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31.
Mistral to explore designing own chips, CEO says, as it ramps up infrastructure build (cnbc.com)
32.
Perfect Randomness Realized For the First Time (slashdot.org)
33.
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)
34.
Samsung averts strike with $340,000 bonuses for semiconductor workers (techspot.com)
35.
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (cnbc.com)
36.
Micron hits $1 trillion market cap for the first time as stock surges 19% (cnbc.com)
37.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
38.
Nvidia stock faces a key level that could make or break where it goes next (cnbc.com)
39.
Micron hits $1 trillion market cap for the first time as stock surges 18% (cnbc.com)
40.
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)
41.
Instead of building from scratch, this NFL team is renovating—and saving $1 billion (feeds.feedburner.com)
42.
US's big bet on quantum computing may not be legal (news.ycombinator.com)
43.
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law (tomshardware.com)
44.
US's big bet on quantum computing may not be entirely legal (arstechnica.com)
45.
IBM Spins Off the First Pure-Play Quantum Chip Foundry (news.ycombinator.com)
46.
Huawei says it can build 1.4nm chips without ASML's most advanced machines (techspot.com)
47.
Huawei now says it can build 1.4nm-class chips without ASML's most advanced machines (techspot.com)
48.
Huawei Says It Has Workaround to Match Leading Chips (feeds.content.dowjones.io)
49.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
50.
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)
51.
Micron's Virginia fab begins producing America's most advanced DRAM memory — fab expansion to quadruple output, easing DDR4 shortage for automotive and defense sectors (tomshardware.com)
52.
Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices (cnbc.com)
53.
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing (cnbc.com)
54.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (cnbc.com)
55.
Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case (tomshardware.com)
56.
US is taking equity stakes in IBM and other quantum computing companies (engadget.com)
57.
Even at $5 Trillion, Nvidia Is Underappreciated (feeds.content.dowjones.io)
58.
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei (cnbc.com)
59.
Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia (techcrunch.com)
60.
Seagate Sparks Memory Sell-Off As CEO Says It Would 'Take Too Long' To Build New Factories (slashdot.org)
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