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61.
RAM makers are taking on massive debt to keep up with AI's chip appetite (techspot.com)
62.
Startup Makes Switching AI Chips Easier—and Nvidia Is a New Investor (feeds.content.dowjones.io)
63.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to other countries (tomshardware.com)
64.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to 'adversarial countries' (tomshardware.com)
65.
Researchers built a switch 1,000 times faster than today's AI chips, and it barely generates any heat (techspot.com)
66.
$60B AI chip darling Cerebras almost died early on, burning $8M a month (techcrunch.com)
67.
What you need to know about Nvidia competitor Cerebras after wild IPO (cnbc.com)
68.
Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way (cnbc.com)
69.
Cerebras IPO mints two billionaires, sets stage for potential AI wave (cnbc.com)
70.
Cerebras pops 68% in Nasdaq debut, pushing the AI chipmaker's market cap to $95 billion (cnbc.com)
71.
Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami (cnbc.com)
72.
SoftBank has injected $450 million into this British AI chip company (cnbc.com)
73.
Cerebras bumps up IPO range as it looks to raise up to $4.8 billion (cnbc.com)
74.
Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking (cnbc.com)
75.
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)
76.
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)
77.
OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO (techcrunch.com)
78.
AI chipmaker Cerebras targets $3.5 billion raise in IPO (cnbc.com)
79.
Nicolas Sauvage is betting on the boring parts of AI (techcrunch.com)
80.
Apple's success is running into a familiar problem: not enough chips (techspot.com)
81.
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)
82.
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)
83.
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)
84.
Nvidia stock closes at record, pushing market cap past $5 trillion (cnbc.com)
85.
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)
86.
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)
87.
Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)
88.
Google Unveils Two New AI Chips For the 'Agentic Era' (slashdot.org)
89.
Google Introduces Specialized Chip for New Wave of AI Computing (feeds.content.dowjones.io)
90.
Google unveils chips for AI training and inference in latest shot at Nvidia (cnbc.com)
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