to add capacity, pulling its next chip plant forward to 2029
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
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Google's September 2026 spam update: what it is, who it hits and what Google is trying to fix
The latest Google spam update is the September 2026 spam update, which Google released at 09:15 US Pacific time on 24 September 2026 and which is still rolling out as of 28 September; it adds no new policy and does not target AI content as such, but it strengthens the automated systems that punish content made at scale to manipulate rankings.