US-China AI fight splits Silicon Valley over open-source models
Why it matters: Chinese startups Z.ai and Moonshot AI have narrowed the gap with US labs, fueling calls for sanctions and tighter controls.
Subject
#Nvidia
Nvidia puts $1 billion into Naver, expands Korea AI buildout
What's new: Nvidia also widened its SK Group tie-up to more than 2 gigawatts of AI data centers and a projected $500 billion in business.
US probes Moonshot as Trump weighs curbs on Chinese AI models
What's new: 179 startups and firms including Microsoft and Meta pushed back, warning restrictions could raise AI costs and lock in US incumbents.
US probes Moonshot as Trump weighs curbs on Chinese AI models
What's new: 179 startups and firms including Microsoft and Meta pushed back, warning limits could raise AI costs and entrench incumbents.
White House targets Moonshot over Anthropic AI theft claims
What's next: US officials said sanctions are on the table and are examining whether Moonshot also used restricted Nvidia GB300 servers.
BBC News (US & Canada), The Straits Times +2
TSMC adds $100 billion to Arizona buildout as AI chip demand surges
What's new: The move lifts TSMC's Arizona pipeline to $265 billion, with a second fab nearing equipment move-in and a packaging plant planned.
Apple briefly tops Nvidia with $4.88 trillion market value
What's new: Nvidia later edged back ahead by the close, showing how fast investor sentiment is shifting around AI winners.
Apple briefly tops Nvidia with $4.88 trillion market value
What's new: Nvidia later edged back ahead by the close, underscoring a tight race as investors reassess which AI bets will pay off.
Apple tops Nvidia in market value as AI trade broadens
What's new: Apple hovered near a $4.88 trillion valuation while Nvidia slid about 3%, narrowing the chipmaker's yearlong lead.
TSMC lifts 2026 outlook, adds $100 billion to Arizona chip push
What's new: The chipmaker posted a record T$706.6 billion quarterly profit and raised 2026 capital spending to as much as $64 billion.
TSMC Q2 profit seen up 59% as AI chip demand stays strong
What's next: Investors are watching whether TSMC lifts its 2026 revenue outlook and capital spending when it reports Thursday.
SK Hynix jumps 13% in Nasdaq debut after US$26.5 billion ADR sale
What's new: The chipmaker priced its ADRs at US$149 and plans to use the proceeds for new factories and equipment to meet AI-memory demand.
Earlier: SK Hynix jumps 13% in Nasdaq debut after $26.5 billion ADR saleSeries: Sk Hynix · Nasdaq Adr Debut · 3 chapters since Jul 10TSMC June revenue jumped 68% as AI chip demand stayed tight
What's next: The chipmaker reports quarterly earnings Thursday after second-quarter sales reached NT$1.27 trillion.
SK Hynix drops 15.4% in Seoul after 13% Nasdaq debut jump
What's new: The slide was the stock's biggest on record as investors took profits and reassessed AI-memory demand and valuation gaps.
SK Hynix raises $26.5 billion in U.S. ADR sale tied to AI boom
What's new: The Nasdaq offering was more than seven times oversubscribed and will help fund new factories and chip equipment.
SK Hynix jumps 13% in Nasdaq debut after $26.5 billion ADR sale
Why it matters: The AI-memory leader opened a major new path for US investors to buy into South Korea's chip boom.
SK Hynix raises $26.5 billion in biggest US foreign listing
What's next: The Nasdaq debut gives the AI memory-chip supplier fresh capital for factories and equipment as data-center demand surges.
SK Hynix raises $26.5 billion in biggest US foreign listing
What's next: The chipmaker plans to use the money for new factories and equipment as AI memory demand keeps climbing.
Temasek targets 15% AI portfolio share by 2031 after record year
What's new: The Singapore investor's net portfolio value hit a record S$518 billion, and it is also expanding infrastructure and private credit bets.
Samsung Q2 operating profit jumps 19-fold to 89.4 trillion won
What's new: The preliminary result beat analyst forecasts as AI-driven shortages lifted DRAM and NAND prices sharply.
Bloomberg, The Business Times (Singapore) +1
DeepSeek develops AI chip for inference, pressuring Nvidia shares
What's new: The project began about a year ago and could deepen China’s push to replace restricted US chip imports with domestic hardware.
Asian shares fall as chip stocks slide; Kospi drops 2.4%
Why it matters: Investors are testing whether the AI-driven stock rally can survive earnings season and fallout from the Iran war's energy shock.
Apple lifts MacBook and iPad prices as memory costs surge
Why it matters: The increases hit laptops and tablets, while Apple left iPhone prices unchanged and warned margins could weaken.
Micron jumps 16% after AI-driven forecast tops Wall Street
What's new: Micron projected fiscal fourth-quarter revenue of about $50 billion, far above the $43.2 billion analysts expected.
Bloomberg, The Business Times (Singapore)
OpenAI tests Broadcom AI chip that cuts inference costs by 50%
What's next: Microsoft data centers and other partner sites are set to start integrating the finalized Jalapeno chips later this year.
