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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

AnalogAI Selects Silicon Storage Technology's memBrain SAGE IP for Real-World Edge AI Processors

AnalogAI has chosen memBrain SAGE neuromorphic hardware intellectual property from Microchip Technology's Silicon Storage Technology subsidiary for its edge AI processors. The hardware-aware solution enables simultaneous training and inference at or below one watt, targeting applications like environment-adapting humanoid robots, drones and autonomous vehicles.

Technology2 sources

AnalogAI Selects Silicon Storage Technology's memBrain SAGE IP for Real-World Edge AI Processors

Technology2 sources

Jensen Huang Attends Trump's State Dinner for Xi as AI Competition and Safety Concerns Take Center Stage

Nvidia CEO Jensen Huang will join President Trump's state dinner for Chinese President Xi Jinping on September 24, alongside tech leaders including Sam Altman, Elon Musk, and Tim Cook. The high-profile event underscores AI's central role in US-China relations as both nations compete for dominance while industry insiders warn about existential risks from rapid AI advancement.

Policy5 sources

Jensen Huang Attends Trump's State Dinner for Xi as AI Competition and Safety Concerns Take Center Stage

Policy5 sources

Microsoft event on October 7 to unveil local AI future with Surface Laptop Ultra and RTX Spark

Microsoft hosts its first major Windows and Surface event in over two years on October 7 in San Francisco, focusing on local AI computing. CEO Satya Nadella and NVIDIA's Jensen Huang will unveil details about the Surface Laptop Ultra powered by RTX Spark, alongside broader AI-ready PC ecosystem innovations.

Technology7 sources

Microsoft event on October 7 to unveil local AI future with Surface Laptop Ultra and RTX Spark

Technology7 sources

Euclyd Secures $231 Million Series A with Samsung Backing to Build Energy-Efficient AI Chips

Netherlands-based startup Euclyd raised over $230 million in Series A funding led by Samsung Electronics, Somerset Capital Partners, and Scaleup Europe Fund. The company is developing craftwerk, an AI-specific chip designed to reduce energy consumption for AI inference workloads and tackle the memory wall challenge in the AI hardware ecosystem.

Technology2 sources

Euclyd Secures $231 Million Series A with Samsung Backing to Build Energy-Efficient AI Chips

Technology2 sources

Bank of America Predicts AI Regulation Will Boost Nokia and STMicroelectronics as Spending Shifts

Bank of America strategists argue that tighter AI regulation will redirect spending from frontier AI models toward inference, monitoring, and control infrastructure. Nokia and STMicroelectronics are positioned as potential European winners, with Nokia's high-speed switches and optical transport solutions gaining traction as regulated AI agents require distributed infrastructure.

Business2 sources

Bank of America Predicts AI Regulation Will Boost Nokia and STMicroelectronics as Spending Shifts

Business2 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Broadcom CEO Hock Tan doubled down on the chipmaker's ambitious AI revenue targets after Anthropic CEO Dario Amodei called for moderating AI development pace. Despite a 4.8% stock drop and market concerns, Tan insists demand for AI compute infrastructure remains strong and durable, projecting $230 billion in AI semiconductor revenue by fiscal 2028.

Business3 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Business3 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

MediaTek launched its Dimensity 9600 Pro, the first smartphone chip built using TSMC's cutting-edge 2nm process. The flagship processor delivers 51% improved AI performance with dedicated neural processing unit, 185fps gaming, and 17% faster single-core speeds. MediaTek aims to capture more premium smartphone market share against Qualcomm.

Technology19 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

Technology19 sources

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Pinterest announced an expanded partnership with Nvidia to supercharge its AI-driven discovery engine with 7.3 times faster search speeds. Built on Nvidia Blackwell GPUs and Dynamo, the new multimodal AI infrastructure processes over 80 billion monthly searches while cutting infrastructure costs and enabling Pinterest Assistant to handle 25 times more visual context per request.

Technology4 sources

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Technology4 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Nvidia's RTX 5090 has vanished from major US retailers in under two weeks, with third-party sellers now charging $6,500 to $9,500—more than triple its $1,999 launch price. Photos show pallets of consumer RTX 5090 cards being deployed in AI server builds, highlighting how AI demand has transformed Nvidia's flagship GPU from a gaming card into an AI workhorse.

Business5 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Business5 sources

Nvidia RTX PRO 5500 Blackwell delivers 84GB VRAM with 21760 CUDA cores for AI and workstation tasks

Nvidia unveiled the RTX PRO 5500 Blackwell workstation graphics card featuring 84GB of GDDR7 memory and 21760 CUDA cores—matching the GeForce RTX 5090's core count but delivering 2.6X more VRAM. Built on Blackwell architecture with the GB202 GPU, the card targets large-model inference, rendering, and AI workloads while filling the gap between RTX Pro 5000 and RTX Pro 6000.

Technology3 sources

Nvidia RTX PRO 5500 Blackwell delivers 84GB VRAM with 21760 CUDA cores for AI and workstation tasks

Technology3 sources

Nvidia Becomes Top VC Investor While Mobilizing $500 Billion to Finance AI Infrastructure Boom

Nvidia is reshaping AI infrastructure financing by partnering with BlackRock, Apollo, and KKR to raise over $500 billion in capital. The chip giant forecasts 70% revenue growth but faces a $100 billion supply-demand gap as it becomes the world's most active venture capital investor in large funding rounds.

Business3 sources

Nvidia Becomes Top VC Investor While Mobilizing $500 Billion to Finance AI Infrastructure Boom

Business3 sources

Nvidia weighs $10 billion investment in Anthropic IPO as AI firm targets historic $2 trillion valuation

Nvidia is in talks to invest up to $10 billion in Anthropic's planned IPO, which seeks to raise $100 billion at a $2 trillion valuation. The chipmaker's potential anchor investment highlights deepening ties between AI hardware suppliers and model developers, as Anthropic's revenue surged to $65 billion annualized by July 2025.

Business6 sources

Nvidia weighs $10 billion investment in Anthropic IPO as AI firm targets historic $2 trillion valuation

Business6 sources

JPMorgan Ends Lending to Situational Awareness After Record-Breaking AI Losses

JPMorgan Chase severed its prime brokerage lending relationship with Leopold Aschenbrenner's Situational Awareness hedge fund following a catastrophic 67% loss in July tied to AI stock sell-offs. The fund liquidated most positions to Citadel and now faces SEC scrutiny while rebuilding through boutique broker Clear Street.

Business2 sources

JPMorgan Ends Lending to Situational Awareness After Record-Breaking AI Losses

Business2 sources

Dell Technologies Stock Surges 350% in 2026 as AI Infrastructure Demand Explodes

Dell Technologies stock jumped 10% after RBC Capital Markets initiated coverage with an outperform rating and $640 price target. The longtime PC maker has emerged as a top vendor for Nvidia-based servers, with shares more than quadrupling in 2026 amid surging AI infrastructure spending. Dell now holds $95 billion in server order backlog.

Business4 sources

Dell Technologies Stock Surges 350% in 2026 as AI Infrastructure Demand Explodes

Business4 sources

Jensen Huang predicts AI cybersecurity will be next major market after coding tools

Nvidia CEO Jensen Huang says AI cybersecurity will become the next major use of AI after coding, creating continuous business opportunities. Speaking at Goldman Sachs conference, he linked bug detection to security while 85% of organizations plan increased spending on AI-driven cybersecurity.

Business2 sources

Jensen Huang predicts AI cybersecurity will be next major market after coding tools

Business2 sources

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