Technology
Nvidia Hits $4 Trillion, Cementing the AI Hardware Gold Rush
No company has ever been worth this much. Nvidia's climb past a four trillion dollar valuation shows how completely AI now drives the stock market.
Jul 14, 2025
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55 stories for“chip market”
Technology
Nvidia Is Putting AI Server Prices Up by More Than Fifteen Per Cent, and the Chips Are Not the Reason
Bloomberg reports that customers have been warned of rises above fifteen per cent on Vera Rubin and Grace Blackwell systems shipping early next year. The cause is memory, and three companies control the supply of it.
Aug 25, 2026
Technology
The DeepSeek Moment: How One Cheap Model Rattled Wall Street
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025
Technology
Wall Street Has Started Lending Against the Chips Themselves
Nvidia and six financial institutions are mobilising more than 500 billion dollars for AI infrastructure, with the graphics processors as collateral. The question nobody has answered is what a used GPU is worth in 2031.
Aug 16, 2026
Technology
Nvidia Rival Tenstorrent Raises $1.5 Billion at a $6.2 Billion Valuation After Turning Down Takeover Talks
The RISC-V chip designer led by Jim Keller more than doubled its 2024 valuation and chose to stay independent, betting on servers that run open-weight models.
Oct 21, 2026
Technology
Singapore Opens VSMC's $7.8 Billion Specialty Chip Fab, With Volume Production Due in Early 2027
The Vanguard and NXP joint venture inaugurated its first 300mm plant in Tampines on Monday, built in 22 months and aimed at power management, analog and interposer chips rather than leading-edge processors.
Sep 28, 2026
Technology
Nvidia Is Buying Hugging Face for 12.93 Billion Dollars, Putting the Chipmaker in Charge of Where Everyone's Models Live
The company that sells the hardware now owns the repository: three million models, half a million datasets, eighteen million developers. Jensen Huang promises it stays open and that Nvidia compute will not be required. What changes and what to watch.
Sep 8, 2026
Technology
Marvell Agrees to Buy Lumentum for $115 Billion in Stock, and Both Companies' Shares Slide
The chip designer is paying 4.5 of its own shares for every Lumentum share to own the lasers and optical parts that AI data centres are short of. Investors sent Marvell down about 13 percent.
Nov 3, 2026
Technology
Apple Unveils Its First Touchscreen MacBook Pro, From $2,899, on Sale 6 November
Apple built a touch sensor into an OLED panel, redesigned the hinge to take a finger and swapped the notch for a Dynamic Island, with M5 Pro or M5 Max chips and up to 128GB of memory.
Oct 29, 2026
Technology
Meta's $25 Billion Share Sale Drew Five Times the Demand, With Nvidia and AMD as Cornerstone Buyers
Meta priced $25 billion of stock at $625 on Tuesday as part of a plan to raise about $98 billion, with two of its biggest chip suppliers indicating they will buy up to $4 billion between them.
Oct 28, 2026
Technology
The AI Race Is Now a Race for Electricity, Land and Cold Water
One operator has raised around eleven billion dollars since late 2023 and another is weighing a hundred-billion-dollar listing. The scarce resource stopped being chips some time ago.
Aug 15, 2026
Technology
Muse Is America's Most Downloaded App, Meta Rose 11 Per Cent, and AMD Passed a Trillion Because Agents Need CPUs
Launched on 8 September and top of the iOS chart in under a fortnight, ahead of ChatGPT. Wells Fargo raised its target to 796. Then the market drew the conclusion that agents run long sequential tasks, and bought Intel, Arm and AMD instead of Nvidia.
Sep 22, 2026
Technology
Anthropic, OpenAI and xAI Asked the Industry to Slow Down, the White House Said No, and Microsoft Wrote Rules
Dario Amodei wrote that a swarm of AI agents could take over the entire internet within a year and asked rivals to pace the frontier. Altman agreed. Musk wrote Dario is right. Trump said whoever wins AI wins. Microsoft wrote a code its models must obey.
Sep 15, 2026
Technology
Apple's $299 HomeView Smart Display Takes Preorders, but Not in the European Union
Apple's first home hub pairs a seven-inch screen with Siri AI and face recognition for six people, ships on 13 November, and is held back in Europe by a missing assistant.
Oct 15, 2026
Technology
Anthropic Files Its IPO Prospectus: $16.3 Billion in Revenue, an $80.7 Billion Loss and a Nasdaq Ticker
The Claude maker's public S-1 shows revenue up about 1,300 percent in six months, a first operating profit in one quarter, a founder share that holds 50.1 percent of votes, and a debut weeks away.
Oct 28, 2026
Technology
iOS 27 Is Out With the New Siri, Which Is a Beta, in English Only, Not in the EU, and Only on an iPhone 15 Pro or Newer
Apple shipped all six of its operating systems on Monday. The assistant that reads your messages, mail and photos to answer a question is the headline, and it comes with more conditions than any feature Apple has released. What everyone else gets.
Sep 15, 2026
