News
AI, at newsroom pace.
FUNDING
Anthropic scales to 1M+ Google TPUs, adds 3.5GW via Broadcom partnership; revenue run rate hits $30B
FUNDING
ON Semiconductor acquires Synaptics for $7B, betting big on edge AI and robotics
CHIPS
NVIDIA slashes RTX 50 Series by 30–40% as HBM shortage starves consumer GPU demand
CHIPS
Semiconductor market hits $319B in Q1 2026, up 27% QoQ on memory surge; $1.5T+ forecast for year
MARKET
Google, Blackstone form $5B TPU cloud venture; 500 MW online 2027 as Alphabet challenges Nvidia dominance
BREAKING
Vercel Ships Eve, Filesystem-First AI Agent Framework with Durable Execution and Sandboxing
CHIPS
Loongson launches 3C3000 16-core server CPU on LoongArch; targets SMB file and database servers
BREAKING
AI coding agents vulnerable to malware via GitHub repos, Mozilla researchers demonstrate Claude exploit
FUNDING
Stark defense tech raises €500M at €3.5B; Berlin drone maker expands after €2.8B Bundeswehr contract
MARKET
CoreWeave joins Nasdaq-100 just 15 months post-IPO; GPU cloud provider valued at $64B+ with $56B revenue backlog
CHIPS
Semiconductor price hikes spread beyond memory to power, analog, and image sensors
FUNDING
AI infrastructure funding hits $12.5B in 12 months, but concentrated: top 10 deals = 82.7% of capital
CHIPS
NVIDIA, SK Hynix form multiyear partnership on next-gen memory for AI factories
BREAKING
AWS FinOps Agent Public Preview: Anomaly Detection + Cost Root Cause Analysis
CHIPS
Lenovo Flags 'RAMageddon' as Permanent; Memory Prices Won't Return to 2025 Lows
FUNDING
Stark Defence raises €500M at €3.5B valuation; Sequoia, Founders Fund back German kamikaze drone startup
MARKET
BIS warns AI bust could ripple into credit; hyperscalers shift from cash-flow to debt financing
POLICY
BIS warns AI boom financing shift to hedge funds, private credit poses burst risk