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Situational Awareness invests $400 million in chip startup Source Foundry, signaling strong confidence in AI hardware innovation despite market challenges.

SambaNova raises $1B at an $11B valuation, highlighting rapid growth in AI chip technology just months after Intel's interest.

Google’s space data centers hinge on around 1,800 Starship launches, highlighting the scale of building cloud infrastructure in orbit.

The US claims ASML’s advanced chip machine may be in China, but ASML denies it, citing strict export controls and business risks.

Ricursive Intelligence is developing AI that designs and improves chips iteratively, aiming to speed up and automate semiconductor development.

Microsoft launches the Surface Laptop Ultra featuring Nvidia AI chips and an AI-enhanced Windows 11 to boost on-device intelligence.

Nvidia teams with major financiers to create a $500B market treating computing power as a new tradable asset class.

Neocloud Lambda raises $1B debt to purchase Nvidia AI chips for leasing to Microsoft, highlighting rising costs in AI hardware financing.

Cerebras CEO Andrew Feldman predicts personal AI assistants will soon be as common in homes as everyday appliances.

Nvidia projects $108 billion in quarterly revenue, driven by booming data center demand and AI infrastructure growth.

Nvidia reports record revenue and $43B in startup investments but expects slower growth in the next quarter.

Microsoft Build 2026 revealed a new mini AI development PC, an always-on assistant, and major AI updates, highlighting the future of smart technology.