| 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 | Meta to build $14B El Paso data center campus with BlackRock | Chips | 88 | SiliconAngle |
| 4 | Nvidia could reportedly backstop $250B loan for new OpenAI data center campus | Chips | 85 | SiliconAngle |
| 5 | Microsoft signs $130bn in data centre leases as it races to meet AI demand | Chips | 82 | Financial Times Technology |
| 6 | EU Pledges $11.5B for Seven AI Gigafactories | Chips | 78 | AI Business |
| 7 | AWS is ‘booming,’ but Amazon’s free cash flow turns negative on record AI spending | Chips | 78 | GeekWire |
| 8 | Amazon increases AI infrastructure spending to $220bn this year | Chips | 78 | Financial Times Technology |
| 9 | Big Tech AI spending spree tops $1tn | Chips | 78 | Financial Times Technology |
| 10 | Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow | Chips | 78 | GeekWire |
| 11 | Jeff Bezos says this business is becoming Amazon’s next ‘pillar’ | Chips | 78 | GeekWire |
| 12 | Recursive Superintelligence signs $410M compute deal with Amazon | Chips | 78 | TechCrunch AI |
| 13 | Data centers may face temporary power cuts to prevent blackouts on largest US grid | Chips | 78 | TechCrunch AI |
| 14 | Ilya Sutskever’s Safe Superintelligence gets access to Nvidia’s Vera Rubin platform | Chips | 78 | SiliconAngle |
| 15 | Nvidia behind $50bn lease on Texas data centre that will use its chips | Chips | 78 | Financial Times Technology |
| 16 | 1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending | Chips | 78 | CNBC Technology |
| 17 | EU pools up to €30 billion for AI gigafactories while US tech giants casually spend 20 times more | Chips | 72 | The Decoder |
| 18 | Battery Storage Startup Antora Closes $550M Series C In One Of Year’s Largest Cleantech Rounds | Chips | 72 | Crunchbase News |
| 19 | China is not the solution to the US chipflation problem | Chips | 72 | Financial Times Technology |
| 20 | Apple forecasts slower growth as AI build-out strains tech supply chains | Chips | 72 | Financial Times Technology |
| 21 | Data Centers Are Easy to Build. Powering Them Is Complicated, Slow, and Expensive | Chips | 72 | 404 Media |
| 22 | Disaggregated Inference Is Splitting AI Hardware In Two | Chips | 72 | Forbes Innovation |
| 23 | Zhongji Innolight Plunges In Hong Kong Debut As Global AI Trade Loses Steam | Chips | 72 | Forbes Innovation |
| 24 | GlobalFoundries to receive $300M in federal funding for silicon photonics research | Chips | 72 | SiliconAngle |
| 25 | Cerebras and AMD partner to build the world’s fastest disaggregated AI inference solution | Chips | 72 | SiliconAngle |
| 26 | Microsoft jumps 8% as it boosts capital spending plans, citing demand | Chips | 72 | CNBC Technology |
| 27 | Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout | Chips | 72 | CNBC Technology |
| 28 | Brookfield to turn former nuclear weapons site into AI campus | Chips | 72 | Financial Times Technology |
| 29 | China’s reported chip breakthrough comes with some big caveats | Chips | 72 | CNBC Technology |
| 30 | Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off | Chips | 72 | CNBC Technology |
| 31 | Scottish data centre boom spurs backlash | Chips | 72 | Financial Times Technology |
| 32 | Maybe the chips are down because memory’s too expensive | Chips | 72 | Financial Times Technology |
| 33 | Chinese RAM company CXMT makes a $484 billion stock market debut | Chips | 72 | The Verge Tech |
| 34 | Yugabyte targets the missing memory and knowledge layer for enterprise AI agents | Chips | 72 | SiliconAngle |
| 35 | Big Tech credit risks rise sharply as AI spending soars | Chips | 72 | Financial Times Technology |
| 36 | CXMT Chairman Zhu Yiming Amasses $15.9 Billion Fortune By Growing Memory Chip Maker Into Micron Rival | Chips | 72 | Forbes Innovation |
| 37 | Nvidia is putting its Vera CPUs to work alongside AI agents to speed up chip design | Chips | 72 | SiliconAngle |
| 38 | Chinese chip champion CXMT soars 466% in market debut | Chips | 72 | Financial Times Technology |
| 39 | Chipmaker CXMT’s 466% market debut surge makes it the most valuable China-listed company | Chips | 72 | CNBC Technology |
| 40 | HPE targets HPC and AI infrastructure convergence as supercomputing scale meets enterprise AI | Chips | 72 | SiliconAngle |
