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1.
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)
2.
Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices (cnbc.com)
3.
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing (cnbc.com)
4.
Anker debuts Soundcore Liberty 5 Pro earbuds with its Thus AI chip (engadget.com)
5.
Anker’s new earbuds are the first with its AI chip that boosts noise reduction (theverge.com)
6.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (cnbc.com)
7.
Taiwan is cracking down on AI chip smuggling (techspot.com)
8.
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)
9.
Even at $5 Trillion, Nvidia Is Underappreciated (feeds.content.dowjones.io)
10.
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei (cnbc.com)
11.
Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia (techcrunch.com)
12.
The CEO of the Most Valuable Company in the World Says He ‘Absolutely’ Wouldn’t Start It Again. Here’s Why. (feeds.feedburner.com)
13.
Alibaba Unveils New AI Chip, Upgrades AI Model (feeds.content.dowjones.io)
14.
RAM makers are taking on massive debt to keep up with AI's chip appetite (techspot.com)
15.
Startup Makes Switching AI Chips Easier—and Nvidia Is a New Investor (feeds.content.dowjones.io)
16.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to other countries (tomshardware.com)
17.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to 'adversarial countries' (tomshardware.com)
18.
Researchers built a switch 1,000 times faster than today's AI chips, and it barely generates any heat (techspot.com)
19.
$60B AI chip darling Cerebras almost died early on, burning $8M a month (techcrunch.com)
20.
What you need to know about Nvidia competitor Cerebras after wild IPO (cnbc.com)
21.
Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way (cnbc.com)
22.
Cerebras is the hot new AI chipmaker. Here's Jim Cramer's advice on the stock (cnbc.com)
23.
Cerebras IPO mints two billionaires, sets stage for potential AI wave (cnbc.com)
24.
Cerebras IPO makes billions for Benchmark but VC Eric Vishria almost didn’t take the meeting (techcrunch.com)
25.
Cerebras pops 68% in Nasdaq debut, pushing the AI chipmaker's market cap to $95 billion (cnbc.com)
26.
Cerebras raises $5.5B, kicking off 2026’s IPO season with a bang (techcrunch.com)
27.
Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami (cnbc.com)
28.
SoftBank has injected $450 million into this British AI chip company (cnbc.com)
29.
Cerebras bumps up IPO range as it looks to raise up to $4.8 billion (cnbc.com)
30.
Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking (cnbc.com)
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