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2026-07-03
Micron's CEO Says Even His Own Customers Couldn't See This Coming. Now He's Spending $200 Billion - 24/7 Wall St.
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247wallst.com 2026-07-03 24/7 Wall St.
2026-07-03
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion - Yahoo Finance
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finance.yahoo.com 2026-07-03 Yahoo Finance
2026-07-03
Palantir CEO Alex Karp claims AI companies are stealing customers' data while charging them for unproductive tokens
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tomshardware.com 2026-07-03 Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
AI data securityPalantirNVIDIAOpenAIAnthropicAI tokensenterprise data privacydata sovereignty
2026-07-02
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle
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tomshardware.com 2026-07-02 Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
NVIDIAAI CloudHardware SalesRevenue SharingFinancing ModelGPUData CenterCloud Computing
2026-07-02
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut - Tom's Hardware
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www.tomshardware.com 2026-07-02 Tom's Hardware
2026-07-02
Currys warns memory chip shortage will raise electronics prices later this year - Traders Union
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tradersunion.com 2026-07-02 Traders Union
2026-07-02
Anthropic explores Samsung 2nm chip partnership - The Information - Yahoo Finance
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finance.yahoo.com 2026-07-02 Yahoo Finance
2026-07-02
Anthropic explores Samsung 2nm chip partnership - The Information By Investing.com - Investing.com Nigeria
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ng.investing.com 2026-07-02 Investing.com Nigeria
2026-07-02
Anthropic explores Samsung 2nm chip partnership - The Information By Investing.com - Investing.com Canada
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ca.investing.com 2026-07-02 Investing.com Canada
2026-07-02
Synopsys Inc. outlines its role in global chip design. Investors look at long-term growth drivers - AD HOC NEWS
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www.ad-hoc-news.de 2026-07-02 AD HOC NEWS
2026-07-02
Legrand delivers Nvidia-powered supercomputer to Armenia’s Yerevan State University - Data Center Dynamics
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www.datacenterdynamics.com 2026-07-02 Data Center Dynamics
2026-07-02
Nvidia Partners With 'Neoclouds' Sharon AI, Firmus Technologies - Investor's Business Daily
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www.investors.com 2026-07-02 Investor's Business Daily
2026-07-02
Cohu Is Riding AI and HBM Trends But Execution Still Matters - TradingView
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www.tradingview.com 2026-07-02 TradingView
2026-07-02
Cohu Is Riding AI and HBM Trends But Execution Still Matters - Yahoo Finance
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finance.yahoo.com 2026-07-02 Yahoo Finance
2026-07-02
Cohu Is Riding AI and HBM Trends But Execution Still Matters - Zacks Investment Research
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www.zacks.com 2026-07-02 Zacks Investment Research
2026-07-02
Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling
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tomshardware.com 2026-07-02 Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
MetaAI computing capacitycloud computingneocloud providersAWSGoogle CloudMicrosoft AzureGPU
2026-07-02
OpenAI mulling giving US gov't a 5% stake in the company, days after Washington delayed GPT-5.6
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tomshardware.com 2026-07-02 Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
OpenAIUS GovernmentAI EquityGovernment OwnershipArtificial IntelligenceTechnology PolicySemiconductor IndustryTech Regulation
2026-07-02
Citi sends warning on semiconductor and hyperscaler stocks - thestreet.com
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www.thestreet.com 2026-07-02 thestreet.com
2026-07-02
Singapore cops seize $42 million mansion, freeze $772k bank account of suspected Nvidia AI GPU smugglers
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tomshardware.com 2026-07-02 Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
Semiconductor IndustryAI ChipsExport ControlsSingapore EnforcementNVIDIA GPUsSmuggling CaseMoney LaunderingChina-US Tech Rivalry
2026-07-02
This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’ - MarketWatch
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www.marketwatch.com 2026-07-02 MarketWatch