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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.

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Thu, May 07

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MARKET Arm Profits as Smartphone CPU Demand Climbs; Royalties Up on Renewed Phone Cycle cnbc.com· 109 days ago MARKET Anthropic reports 80-fold Q1 growth, cites compute constraints cnbc.com· 109 days ago MARKET DoorDash Surges 14% on Q1 Beat; Raises Guidance on Order Growth cnbc.com· 109 days ago MARKET Snap Issues Cautious Guidance as Perplexity Deal Ends; Middle East Tensions Cited cnbc.com· 109 days ago BREAKING Xbox CEO discontinues Copilot for Gaming; brings CoreAI veterans into leadership tomshardware.com· 109 days ago CHIPS PCI-SIG reveals PCIe 8.0 spec with 1 TB/s bandwidth and new connectors tomshardware.com· 109 days ago MARKET Market Rotation: Investors Shift From Microsoft to Flashier AI Stocks cnbc.com· 110 days ago CHIPS Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows cnbc.com· 110 days ago CHIPS NVIDIA invests $300M in Corning for US optical fiber production; capacity to surge 50%+ tomshardware.com· 110 days ago BREAKING Founder-Associate title emerges as fast-track career move for technical talent sifted.eu· 110 days ago MARKET Adorned with AI stock rebounds after sell-off; traders bet on recovery momentum cnbc.com· 110 days ago MARKET Cummins raises guidance on AI data center demand, citing power infrastructure strength bloomberg.com· 110 days ago MARKET Anthropic, SpaceX announce compute partnership; includes satellite-linked data-center capacity cnbc.com· 110 days ago BREAKING LinkedIn unifies hiring, payroll, skills data into AI-driven talent platform infoq.com· 110 days ago FUNDING Venture investors revise early-stage AI startup evaluation criteria amid founder-less teams news.crunchbase.com· 110 days ago RESEARCH IEEE identifies 10 key technology enablers for next-generation 6G wireless standards content.knowledgehub.wiley.com· 110 days ago BREAKING 47% of Americans oppose AI data center construction in their neighborhoods tomshardware.com· 110 days ago BREAKING Anthropic's Code w/ Claude 2026 developer event is underway in San Francisco simonwillison.net· 110 days ago CHIPS FPGA makers pivot toward embedded firmware to capture AI accelerator market eetimes.com· 110 days ago MARKET AMD stock surges 15% on guidance beat; Lisa Su signals stronger forecast cnbc.com· 110 days ago CHIPS AMD Broadens EPYC CPU Lineup, Already Designing Zen 7 for AI Specialization tomshardware.com· 110 days ago MARKET Wall Street Readies Data Center IPOs as AI Infrastructure Deals Surge bloomberg.com· 110 days ago MARKET Apple's R&D Spending Hits 10% of Sales on AI Race Urgency cnbc.com· 110 days ago CHIPS Google TPU Generation 8 designed for agents and SOTA model training infoq.com· 110 days ago CHIPS NVIDIA Partners with Corning on Massive Optical Fiber Deal for AI Clusters cnbc.com· 110 days ago CHIPS SpaceX Files for $55B Texas Semiconductor Fab; Musk Eyes Terafab Expansion tomshardware.com· 110 days ago CHIPS NVIDIA Spectrum-X Ethernet Adds MRC for Gigascale AI Reliability blogs.nvidia.com· 110 days ago CHIPS Google unveils 8th-gen TPU optimized for AI agents and foundation model training infoq.com· 110 days ago CHIPS Apple discontinues 128GB Mac Studio; supply constraints and local AI frenzy slash max memory tier tomshardware.com· 110 days ago MARKET NVIDIA faces stiffening competition as tech rally leaves GPU leader behind bloomberg.com· 110 days ago FUNDING Frontier labs and robotics companies top list of new unicorns in April 2026 news.crunchbase.com· 110 days ago MARKET Tech rally leaves NVIDIA behind as chip diversification accelerates bloomberg.com· 110 days ago CHIPS AMD posts record Q1 2026 earnings on data center CPU demand; consumer revenue to decline tomshardware.com· 110 days ago CHIPS Global semiconductor sales near $300B in Q1 2026; on pace to hit $1 trillion for year tomshardware.com· 110 days ago POLICY Google Chrome silently downloads 4GB AI model; raises EU privacy and power concerns tomshardware.com· 110 days ago BREAKING Denmark pauses new data center grid connections as AI buildout demand hits 60 GW tomshardware.com· 110 days ago RESEARCH PLACE Algorithm Guarantees Autonomous-Perception Performance Without Neural Networks ai|expert Scout· 110 days ago· 8 sources CHIPS Spain's ICFO launches quantum security startup for post-AI era eetimes.com· 110 days ago