• July 2, 2026
  • 68 views
Broadcom’s Custom-Chip Rise Tests Nvidia’s Grip on the AI Market

The analysis, published by industry researchers this week, lays out a shift that has been building quietly for two years: Broadcom, long known as a maker of networking chips and…

  • July 2, 2026
  • 66 views
AMD Deploys Photonic AI Networking in First Commercial Rollout

The announcement, made this week, describes a technology that has been discussed in data-center circles for years and demonstrated in laboratories for almost as long: replacing the electrical signals that…

  • July 2, 2026
  • 64 views
AWS Raises GPU Instance Prices 20%, Passing AI Compute Costs to Customers

The price change took effect on July 1, and it was the first of its kind in the cloud industry: Amazon Web Services raised the prices of its GPU instances…

  • July 2, 2026
  • 54 views
SpaceX Gets Its First Analyst Report, Putting a $2.2 Trillion Valuation to the Test

The report, published this week by Bloomberg, is the first formal analyst coverage SpaceX has received since its record-breaking initial public offering, and it is an attempt to do something…

  • July 2, 2026
  • 53 views
Asia’s Chip Stocks Sink as KOSPI Falls Nearly 8% in Broad AI Selloff

The selling began in Seoul and spread across the region: by the close of trading on Thursday, South Korea’s KOSPI had fallen nearly 8%, its worst single-day loss in years,…

  • July 2, 2026
  • 58 views
Anthropic Restores Fable 5 Access After Weeks of Talks With Washington

The model is back online, and the terms are stricter. Anthropic this week restored access to Fable 5, its most capable artificial-intelligence model, which had been shut down after U.S.…

  • July 2, 2026
  • 56 views
Trump Announces Doubling of TSMC’s Arizona Fab as Chip Production Comes Home

The announcement, made from the White House on Wednesday, had the feel of a campaign promise fulfilled: President Trump said TSMC will double the capacity of its Fab 21 complex…

  • July 2, 2026
  • 53 views
Tesla Delivers 480,126 Vehicles in Second Quarter, Beating Estimates on Europe Demand

The number, released before the market opened on Thursday, was better than almost anyone expected: Tesla delivered 480,126 electric vehicles in the second quarter, comfortably beating the 406,024 that Wall…

  • July 2, 2026
  • 57 views
Meta Prepares to Sell Excess AI Computing Power to Outside Customers

The plan, according to people familiar with it, has been taking shape inside Meta for months: sell access to the company’s AI computing capacity and models to external customers, entering…

  • July 2, 2026
  • 59 views
SpaceX Denies Building an AI Phone, and Qualcomm Shares Feel the Whiplash

The report appeared on Tuesday, and within hours it was moving markets: SpaceX, preparing for its new life as a public company, had reportedly shown some investors a prototype of…