Broadcom released AI chip guidance of $16 billion for Q3 FY2026, below Wall Street analyst expectations of $17.2 billion.

#broadcom #semiconductor #aichip #wallstreet #nasdaq #emergingmarkets

https://radarkilat.com/en/article/broadcom-guidance-q3-2026-disappoints-analysis-of-global-ai-chip-market-impact

SpaceX May 2026 IPO filing includes explicit warning that AI chip supply is limited for the company's orbital compute plan.

#spacex #ipo #semiconductor #spaceeconomy #aichip

https://radarkilat.com/en/article/spacex-s-ai-chip-orders-are-limited-when-a-giant-ipo-meets-the-global-semiconductor-supply-dilemma

Cerebras Systems exploded 68% on its first day on Nasdaq with a $95 billion valuation. This wasn't just a spectacular IPO—it signaled where the AI chip market was heading.

#aichip #ipo2026 #nasdaq #semiconductor #nvidia

https://radarkilat.com/en/article/cerebras-nasdaq-ipo-2026-stock-surges-68-and-new-signal-for-ai-chip-market

US Approves AI Chip Sales to China, Sparking Security Fears

The US has greenlit the sale of AI chips to China, with around 10 Chinese firms cleared to buy Nvidia's H200 chips, sparking concerns about national security and the rapidly evolving AI landscape. Treasury Secretary Scott Bessent hinted at upcoming discussions with China on implementing AI safeguards.

https://osintsights.com/us-approves-ai-chip-sales-to-china-sparking-security-fears?utm_source=mastodon&utm_medium=social

#UschinaRelations #AiChip #ExportControls #NationalSecurity #EmergingThreats

US Approves AI Chip Sales to China, Sparking Security Fears

US clears AI chip sales to China, sparking security fears, learn more about AI guardrails and the impact on tech exports now.

OSINTSights
#Cerebras Systems, an #AIchip maker, priced its IPO at $185 per share, raising $5.55 billion. The company, which shifted focus from hardware to #cloudservices, saw its revenue from G42 decrease significantly. Despite facing competition from cloud providers, Cerebras secured a major deal with #OpenAI and has notable investors like Fidelity and Benchmark. https://www.cnbc.com/2026/05/13/cerebras-prices-ipo-above-expected-range-wall-street-expects-ai-flood.html?eicker.news #tech #media #news
#ASML, the sole supplier of machines for cutting-edge #AIchip production, is rapidly expanding to meet surging demand. The company is building new facilities, increasing production capacity, and collaborating closely with suppliers to ensure a steady supply of components. https://www.wsj.com/business/the-race-to-make-the-worlds-most-in-demand-machine-092e8cea?eicker.news #tech #media #news
Google Cloud växlar upp i ai-racet med ny plattform för att bygga och styra agenter. Och beräkningskraften som behövs ska hämtas från sökjättens uppdaterade ai-chip.#google #ai-chip #tech #nvidia
Google tar upp kampen mot Nvidia med nytt AI-chip för datacenter
Google tar upp kampen mot Nvidia med nytt AI-chip för datacenter

Google Cloud växlar upp i ai-racet med ny plattform för att bygga och styra agenter. Och beräkningskraften som behövs ska hämtas från sökjättens uppdaterade ai-chip.

nyteknik
美國商務部長盧特尼克(Howard Lutnick)4月22日(周三)表示,英偉達(Nvidia,又輝達)強大的H200人工智能晶片尚未售給中國企業,原因是這些企業
https://www.hk01.com/即時國際/60342994/美商務部長-英偉達h200晶片尚未售予中國企業-指未獲北京許可
Google Cloud växlar upp i ai-racet med ny plattform för att bygga och styra agenter. Och beräkningskraften som behövs ska hämtas från sökjättens uppdaterade ai-chip.#google #ai-chip #industri #nvidia
Google tar upp kampen mot Nvidia med nytt AI-chip för datacenter
Google tar upp kampen mot Nvidia med nytt AI-chip för datacenter

Google Cloud växlar upp i ai-racet med ny plattform för att bygga och styra agenter. Och beräkningskraften som behövs ska hämtas från sökjättens uppdaterade ai-chip.

nyteknik
#SouthKorean #AIchip startup #Rebellions raised $400 million in a pre-IPO round, bringing its total funding to $850 million and valuation to $2.34 billion. The company, which designs AI chips for #inference, is expanding globally and recently launched two new #AIinfrastructure platforms. https://techcrunch.com/2026/03/30/ai-chip-startup-rebellions-raises-400-million-at-2-3b-valuation-in-pre-ipo-round/?Pirates.BZ #Pirates #Tech #Startup #News
AI chip startup Rebellions raises $400 million at $2.3B valuation in pre-IPO round | TechCrunch

The startup, which is planning to go public later this year, designs chips specifically for AI inference, another challenger to Nvidia's dominance.

TechCrunch