$2T IPO and Two Profitable Quarters: Why Anthropic Is Shifting the AI Valuation Playbook
Anthropic, a leading AI startup, has reportedly achieved profitability for two consecutive quarters, a significant milestone ahead of its anticipated…
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DRAM Market Surges 59%: How AI Infrastructure Demand Is Driving Up Average Selling Prices
The DRAM market expanded by 59.5% quarter-over-quarter to $154.7 billion in Q2 2026, driven by strong demand for HBM3E, LPDDR5X,…
Murata’s iPaS Substrates: Solving the Power Delivery Bottleneck in AI Accelerators
Murata Manufacturing, the world's largest producer of Multi-Layer Ceramic Capacitors (MLCCs), plans to mass-produce its Integrated Package Solution (iPaS) next…
US AI Safety Warning Wipes Billions From SoftBank and Kioxia
AI-related stocks, including SoftBank and Kioxia, fell sharply on September 14th after CEOs of leading US AI model developers warned…
Nvidia’s 13tn Won Anthropic IPO Plan: How It Locks Out Rival AI Hardware Rivals
Nvidia is reportedly in discussions to become an anchor investor in Anthropic's upcoming initial public offering, potentially committing 13 trillion…
Huawei’s 7.2T Optical Interconnect: A Direct Challenge to Nvidia and Broadcom CPO Standards
Huawei has unveiled its 7.2T NPO (Near-Packaged Optics) solution at the China International Optoelectronic Exposition (CIOE), positioning it as a…
DeepSeek V4.1 Flash: The New Cost Baseline for Western Agentic AI Developers
Chinese AI startup DeepSeek officially released its DeepSeek V4.1 Flash model, the smallest in its new series, featuring native multimodal…
Fields Medalists Warn AI Companies’ ‘Brute Force’ Math Threatens Academic Research
Twenty-five Fields Medal recipients, led by Terry Tao and Deng Yu, have issued an urgent joint statement criticizing the methods…
TSMC’s CoWoS Shortage: Why Nvidia and Cloud Giants Are Sourcing Amkor and UMC Capacity
TSMC plans to double its CoWoS advanced packaging capacity by 2028 to 260,000 wafers per month, up from an estimated…
FrontierMath Benchmarks Saturated: Why Fields Medalists Are Resisting Brute-Force AI Models
OpenAI's GPT-6 Astra has successfully solved the final remaining problem in the elite FrontierMath Tier 4 benchmark, completing a rapid…
CXMT Reaches 82% Profit Margin, Beating Samsung and SK hynix on EBIT Efficiency
ChangXin Memory Technologies (CXMT) reported an 82% earnings before interest and taxes (EBIT) profit margin for Q2, surpassing its major…
Nvidia and Google’s Taiwan Rivalry: The New Stakes for AI Server Suppliers
Nvidia and Google are intensifying their competition for AI supply chain dominance in Taiwan, a key battleground for global tech…
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