Cerebras drops 17% after weaker 2026 margin outlook rattles investors
What's new: The AI chipmaker guided core gross margin to 38%-41% for the year, down from 47% in the first quarter.
Nasdaq drops 2% as AI sell-off hammers Micron, Nvidia and chip stocks
What's next: Investors are watching Micron earnings Wednesday for clues on whether the AI spending boom can still support rich valuations.
Bloomberg, BBC News (US & Canada) +3
Cerebras drops 10% after margin outlook sours in first post-IPO report
What's new: The AI chipmaker forecast second-quarter gross margin of 36% to 38%, down from 46.5% in the first quarter.
Nvidia rolls out Halos safety system for workplace robots
Why it matters: The platform aims to give humanoid and other autonomous machines a common safety architecture before they work near people.
Bloomberg, Fox News
Apple shifts some US chip design and production to Intel
Why it matters: The deal could give Intel a major foundry customer as Washington pushes to expand domestic semiconductor capacity.
SpaceX options top $1.4 billion as traders chase 80% 2-day jump
What's new: Nearly 1 million contracts traded, with calls beating puts 600,000 to 400,000 and some bets targeting a Thursday expiry.
SpaceX buys AI coding startup Anysphere for $60 billion
Why it matters: The stock deal deepens SpaceX's push into AI days after its IPO and ties Cursor to its Colossus supercomputer.
Bloomberg, The New York Times +1
SpaceX options log 300,000 trades in 30 minutes on market debut
What's new: More than $400 million in premium changed hands early, with calls dominating after a 16% rally in the stock.
Nvidia sells $25 billion in bonds in its biggest debt deal yet
What's new: The chipmaker marketed seven maturities from 2 to 30 years, and early trading stayed near the sale price.
Bloomberg, CNBC
Nvidia targets at least $20 billion in first AI-era bond sale
What's new: The chipmaker could push the deal closer to $25 billion as it funds general operations and refinances debt.
Nvidia seeks at least $20 billion in its first bond sale since 2021
What's new: The chipmaker is marketing seven tranches from two to 30 years, with proceeds set for refinancing and other corporate needs.
TSMC May sales jump 30% as AI chip demand stays strong
What's next: Analysts expect second-quarter sales to rise 35%, after TSMC lifted its 2026 outlook and spending plans in April.
Taiwan weighs broader AI chip export curbs to China
What's new: The move could make AI chip smuggling to China a criminal offense in Taiwan for the first time.
Super Micro drops 13% after lining up $7 billion stock sales
Why it matters: The company is raising cash to buy hardware parts as memory costs surge and AI server demand accelerates.
US stocks rise as chip rebound lifts Nasdaq, Intel jumps 8.5%
What's next: Investors are watching Wednesday's CPI report for signs that higher oil prices could feed inflation and keep the Fed hawkish.
Nvidia, SK Hynix strike AI chip deal as tech stocks slide
What's new: Jensen Huang framed the sell-off as a discount buy, while South Korea's Kospi fell on retreating AI bets.
Nvidia, SK set Monday chip plan as Huang warns shortage may last years
Why it matters: Tight supplies of memory, wafers and packaging could keep pressure on AI hardware production for several years.
Google locks in $920 million-a-month AI capacity deal with SpaceX
What's new: The pact covers about 110,000 Nvidia GPUs through June 2029 and gives Google an exit if capacity misses a Sept. 30, 2026 deadline.
Marvell, Flex enter S&P 500 on June 22, replacing 2 companies
What's new: Marvell rose 5% and Flex gained 4% after hours as the reshuffle added two tech-linked manufacturers to the benchmark.
Marvell, Flex enter S&P 500 on June 22, replacing 2 companies
What's new: Marvell shares rose 5% and Flex gained 4% after hours after S&P Dow Jones Indices set the reshuffle.
Marvell, Flex join S&P 500 on June 22, replacing 2 companies
What's new: Marvell rose 5% and Flex 4% after hours as the reshuffle adds two tech-linked names to the benchmark.
Marvell, Flex enter S&P 500 on June 22 as Pool, Campbell’s exit
What's new: Marvell rose 5% and Flex gained 4% after hours, extending tech’s weight in the benchmark index.
Series: S P 500 · Index Reshuffle · 2 chapters since Jun 6Marvell, Flex to enter S&P 500 on June 22, replacing 2 firms
What's new: Marvell rose 5% and Flex gained 4% after the index change, underscoring tech's growing weight in US equities.
Bloomberg, CNBC
Google struck $920 million-a-month AI capacity deal with SpaceX
What's new: The contract runs through June 2029 for about 110,000 Nvidia GPUs, with Google able to walk away if capacity misses a Sept. 30 deadline.
Google signs $920 million-a-month AI compute deal with SpaceX
What's new: The contract runs through June 2029 for about 110,000 Nvidia GPUs, with Google able to walk away if capacity targets are missed.
Alphabet seeks $80 billion for AI buildout, with $10 billion from Berkshire
What's new: The Google parent plans $30 billion in underwritten sales and a $40 billion at-the-market program starting in the third quarter.