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1.
Memory crisis hits such extremes that 'even Apple can't be safe' (cnbc.com)
2.
Amazon hopes to challenge Nvidia more directly by selling its AI chips (techcrunch.com)
3.
The Next iPhone Pro Could Cost $1,299 — Here’s Why Tim Cook Says It’s ‘Unavoidable’ (feeds.feedburner.com)
4.
TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely (techspot.com)
5.
TSMC CEO says customer demand will outstrip supply for "a long time," with price hikes likely (techspot.com)
6.
Broadcom stock plunges on weak software sales, unchanged AI chip forecast for the year (cnbc.com)
7.
Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S. (cnbc.com)
8.
Broadcom stock slips on disappointing software revenue (cnbc.com)
9.
Chinese military has been acquiring Nvidia chips, even post-Washington export controls, research claims — multiple institutions linked to the PLA asked for Nvidia AI chips, according to publicly available documents (tomshardware.com)
10.
US closes loophole that allowed Chinese-owned subsidiaries located outside China to buy AI chips — report claims that hundreds of thousands of advanced AI chips have been acquired through BIS blind spot (tomshardware.com)
11.
SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful (tomshardware.com)
12.
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (cnbc.com)
13.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
14.
Nvidia stock faces a key level that could make or break where it goes next (cnbc.com)
15.
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge (tomshardware.com)
16.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
17.
After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China (tomshardware.com)
18.
Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices (cnbc.com)
19.
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing (cnbc.com)
20.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (cnbc.com)
21.
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)
22.
Even at $5 Trillion, Nvidia Is Underappreciated (feeds.content.dowjones.io)
23.
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei (cnbc.com)
24.
Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia (techcrunch.com)
25.
RAM makers are taking on massive debt to keep up with AI's chip appetite (techspot.com)
26.
Startup Makes Switching AI Chips Easier—and Nvidia Is a New Investor (feeds.content.dowjones.io)
27.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to other countries (tomshardware.com)
28.
Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to 'adversarial countries' (tomshardware.com)
29.
Researchers built a switch 1,000 times faster than today's AI chips, and it barely generates any heat (techspot.com)
30.
$60B AI chip darling Cerebras almost died early on, burning $8M a month (techcrunch.com)
Today's top topics: apple google anthropic spacex amazon elon musk openai ios 27 microsoft meta
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