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31.
Amazon hopes to challenge Nvidia more directly by selling its AI chips (techcrunch.com)
32.
The Next iPhone Pro Could Cost $1,299 — Here’s Why Tim Cook Says It’s ‘Unavoidable’ (feeds.feedburner.com)
33.
Qualcomm Is a Rare AI Chip Value Play (feeds.content.dowjones.io)
34.
Marvell Technology jumps 10% after news it will join the S&P 500 index (cnbc.com)
35.
TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely (techspot.com)
36.
TSMC CEO says customer demand will outstrip supply for "a long time," with price hikes likely (techspot.com)
37.
Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand (feeds.content.dowjones.io)
38.
Broadcom stock plunges on weak software sales, unchanged AI chip forecast for the year (cnbc.com)
39.
Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S. (cnbc.com)
40.
Broadcom stock slips on disappointing software revenue (cnbc.com)
41.
MRVL: Why is AI chipmaker Marvell’s stock price surging today? It comes down to 4 words from Nvidia’s Jensen Huang (feeds.feedburner.com)
42.
Chinese military has been acquiring Nvidia chips, even post-Washington export controls, research claims — multiple institutions linked to the PLA asked for Nvidia AI chips, according to publicly available documents (tomshardware.com)
43.
How is Groq raising more money? (news.ycombinator.com)
44.
US closes loophole that allowed Chinese-owned subsidiaries located outside China to buy AI chips — report claims that hundreds of thousands of advanced AI chips have been acquired through BIS blind spot (tomshardware.com)
45.
Nvidia announces new AI chip for personal computers (news.ycombinator.com)
46.
After Nvidia’s $20B not-acqui-hire, AI chip startup Groq reportedly raising $650M (techcrunch.com)
47.
After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M (techcrunch.com)
48.
SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful (tomshardware.com)
49.
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (cnbc.com)
50.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
51.
Nvidia stock faces a key level that could make or break where it goes next (cnbc.com)
52.
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge (tomshardware.com)
53.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
54.
After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China (tomshardware.com)
55.
Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns — internal resentment disrupts packaging operations, major AI chip project decisions to a complete halt (tomshardware.com)
56.
Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices (cnbc.com)
57.
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing (cnbc.com)
58.
Anker debuts Soundcore Liberty 5 Pro earbuds with its Thus AI chip (engadget.com)
59.
Anker’s new earbuds are the first with its AI chip that boosts noise reduction (theverge.com)
60.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (cnbc.com)
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