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Positron raises $230M Series B to challenge Nvidia with

Positron raises $230M Series B to challenge Nvidia with energy-efficient AI chips at $1B valuation

TechCrunch, Bloomberg, and 1 more

Infineon ramps up investment by €500M as AI data centers

Infineon ramps up investment by €500M as AI data centers fuel unprecedented chip demand growth

Bloomberg, Reuters, and 2 more

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Intel hires chief GPU architect to challenge Nvidia's

Intel hires chief GPU architect to challenge Nvidia's dominance in AI and data center markets

CNBC, TechRadar, and 4 more

Supermicro Revenue Growth Soars 123% as AI Boom Drives

Supermicro Revenue Growth Soars 123% as AI Boom Drives Record Q2 Results

The Register, Bloomberg, and 3 more

AMD revenue forecast disappoints investors despite strong

AMD revenue forecast disappoints investors despite strong AI chips sales and China boost

Bloomberg, Reuters, and 10 more

Intel partners with SoftBank to develop Z-Angle Memory that

Intel partners with SoftBank to develop Z-Angle Memory that promises triple HBM capacity

Tom's Hardware, CNBC, and 6 more

Nvidia's $100 billion OpenAI investment shrinks to $20

Nvidia's $100 billion OpenAI investment shrinks to $20 billion as chip tensions surface

Ars Technica, Reuters, and 17 more

Nvidia CEO warns TSMC must double capacity as AI demand threatens to overwhelm chip supply

OpenAI refocuses on ChatGPT as senior staff depart amid intense AI chatbot competition

DRAM prices surge up to 95% in Q1 2026 as artificial

DRAM prices surge up to 95% in Q1 2026 as artificial intelligence boom strains global supply

The Register, Reuters, and 2 more

Nvidia confirms N1X and N1 chips for AI PCs, targeting

Nvidia confirms N1X and N1 chips for AI PCs, targeting Intel and AMD with RTX 5070 performance

Tom's Guide, TweakTown

Trump UAE deal grants access to 500,000 AI chips after

Trump UAE deal grants access to 500,000 AI chips after $500M crypto investment raises concerns

Decrypt, Benzinga, and 1 more

South Korea exports surge 33.9% in January as AI chips fuel

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

Reuters, ET

Nvidia CEO warns TSMC must double capacity as AI demand

Nvidia CEO warns TSMC must double capacity as AI demand threatens to overwhelm chip supply

Tom's Hardware, Reuters, and 5 more

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

Nvidia's H200 AI chip sales to China stalled by US security review despite initial approvals

Nvidia CEO calls reports of stalled $100 billion OpenAI

Nvidia CEO calls reports of stalled $100 billion OpenAI investment 'nonsense,' pledges major funding

TechCrunch, PC Magazine, and 19 more

Anthropic doubles funding target to $20B as enterprise AI revenue surges toward $18B in 2026

Amazon and SoftBank lead $100 billion OpenAI funding round as tech giants bet big on ChatGPT maker

Axera Semiconductor targets $379 million Hong Kong IPO to

Axera Semiconductor targets $379 million Hong Kong IPO to fuel AI chip development

Reuters, ET

KLA Corp beats Q2 estimates as AI semiconductors drive

KLA Corp beats Q2 estimates as AI semiconductors drive chipmaking tool demand to new highs

DIGITIMES, Market Screener

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