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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

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SpaceX commits exclusively to Nvidia GPUs as Musk plans orbital AI data centers with Vera Rubin

Elon Musk announced SpaceX and xAI will exclusively use Nvidia GPUs, calling them "the best" available. The partnership includes deploying Vera Rubin NVL72 systems in terrestrial data centers and launching Starmind AI satellites to create orbital compute infrastructure starting 2027, addressing Earth's power and land constraints.

Technology7 sources

SpaceX commits exclusively to Nvidia GPUs as Musk plans orbital AI data centers with Vera Rubin

Technology7 sources

Samsung debuts zHBM, zNAND-O and 400-layer BV-NAND for AI infrastructure at FMS 2026

Samsung unveiled three next-generation memory technologies at the Future of Memory and Storage 2026 conference. The company introduced zHBM, a vertically stacked high-bandwidth memory architecture, zNAND-O for edge AI applications, and V10 BV-NAND featuring over 400 layers. All three technologies leverage advanced wafer bonding to address the growing demands of AI data centers and infrastructure.

Technology11 sources

Samsung debuts zHBM, zNAND-O and 400-layer BV-NAND for AI infrastructure at FMS 2026

Technology11 sources

AMD's Data Center Revenue Doubles to $6.7 Billion as AI Chips Drive Growth, Gaming Sales Drop 31%

AMD reported record Q2 2026 revenue of $11.5 billion, up 50% year-over-year, driven by surging demand for AI-focused data-center chips. The company's data center business more than doubled to $6.7 billion, now representing 58% of total revenue. However, gaming revenue fell 31% to $779 million amid console cycle slowdown and component shortages.

Business23 sources

AMD's Data Center Revenue Doubles to $6.7 Billion as AI Chips Drive Growth, Gaming Sales Drop 31%

Business23 sources

Nvidia Opens Alpamayo 2 Super AI Model for Commercial Robotaxis and Autonomous Vehicles

Nvidia launched Alpamayo 2 Super, an open commercial AI model for autonomous vehicles that reasons out loud. The 34-billion-parameter model explains driving decisions through chain of causation traces and is now available under a permissive license on Hugging Face for commercial deployment.

Technology3 sources

Nvidia Opens Alpamayo 2 Super AI Model for Commercial Robotaxis and Autonomous Vehicles

Technology3 sources

Marvell Technology Stock Surges 10% on Next-Gen AI Storage Unveiling at Flash Memory Summit 2026

Marvell Technology shares jumped 10% after unveiling next-generation AI memory and storage solutions at Flash Memory Summit 2026. The company introduced the Bravera SC6 PCIe 6.0 SSD controller and rack-scale memory systems designed to address AI memory bottlenecks, while announcing a $250 million India R&D expansion.

Technology2 sources

Marvell Technology Stock Surges 10% on Next-Gen AI Storage Unveiling at Flash Memory Summit 2026

Technology2 sources

Corvex Stock Surges 88.7% After Securing Multi-Year NVIDIA Blackwell GPUs Deal With AI Company

Corvex stock doubled in pre-market trading after the AI cloud-computing company announced a multi-year agreement to provide clusters of NVIDIA Blackwell GPUs to an unnamed leading AI company. The deal expands an earlier customer commitment and showcases Corvex's ability to deploy liquid-cooled Blackwell capacity in roughly two weeks.

Business2 sources

Corvex Stock Surges 88.7% After Securing Multi-Year NVIDIA Blackwell GPUs Deal With AI Company

Business2 sources

NVIDIA Open-Sources cuFile API and Launches Storage-Next Initiative With 40+ Industry Partners

NVIDIA announced it is open-sourcing its cuFile API at the Future of Memory and Storage conference, enabling direct GPU-to-storage data access in microseconds. The company also launched Storage-Next, bringing together over 40 storage vendors including DDN, Kioxia, and Micron to standardize GPU-driven storage solutions for AI workloads.

