Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
FUNDING Anthropic scales to 1M+ Google TPUs, adds 3.5GW via Broadcom partnership; revenue run rate hits $30B
MARKET CoreWeave joins Nasdaq-100 just 15 months post-IPO; GPU cloud provider valued at $64B+ with $56B revenue backlog
FUNDING ON Semiconductor acquires Synaptics for $7B, betting big on edge AI and robotics
CHIPS Semiconductor price hikes spread beyond memory to power, analog, and image sensors
CHIPS NVIDIA slashes RTX 50 Series by 30–40% as HBM shortage starves consumer GPU demand
FUNDING AI infrastructure funding hits $12.5B in 12 months, but concentrated: top 10 deals = 82.7% of capital
CHIPS Semiconductor market hits $319B in Q1 2026, up 27% QoQ on memory surge; $1.5T+ forecast for year
CHIPS NVIDIA, SK Hynix form multiyear partnership on next-gen memory for AI factories
MARKET Google, Blackstone form $5B TPU cloud venture; 500 MW online 2027 as Alphabet challenges Nvidia dominance
BREAKING AWS FinOps Agent Public Preview: Anomaly Detection + Cost Root Cause Analysis
BREAKING Vercel Ships Eve, Filesystem-First AI Agent Framework with Durable Execution and Sandboxing
CHIPS Lenovo Flags 'RAMageddon' as Permanent; Memory Prices Won't Return to 2025 Lows
CHIPS Loongson launches 3C3000 16-core server CPU on LoongArch; targets SMB file and database servers
FUNDING Stark Defence raises €500M at €3.5B valuation; Sequoia, Founders Fund back German kamikaze drone startup
BREAKING AI coding agents vulnerable to malware via GitHub repos, Mozilla researchers demonstrate Claude exploit
MARKET BIS warns AI bust could ripple into credit; hyperscalers shift from cash-flow to debt financing
FUNDING Stark defense tech raises €500M at €3.5B; Berlin drone maker expands after €2.8B Bundeswehr contract
POLICY BIS warns AI boom financing shift to hedge funds, private credit poses burst risk
FUNDING Mirendil closes $200M seed at $1B on bet that AI can automate AI research
FUNDING Upscale AI raises $190M extension at $2B valuation; NVIDIA backs AI-native networking switches
POLICY Apple lobbies US for clearance to buy chips from blacklisted Chinese supplier CXMT
BREAKING OpenAI names Uber India president Prabhjeet Singh as first managing director for India
MARKET Micron smashes Q3 earnings with $41.5B revenue, guides Q4 to $50B as HBM supply stays fully allocated through 2026
CHIPS Onsemi to acquire Synaptics for $7B in all-stock deal; unifies power, sensing, and edge AI into "physical AI" play
MARKET South Korea's Kospi crashes 10%, SK Hynix and Samsung plunge amid AI chip allocation concerns
POLICY Japan commits ¥101.6 trillion ($~590B) to AI and chips by 2040, quintuples chip sector target
FUNDING Baseten closes $1.5B Series F at $13B valuation, led by Altimeter
MARKET Micron Q3 Revenue Crushes at $41.5B; Q4 Guidance $50B with 16 Multi-Year SCAs Locking $100B
FUNDING Mirendil closes $200M seed at $1B to build autonomous AI R&D systems, democratizing frontier research
FUNDING Peregrine Technologies raises $250M Series D at $6.8B, triples valuation on government AI demand
CHIPS Onsemi acquires Synaptics for $7B, building physical AI play at intersection of power, sensing, compute
MARKET Apple lobbies Trump admin to buy memory from blacklisted CXMT as component costs soar
BREAKING OpenAI delays IPO to 2027 after SpaceX stumble; now chasing $1T valuation
FUNDING Onsemi to acquire Synaptics in $7B edge AI deal, pivots toward "physical AI"
FUNDING Peregrine Technologies closes $250M Series D at $6.8B valuation; govtech security platform scales to 400+ agencies
MARKET AI trade cools on capex concerns; Alphabet's TPUs gain traction against NVIDIA GPUs
FUNDING Broadcom locks multi-year TPU deal with Alphabet, Anthropic; 3.5 GW capacity from 2027
RESEARCH OpenAI launches GPT-5.6 Sol family with government-gated access; leads TerminalBench at 91.9%
POLICY Apple lobbies US government for exemption to buy cheaper Chinese memory chips
CHIPS Intel Nova Lake flagship reaches 474W power limit; boards may need three 8-pin CPU connectors