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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 29
16 stories
CHIPS HBM now comprises 35-47% of AI accelerator BOM; GB200 HBM alone costs $4,800/unit 
MARKET Samsung HBM4 revenue tops $1 billion; targets $10 billion run-rate by end-2026 
CHIPS OpenAI, Broadcom unveil Jalapeño LLM inference chip; gigawatt-scale deployment targeted by end-2026 
MARKET TSMC warns AI chip shortage to persist into 2027; signals 15% 3nm price increase H2 2026 
RESEARCH DeepSeek V4 DSpark speculative decoding cuts inference latency 85%, hits Together AI 
BREAKING OpenAI launches $150M Partner Network to certify 300K consultants by year-end RESEARCH AI Agents Double Repository-Level Merge Friction 
BREAKING HP becomes flagship Frontier adopter; OpenAI scales enterprise AI agent platform with consulting partnerships 
BREAKING Apple lobbies White House for CXMT DRAM approval as memory costs hit 20% MacBook, iPad price hikes 
FUNDING Samsung, SK Hynix plan $1.3T capex over decade on AI memory demand 
BREAKING Lenovo, NVIDIA Partner on AI Cloud Gigafactory; Reduce Inference Server Deployment Timelines from Months to Weeks 
CHIPS Google TPUs Power Anthropic Expansion; Up to 1M Ironwood Chips Lock $40B Multi-Gigawatt Capacity Deal Through 2027+ 
CHIPS NVIDIA confirms Vera Rubin full production; Rubin GPU leads AgentPerf with 20x efficiency over Hopper 
POLICY FERC orders grid operators to fast-track AI data center connections; 60-day deadline to justify or rewrite tariffs 
CHIPS Coherent CHIPS grant $50M for indium phosphide fab expansion; quadruples Sherman wafer output for AI optical networking 
CHIPS NVIDIA partners with SK Hynix on next-gen AI memory; codeveloping for Vera Rubin and autonomous fabs Sun, Jun 28
24 stories
CHIPS TSMC CoWoS hits 98% yield; SoW-X roadmap supports 64 HBM stacks; co-packaged optics production 2026 
CHIPS PNY DDR5-5600 32GB hits $379.99 — cheapest 2x16GB kit amid RAM crisis; 16% discount 
CHIPS TSMC 2nm mass production hits 70% yield; Apple, NVIDIA locked in through 2026 
CHIPS CoWoS packaging bottleneck extends through 2027; NVIDIA holds 50%+ of TSMC advanced packaging allocation 
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 Load more stories Loading…