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1.
The Download: a chip talent battle, and deflating AI hype (technologyreview.com)
2.
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)
3.
Apple ends day as world's most valuable company, passing Nvidia (cnbc.com)
4.
Nvidia CEO Jensen Huang Says AI Hype Is Fueling Fear: ‘We’re Scaring People’ (feeds.feedburner.com)
5.
Samsung lands Broadcom AI chip deal worth more than $200 billion through 2030 (techspot.com)
6.
Inside China’s All-Out Push to Catch Up With American AI Chips (feeds.content.dowjones.io)
7.
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)
8.
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027 (techspot.com)
9.
Trump's push for American-made AI chips hits TSMC's margins (cnbc.com)
10.
Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts (tomshardware.com)
11.
Google is working on a new AI chip designed to make Gemini more efficient (techcrunch.com)
12.
What to watch for after Jensen Huang’s Japan visit (techcrunch.com)
13.
Anthropic in early talks with Meta to acquire compute power (cnbc.com)
14.
Anthropic is discussing a new custom chip with Samsung (techcrunch.com)
15.
Amazon is designing its own AI chips for Echo, Fire TV and future devices, exec tells CNBC (cnbc.com)
16.
Thieves Are Absolutely Loving All of These New Data Center Projects (futurism.com)
17.
Nvidia competitor Etched hits $5B valuation, $1B in sales for AI chip (techcrunch.com)
18.
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning (tomshardware.com)
19.
Taiwanese Authorities Reportedly Raid Supermicro in Move That Could Signal Big Change For AI Chip Exporters (gizmodo.com)
20.
Nvidia’s AI chip sales are stalling in China. Here’s who’s gaining market share (feeds.feedburner.com)
21.
Apple Raised Mac Prices by Up to $300 Overnight. iPhones Could Be Next. (feeds.feedburner.com)
22.
Nvidia's banned AI servers are selling for $1.1 million on China's black market (techspot.com)
23.
Nvidia's banned Blackwell AI servers are selling for $1.1 million on China's black market (techspot.com)
24.
SK Hynix surges 11% after filing for blockbuster Nasdaq listing (cnbc.com)
25.
Micron stock jumps 15% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
26.
Micron stock jumps 12% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
27.
Micron stock jumps 16% as soaring prices from memory crunch lead to quadrupling of revenue (cnbc.com)
28.
Cerebras CEO says margin forecast was 'misunderstood' as stock plummets after earnings (cnbc.com)
29.
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
30.
Cerebras falls 8% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
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