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1.
Apple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push (tomshardware.com)
2.
Apple planning to sell AI servers powered by M8 Ultra chips, says report (9to5mac.com)
3.
Dell stock jumps on RBC initiation, now up nearly 350% in 2026 (cnbc.com)
4.
Report: New Mac mini could launch before Apple’s September event (9to5mac.com)
5.
Nvidia Senior Manager Linked To Supermicro Scheme Smuggling AI Servers To China (slashdot.org)
6.
Nvidia senior manager tied to ex-Supermicro staff's AI smuggling scheme (arstechnica.com)
7.
Nvidia senior manager linked to Supermicro scheme smuggling AI servers to China (arstechnica.com)
8.
Taiwan Charges Nine in Connection With Smuggling of AI Servers to China (feeds.content.dowjones.io)
9.
Taiwan reportedly indicted NVIDIA employees for exporting prohibited AI servers to China (engadget.com)
10.
Nvidia reportedly warns biggest customers of 15% price hikes on AI servers — memory costs continue to soar (tomshardware.com)
11.
AI server boom funds $314 universal cash payout in Taiwan — President Lai Ching-te says the payout ensures the country's AI windfall 'can be shared by all,' 11% GDP growth and $903B export surge finance $7.4B dividend (tomshardware.com)
12.
Apple will begin assembling Mac Minis at Foxconn's Houston plant later this year (techspot.com)
13.
Apple's Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant (cnbc.com)
14.
Apple’s new ‘Advanced Manufacturing Center’ opens in Texas (9to5mac.com)
15.
Foxconn used to make half its revenue from Apple; now it’s below 29% (9to5mac.com)
16.
Launch HN: Stoa Markets (YC S26) – A Marketplace for GPUs and AI Servers (news.ycombinator.com)
17.
Startup Raises $700 Million to Replace Data-Center Wires With Light (feeds.content.dowjones.io)
18.
Samsung Expects the Chip Shortage to Get Worse Before It Gets Better (cnet.com)
19.
Bright Machines says its new hybrid robot cell could help solve a major AI infrastructure bottleneck (venturebeat.com)
20.
SK Hynix second-quarter revenue more than triples — but misses estimates (cnbc.com)
21.
U.S. and Korean tech stocks are now tightly linked — and that could be a worry for investors (cnbc.com)
22.
Nvidia's banned AI servers are selling for $1.1 million on China's black market (techspot.com)
23.
45°C cooling design cuts data center water use to near zero (news.ycombinator.com)
24.
Memory shortage crisis: Apple CEO confirms higher prices are on the way; chip stocks keep soaring (feeds.feedburner.com)
25.
Dell Stock Surges 32% in One Day. Big Revenue From AI Servers Stuns Analysts (slashdot.org)
26.
Dell stock skyrockets 32% for its best day ever as AI server revenue soars (cnbc.com)
27.
Jim Cramer says Nvidia is a clear winner from Dell's monster quarter (cnbc.com)
28.
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars (cnbc.com)
29.
Dell shares jump 39% after server maker reports fastest sales growth since return to public market in 2018 (cnbc.com)
30.
Dell shares jump 31% after server maker reports fastest sales growth since return to public market in 2018 (cnbc.com)
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