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1.
Alibaba launches data center with 10,000 of its own chips as China ramps up AI push (cnbc.com)
2.
Intel is in talks with Google and Amazon to power AI chips with new packaging tech (techspot.com)
3.
Broadcom's stock jumps 6% after chipmaker expands Google, Anthropic deals (cnbc.com)
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Anthropic Reveals $30 Billion Run Rate, Plans To Use 3.5GW of New Google AI Chips (slashdot.org)
5.
Broadcom shares climb as chipmaker agrees Google and Anthropic deals (cnbc.com)
6.
Broadcom shares jump before the bell as chipmaker agrees Google and Anthropic deals (cnbc.com)
7.
Samsung shares rise after profit seen jumping 8-fold on AI chip boom (cnbc.com)
8.
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration (feeds.content.dowjones.io)
9.
Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond (tomshardware.com)
10.
America’s AI chip rules keep changing — and the rest of the world is paying the price (tomshardware.com)
11.
China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap (tomshardware.com)
12.
Cognichip wants AI to design the chips that power AI, and just raised $60M to try (techcrunch.com)
13.
The Iran War Has Cut Off Supply of a Gas the AI Industry Desperately Needs (futurism.com)
14.
OpenAI, not yet public, raises $3B from retail investors in monster $122B fund raise (techcrunch.com)
15.
Nvidia Invests $2 Billion in Marvell as Part of Chip Partnership (feeds.content.dowjones.io)
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Massive $2.5B smuggling case exposes loopholes in US AI chip ban (techspot.com)
17.
Nvidia CEO Jensen Huang Never Has One-on-One Meetings With His 60 Direct Reports — Here’s Why (feeds.feedburner.com)
18.
What Google's TurboQuant can and can't do for AI's spiraling cost (zdnet.com)
19.
Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply (tomshardware.com)
20.
Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO (cnbc.com)
21.
AI chip startup Rebellions raises $400 million at $2.3B valuation in pre-IPO round (techcrunch.com)
22.
Chinese universities performing military research acquired Super Micro servers with sanctioned Nvidia AI chips — public documents reveal purchases were completed in 2025 and 2026 despite US export controls (tomshardware.com)
23.
The Playbook That Elon Musk Relies On to Make His Wild Ideas Work (feeds.content.dowjones.io)
24.
Memory chip giant SK hynix could help end ‘RAMmageddon’ with blockbuster US IPO (techcrunch.com)
25.
US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang's China ambitions (tomshardware.com)
26.
Super Micro shareholders sue company over securities fraud after AI chip smuggling bust — furious investors claim company concealed dependence on illicit sales to China (tomshardware.com)
27.
Three individuals charged with attempting to break US sanctions on AI chips — damning text messages between conspirators reveal intention to find clients to ‘act as pass through partner for customers in China’ (tomshardware.com)
28.
Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget (tomshardware.com)
29.
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion (tomshardware.com)
30.
Arm Lends a Hand, Launches In-House AI Chip With Meta as Its First Customer (gizmodo.com)
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