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AI Chips and Hardware
The silicon the boom runs on, and the companies fighting over it.
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Latest in AI Chips and Hardware
Rapidus Launches Global Alliance to Accelerate 2nm Chip Development
5+ hour, 57+ min ago (201+ words) The Japanese chipmaker unveils Rapidus CORE framework alongside 17 design partners to bridge early-stage silicon development and mass production. Rapidus Launches Global Alliance to Accelerate 2nm Chip Development The Japanese chipmaker unveils Rapidus CORE framework alongside 17 design partners to bridge early-stage silicon…...
Nvidia and Broadcom Insulated from US Data Centre Power Shortage
6+ hour, 21+ min ago (281+ words) Morgan Stanley highlights strong supply chain visibility as power grid bottlenecks threaten secondary chip suppliers. Nvidia and Broadcom Insulated from US Data Centre Power Shortage Morgan Stanley highlights strong supply chain visibility as power grid bottlenecks threaten secondary chip suppliers....
Dallas VC firm Disruptive is targeting a $10 billion megafund after Groq bets pay off
13+ min ago (203+ words) The firm has already secured $7.5 billion in commitments and plans to back roughly 10 late-stage companies over the next two years Disruptive, a Dallas-based venture-capital firm, is raising up to $10 billion for a new fund, joining a small group of investment…...
AI trade driving stocks, but questions remain over rest of market
33+ min ago (87+ words) The cooling of Treasury yields is providing some respite with the S&P 500 and the Nasdaq hitting record highs. However, beyond those record highs, the picture becomes a little more concerning. Tech stocks are powering indices at the moment and…...
Broadcom leads AI chip growth quietly; AMD competes openly with Nvidia in data centers.
48+ min ago (271+ words) Broadcom and AMD both reported strong AI-driven revenue growth, with Broadcom's custom chips powering hyperscalers behind the scenes and AMD competing directly with Nvidia using its own GPUs and CPUs. Broadcom's AI semiconductor revenue surged 221% to $16.7 billion, driven mainly by…...
FT: SpaceX now wants $40bn for Nvidia chips. Its bonds already trade like junk.
3+ hour, 9+ min ago (357+ words) Our partners at the Financial Times report this morning that Elon Musk's SpaceX is lining up $40bn to buy Nvidia chips: $10bn in bank loans and $30bn in investm Our partners at the Financial Times report this morning that Elon Musk's SpaceX is…...
Lisa Su, Jun Young-hyun deepen AMD–Samsung partnership across AI and foundry
33+ min ago (290+ words) Su and Jun signal wider AMD–Samsung ties from memory to robotics after cordial Seoul dinner Su arrived at Samsung Electronics' Seocho office building in Seocho-gu, Seoul, at about 4:44 p.m., met with Vice Chair Jun, and left the building at…...
NVDA Stock Rebounds But Remains Below Key Support For Second Session: Retail Sees Massive Upside
11+ hour, 32+ min ago (361+ words) NVIDIA (NVDA) struggled below key technical levels, with the stock staying under its 200-day moving average. It had breached this for the first time since May 2025 in the previous session. Despite slipping below a crucial level, NVDA stock rebounded more…...
NVIDIA Corporation $NVDA Position Increased by Westpac Banking Corp
3+ hour, 51+ min ago (110+ words) Posted by Defense World Staff on Oct 7th, 2026 The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and…...
NVIDIA Corporation $NVDA Stock Holdings Reduced by Korea Investment CORP
3+ hour, 51+ min ago (105+ words) Posted by Defense World Staff on Oct 7th, 2026 The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were given a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a…...