The money side of tech. Venture and growth rounds, the big industrial bets, and where capital is actually flowing versus where the headlines insist it is. I do this for a living, so expect more attention to deal mechanics than to hype.
AMD has agreed to acquire Taalas, a startup focusing on specialized inference silicon that embeds trained model weights directly into chips, enhancing efficiency but…
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially challenging Samsung…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts due to…
Orange and Morrison announced a €3 billion joint venture to build data centers in France, targeting 400 megawatts of capacity. Despite its sovereign branding,…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
The EU AI Act's enforcement begins Sunday, but key regulatory components face delays. Originally intended for full implementation, many high-risk requirements are postponed until…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
Virginia has implemented a new tax on data centers, charging one cent per kilowatt-hour, marking a shift from incentives to consumption taxes. This trend…
ASML from the Netherlands is the sole producer of advanced lithography machines essential for semiconductor manufacturing. xLight, led by Pat Gelsinger, aims to provide…
Qualcomm's acquisition of SAM Seamless Network for $150 million highlights the importance of its network-native platform, securing 500 million devices across various ISPs. Maintaining…
AMD's acquisition of MEXT aims to address rising memory costs by enhancing flash storage capabilities, offering 2-4x effective capacity while reducing expenses. This strategic…
LeCun says xAI is 'kind of a failure.' With a $2.5B quarterly loss and compute rented to rivals, the numbers are hard to dismiss.