Monday, 28 September 2026Updated 9m ago

Market pulse › AI chips

AI chips

Topic tag · tracked since 24 Sept · also ai chip, gpu, gpus, ai accelerators

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Today5 stories · 11 articles37 stories since 24 Sept

Net tone● ±0% today+2% over the week

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Developing6 storylinesBiggest: US-China summit on trade and AI · 45 updates

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

524 Sept

1525 Sept

1026 Sept

527 Sept

228 Sept

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stories together this week · colour is their tone

AI33 Semiconductors10 China8 Data centres8 AI labs6 US–China6 Infrastructure5 Nvidia5 OpenAI5 Chip plants4

Stories

37 in all · newest first

Expansion● mixedTakeMe2Space plans orbital data centre launch on Falcon 9 in 2028The Hyderabad-based company plans two 100-kg satellites with Nvidia Thor GPUs and 100 TB storageData centres Nvidia SpaceX4 sources
1h

● mixedAI adoption set to accelerate, but data centres may not deliver comparable job gains: WEFAI Data centres IT hiring1 source
2h

Policy● mixedChina weighs allowing ByteDance and Alibaba to buy Nvidia chipsChina's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plansByteDance Nvidia China4 sources
3h

Market move● mixedAI stocks whipsaw as $3 trillion rebound follows AI disruption fearsAI Market valuations Wall Street1 source
15h

● mixedAI boom, supply chain shifts create big opportunity for India's chip sector: BCGSemiconductors AI Chip plants1 source
19h

IPO● mixedBig dreams and tiny revenue are the new norm for AI IPOsAI IPOs are marked by ambitious plans and tiny revenueAI Market valuations Startup funding1 source
1d

● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeData centres AI Power demand1 source
1d

● mixedRTX 5090, once a consumer gaming card, is now on smugglers’ menu alongside cigarettesNvidia1 source
2d

● mixed‘Take AI to the grassroots’: Sharath Kumar Bache Gowda on Karnataka’s affordable 'AI PC'AI Sarvam AI Chip plants1 source
2d

● mixedTrump rejects closer US-China AI integrationTrump said the US should not join efforts to integrate with China on AIDonald Trump US–China AI1 source
2d

Policy▲ bullishNext large investment should be in AI infrastructure, says SitharamanSitharaman called for more investment in AI infrastructure and trainingNirmala Sitharaman AI Infrastructure1 source
2d

● mixedChina is playing a different game when it comes to AIExperts say the U.S. and China aren’t in an AI race because they aren’t targeting the same goalsChina AI US–China1 source
2d

Policy● mixedAI, chips, quantum to drive India’s infra push: FMSemiconductors Infrastructure AI1 source
2d

● mixedHow many times have AI agents gone 'rogue'? OpenAI says review of full scope may take monthsOpenAI AI AI labs1 source
2d

● mixedTrump and Johnson To Meet With Tech Executives On AI Next WeekTrump and Johnson will meet tech executives on AI next weekDonald Trump AI OpenAI1 source
2d

● mixedGold’s hidden role in AI: From chips and connectors to data centres powering the AI boomGold Semiconductors Data centres1 source
2d

● mixedAI and automation: Are humans making their own brains redundant?AI AI labs1 source
2d

● mixedNot the story of AI, but of individual AIsAI Sarvam AI OpenAI1 source
3d

● mixedOdd Lots: Hollywood Was Cooked Before AI. Now It’s Getting WorseAI Warner Bros. Discovery OpenAI1 source
3d

IPO● mixedSK Hynix's Solidigm weighs IPO that could value the unit at up to $150 billion, sources saySK Hynix's Solidigm is weighing an IPO that could value the unit at **up to $150 billion**Semiconductors SK Hynix1 source
2d