| 1 | Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans | Chips | 92 | CNBC Technology |
| 2 | Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal | Chips | 92 | CNBC Technology |
| 3 | Anthropic to buy up to 2 gigawatts of GPU capacity from AMD | Chips | 92 | SiliconAngle |
| 4 | OpenAI’s AI spending spree has ballooned to $750B | Chips | 92 | TechCrunch AI |
| 5 | Google burns through $6bn in cash as AI spending climbs again | Chips | 92 | Financial Times Technology |
| 6 | TSMC boosts Arizona fab investment by $100B after strong second quarter | Chips | 92 | SiliconAngle |
| 7 | Cost to Build Meta’s 5GW Louisiana AI Supercluster Hits $50 Billion | Chips | 92 | AI Business |
| 8 | Meta boosts investment in Hyperion data center campus to $50B+ | Chips | 92 | SiliconAngle |
| 9 | Meta's Louisiana data center investment to reach $50 billion, aided by generous tax incentives | Chips | 92 | CNBC Technology |
| 10 | Anthropic inks $19B AI data center lease with TeraWulf | Chips | 92 | SiliconAngle |
| 11 | Meta to build $14B El Paso data center campus with BlackRock | Chips | 88 | SiliconAngle |
| 12 | AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer | Chips | 88 | CNBC Technology |
| 13 | Nvidia could reportedly backstop $250B loan for new OpenAI data center campus | Chips | 85 | SiliconAngle |
| 14 | Microsoft signs $130bn in data centre leases as it races to meet AI demand | Chips | 82 | Financial Times Technology |
| 15 | Meta and Anthropic in talks for up to $10bn data centre deal | Chips | 82 | Financial Times Technology |
| 16 | ASML rises 5% after hiking sales forecast for second time this year on strong AI chip demand | Chips | 82 | CNBC Technology |
| 17 | Intel to invest €5bn in Irish plant as AI chip demand surges | Chips | 82 | Financial Times Technology |
| 18 | EU Pledges $11.5B for Seven AI Gigafactories | Chips | 78 | AI Business |
| 19 | AWS is ‘booming,’ but Amazon’s free cash flow turns negative on record AI spending | Chips | 78 | GeekWire |
| 20 | Amazon increases AI infrastructure spending to $220bn this year | Chips | 78 | Financial Times Technology |
| 21 | Big Tech AI spending spree tops $1tn | Chips | 78 | Financial Times Technology |
| 22 | Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow | Chips | 78 | GeekWire |
| 23 | Jeff Bezos says this business is becoming Amazon’s next ‘pillar’ | Chips | 78 | GeekWire |
| 24 | Recursive Superintelligence signs $410M compute deal with Amazon | Chips | 78 | TechCrunch AI |
| 25 | Data centers may face temporary power cuts to prevent blackouts on largest US grid | Chips | 78 | TechCrunch AI |
| 26 | Ilya Sutskever’s Safe Superintelligence gets access to Nvidia’s Vera Rubin platform | Chips | 78 | SiliconAngle |
| 27 | Nvidia behind $50bn lease on Texas data centre that will use its chips | Chips | 78 | Financial Times Technology |
| 28 | 1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending | Chips | 78 | CNBC Technology |
| 29 | AMD debuts next-generation AI infrastructure for frontier models, agentic workloads and autonomous robots | Chips | 78 | SiliconAngle |
| 30 | Microsoft and AMD target silicon diversity to power Azure’s AI infrastructure buildout | Chips | 78 | SiliconAngle |
| 31 | AMD's Rack-Scale Challenge To Nvidia's AI Dominance | Chips | 78 | Forbes Innovation |
| 32 | Intel posts fastest growth in 15 years as AI data centres demand fuels sales | Chips | 78 | Financial Times Technology |
| 33 | OpenAI's "Project Camellia" in Georgia secures a massive 3.2-gigawatt power deal through 2032 | Chips | 78 | The Decoder |
| 34 | Alphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hike | Chips | 78 | CNBC Technology |