Technology4 sources

NVIDIA Open-Sources cuFile API and Launches Storage-Next Initiative With 40+ Industry Partners

Technology4 sources

AI-Linked Stocks Drive S&P 500 and Dow to Record Highs Amid Strong Earnings Season

Strong AI-driven demand forecasts from Palantir and ON Semiconductor pushed stock futures higher, with the S&P 500 and Dow Jones Industrial Average hitting record highs. The rally comes as 85.2% of companies beat second-quarter earnings estimates, while Middle East deal hopes and Federal Reserve policy decisions keep investors cautious about future rate moves.

Business5 sources

AI-Linked Stocks Drive S&P 500 and Dow to Record Highs Amid Strong Earnings Season

Business5 sources

Singapore economy surges as AI demand drives GDP growth to 5.9% in Q2, forecast raised to 5.5%

Singapore's Ministry of Trade and Industry sharply raised its full-year economic growth outlook to 4.5-5.5% from 2-4%, as the city-state's economy expanded 5.9% in Q2 2026. The upgrade reflects stronger-than-expected AI-related capital expenditure, with manufacturing sector expansion driven by semiconductor supercycle and robust demand for electronics.

Business5 sources

Singapore economy surges as AI demand drives GDP growth to 5.9% in Q2, forecast raised to 5.5%

Business5 sources

Google Builds $200bn AI Chips Infrastructure With Broadcom, Apollo & Blackstone to Power Anthropic

Google has assembled one of the largest infrastructure financing programmes in history—worth roughly $200 billion—to sell Tensor Processing Units to Anthropic. The effort brings together Broadcom, Apollo, Blackstone, and Morgan Stanley in a web of transactions spanning chip manufacturing to data centre development, potentially unlocking $252 billion in TPU revenue by 2028.

Business2 sources

Google Builds $200bn AI Chips Infrastructure With Broadcom, Apollo & Blackstone to Power Anthropic

Business2 sources

Sandisk and SK hynix Release First HBF Spec: 512GB Capacity, 3 TB/s Bandwidth for AI Inference

Sandisk and SK hynix released the first High Bandwidth Flash technical specification through the Open Compute Project, defining a new memory tier for AI inference systems. The specification establishes capacities up to 512GB with bandwidth ranging from 0.4 TB/s to 3 TB/s, using UCIe interconnect to bridge the gap between HBM performance and NAND capacity.

Technology12 sources

Sandisk and SK hynix Release First HBF Spec: 512GB Capacity, 3 TB/s Bandwidth for AI Inference

Technology12 sources

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

ON Semiconductor reported second-quarter revenue of $1.6 billion, surpassing analyst expectations as demand for power management chips in AI data centers accelerated. CEO Hassane El-Khoury revealed the company prioritized AI data center customers over automotive clients, shifting manufacturing capacity to meet surging demand for intelligent power solutions.

Business5 sources

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

Business5 sources

Nvidia's CUDA Moat Faces First Real Threat as AI Coding Agents Build Rival Software in 10 Hours

Startup Infinity used AI coding agents to rebuild CUDA-like software for chip firm D-Matrix in just 10 hours, signaling a credible challenge to Nvidia's two-decade software dominance. As the AI chip market shifts from model training to inference workloads, chip-agnostic software and AI-generated code threaten to erode the technical moat that has kept Nvidia's dominance intact.

Technology2 sources

Nvidia's CUDA Moat Faces First Real Threat as AI Coding Agents Build Rival Software in 10 Hours

Technology2 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Tel Aviv startup Majestic Labs has unveiled Prometheus, a GPU-free server that uses up to 128TB of LPDDR6 memory and Arm cores to tackle AI's memory wall. The company claims one rack matches 25 Nvidia Vera Rubin racks at lower power, but hardware hasn't shipped or been independently tested yet.

Technology2 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Technology2 sources

Amazon Joins $3 Trillion Club as AI Demand Powers AWS to Fastest Growth in Four Years

Amazon market capitalization surpassed $3 trillion for the first time, fueled by artificial intelligence optimism and Amazon Web Services revenue hitting $42.2 billion with 37% growth. CEO Andy Jassy raised capital expenditure projections to $220 billion as AI demand outpaces capacity.

Business7 sources

Amazon Joins $3 Trillion Club as AI Demand Powers AWS to Fastest Growth in Four Years

Business7 sources

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