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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Monolithic Power Systems stock surges 11% as AI server demand drives Enterprise Data revenue up 164%

Monolithic Power Systems stock jumped 11% in after-hours trading following strong Q2 results that beat Wall Street estimates. Revenue reached $980.6 million, up 47.6% year-over-year, driven by Enterprise Data segment growth of 164.3%. The chipmaker raised Q3 guidance and expanded share buyback authorization to $1 billion.

Business2 sources

Monolithic Power Systems stock surges 11% as AI server demand drives Enterprise Data revenue up 164%

Business2 sources

Microsoft Jumps 8% While Meta Tanks 8.5% as AI Investments Split Big Tech

Microsoft shares surged 8% after reporting 43% Azure cloud business growth and 30 million paid Microsoft 365 Copilot seats, validating its $190 billion data-center buildout. Meanwhile, Meta Platforms dropped 8.5% on softer revenue forecasts and increased AI infrastructure spending, highlighting diverging investor sentiment on AI strategies.

Business2 sources

Microsoft Jumps 8% While Meta Tanks 8.5% as AI Investments Split Big Tech

Business2 sources

Banks to Offload $15B Debt for Google-Backed Anthropic Data Center as AI Build-Out Demands Surge

Morgan Stanley leads a consortium planning to refinance $15 billion in debt for Anthropic's Texas data center campus through bond markets. Google backstops the deal with its investment-grade credit rating in exchange for 20% equity, as Wall Street lenders grow wary of massive AI infrastructure financing exposure.

Business5 sources

Banks to Offload $15B Debt for Google-Backed Anthropic Data Center as AI Build-Out Demands Surge

Business5 sources

EU Opens Bidding for Seven AI Gigafactories in €30 Billion Push to Challenge US and China Dominance

The European Union has launched a tender for seven AI gigafactories with €10 billion in public funding, aiming to attract €20 billion in private investment. This infrastructure push seeks to close the AI gap with the US and China by providing compute capacity to train frontier models, though only €1 billion is currently committed.

Policy11 sources

EU Opens Bidding for Seven AI Gigafactories in €30 Billion Push to Challenge US and China Dominance

Policy11 sources

ByteDance's $4B AI revenue leads China as it restructures Lark into Doubao chatbot division

ByteDance now generates $4bn annually from AI, the highest figure claimed by any Chinese company. To strengthen its position, the TikTok parent is folding its Lark workplace app into teams behind Doubao chatbot and Volcano Engine cloud business. The restructuring signals ByteDance's costly bet to lead China across every layer of AI, from frontier models to custom chips.

Business2 sources

ByteDance's $4B AI revenue leads China as it restructures Lark into Doubao chatbot division

Business2 sources

Samsung hits record $62B profit on AI chip demand but warns memory shortage worsens through 2028

Samsung posted a record $62 billion operating profit in Q2 2026, driven by surging demand for AI servers and memory chips. But the company warns the global memory shortage will intensify through 2028, causing its mobile division to post its first-ever loss of $544 million due to soaring component costs.

Business26 sources

Samsung hits record $62B profit on AI chip demand but warns memory shortage worsens through 2028

Business26 sources

Arm Holdings forecasts quarterly revenue above estimates as AI chip demand accelerates

Arm Holdings projected second-quarter revenue of $1.38 billion, surpassing Wall Street estimates of $1.34 billion, driven by surging AI-driven chip demand. The company reported first-quarter royalty revenue climbed 22% to $715 million while licensing revenue grew 23% to $574 million, as hyperscalers like Alphabet and Amazon deploy custom AI chips built on Arm's energy-efficient architecture.

Business6 sources

Arm Holdings forecasts quarterly revenue above estimates as AI chip demand accelerates

Business6 sources

Amazon Web Services Growth Soothes AI Spending Fears With 37% Revenue Jump

Amazon Web Services posted 37% cloud revenue growth to $42.2 billion in Q2, its strongest performance since 2021. Despite negative free cash flow and a raised capital expenditure forecast to $220 billion, investors rewarded the company with a 12% stock surge as AWS growth demonstrated that massive AI infrastructure investments are converting into tangible returns.

