Nvidia to invest $3B in Meta's equity offering, expands Muse AI partnership
Nvidia is taking a $3B stake in Meta's stock sale as part of a broader AI collaboration spanning Meta's Muse models and data center infrastructure.
Yahoo Finance · +14 outlets
Broadcom's $63B Anthropic AI compute financing clears hurdle; DA Davidson upgrades AVGO to Buy with $400 target
Broadcom and a bank syndicate led by BofA, Citi and Morgan Stanley closed a $63B debt package backing Anthropic's AI hardware, prompting an upgrade and fresh pr
TradingView · +13 outlets
Anthropic files for IPO at potential $2 trillion valuation on $16.3B first-half revenue
Anthropic's public filing would create one of the largest listings ever and underpins a wave of chip-sector financing tied to its compute buildout.
Tom's Hardware · +7 outlets
Bank of Korea warns chip exports could fall by up to $100B if AI spending slows
The central bank flagged South Korea's heavy dependence on semiconductor demand from US hyperscalers as a growth risk.
Reuters · +11 outlets
Meta launches $35B stock offering for AI expansion, plans another $60B program in 2027
Meta is tapping equity markets to fund AI data center buildout, with chip suppliers including Nvidia, AMD and Broadcom eligible to take stakes.
Yahoo Finance · +7 outlets
South Korea Q3 GDP beats forecasts as AI chip boom lifts exports and capex
Chip-driven exports pushed Korea's economy to about 1% quarterly growth, though domestic consumption stayed weak.
Reuters · +14 outlets
Nvidia commits billions to bankroll AI accelerator supply chain, reserving capacity through 2028
Deals with six suppliers cover substrates, advanced packaging, chip testing and optical engines to lock in accelerator production.
Tom's Hardware · +1 outlets
Intel rises 5% as New Street upgrade cites server CPU shortage; AMD and Nvidia gain
The upgrade argues CPU scarcity strengthens Intel's turnaround case ahead of its quarterly report, with shares nearing three-month lows beforehand.
24/7 Wall St. · +9 outlets
Microsoft offers voluntary buyouts to 60,000 employees as AI buildout costs bite
The program covers roughly 27% of Microsoft's workforce as it rebalances spending toward AI data centers.
Tom's Hardware · +5 outlets
Qualcomm pledges global layoffs as handset revenue falls 20%
Qualcomm is cutting staff and pitching a stronger performance culture as its core smartphone business contracts.
TIKR.com · +4 outlets
SpaceX closes $40B debt financing for GPUs, expects $35B-$40B Q4 capex
Musk's company is borrowing heavily to fund AI compute infrastructure with GPU deliveries expected in the first half of 2027.
Tom's Hardware · +3 outlets
Intel CEO Lip-Bu Tan discussed potential collaboration with AMD's Lisa Su
The talks touch custom chips, advanced packaging and foundry work as Intel rebuilds its CPU business.
Tom's Hardware · +14 outlets
Apple adds M6 chip to 14-inch MacBook Pro and iMac, starting at $1,999
Apple refreshed its desktop and laptop lineup with the new M6 silicon.
Tom's Hardware · +14 outlets
Nvidia, Intel and other tech stocks surge after Anthropic's IPO filing
Anthropic's filing lifted sentiment across AI-exposed semiconductor names.
Forbes · +14 outlets
Micron plans wafer bonding and High-NA EUV for next-gen DRAM, developing vertical HBM
Micron is pursuing wafer bonding and vertical memory architectures to extend DRAM scaling.
Tom's Hardware · +7 outlets
HBM exports surpass 50 trillion won mark
Korean high-bandwidth memory shipments hit a new milestone on AI accelerator demand.
조선일보 · +5 outlets
Leaked 256-core Zen 6c EPYC benchmark hints at 24% IPC gain over Zen 5
Early single-threaded benchmark leaks point to meaningful per-core gains in AMD's next server chips.
Tom's Hardware · +1 outlets
Data center gear hijacked in transit in thefts worth hundreds of millions; GPU thieves spoof GPS
Organized theft rings are intercepting server and GPU shipments and diverting hardware, often to China.
Tom's Hardware · +1 outlets