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

Semiconductor startup Positron has raised $230 million in Series B funding at over $1 billion valuation to accelerate development of energy-efficient AI chips. Backed by Qatar Investment Authority and Arm Holdings, the Reno-based company claims its upcoming Asimov chip will deliver five times more tokens per watt than Nvidia's Rubin GPU while offering six times more memory capacity for inference workloads.

Startups3 sources

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

Startups3 sources

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

German chipmaker Infineon is increasing its fiscal 2026 investment to €2.7 billion, up from €2.2 billion, to meet surging demand for AI data centers. The company expects AI business revenue to reach €2.5 billion in 2027, representing a tenfold increase within three years, as it navigates a weak automotive market.

Business4 sources

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

Business4 sources

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

Intel CEO Lip-Bu Tan confirmed the chipmaker is actively developing GPUs with newly hired chief architect Eric Demers from Qualcomm. The move signals Intel's commitment to compete in the lucrative AI and data center GPU market, where Nvidia currently dominates. Intel plans to manufacture these chips internally through its foundry business.

Technology6 sources

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

Technology6 sources

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

Supermicro delivered a stellar second quarter with revenue jumping 123% to $12.7 billion, fueled by surging demand for AI infrastructure. The company raised its annual revenue forecast to at least $40 billion as GPU-based systems accounted for 84% of quarterly revenue. Despite margin pressures, CEO Charles Liang sees strong growth ahead with Data Center Building Block Solutions.

Business5 sources

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

Business5 sources

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

AMD reported fourth-quarter earnings that beat Wall Street estimates with revenue rising 34% to $10.3 billion, driven by its data center business and AI chip sales. But the company's first-quarter revenue forecast of $9.8 billion, while above consensus, fell short of some investor expectations who sought bigger AI gains. Shares tumbled 13% as concerns emerged about AMD's ability to compete with Nvidia in the booming AI market.

Business12 sources

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

Business12 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Western Digital revealed breakthrough hard drive innovations at Innovation Day 2026, introducing High Bandwidth Drive Technology and Dual Pivot design that promise to deliver flash-like performance for AI workloads. The company's new storage roadmap targets 100TB capacity by 2029 while addressing the growing demands of AI-driven data storage with 4x throughput gains and 20% power reduction.

Technology7 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Technology7 sources

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

Intel and SoftBank subsidiary Saimemory signed a collaborative agreement to develop Z-Angle Memory (ZAM), a vertically-stacked memory technology designed to compete with High Bandwidth Memory in AI data centers. The next-generation memory promises 2 to 3 times more capacity, greater bandwidth, and half the power consumption of HBM, with prototypes expected in 2027 and mass production targeted for 2029.

Technology8 sources

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

Technology8 sources

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

Five months after announcing plans for a $100 billion investment, Nvidia and OpenAI's mega-deal has stalled. The chipmaker now plans a $20 billion investment instead, while OpenAI quietly pursues alternative chip providers. The tension centers on inference performance issues, with OpenAI reportedly dissatisfied with Nvidia's GPU speed for coding tasks, prompting deals with Cerebras and AMD to reduce dependency.

Business19 sources

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

Business19 sources

South Korea deploys AI to detect pump and dump schemes across stocks and crypto markets

South Korea's financial regulators have launched AI-powered surveillance systems to combat market manipulation in both stock and cryptocurrency markets. The Financial Supervisory Service upgraded its VISTA platform with automated detection algorithms, while Korea Exchange introduced tools that scan social media, YouTube, and spam text messages for evidence of pump and dump schemes targeting investors.

Policy3 sources

South Korea deploys AI to detect pump and dump schemes across stocks and crypto markets

Policy3 sources

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

Nvidia CEO Jensen Huang has officially confirmed the company's next-gen N1X and N1 Arm-based processors developed with MediaTek for AI PCs and gaming laptops. The chips promise RTX 5070-level GPU performance with low power consumption, directly challenging Intel Core Ultra and AMD Ryzen AI processors in the AI PC CPU market.

Technology2 sources

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

Technology2 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Oracle is considering layoffs of 20,000 to 30,000 employees to fund its aggressive AI data centre buildout, according to TD Cowen research. The job cuts could free up $8-10 billion in cash flow as US banks withdraw funding support and investor concerns mount over the company's ability to finance its massive AI push.

Business3 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Business3 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Oracle announced plans to raise $45 billion to $50 billion in 2026 through a combination of debt and equity sales to expand cloud infrastructure for AI workloads. The software giant kicked off a $20-$25 billion bond sale, but shares fell 4% as investors expressed concerns about its rising debt load and heavy reliance on OpenAI's ability to meet financial commitments.

Business11 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Business11 sources

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

South Korea posted record January exports of $65.8 billion, marking a 33.9% year-on-year increase driven by booming demand for AI chips. Semiconductor exports more than doubled at 102.7%, reaching $20.5 billion as memory prices climbed on AI server demand. The milestone comes as Seoul navigates rising trade tensions with the U.S. over tariffs and ratification disputes.

Business2 sources

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

Business2 sources

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

Nvidia CEO Jensen Huang told reporters that TSMC needs to work very hard to meet soaring AI demand, warning the chipmaker may need to double production capacity over the next decade just to satisfy Nvidia's requirements alone. Speaking after a trillion-dollar dinner with key suppliers in Taiwan, Huang emphasized the unprecedented scale of capacity expansion needed as AI infrastructure buildout accelerates globally.

Business7 sources

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

Business7 sources

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

Nvidia CEO Jensen Huang dismissed reports that the chip giant's planned $100 billion investment in OpenAI has stalled, calling such claims 'nonsense.' Despite Wall Street Journal reports of friction and concerns about OpenAI's business discipline, Huang confirmed Nvidia will make its 'largest ever investment' in the AI company, though the final amount remains unspecified.

Business21 sources

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

Business21 sources

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