| 41 | One fallen power line exposed a growing AI data center problem. Here’s how to fix it. | Chips | 72 | TechCrunch AI |
| 42 | Oracle Base Database Cloud@Customer Brings Private AI Closer To Data | Chips | 72 | Forbes Innovation |
| 43 | AMD’s Helios strategy turns the GPU battle into a systems contest | Chips | 72 | SiliconAngle |
| 44 | AMD moves beyond challenger status in the race for AI platform leadership | Chips | 72 | SiliconAngle |
| 45 | South Korean stock market soars 18% as investors pile back into AI | Chips | 68 | Financial Times Technology |
| 46 | Vultr targets open composable stacks and AMD partnership to lead cloud AI infrastructure | Chips | 68 | SiliconAngle |
| 47 | Netflix Details Its In-House LLM Serving Platform with Triton and vLLM | Chips | 68 | InfoQ AI/ML |
| 48 | Schneider Electric’s VC Fund: The AI Buildout Is Creating A New Industrial Investment Cycle | Chips | 67 | Crunchbase News |
| 49 | Robotics and edge AI put new pressure on computing infrastructure | Chips | 62 | SiliconAngle |
| 50 | SpaceX won’t remove all of xAI’s unpermitted turbines for another year | Chips | 62 | TechCrunch AI |
| 51 | Protopia and Rafay deliver multi-tenancy for shared GPU AI factories | Chips | 62 | SiliconAngle |
| 52 | The shift to 800-volt DC at data centers: Implications for providers | Chips | 62 | McKinsey Insights |
| 53 | The new advantage in the age of AI: Building in the real world | Chips | 62 | McKinsey Insights |
| 54 | GPU Management: Why Idle GPUs Are the New Grounded Aircraft | Chips | 62 | Hugging Face Blog |
| 55 | NVIDIA RTX 50-Series GPUs Could See Another 20-30% Price Hike in 2026 - TechPowerUp | Chips | 62 | Reuters Technology |
| 56 | LinkedIn Won’t Be Expanding Its Data Centers in the Next Year | Chips | 62 | Wired AI |
| 57 | AI plus IP: Sophia Space and Caltech secure a patent for orbital data centers that use passive cooling | Chips | 62 | GeekWire |
| 58 | Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance | Chips | 62 | CNBC Technology |
| 59 | SpaceX faces House Energy Committee demand to tour its AI data centers in Memphis | Chips | 62 | CNBC Technology |
| 60 | Reality bites for South Korea’s memory chip wonder-stocks | Chips | 62 | Financial Times Technology |
| 61 | Winner of US-China AI rivalry falls 2% in Hong Kong debut | Chips | 62 | Financial Times Technology |
| 62 | Samsung Agrees to Chip Deal With Broadcom | Chips | 62 | AI Business |
| 63 | Tech rout roils markets after SK Hynix profits disappoint | Chips | 62 | Financial Times Technology |
| 64 | America’s AI Investment Boom Is Reshaping the Economy | Chips | 62 | AI News |
| 65 | Neura Robotics to Open Physical AI Training Center | Chips | 62 | AI Business |
| 66 | On theCUBE Pod: AMD nips at Nvidia’s heels, and IBM undergoes quiet transformation | Chips | 62 | SiliconAngle |
| 67 | AMD calls its shot, but the real race is engineering velocity | Chips | 62 | SiliconAngle |
| 68 | Dell targets modular AI infrastructure as the key to scaling enterprise deployments | Chips | 62 | SiliconAngle |
| 69 | NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs | Chips | 62 | NVIDIA Blog |
| 70 | AWS EC2 compute evolves to meet agentic AI and physical AI demand | Chips | 62 | SiliconAngle |
| 71 | AMD targets physical AI computing with integrated platform for robotics and autonomous systems | Chips | 62 | SiliconAngle |
| 72 | Designing High-Performance GPU Kernels with TileLang: Tensor-Core GEMM, Fused Softmax, FlashAttention, and Autotuning | Chips | 62 | MarkTechPost |
| 73 | Jim Cramer says Seagate is the ‘key to this market’ after blowout earnings | Chips | 55 | CNBC Technology |
| 74 | HPE advances its self-driving networking strategy for the AI era | Chips | 52 | SiliconAngle |
| 75 | The Download: a chip talent battle, and deflating AI hype | Chips | 52 | MIT Technology Review |
| 76 | SK Hynix, Samsung shares skyrocket to clock best days as AI rally roars back | Chips | 45 | CNBC Technology |
| 77 | Power up your AI infrastructure! A first look at the Smart Systems Stage agenda at TechCrunch Disrupt 2026 | Chips | 45 | TechCrunch Startups |
| 78 | Uber’s Zero Growth Stack: Scaling Services, While Optimising Infrastructure and AI Cost | Chips | 42 | InfoQ AI/ML |