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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18 stories for“AI chip demand”
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
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 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 AI Cloud Is Splitting Into Specialized Machines
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026
Technology
Kimi K3 Is Free to Download. The Chips Are Not.
Moonshot AI published the weights of a 2.8 trillion parameter model at no cost. The barrier that decides who can actually run it sits in a fab, not a licence agreement.
Aug 3, 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
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
Tesla and SpaceX Are Building a Chip Plant on a Dead Coal Reservoir
Sixteen point eight billion dollars for the first phase, a hundred million square feet when finished, and a site chosen because a shuttered power station left behind exactly what a fab needs.
Aug 14, 2026
Technology
Alibaba's Open Models Passed Three Billion Downloads. Distribution Is the Whole Story
Qwen has overtaken Meta and Google on cumulative downloads. In open weights, the number that decides the winner is not benchmark performance, it is how many things get built on top.
Aug 17, 2026
