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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
27 stories
CHIPS Samsung ships industry-first HBM4E samples at 16Gbps, 48GB per stack; 20%+ speed gain over HBM4 
MARKET Micron guides $50B Q4 revenue, 86% margins; signs 16 strategic customer agreements worth ~$100B 
CHIPS d-Matrix Corsair inference accelerator enters full production; claims 10x faster decode than GPU-only with 5x less energy 
MARKET SoftBank commits €75 billion to build 5 GW of AI data center capacity across France through 2031 
FUNDING UK government backs £400 million venture capital initiative for diverse fund managers 
COMPUTE Google's Paper Assistant Reviews 10,000 Scientific Papers in 30 Minutes 
CHIPS NVIDIA Blackwell platform arrives; B200/B300 GPUs ship with 4x H100 inference speed, 25x lower cost/energy 
BREAKING HP deploys OpenAI Frontier across enterprise operations; joins six inaugural platform adopters 
MARKET 79% of global AI data center capacity faces elevated climate hazard risk; operators shift to rural, extreme-weather zones 
FUNDING Baidu's Kunlunxin targets $50B Hong Kong IPO, ties chip purchases to allocations 
FUNDING Momenta launches Hong Kong IPO targeting $751M for autonomous driving R&D 
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
13 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 Load more stories Loading…