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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Mon, Jun 22
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CHIPS GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace INDUSTRY Meta Ships Custom AV1 Codec to Billions of Mobile Users 
MARKET ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% 
MARKET Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus 
BREAKING NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus 
MARKET Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic 
RESEARCH Claude Opus 4.8 tops Artificial Analysis leaderboard; first frontier model to complete every agentic case end-to-end 
CHIPS Intel appoints former SK hynix CEO Seok-Hee Lee to lead foundry advanced packaging, signaling HBM integration push 
CHIPS MIPS S8200 RISC-V NPU samples for physical AI robotics at the edge 
MARKET SpaceX signs $6.3B compute deal with Reflection AI for Colossus 2 INDUSTRY DDR2 Prices Surge 60% as AI Redirects Memory Wafer Capacity 
CHIPS JUPITER, Europe's First Exascale Supercomputer, Goes Live on NVIDIA Grace Hopper; Maps Brain at Cellular Scale, Climate at 1km Resolution 
CHIPS DDR2 Memory Prices Surge 55–60% as AI DRAM Reallocation Cascades Down to 2003-Era Chips 
MARKET SpaceX discloses $100.8B cash pile after IPO, launches bond offering for AI datacenter buildout 
RESEARCH PP-OCRv6 Lightweight OCR Beats Vision-Language Models on Text Recognition with 34.5M Parameters 
CHIPS JUPITER Exascale Supercomputer Live: Europe's First 1-Exaflop System Breaks 50-Qubit Quantum Record 
FUNDING Seedcamp closes $320M across two funds, pivots to physical AI and embodied robotics in European deep-tech bet 
FUNDING Robotics startups hit record $18.8B in 2026 funding, surpassing full-year 2025 with embodied AI driving mega-rounds 
MARKET Meta deploys tens of millions of AWS Graviton5 cores for agentic AI at multibillion-dollar scale 
CHIPS AWS Graviton5 GA: 192 cores on TSMC 3nm, 25% perf gain at 9% price premium; Meta commits tens of millions of cores 
MARKET Tencent tests Xiaowei AI assistant in WeChat; 1.4B users exposed to monetization play in competitive China AI market 
CHIPS AWS Graviton5 GA: 192 cores, 25% perf boost, formally verified VM isolation 
CHIPS UK chip startup Fractile raises $220M Series B for inference silicon; Anthropic in talks to buy when chips ship 2027 
CHIPS AI data center projects face 4–7 year grid interconnection delays; power transformers now the binding constraint, not GPUs 
MARKET SpaceX shares down 3.6% Monday after post-IPO rally fades; still +37% since June 12 debut at $135 
FUNDING European AI hardware startups raise €1.9B YTD; Nscale hits $14.6B valuation; UK/Nordic sovereignty push accelerating 
FUNDING Supermicro raises $7B in equity, convertible preferred to fund $39B AI server order backlog 
BREAKING Samsung deploys ChatGPT Enterprise and Codex to global workforce, reversing 2023 AI ban 
MARKET TSMC CEO: AI chip supply will lag demand for years; advanced nodes sold out through 2027 
BREAKING Samsung deploys ChatGPT Enterprise and Codex to all Korea staff, DX division globally 
FUNDING Seedcamp closes $320M across core and select funds, reaches $1B AUM 
CHIPS SK Hynix invests $13B in advanced HBM packaging; $3.87B Indiana fab marks first US capacity 
INDUSTRY Nvidia's 45°C Direct Cooling Cuts Data Center Water Use to Zero 
BREAKING Samsung deploys ChatGPT Enterprise & Codex to all 300K+ employees globally 
CHIPS NVIDIA Rubin 100% liquid-cooled, eliminates need for data center chillers 
MARKET NVIDIA Projects $1T Hyperscaler Capex in 2027; Vera Rubin Supply Constrained Through Lifecycle 
CHIPS TSMC 2nm Achieves 70% Yield, Targets 140K Wafers/Month by Late 2026 Amid CoWoS Bottleneck 
POLICY China Adds US Rare Earth Producers to Export Control List; Supply Chain Escalation 
FUNDING Snowflake, Anthropic expand $200M partnership to deploy Claude AI agents at scale across 12,600 enterprises 
BREAKING Samsung reverses 3-year ChatGPT ban, deploys enterprise OpenAI, Gemini, Claude to 300K+ employees Load more stories Loading…