Business34 sources

Amazon Web Services Growth Soothes AI Spending Fears With 37% Revenue Jump

Business34 sources

GMKtec Evo-X1 Pro launches with Ryzen AI 9 HX 470, OCuLink port, and early bird pricing

GMKtec unveils the Evo-X1 Pro, an AI-focused mini PC powered by AMD's Ryzen AI 9 HX 470 chip with 64GB RAM and OCuLink support for external GPUs. The compact desktop starts at $1,599 for the 1TB model and features a 55 TOPS NPU for local AI workloads. An early bird discount of $20 is available through August 15.

Technology2 sources

GMKtec Evo-X1 Pro launches with Ryzen AI 9 HX 470, OCuLink port, and early bird pricing

Technology2 sources

Qualcomm secures decade-long BMW deal to supply automotive chips for AI-driven platforms

Qualcomm has signed a long-term agreement with BMW to supply automotive chips for the automaker's next-generation vehicle platforms through the next decade. The deal includes Snapdragon Digital Chassis solutions covering digital cockpits, advanced driver-assistance systems, and automated driving technologies. This partnership intensifies competition with Nvidia and Mobileye in the automated driving market.

Business3 sources

Qualcomm secures decade-long BMW deal to supply automotive chips for AI-driven platforms

Business3 sources

OpenAI confirms family of devices coming soon as it pushes into voice-first hardware

OpenAI president Greg Brockman has confirmed the company is developing a family of devices rather than a single product, signaling an ambitious hardware push centered on voice interaction. The announcement comes amid an Apple lawsuit alleging trade secret theft, but Brockman insists OpenAI is focused on its own innovation and expects the first products to arrive soon.

Technology8 sources

OpenAI confirms family of devices coming soon as it pushes into voice-first hardware

Technology8 sources

Eliyan raises $145M at $1B valuation to tackle AI chip data bottlenecks in data centers

Silicon Valley startup Eliyan has raised $145 million in Series C funding at a $1 billion valuation, backed by Cisco and Lumentum. The company develops electro-optical interconnects to solve a critical problem: AI chips can process data much faster than they can send or receive it, leaving expensive GPUs sitting idle 60-70% of the time.

Startups2 sources

Eliyan raises $145M at $1B valuation to tackle AI chip data bottlenecks in data centers

Startups2 sources

Marvell Technology plans $250M India investment to expand Bangalore facility and double headcount

Marvell Technology announced a $250 million investment in India over three years, doubling its workforce and expanding facilities in Bengaluru and Hyderabad. The move strengthens India as the company's second-largest R&D hub globally, focusing on advanced semiconductor solutions for AI, cloud infrastructure, and custom silicon development for hyperscalers.

Business5 sources

Marvell Technology plans $250M India investment to expand Bangalore facility and double headcount

Business5 sources

ChipAgents raises $60M to accelerate AI chip design, expands Nvidia partnership

ChipAgents has secured $60 million in Series A2 funding, bringing its total raised to $134 million in under a year. The startup, which uses autonomous AI agents to automate semiconductor design and verification, is expanding its collaboration with Nvidia to develop specialized AI models. The company reports 6x growth in annual recurring revenue and deployments at over 120 semiconductor companies.

Startups3 sources

ChipAgents raises $60M to accelerate AI chip design, expands Nvidia partnership

Startups3 sources

GlobalFoundries Secures $300M CHIPS Act Funding to Accelerate Silicon Photonics for AI Data Centers

The U.S. Department of Commerce awarded GlobalFoundries $300 million under the CHIPS Act to advance silicon photonics and co-packaged optics technology. The funding aims to strengthen domestic supply chains for AI infrastructure while targeting 400 gigabits per second data transfer speeds and five times better energy efficiency than current systems.

Technology7 sources

GlobalFoundries Secures $300M CHIPS Act Funding to Accelerate Silicon Photonics for AI Data Centers

Technology7 sources

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