Browsing: chip

Technology

Nintendo’s stock price has fallen about 45% since August 2025 as rising memory chip costs spark investor concerns about Switch 2 profit margins (David Keohane/Financial Times)

By Stacey D. WallsMay 3, 2026

David Keohane / Financial Times: Nintendo’s stock price has fallen about 45% since August 2025, as rising memory chip costs…

Technology

Huawei expects AI chip revenue to reach about $12 billion in 2026, up 60% from $7.5 billion in 2025, as orders for its Ascend 950PR chip rise and Nvidia stagnates in China (Zijing Wu/Financial Times)

By Stacey D. WallsMay 1, 2026

Featured Podcasts The Talk Show with John Gruber: “Food and Beverage Director”, with MG Siegler The director’s commentary track for…

Technology

strong demand for AI in China nearly doubles prices for Nvidia’s B300 servers to around $1 million each, as crackdown on chip smuggling dries up black market supply (Reuters)

By Stacey D. WallsApril 30, 2026

Featured Podcasts The Nick, Dick and Paul Show: Why the blockbuster failed Nick Bilton, Dick Costolo and Paul Kedrosky lift…

Technology

An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos’ Project Prometheus, and more (Alex Heath/Sources)

By Stacey D. WallsApril 29, 2026

Alex Heath / Sources: An interview with AWS CEO Matt Garman discussing why AWS will be a better OpenAI partner…

Technology

Meta announces deal to use “tens of millions” of Amazon’s Graviton chips to help deliver its next generation of AI models, amid Nvidia chip shortage (Ina Fried/Axios)

By Stacey D. WallsApril 24, 2026

Featured Podcasts Hard fork: The Legacy of Tim Cook + The Future of UBI with Andrew Yang + HatGPT The…

Technology

Efforts to revive chip manufacturing in Pennsylvania have been left in limbo by President Trump’s sudden shift in U.S. semiconductor policy over the past year (Michael Acton/Financial Times)

By Stacey D. WallsApril 22, 2026

Michael Acton / Financial Times: Efforts to revive chip manufacturing in Pennsylvania have been left in limbo by President Trump’s…

Technology

Alat, a $100 billion PIF-backed electronics manufacturing fund in Saudi Arabia, has removed its CEO Amit Midha; sources say he abandoned plans to invest in chip production (Matthew Martin/Semafor)

By Stacey D. WallsApril 11, 2026

Matthew Martin / Semafor: Alat, a $100 billion PIF-backed electronics manufacturing fund in Saudi Arabia, has removed its CEO Amit…

Technology

Docs: Israeli AI chip startup Hailo pursues urgent IPO via SPAC merger for valuation below $500 million; it was last valued at $1.2 billion in 2024 (Meir Orbach/CTech)

By Stacey D. WallsApril 3, 2026

Meir Orbach / CTech: Docs: Israeli AI chip startup Hailo pursues urgent IPO via SPAC merger for valuation below $500…

Technology

Chinese GPU and AI chip makers have captured about 41% of China’s AI server market in 2025, significantly eroding Nvidia’s share of 55% with about 2.2 million cards (Reuters)

By Stacey D. WallsApril 2, 2026

Featured Podcasts The Talk Show with John Gruber: “Apple at 50”, with John Syracuse The director’s commentary track for Daring…

Technology

Cognichip, which builds an AI model for chip design, raised a $60 million Series A led by Seligman Ventures, with participation from new board member Lip-Bu Tan (Tim Fernholz/TechCrunch)

By Stacey D. WallsApril 1, 2026

Tim Fernholz / TechCrunch: Cognichip, which builds an AI model for chip design, raised a $60 million Series A round…

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Eco-brutalist resistance in Central Asia – The Diplomate

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Trump’s new AI order raises the stakes in Sino-US tech competition – The Diplomat

‘Backrooms’ Producer Peter Chernin Thinks Hollywood Needs to Change

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Lululemon (LULU) first quarter 2026 results

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Trump’s lawsuit against the BBC massively backfired

Trump is erased as Kennedy Center begins removing his name

Scott Bessent collapses in front of Congress as he tries to defend Trump for not caring about Americans

Shocked Trump Loses Iran War Powers, Ballroom and Arms Fund on Same Day

Memory chip suppliers say CXMT’s DDR5 prices match those of Samsung, SK Hynix and Micron, and that they have a supply advantage in customer markets because they don’t prioritize HBM (Hassan Mujtaba/Wccftech)

Q&A with Google DeepMind’s Director of AGI Economics Alex Imas and Epoch AI’s Phil Trammell on what’s left in short supply after AGI, the redistribution of AI wealth, and more (Dwarkesh Patel/Dwarkesh Podcast)

ASML CEO Christophe Fouquet applauds EU tech sovereignty plans, but says substantial EU involvement in leading ‘strategic projects’ is cause for concern (Toby Sterling/Reuters)

How LinkedIn is transforming into a ‘post-grind’ social network as it courts top influencers, who build audiences on business-friendly topics (Isabella Kwai/New York Times)

in May, hyperscalers’ unsecured bond supply reached $155 billion year-to-date, more than 45% higher than total 2025 issuance; some IA-infra bond sales are 4 times oversubscribed (Caleb Mutua/Bloomberg)

Browsing: chip

Nintendo’s stock price has fallen about 45% since August 2025 as rising memory chip costs spark investor concerns about Switch 2 profit margins (David Keohane/Financial Times)

Huawei expects AI chip revenue to reach about $12 billion in 2026, up 60% from $7.5 billion in 2025, as orders for its Ascend 950PR chip rise and Nvidia stagnates in China (Zijing Wu/Financial Times)

strong demand for AI in China nearly doubles prices for Nvidia’s B300 servers to around $1 million each, as crackdown on chip smuggling dries up black market supply (Reuters)

An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos’ Project Prometheus, and more (Alex Heath/Sources)

Meta announces deal to use “tens of millions” of Amazon’s Graviton chips to help deliver its next generation of AI models, amid Nvidia chip shortage (Ina Fried/Axios)

Efforts to revive chip manufacturing in Pennsylvania have been left in limbo by President Trump’s sudden shift in U.S. semiconductor policy over the past year (Michael Acton/Financial Times)

Alat, a $100 billion PIF-backed electronics manufacturing fund in Saudi Arabia, has removed its CEO Amit Midha; sources say he abandoned plans to invest in chip production (Matthew Martin/Semafor)

Docs: Israeli AI chip startup Hailo pursues urgent IPO via SPAC merger for valuation below $500 million; it was last valued at $1.2 billion in 2024 (Meir Orbach/CTech)

Chinese GPU and AI chip makers have captured about 41% of China’s AI server market in 2025, significantly eroding Nvidia’s share of 55% with about 2.2 million cards (Reuters)

Cognichip, which builds an AI model for chip design, raised a $60 million Series A led by Seligman Ventures, with participation from new board member Lip-Bu Tan (Tim Fernholz/TechCrunch)