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Elon Musk's Tesla and SpaceX confirm $16.8B Terafab chip factory in Texas with 100 million square feet

Tesla and SpaceX officially announced their $16.8 billion initial investment in Terafab, a massive semiconductor manufacturing facility in Grimes County, Texas. The vertically integrated chip factory will span 100 million square feet and produce AI chips for Optimus robots, Cybercabs, and space-based data centers to meet their projected 1 terawatt annual compute demand.

Business6 sources

Elon Musk's Tesla and SpaceX confirm $16.8B Terafab chip factory in Texas with 100 million square feet

Business6 sources

AI Stocks Trigger Record Market Volatility Across South Korea, Taiwan and Japan

South Korea's Kospi index plunged 40% in just six weeks after doubling on AI-driven gains from Samsung Electronics and SK Hynix. The AI stock rout wiped out billions as Taiwan's TSMC fell 14% and Asian hedge funds posted record 15.2% monthly losses in July, exposing dangerous concentration risks in emerging markets.

Business4 sources

AI Stocks Trigger Record Market Volatility Across South Korea, Taiwan and Japan

Business4 sources

AMD Announces IFA 2026 Opening Keynote Focused on Era of Personal AI and Consumer Computing

AMD confirms Jack Huynh will deliver the opening keynote at IFA 2026 on September 4, titled 'The Era of Personal AI: The Future of Imagination.' The presentation promises to reveal AMD's vision for AI-driven computing, with potential announcements around Ryzen AI MAX 400 and FSR Diamond technology updates.

Technology2 sources

AMD Announces IFA 2026 Opening Keynote Focused on Era of Personal AI and Consumer Computing

Technology2 sources

Anthropic Builds In-House Silicon Team for Custom AI Chips to Power Claude Models

Anthropic is assembling an AI chip design team to create bespoke AI hardware for its Claude models. The move mirrors strategies by OpenAI, Google, and Meta to reduce dependence on Nvidia and optimize performance through vertical integration as demand for AI infrastructure continues outpacing supply.

Technology15 sources

Anthropic Builds In-House Silicon Team for Custom AI Chips to Power Claude Models

Technology15 sources

SpaceX commits exclusively to Nvidia chips as AI infrastructure spending hits $18.4 billion

Elon Musk declared SpaceX will exclusively use Nvidia's Vera Rubin GPUs for its AI infrastructure buildout, targeting up to 10 gigawatts of computing power by 2027. While Nvidia stock surged 4%, SpaceX shares tumbled 12% after revealing second-quarter capital expenditures of $18.4 billion that exceeded analyst expectations.

Business6 sources

SpaceX commits exclusively to Nvidia chips as AI infrastructure spending hits $18.4 billion

Business6 sources

Infineon reaches record €4.17 billion revenue as AI data centres drive explosive growth

German semiconductor manufacturer Infineon Technologies posted record third-quarter revenue of €4.17 billion, marking a 13% year-over-year increase driven by surging demand for AI data centre power solutions. The company raised its full-year forecast to €16.3 billion as AI-related revenues are projected to exceed €2.5 billion in fiscal 2027, more than tripling from €700 million in 2025.

Business4 sources

Infineon reaches record €4.17 billion revenue as AI data centres drive explosive growth

Business4 sources

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

DigitalOcean Surpasses Q2 Expectations with 29% Revenue Growth Fueled by Surging AI Demand

DigitalOcean reported stronger-than-expected Q2 results with revenue jumping 29% year-over-year to $281 million, driven by explosive demand for AI services. The company's annualized recurring revenue from AI customers surged 212% to $234 million. CEO Paddy Srinivasan revealed the company is now securing nine-figure annual commitments from AI-focused clients.

Business8 sources

DigitalOcean Surpasses Q2 Expectations with 29% Revenue Growth Fueled by Surging AI Demand

Business8 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

Sharon AI Secures $373 Million Cloud Deal as Pipeline Hits $8.8 Billion Despite Q2 Revenue Miss

Sharon AI announced a $373 million cloud computing service agreement with a global AI platform, bringing its contracted AI factory capacity to 120MW. The deal comes as the Australian AI infrastructure company reported Q2 revenue of $1.93 million against analyst expectations of $7.54 million, while simultaneously revealing an $8.8 billion total contract value pipeline.

Technology4 sources

Sharon AI Secures $373 Million Cloud Deal as Pipeline Hits $8.8 Billion Despite Q2 Revenue Miss

Technology4 sources

AI Power Demand Crisis Forces Data Centers to Buy Ship Engines for Off-Grid Solutions

A South Korean shipbuilder sold $673.8 million worth of engines to power US data centers off the grid, marking AI's escalating power crunch. HD Hyundai's 1,000 MW engine order highlights how grid interconnection delays are forcing tech companies to build their own power generation, even as volatile power demand damages critical infrastructure.

Technology8 sources

AI Power Demand Crisis Forces Data Centers to Buy Ship Engines for Off-Grid Solutions

Technology8 sources

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