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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

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

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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
3h

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

● mixedIn the U.S.-China rivalry, one has a slight edge. AI is a wild card.US–China China AI1 source
3d

● mixedTrump is in denial about AI’s dangerAI Donald Trump OpenAI1 source
3d

● mixedHow Enterprises Are Building Robust Infra Backbone For AI At ScaleEnterprise India is assessing whether its infrastructure can support AI adoption at scaleInfrastructure AI Data centres1 source
3d

Data● mixedAI infrastructure investment projected at $769 billion in 2026 amid safety concernsNearly $384 billion was invested in the first half of 2026AI Infrastructure Data centres2 sources
3d

● mixedThe US-China AI race hit something akin to a Cold War milestoneUS–China AI China1 source
3d

Expansion● mixedElon Musk Aims to Double Colossus 2’s Nvidia Chips by Year-EndElon Musk Nvidia AI1 source
3d

● mixedPS6 vs Xbox Helix: What the leaked 40 vs 56 TFLOPS specs meanNvidia1 source
3d

● mixed"Compute in space will round up to 100%": Elon Musk backs future of AI computeElon Musk said compute in space will eventually reach 100%Elon Musk AI Google1 source
3d

● mixedTrump's no ‘guardrails’ to Xi ‘human control’: Why AI is at the heart of US-China rivalryTrump has increasingly framed China as a competitor in the AI raceAI US–China Donald Trump1 source
3d

● mixedChina fuels rush to turn AI video into an industryChina AI Foxconn2 sources
3d

Policy● mixedAmerica is behind on memory chips—and tariffs threaten to make things harderSemiconductors Trade and tariffs US tariffs1 source
3d

Expansion● mixedChip startup Mythic AI enters India, eyes data centre, robotics opportunitiesSemiconductors Data centres Startups and VC1 source
3d

● mixedAlex Karp’s straight talk, Jensen Huang is worried, and Apple Reference ImageThe report highlights AI discussions involving Alex Karp and Jensen HuangAI AI labs Jensen Huang1 source
4d

● mixedXi says US and China must ensure AI develops under ‘human control’, warns both sides must avoid...Xi Jinping US–China AI1 source
4d

Expansion● mixedGoogle plans an in-orbit test of AI chips under Project SuncatcherProject Suncatcher will test AI chips in orbitGoogle AI Infrastructure9 sources
3d

● mixedNEWSLETTER: Tech and world leaders split over AIAI1 source
4d

● mixedSoftBank's growing bets on AI and semiconductor assetsMasayoshi Son aims to make SoftBank the world's leading AI platformSoftBank AI Semiconductors1 source
4d