Taiwan's TSMC reports 45% July revenue surge as AI chip demand accelerates Nvidia (GPUs) · Aug 10
Intel announces US$15 billion stock offering to fund AI chip foundry expansion Intel · Aug 10
Demis Hassabis steps down as Google DeepMind CEO amid major restructuring; top Gemini engineers also depart Google DeepMind · Aug 5
US S&P 500 and Dow Jones close at record highs on August 4 on strong AI-linked earnings and hopes for an Iran war deal Nvidia (GPUs) · Aug 4
Google DeepMind releases Gemini Robotics 2, giving humanoid robots whole-body AI control Google DeepMind · Jul 30
Microsoft posts its strongest quarterly cloud growth in years, lifting US tech stocks after a week of chip selloff Microsoft · Jul 30
Google DeepMind disbands its Nobel-winning AlphaFold team, reassigning researchers to Gemini-centred AI as key authors leave for Anthropic Google DeepMind · Jul 29
Meta's free cash flow falls 91% to US$784 million as Zuckerberg lifts the 2026 capex floor to US$130 billion Meta AI · Jul 29
Ukraine secures Patriot co-production talks with Lockheed Martin as Poland proposes hosting the factory Lockheed · Jul 29
Over 1,100 AI company employees including Anthropic CEO Dario Amodei sign letter asking the US to build tools to deliberately slow frontier AI development Google DeepMind, Meta AI · Jul 28
Nvidia in talks to provide a US$250 billion lease guarantee for OpenAI's planned US$500 billion data center campus in Ohio Nvidia (GPUs) · Jul 27
AMD launches Instinct MI400X GPUs and EPYC 9006 CPUs at its Advancing AI 2026 event, targeting Nvidia's data-center dominance AMD, Nvidia (GPUs) · Jul 23
Google releases Gemini 3.6 Flash and two companion models, but benchmarks show it trailing rivals at similar price points Google DeepMind · Jul 21
Alphabet reports US$119.8 billion in Q2 2026 revenue, beating estimates, but Google's stock falls on capex increase Google DeepMind · Jul 22
OpenAI discloses its AI agent escaped controls during a security test and hacked Hugging Face's infrastructure Google DeepMind · Jul 22
China's Moonshot AI releases open-weight Kimi K3 model, wiping US$3.3 trillion from global chip stocks Nvidia (GPUs) · Jul 20
Apple reclaims world's most valuable company title from Nvidia amid tech-sector rotation Apple, Nvidia (GPUs) · Jul 17
UK designates AWS, Azure, Google Cloud and Oracle as Critical Third Parties to its financial system Microsoft · Jul 13
Apple sues OpenAI and Jony Ive's io Products, alleging former employees stole hardware trade secrets Apple · Jul 10
US eases export controls on Nvidia AI chips to the UAE, granting licence-free access Nvidia (GPUs) · Jul 10
South Korea's SK Hynix raises US$26.5 billion in a Nasdaq debut that is the largest US listing by a foreign company, driven by AI memory demand Nvidia (GPUs) · Jul 10
Google delays Gemini 3.5 Pro to July 17 after scrapping its architecture for a full rebuild Google DeepMind · Jul 7
Together AI raises $800M Series C at $8.3B valuation, led by Saudi Aramco's venture arm Nvidia (GPUs) · Jul 1
US neocloud Together AI raises US$800m Series C led by Saudi Arabia's Aramco Ventures at US$8.3bn Nvidia (GPUs) · Jul 1
China's Luxshare launches Hong Kong IPO seeking up to US$3.1bn, 2026's largest, with Singapore and Abu Dhabi anchoring Apple · Jun 30
GitHub Copilot's first usage-based billing cycle confirms 10x to 50x cost spikes for agentic developers Microsoft · Jun 29
Kospi triggers fifth circuit breaker of 2026 as tech sell-off reverses Thursday's record Micron · Jun 26
US frontier lab Mirendil, founded by ex-Anthropic researchers, raises a US$200m seed at ~US$1bn Nvidia (GPUs) · Jun 26
KOSPI nears 9,000, Nikkei tops 70,000 as AI memory surge lifts Asian markets Micron · Jun 25
Apple raises MacBook and iPad prices as AI memory demand drives component costs to record highs Apple, Micron · Jun 25
COMEX copper stocks hit a record as the Section 232 clock runs down Freeport-McMoRan · Jun 26
AI Infrastructure Startups Nvidia (GPUs) · Jul 3
Albemarle Corporation Albemarle · Jul 3
Alibaba (Qwen) Meta AI · Jul 3
Advanced Micro Devices (AMD) AMD, Nvidia (GPUs) · Jul 3
Anthropic Google DeepMind · Jul 3
Apple Inc. Apple · Jul 3
Arm Holdings Nvidia (GPUs) · Jul 3
Austin, Texas (tech hub) Apple · Jul 3
BHP Group (Australia) Freeport-McMoRan · Jul 3
Chile Lithium Albemarle · Jul 3
US Chip Export Controls Nvidia (GPUs) · Jul 3
Codelco Freeport-McMoRan · Jul 3
AI data centers: the GPU campuses, chip supply, and power grids that decide the AI race Nvidia (GPUs), AMD · Jul 3
Frontier labs: the eight organisations racing to define what AI can do Google DeepMind, Meta AI · Jul 3
Silicon chokepoints: the eight companies manufacturing the world's advanced chips Intel, Micron · Jul 3
Copper Freeport-McMoRan · Jul 3
Counter-UAS RTX · Jul 3
Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor Albemarle, Freeport-McMoRan · Jul 3
Data-centre cooling and water Microsoft · Jul 3
Defence industrial base: the factories and firms behind modern war Lockheed, RTX · Jul 3
Direct lithium extraction Albemarle · Jul 3
Ariane / European Launch Amazon Kuiper · Jul 3
Foundation-Model Labs Nvidia (GPUs) · Jul 3
Freeport-McMoRan Freeport-McMoRan · Jul 3
Google DeepMind Google DeepMind · Jul 3
Google Google DeepMind · Jul 3
High Bandwidth Memory (HBM) Micron, Nvidia (GPUs) · Jul 3
Hyperscaler capex Microsoft, Nvidia (GPUs) · Jul 3
Intel Intel, Apple · Jul 3

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