Discovered Materials, a Y Combinator P26 startup founded by Advaith and Akash, has released hundreds of new materials discovered by frontier AI models and a benchmark for material discovery, aiming to…
Spot rental prices for the same GPU cluster doubled from under $2 per hour to nearly $4 per hour over seven months, according to Gavin Baker, CIO of Atreides Management, who flagged the surge on Augus…
Citadel Securities projects that more than $500 billion in new public and private debt will be issued by 2028 to fund AI chips and data centers, with AI capital expenditures expected to reach $600 bil…
AWS CEO Matt Garman said at AWS re:Invent 2025 that AI inference now accounts for roughly two-thirds of all AI compute demand, up from about one-third in 2023, and predicted that 80-90% of enterprise …
Citadel Securities projects more than $500 billion in additional public and private debt issuance by 2028 to finance AI data center chips, with AI capital expenditure expected to climb to roughly $600…
The ISM Manufacturing PMI hit 54.0 in May 2026, its highest since May 2022, driven by demand for AI hardware and data centers, but a projected shortfall of 3.8 million skilled workers and supply-chain…
DeepSeek's R1 model, launched in January 2025, operates at $0.14 per million tokens, a 98% cost reduction compared to OpenAI's comparable $7.50 per million tokens, and its V4-Pro model, debuted in Apr…
DeepSeek's V4-Flash-High open-weight model scored 1586 on arena.ai's Frontend Code Arena Pareto Frontier, ranking #7 overall and #3 among open-weight models, a 154-point jump from the previous V4-Pro-…
Amazon.com Inc. reported Q2 2026 earnings on July 30, with AWS revenue jumping 37% year-over-year to $42.2 billion, its strongest growth in 18 quarters, driven by enterprise AI spending. The stock sur…
SK Hynix surged nearly 13% and Samsung Electronics climbed approximately 8% on July 15, lifting the KOSPI index by 6.24% to close at 7,284.41, as renewed optimism around high-bandwidth memory chips fo…
Google is backing a $15 billion loan for a massive Texas data center campus developed by Nexus Data Centers to provide compute infrastructure for Anthropic, with the initial phase costing upwards of $…
Amazon reports Q2 2026 earnings today after the bell, with analysts expecting earnings per share of $1.82 on revenue of roughly $196.9 billion. Wall Street's consensus puts AWS revenue at $40.5 billio…
The European Union plans to invest €10 billion in seven AI gigafactories, each housing over 100,000 advanced AI processors, as part of a broader €20 billion allocation from the InvestAI Facility annou…
Nvidia CEO Jensen Huang declared at VivaTech on June 11, 2025, that the 'ChatGPT moment' for physical AI has arrived, framing it as the start of a decade-long buildout of autonomous machines and robot…
China is pursuing a full-stack AI strategy integrating domestic chips, infrastructure, models, and applications, aiming to lead the AI race without Western dependency, according to an analysis citing …
Semiconductors now drive nearly half of S&P 500 earnings growth, according to a16z, with chip stocks accounting for 44-48% of overall EPS growth in Q2 2026 and earnings surging 133% year-over-year. Th…
Teradyne now generates roughly 70% of its revenue from AI-related demand, up from 40-50% two quarters ago, ahead of its Q2 2026 earnings report expected between July 28-29. The chip-testing giant's Q1…
Nvidia CEO Jensen Huang posted on X for the first time on July 24, sharing an open letter titled 'Open Weights and American AI Leadership' that argues open AI models are essential to US competitivenes…
CoreWeave CFO Nitin Agrawal sold approximately $5.96 million in Class A common stock after restricted stock units vested around June 12, a routine post-IPO liquidity move that has drawn investor atten…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…