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1.
Anthropic is discussing a new custom chip with Samsung (techcrunch.com)
2.
Amazon is designing its own AI chips for Echo, Fire TV and future devices, exec tells CNBC (cnbc.com)
3.
Thieves Are Absolutely Loving All of These New Data Center Projects (futurism.com)
4.
Nvidia competitor Etched hits $5B valuation, $1B in sales for AI chip (techcrunch.com)
5.
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning (tomshardware.com)
6.
Taiwanese Authorities Reportedly Raid Supermicro in Move That Could Signal Big Change For AI Chip Exporters (gizmodo.com)
7.
Nvidia’s AI chip sales are stalling in China. Here’s who’s gaining market share (feeds.feedburner.com)
8.
Apple Raised Mac Prices by Up to $300 Overnight. iPhones Could Be Next. (feeds.feedburner.com)
9.
Nvidia's banned AI servers are selling for $1.1 million on China's black market (techspot.com)
10.
Nvidia's banned Blackwell AI servers are selling for $1.1 million on China's black market (techspot.com)
11.
SK Hynix surges 11% after filing for blockbuster Nasdaq listing (cnbc.com)
12.
Cerebras stock plunges after earnings as CEO says margin outlook was misunderstood (techcrunch.com)
13.
Micron stock jumps 15% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
14.
Micron stock jumps 12% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
15.
Micron stock jumps 16% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
16.
Qualcomm stock pops 15% after chipmaker almost doubles projection for 2029 non-handset revenue (cnbc.com)
17.
Qualcomm announces AI data center CPU, signs Meta as first major customer (cnbc.com)
18.
OpenAI Distances Itself From Nvidia With Jalapeño, Its First In-House AI Chip (gizmodo.com)
19.
Cerebras CEO says margin forecast was 'misunderstood' as stock plummets after earnings (cnbc.com)
20.
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
21.
Cerebras falls 8% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
22.
Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO (cnbc.com)
23.
Nvidia Is Tackling a Hidden Problem in Humanoid Robots — And Solving It Could Make the Technology Widespread (feeds.feedburner.com)
24.
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM (tomshardware.com)
25.
These 2 stocks could be big winners from the next generation of AI chips (cnbc.com)
26.
Samsung just lost a crown it held for 25 years (androidauthority.com)
27.
Google is spending billions to turn its TPU chips into a real challenger to Nvidia (techspot.com)
28.
US Bill Would Mandate AI Chip Location Tracking to Thwart China and Other Adversaries (slashdot.org)
29.
Memory crisis hits such extremes that 'even Apple can't be safe' (cnbc.com)
30.
Google Is Using Nvidia’s Playbook to Build a Rival AI Chip Business (feeds.content.dowjones.io)
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