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1.
Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
2.
Marvell pops 8% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
3.
Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
4.
Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region (cnbc.com)
5.
China reportedly allows ByteDance and Tencent to import 10,000 H200 chips (engadget.com)
6.
New Jobs for Old AI Chips (feeds.content.dowjones.io)
7.
Nvidia's stock has started to come alive. Here's 3 reasons why it can continue (cnbc.com)
8.
Groq raises $350M to fuel its pivot from AI chips to neocloud (techcrunch.com)
9.
Ukraine Finds Nvidia AI Chip In New Russian Missile (slashdot.org)
10.
Cerebras stock tanks after earnings. Time to worry about the AI chipmaker? (feeds.feedburner.com)
11.
An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea (cnbc.com)
12.
Cerebras stock plunges 14% after second earnings report following IPO (cnbc.com)
13.
Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China (cnbc.com)
14.
Nvidia's 'investible asset,' U.S. oil reserve shrinks, Trump's vaccine order and more in Morning Squawk (cnbc.com)
15.
Wall Street giants hand Nvidia $500bn to fund boom in AI projects (feeds.bbci.co.uk)
16.
Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ (cnbc.com)
17.
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand (cnbc.com)
18.
These Are the Only AI Chips Anyone Should Care About (gizmodo.com)
19.
The Download: a chip talent battle, and deflating AI hype (technologyreview.com)
20.
South Korea’s Kospi stock index is falling: Why AI chipmakers SK Hynix and Samsung are facing investor jitters (feeds.feedburner.com)
21.
Nvidia employee detained in Taiwan as part of chip smuggling probe — held on suspicion of falsifying business documents, company says smuggling 'a nonstarter' (tomshardware.com)
22.
Apple ends day as world's most valuable company, passing Nvidia (cnbc.com)
23.
Nvidia CEO Jensen Huang Says AI Hype Is Fueling Fear: ‘We’re Scaring People’ (feeds.feedburner.com)
24.
Samsung lands Broadcom AI chip deal worth more than $200 billion through 2030 (techspot.com)
25.
Where Nvidia is going, it doesn’t need cables (feeds.feedburner.com)
26.
Inside China’s All-Out Push to Catch Up With American AI Chips (feeds.content.dowjones.io)
27.
AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name investors (techcrunch.com)
28.
Data centers forecast to use 20% of US power by 2035 — analysts estimate usage will rocket to 194 gigawatts, 83% more than forecast seven months ago (tomshardware.com)
29.
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027 (techspot.com)
30.
Trump's push for American-made AI chips hits TSMC's margins (cnbc.com)
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