Timeline
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
Apple Intelligence finds its most compelling use case in accessibility
Apple repurposes failed chips across products
Fabric.AI is targeting the AI infrastructure bottleneck that nobody outside data centres talks about
NVIDIA partners with Ineffable Intelligence on reinforcement-learning infrastructure
Tower Semiconductor up 17% after beat-and-raise quarter
GLP-1 specialist Novo Nordisk's abandoned Parkinson's therapy finds a second life at a Zuckerberg-backed AI startup,...
NVIDIA names Suzanne Nora Johnson to board
TSMC's $1.5 trillion forecast and 30% growth guidance reveal the true scale of the AI hardware buildout
Cerebras's 20-times oversubscribed IPO is the clearest signal yet that the AI chip market is no longer Nvidia's alone
CoreWeave's first-quarter loss exposes the tension at the heart of the AI infrastructure boom
Sony deepens partnership with TSMC on AI image sensors
Nvidia takes $2.1bn stake option in former bitcoin miner IREN to build 5 gigawatts of AI data centres
Arm's record quarter exposes the tension at the heart of its AI ambitions
Samsung exits China's home appliance market
Arm says data centres will become its biggest revenue source as demand for its new AI chip doubles since launch
Adobe's AI productivity agent is a defence strategy dressed as a product launch
Nvidia integrates new open networking protocol into Spectrum-X platform to tackle AI data centre bottleneck
Apple's decision to open Siri to rival AI models may be its smartest move, and its biggest concession
Alphabet briefly overtakes Nvidia after report Anthropic committed $200bn to Google Cloud
Washington tightens its grip on AI as Google, Microsoft and xAI agree to government safety checks
QuantWare raises $178 million to scale quantum production
Cerebras seeks to raise $3.5 billion in US IPO
MediaTek hires former TSMC packaging pioneer as it pushes into AI accelerator chips
Anthropic in talks to buy inference chips from Oxford-founded startup Fractile in boost for UK AI hardware
Intel's SambaNova investment clears US antitrust review despite CEO's dual role as startup chairman
Nvidia's top AI server hits $1 million in China as US crackdown on chip smuggling doubles prices
Meta acquires robotics startup as it positions itself to be the Android of humanoid machines
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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.