Broadcom Locks In $63B Anthropic AI Chip Financing as Banks Fund Deal
Wall Street banks are providing $63 billion to finance Broadcom AI chips for Anthropic, easing funding concerns from banks and boosting Broadcom and other AI na
Yahoo Finance · +13 outlets
Anthropic Files for IPO at Potential $2 Trillion Valuation on $16.3B H1 Revenue
Anthropic's IPO filing disclosing billions in revenue and a possible multitrillion-dollar valuation is lifting chip stocks tied to its compute buildout.
Tom's Hardware · +9 outlets
Nvidia to Invest $3B in Meta Stock Offering in Expanded Muse AI Partnership
Nvidia is taking a $3 billion stake in Meta's share offering as part of a broader AI collaboration on Muse models.
Yahoo Finance UK · +14 outlets
AMD to Invest $1B in Meta as Helios Systems Run at Meta, Stock Rallies
AMD's $1 billion investment in Meta's stock offering and expanded Helios deployment lifted its shares amid a broad chip rally.
Yahoo Finance · +14 outlets
Broadcom Stock Jumps as DA Davidson Upgrades AVGO on Anthropic S-1
Analysts upgraded Broadcom citing Anthropic's IPO filing as evidence the AI cycle continues, driving the stock higher.
Yahoo Finance · +13 outlets
TSMC Weighs Up to 20% CoWoS Price Increase as Nvidia Chips Pressure Capacity
TSMC is reportedly considering a packaging price hike of up to 20% as Blackwell and Rubin demand stretches equipment lead times to eight months.
Tom's Hardware · +14 outlets
Bank of Korea Warns Chip Exports Could Fall Up to $100B if AI Spending Slows
The Bank of Korea flagged that a cooling in US tech giants' AI capex could cut the country's chip exports by as much as $100 billion.
Reuters · +10 outlets
South Korea Q3 GDP Beats Forecasts as AI Chip Boom Drives Exports
South Korea's economy grew 1% in Q3, topping forecasts on AI chip-led exports and investment, though private consumption weakened.
Reuters · +14 outlets
Nvidia, AMD and Broadcom Could Buy Meta Shares in $35B Offering
Meta's $35 billion stock offering may draw participation from Nvidia, AMD, and Broadcom amid their expanded AI partnerships.
MarketWatch · +13 outlets
HBM Exports Surpass 50 Trillion Won for First Time on AI Demand
High-bandwidth memory exports topped 50 trillion won for the first time, boosting Samsung and SK Hynix.
조선일보 · +14 outlets
Nvidia Commits Billions Across Six Suppliers to Reserve AI Accelerator Capacity
Nvidia is funding substrate, advanced packaging, testing, and optical engine capacity through 2028 to lock in supply chain output.
Tom's Hardware · +8 outlets
Broadcom and AI Stocks Lift Wall Street Toward Record Highs
Broadcom and other AI-linked names supported the market as the S&P 500 neared its record.
BNN Bloomberg · +14 outlets
Intel, IBM, Oracle and IonQ Object to OKX-ICE Tokenized US Stock Plans
A growing list of tech and quantum firms joined objections to plans by OKX and ICE to offer tokenized US equities.
TradingView · +12 outlets
Intel CEO Lip-Bu Tan Discussed Potential AMD Collaboration With Lisa Su
Intel's CEO is exploring cooperation with AMD on custom chips and packaging as part of its turnaround, following prior x86 standards work.
Tom's Hardware · +11 outlets
Intel Faces Recovery Test Ahead of Q3 Results as Wedbush Looks Past Print
Intel's Q3 report is a key checkpoint for its turnaround, with analysts split and Rosenblatt maintaining a Sell rating.
Yahoo Finance · +7 outlets
Jensen Huang's Trump Calls Come as Nvidia China AI Chip Shipments Fall 44%
Nvidia's China AI chip shipments dropped 44% in the first half of 2026 as Huang maintains direct access to the White House.
The Motley Fool · +10 outlets
Qualcomm, Anduril Partner on BlueChip to Build Laptops on US Soil
Defense contractor Anduril and Qualcomm's BlueChip venture aim for a domestic laptop supply chain, with early prototypes at 90% allied procurement.
Tom's Hardware · +3 outlets
SpaceX Closes $40B Debt Financing for GPUs Expected in First Half of 2027
SpaceX closed $40 billion in debt financing for GPUs, with Q4 capex of $35-40 billion as Musk expands AI computing infrastructure.
Tom's Hardware