| 35 | Nvidia doubles down on AI factories as it showcases massive Vera Rubin performance gains | Chips | 78 | SiliconAngle |
| 36 | AI server maker Supermicro’s stock gains on $60B order backlog and stronger margins | Chips | 78 | SiliconAngle |
| 37 | Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook | Chips | 78 | SiliconAngle |
| 38 | Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel | Chips | 78 | CNBC Technology |
| 39 | Trump's push for American-made AI chips hits TSMC's margins | Chips | 78 | CNBC Technology |
| 40 | National Grid taps into US AI power boom | Chips | 78 | Financial Times Technology |
| 41 | Nvidia Wants to Own Every Chip Inside AI Data Centers | Chips | 78 | Wired AI |
| 42 | Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories | Chips | 78 | NVIDIA Blog |
| 43 | NVIDIA Vera Rubin Driving Performance Per Watt, Lowest Token Cost for Partners Worldwide | Chips | 78 | NVIDIA Blog |
| 44 | Data centers expected to use 4x more electricity by 2035 | Chips | 78 | TechCrunch AI |
| 45 | Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow | Chips | 78 | The Decoder |
| 46 | Microsoft will use AMD’s AI-optimized Helios racks in Azure | Chips | 78 | SiliconAngle |
| 47 | Oracle could face $7bn collateral bill for Wisconsin data centre | Chips | 78 | Financial Times Technology |
| 48 | TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says | Chips | 78 | CNBC Technology |
| 49 | Anthropic, Meta reportedly discussing $10B data center leasing deal | Chips | 78 | SiliconAngle |
| 50 | U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics | Chips | 78 | CNBC Technology |
| 51 | Elon Musk's Memphis AI empire is the epicenter of the data center backlash | Chips | 78 | CNBC Technology |
| 52 | Intel starts using ASML’s High NA EUV technology to produce chips | Chips | 78 | SiliconAngle |
| 53 | Chipmaker TSMC to invest another $100bn in US production | Chips | 78 | Financial Times Technology |
| 54 | TSMC to invest additional $100 billion in Arizona after second-quarter profit soars 77% | Chips | 78 | CNBC Technology |
| 55 | NVIDIA Introduces New Jetson Thor Computers to Advance Mainstream Robotics and Edge AI | Chips | 78 | NVIDIA Blog |
| 56 | ASML raises forecasts as AI boom drives chipmaking demand | Chips | 78 | Financial Times Technology |
| 57 | Apple in talks with startup that shrinks AI models to run on an iPhone - CNBC | Chips | 78 | Reuters Technology |
| 58 | Did Meta Signal The AI Boom Is Overbuilt? Wall Street Cheered Anyway | Chips | 78 | Forbes Innovation |
| 59 | Even Nvidia’s head of automotive fights with Nvidia for compute | Chips | 78 | The Verge Tech |
| 60 | Nvidia halves Asia buyer list in China chip crackdown | Chips | 78 | Financial Times Technology |
| 61 | Nvidia’s biggest RAM supplier just had a trillion-dollar debut on Wall Street | Chips | 78 | The Verge Tech |
| 62 | Fast token generation emerges as the key differentiator as heterogeneous inference takes hold | Chips | 78 | SiliconAngle |
| 63 | Token per watt becomes the defining metric as storage moves to AI’s critical path | Chips | 78 | SiliconAngle |
| 64 | The century-old device choking the world’s AI push | Chips | 78 | Financial Times Technology |
| 65 | Meta is building its first big Canadian data center as AI expansion crosses the border | Chips | 78 | CNBC Technology |
| 66 | Amazon launches $25B bond sale to fund AI infrastructure | Chips | 78 | SiliconAngle |
| 67 | Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop | Chips | 78 | The Decoder |
| 68 | Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says | Chips | 78 | CNBC Technology |
| 69 | Anthropic is discussing a new custom chip with Samsung | Chips | 78 | TechCrunch AI |
