Global AI chip selloff triggers tech rotation as hyperscaler capital expenditure growth slows. South Korean regulators curb leveraged ETFs amid volatility concerns.
Jason··2 min read
TSMC pledges an additional $100 billion for US expansion, totaling $265 billion, to meet surging AI chip demand while global competitors initiate indigenous manufacturing missions.
Jason··2 min read
SambaNova Systems has secured $1 billion in funding at an $11 billion valuation, aiming to challenge Nvidia by focusing on efficient AI inference hardware.
Jason··2 min read
NVIDIA has officially unveiled the RTX Spark chip series, marking its entry into the consumer PC market. Integrating CPU, GPU, and AI acceleration, the series aims to bring powerful local AI inference to laptops and mini-PCs, representing a major innovation in PC architecture.
Jason··2 min read