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Wed, Jun 24
32 stories
POLICY EU Chips Act 2.0 shifts focus from fab capacity to chip demand, design, and full value chain POLICY A100 GPU Prices Triple in China as Export Gates Slam Shut 
POLICY EU Commission proposes Chips Act 2.0 to bolster chip independence, target €20B in funding 
CHIPS NVIDIA A100 black market prices triple in China amid U.S. smuggling crackdown and customs freeze 
POLICY US awards SandboxAQ $500M CHIPS grant for AI-driven semiconductor materials discovery 
MARKET SK Hynix targets $29.4B ADR IPO on Nasdaq in July, world's largest memory chip listing 
POLICY OpenAI co-founds Appia Foundation hosted by Linux Foundation to build AI assessment and governance standards 
CHIPS NVIDIA releases NemoClaw and Agent Toolkit; OpenShell sandbox runtime now open-source for enterprise agentic AI 
BREAKING Databricks launches Genesis Workbench, NVIDIA-powered open blueprint for AI-driven drug discovery 
FUNDING Finn becomes Germany's newest unicorn with €1B ABS debt financing for fleet expansion 
MARKET SK Hynix targets Nasdaq listing as early as August with up to $14B raise for AI chip build-out RESEARCH Strict Regex Fix Raises Agent Grading Recall by 60 Percentage Points 
RESEARCH InSight Enables Robots to Autonomously Learn New Tasks 
MARKET Tech Stocks Rout $1.3T; AI Valuation Skepticism Hits Chip Stocks, Samsung/SK Hynix Down 12% 
CHIPS Synopsys Ships First Multiphysics Fusion EDA Tools Post-Ansys; 3x Timing Speedup, 10x Design Closure 
MARKET Morgan Stanley Doubles China Humanoid Robot Forecast to 50K Units; Market Seen Reaching $2B in 2026 
INDUSTRY Databricks and NVIDIA Cut Drug Screening Time from 48 Hours to 30 Minutes 
INDUSTRY Microsoft AKS on Bare Metal Cuts GPU Latency 12–18% at Build 2026 
POLICY U.S. power grid runs at 40-55% utilization; technologies exist to unlock capacity amid AI demand surge 
POLICY Federal Contractors Encrypt Systems Post-Quantum by 2030 Under Trump Order 
RESEARCH GPT-5 Pro helps immunologist solve 3-year-old T cell mystery in minutes 
CHIPS Meta engineers 7mm ultra-narrow steel-can batteries for AI glasses 
MARKET SoftBank seeking stake in Japan's top utility to secure AI data center power 
RESEARCH OpenThoughts-Agent Dataset Hits 44.8% on Agentic Benchmarks 
CHIPS Synopsys debuts Multiphysics Fusion tools post-Ansys; unifies EDA and physics analysis for advanced nodes 
FUNDING Eight European startups reached $1bn+ valuations in H1 2026, breaking all-time record for mega-rounds 
INDUSTRY IBM CUGA hits #1 on benchmarks with a 4-argument API 
CHIPS Synopsys ships first Multiphysics Fusion tools post-Ansys: EDA now embeds power, thermal, EM analysis into design closure 
CHIPS NVIDIA, AWS expand EC2 G7 instances with RTX Blackwell for production AI; vector search now 10x faster on OpenSearch Serverless 
MARKET Cerebras tumbles 10% on margin squeeze despite 92% revenue growth in first earnings since IPO 
FUNDING Menlo Ventures closes $3B AI fund, largest in 50-year history, on Anthropic windfall 
INDUSTRY Reliance Jio Bets $110B on AI Embedded in Every Phone Call Tue, Jun 23
1 story
Mon, Jun 22
7 stories
MARKET Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race 
CHIPS Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia 
FUNDING Anthropic confidentially files for IPO at $965B; closes $65B Series H funding 
RESEARCH NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes 
FUNDING Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation 
MARKET NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs 
CHIPS TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Load more stories Loading…