| 70 | Anthropic reportedly explores custom chip manufacturing with Samsung while insisting Nvidia still matters | Chips | 78 | The Decoder |
| 71 | Inside the race to power AI data centers with fusion energy — and the surprise detours along the way | Chips | 78 | GeekWire |
| 72 | Battery start-ups see ‘crazy’ demand to smooth power surges in data centres | Chips | 78 | Financial Times Technology |
| 73 | EU pools up to €30 billion for AI gigafactories while US tech giants casually spend 20 times more | Chips | 72 | The Decoder |
| 74 | Battery Storage Startup Antora Closes $550M Series C In One Of Year’s Largest Cleantech Rounds | Chips | 72 | Crunchbase News |
| 75 | China is not the solution to the US chipflation problem | Chips | 72 | Financial Times Technology |
| 76 | Apple forecasts slower growth as AI build-out strains tech supply chains | Chips | 72 | Financial Times Technology |
| 77 | Data Centers Are Easy to Build. Powering Them Is Complicated, Slow, and Expensive | Chips | 72 | 404 Media |
| 78 | Disaggregated Inference Is Splitting AI Hardware In Two | Chips | 72 | Forbes Innovation |
| 79 | Zhongji Innolight Plunges In Hong Kong Debut As Global AI Trade Loses Steam | Chips | 72 | Forbes Innovation |
| 80 | GlobalFoundries to receive $300M in federal funding for silicon photonics research | Chips | 72 | SiliconAngle |
| 81 | Cerebras and AMD partner to build the world’s fastest disaggregated AI inference solution | Chips | 72 | SiliconAngle |
| 82 | Microsoft jumps 8% as it boosts capital spending plans, citing demand | Chips | 72 | CNBC Technology |
| 83 | Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout | Chips | 72 | CNBC Technology |
| 84 | Brookfield to turn former nuclear weapons site into AI campus | Chips | 72 | Financial Times Technology |
| 85 | China’s reported chip breakthrough comes with some big caveats | Chips | 72 | CNBC Technology |
| 86 | Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off | Chips | 72 | CNBC Technology |
| 87 | Scottish data centre boom spurs backlash | Chips | 72 | Financial Times Technology |
| 88 | Maybe the chips are down because memory’s too expensive | Chips | 72 | Financial Times Technology |
| 89 | Chinese RAM company CXMT makes a $484 billion stock market debut | Chips | 72 | The Verge Tech |
| 90 | Yugabyte targets the missing memory and knowledge layer for enterprise AI agents | Chips | 72 | SiliconAngle |
| 91 | Big Tech credit risks rise sharply as AI spending soars | Chips | 72 | Financial Times Technology |
| 92 | CXMT Chairman Zhu Yiming Amasses $15.9 Billion Fortune By Growing Memory Chip Maker Into Micron Rival | Chips | 72 | Forbes Innovation |
| 93 | Nvidia is putting its Vera CPUs to work alongside AI agents to speed up chip design | Chips | 72 | SiliconAngle |
| 94 | Chinese chip champion CXMT soars 466% in market debut | Chips | 72 | Financial Times Technology |
| 95 | Chipmaker CXMT’s 466% market debut surge makes it the most valuable China-listed company | Chips | 72 | CNBC Technology |
| 96 | HPE targets HPC and AI infrastructure convergence as supercomputing scale meets enterprise AI | Chips | 72 | SiliconAngle |
| 97 | One fallen power line exposed a growing AI data center problem. Here’s how to fix it. | Chips | 72 | TechCrunch AI |
| 98 | Oracle Base Database Cloud@Customer Brings Private AI Closer To Data | Chips | 72 | Forbes Innovation |
| 99 | AMD targets AI PCs to curb agentic AI costs as enterprises rethink cloud token economics | Chips | 72 | SiliconAngle |
| 100 | AMD takes on Nvidia, US takes on Chinese AI models and AI spending still spooks investors | Chips | 72 | SiliconAngle |