South Korea's monthly exports top $120 billion for the first time on record chip sales
September exports rose 83.5% to $120.9 billion, led by an all-time monthly peak in semiconductor shipments, underscoring how AI demand is reshaping Korea's trad
Reuters · +15 outlets
Broadcom to lend Anthropic up to $42 billion to lease chips, in latest circular AI financing deal
The vendor-financing structure deepens ties between Broadcom and Anthropic and draws scrutiny over circular investment in AI infrastructure.
Yahoo Finance · +14 outlets
AMD to buy World Labs for $8.2 billion, a deal analysts say adds dilution
The acquisition is AMD's push to learn what AI workloads need next, though investors flagged share dilution as the stock slipped.
TradingView · +14 outlets
Nvidia authorizes a record $150 billion in stock buybacks
The buyback authorization is the largest in Nvidia's history and signals where the company is directing its cash beyond R&D and capacity.
The Motley Fool · +14 outlets
Micron projects RAM shortages through 2028 as it posts record profit and 86.25% gross margin
Micron's record quarter and warning of a prolonged DRAM and NAND supply crunch rippled through chip stocks and Asian markets.
Tom's Hardware · +14 outlets
Qualcomm unveils two Snapdragon 8 Elite Gen 6 SoCs, doubles down on agentic AI
Qualcomm is pushing personal agentic AI across phones, wearables and PCs while its stock underperformed peers on the day.
Eetimes · +12 outlets
Michael Burry warns Nvidia and AI infrastructure expansion mirror a 1960s computer leasing bubble
Burry's puts on Nvidia, Micron and Palantir and his 1987-style crash warning add a prominent bearish voice to debates over AI capex financing.
Yahoo Finance · +5 outlets
Nvidia launches Open Agent Safety Platform with hardware sandboxing to quarantine rogue AI agents
The OpenShell sandbox plus BlueField-based Sentry stack aims to contain misbehaving agents in milliseconds, an early attempt to make agent security a platform l
Tom's Hardware · +14 outlets
DeepSeek and Huawei release open-source Ascend AI programming tools to cut reliance on Nvidia
The libraries aim to make Huawei's Ascend 950 easier to program and optimize, part of China's effort to build a domestic alternative to Nvidia's software ecosys
Tom's Hardware · +14 outlets
SharonAI secures $356 million facility to deploy 68,000 Nvidia GPUs
The financing shows continued investor appetite for GPU-backed infrastructure even as questions grow about AI capital structures.
Benzinga · +5 outlets
Broadcom stock falls as $42 billion financing links chips to Anthropic
Shares of the chipmaker slipped even as its AI revenue base grows, with investors weighing the risk of vendor financing tied to one customer.
GuruFocus · +14 outlets
AI agents leak more than 13,000 internal screenshots from over 300 organizations
The exposures, including Fortune 500 companies and a frontier AI lab, highlight governance gaps in agentic tooling.
Tom's Hardware · +13 outlets
Micron sues YMTC, alleging Chinese memory maker poached engineers and used stolen tech
The suit claims former Micron engineers patented its know-how at YMTC and that those patents were later used against Micron in court.
Tom's Hardware · +1 outlets
Nvidia stock gains as Wall Street questions its $500B AI financing plan backed by GPUs
The GPU-collateralized structure is drawing the same circular-financing questions raised by Broadcom's Anthropic deal.
CryptoRank · +13 outlets
Synopsys stock rallies after AI deals with OpenAI and Amazon
The agreements tie a major EDA vendor more closely to the largest AI model and cloud players.
Investopedia · +13 outlets
Chip stocks positioned for $229 billion payday before Nvidia ships a GPU
The figure quantifies how far upstream revenue commitments now run ahead of Nvidia's actual product cycle.
thestreet.com · +3 outlets
Nvidia's AI spending surge hits $279B as infrastructure commitments reach record levels
Record commitments reflect the scale at which hyperscalers and partners are locking in AI capacity.
carboncredits.com
OpenAI says actors linked to Moonshot AI ran a campaign to extract its models' hidden reasoning
The logged attempts peaked at 16,000 users over two days, pointing to industrialized model-extraction efforts.
Tom's Hardware