China just erased America's AI lead
China's Moonshot AI released Kimi K3, a massive new model that matches or beats top U.S. models like Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol in coding tests while costing 40% less, erasing Americ…
NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
China's Moonshot AI released Kimi K3, a massive new model that matches or beats top U.S. models like Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol in coding tests while costing 40% less, erasing Americ…
Nvidia hired 26-year Microsoft veteran Nick Parker to replace retiring billionaire sales chief Jay Puri, signaling a strategic shift from selling AI chips to helping customers deploy AI. Parker, who w…
Japan's Ministry of Economy, Trade and Industry (METI) launched the FRONTia Project, a state-backed physical AI initiative led by Noetra and AIST, securing direct access to Nvidia's Blackwell architec…
Chinese GPU developer Moore Threads Technology projected first-half revenue growth of 135.1% to 149.4% year on year, reaching between 1.65 billion yuan and 1.75 billion yuan, while CPU and AI accelera…
Nvidia Corp. announced plans to expand collaboration with Japanese companies including Toyota Motor Corp. and Fujitsu Ltd., providing advanced GPUs to Noetra Corp., a new AI firm backed by SoftBank, S…
Nvidia announced a new AI-RAN plan featuring a 6G radio unit chip, aiming to integrate artificial intelligence into radio access networks for next-generation wireless communications.…
TSMC raised its 2026 capital budget to as much as $64 billion and pledged an additional $100 billion in U.S. investment, adding to a $165 billion Arizona project, to meet surging AI demand from custom…
SK Hynix's American depositary receipts raised $26.5 billion in the second-biggest share sale in Wall Street history on July 10, but the stock has since swung wildly, with a 13% debut gain followed by…
Japan's Nikkei 225 plunged 5% in its steepest single-day decline in months as investors aggressively sold chipmaker and AI-related stocks, erasing weeks of gains. SoftBank Group fell nearly 7%, Tokyo …
Nvidia and Fujitsu have unveiled a physical-AI initiative with Fanuc, Yaskawa Electric and Kawasaki Heavy Industries to develop a common control platform for robots across manufacturing, logistics and…
Amazon CEO Andy Jassy disclosed during the company's Q1 2026 earnings call that Amazon's custom AI silicon business has secured over $225 billion in multi-year revenue commitments, driven primarily by…
A regulatory filing by Chinese textile company Anhui Korrun disclosed that a fund tied to one of its subsidiaries invested 2.90 billion yuan for an indirect 0.8265% stake in DeepSeek, valuing the AI l…
A regulatory filing from Chinese luggage manufacturer Anhui Korrun reveals an implied valuation of approximately $51.82 billion for AI startup DeepSeek, based on a 0.8265% indirect stake purchased for…
Nvidia Corp. has launched Cosmos 3 Edge, a compact world model with 4 billion parameters built on the Nemotron family for vision reasoning and robot control on edge devices, alongside partnerships to …
Taiwan Semiconductor Manufacturing Co. (TSMC) will invest an additional $100 billion in Arizona, bringing its total U.S. investment to $265 billion, after reporting a record 77.4% year-over-year jump …
US chip and memory stocks lost over $1 trillion in market value in a brutal selloff triggered by Broadcom's AI chip guidance falling short of analyst expectations and a strong jobs report raising rate…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its Arizona semiconductor operations, bringing total planned US spending to over $165 billion, one of t…
PicoJool CEO Al Yuen argues that GaAs VCSELs at 200G/lane are the pragmatic choice for scaling optical interconnects, citing unconstrained supply versus indium phosphide and a roadmap to 12.8T via 8×2…
Thinking Labs, the AI startup founded by ex-OpenAI CTO Mira Murati, launched its first open-weight model Inkling on Wednesday, positioning it as a generalist model capable of reasoning across text, im…
OpenAI Head of Compute Infrastructure Sachin Katti predicts artificial intelligence will soon design the chips and systems it needs to run, as the company pushes into custom silicon to reduce reliance…