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31.
Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips — Asus projected to sell 5 million fewer boards in 2025, Gigabyte, MSI, and ASRock also expected to see reduced sales numbers (tomshardware.com)
32.
Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region (tomshardware.com)
33.
OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO (techcrunch.com)
34.
AI chipmaker Cerebras targets $3.5 billion raise in IPO (cnbc.com)
35.
Nicolas Sauvage is betting on the boring parts of AI (techcrunch.com)
36.
Apple's success is running into a familiar problem: not enough chips (techspot.com)
37.
Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 (tomshardware.com)
38.
Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia (tomshardware.com)
39.
Qualcomm up 7% on report it’s partnering with OpenAI on smartphone AI chip (cnbc.com)
40.
ASML plans to build at least 60 EUV machines this year as AI chip demand surges (techspot.com)
41.
Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value (tomshardware.com)
42.
Nvidia stock closes at record, pushing market cap past $5 trillion (cnbc.com)
43.
Labor unrest at Samsung may worsen memory chip supply issues (techcrunch.com)
44.
U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry (tomshardware.com)
45.
Elon Musk says his TeraFab facilities will use Intel's 14A process technology to make AI chips — SpaceX will be responsible for high-volume chip manufacturing in likely Intel tech licensing deal (tomshardware.com)
46.
Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)
47.
Google Unveils Two New AI Chips For the 'Agentic Era' (slashdot.org)
48.
Google Introduces Specialized Chip for New Wave of AI Computing (feeds.content.dowjones.io)
49.
Google unveils chips for AI training and inference in latest shot at Nvidia (cnbc.com)
50.
Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips (arstechnica.com)
51.
Nvidia CEO Loses His Cool at Tough Question (futurism.com)
52.
Every SK hynix employee could receive $477,000 bonuses this year, almost $900,000 next year — 35,000 workers reportedly set to benefit from share of $169 billion projected operating profit (tomshardware.com)
53.
Nvidia's once-tight bond with gamers is cracking over AI, 'and that breaks my heart' (cnbc.com)
54.
Nvidia CEO Jensen Huang ‘nearly lost his composure’ when pressed on selling chips to China — ‘You’re not talking to someone who woke up a loser’ (tomshardware.com)
55.
Cerebras Files for IPO as Demand Surges for More Efficient AI Chips (feeds.content.dowjones.io)
56.
AI chipmaker Cerebras files to go public after scrapping IPO plans last year (cnbc.com)
57.
AI chipmaker Cerebras set to file for IPO as soon as today (cnbc.com)
58.
Nvidia AI chip rivals attract record funding as competition heats up (cnbc.com)
59.
Nvidia rival tells CNBC it's seeking at least $100 million in funding as European AI chip market booms (cnbc.com)
60.
Allbirds Stock Now Crashing as Reality Sets in About Its Delusional AI Pivot (futurism.com)
Today's top topics: google openai apple spacex elon musk microsoft android gemini anthropic android authority
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