News
AI, at newsroom pace.
Banks Syndicate $35B Broadcom–Anthropic AI Chip Financing; Largest Private Credit Deal Ever
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Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed
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Super Micro surges 15% on $60B order blitz; margin guidance raised to 15–17% on SpaceX XAI gigawatt build
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SK Hynix $26.5B Nasdaq debut, largest foreign IPO; stock up 13% day-one
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Goldman Sachs launches alternative investments platform; targets direct stakes in private AI unicorns pre-IPO
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SpaceX first lock-up expiration unlocks 911.5M shares as Aug 4 earnings date triggers 20% release
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Together AI and Y Combinator launch first dedicated GPU cluster for YC portfolio; addresses startup compute bottleneck
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NVIDIA discloses 9.3% stake in Nebius; stock surges as neocloud clinches AI infrastructure deals
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Alibaba Qwen approved for Apple Intelligence in China; BABA +5% on regulatory greenlight
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Japanese toilet maker Toto, seasoning giant Ajinomoto emerge as AI supply chain winners
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Semiconductor rebound: Micron +12%, Intel +8%, SMH ETF +4.5% as dip buyers return
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GitHub reaches $100M open-source funding milestone; continued investment in maintainer support and community
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OpenAI, Anthropic hit record lobbying: $3.17M combined in Q2 2026, up 23% QoQ
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AWS raises GPU instance prices 20%; spot-vs-reserved split widens as memory bottleneck persists
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Bristol Myers Squibb deploys second DGX SuperPOD on Vera Rubin; doubles AI compute for unified drug discovery platform
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TSMC June revenue surges 68% YoY; Q2 beats guidance at $39.6B on AI chip demand
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SK Hynix Raises Record $26.5B in Nasdaq IPO; CEO Warns 2027 Will Be Worst-Ever Memory Shortage