https://chipdispatch.com/articles/apple-s-capex-light-ai-strategy-wins-analyst-upgrade Chip Dispatch en 2026-11-11T08:34:35.063Z Apple's Capex-Light AI Strategy Wins Analyst Upgrade https://chipdispatch.com/articles/mercury-lifts-fy27-outlook-on-record-370-5m-first-quarter-bookings Chip Dispatch en 2026-11-11T08:19:35.466Z Mercury lifts FY27 outlook on record $370.5M first-quarter bookings https://chipdispatch.com/articles/factorial-books-26-000-reaches-450-wh-kg-with-aerospace-cells Chip Dispatch en 2026-11-11T08:19:35.466Z Factorial books $26,000, reaches 450 Wh/kg with aerospace cells https://chipdispatch.com/articles/fluidstack-breaks-ground-on-99-acre-1-billion-virginia-ai-campus Chip Dispatch en 2026-11-11T07:49:39.234Z Fluidstack Breaks Ground on 99-Acre, $1 Billion Virginia AI Campus https://chipdispatch.com/articles/google-org-puts-2-3-mn-into-froncort-ai-for-disease-surveillance Chip Dispatch en 2026-11-11T07:49:39.234Z Google.org Puts $2.3 Mn Into Froncort.AI for Disease Surveillance https://chipdispatch.com/articles/ai-agent-watchdog-bay-exits-stealth-with-50-million Chip Dispatch en 2026-11-11T07:49:39.234Z AI Agent Watchdog Bay Exits Stealth With $50 Million https://chipdispatch.com/articles/anthropic-targets-88-5-billion-in-record-ipo-linked-fundraise Chip Dispatch en 2026-11-11T07:49:39.234Z Anthropic Targets $88.5 Billion in Record IPO-Linked Fundraise https://chipdispatch.com/articles/quantum-pure-plays-drop-4165-as-infrastructure-players-wait Chip Dispatch en 2026-11-11T07:44:35.708Z Quantum Pure Plays Drop 41–65% as Infrastructure Players Wait https://chipdispatch.com/articles/classified-memo-on-jensen-huang-s-china-ties-reached-commerce-secretary Chip Dispatch en 2026-11-11T07:44:35.708Z Classified Memo on Jensen Huang's China Ties Reached Commerce Secretary https://chipdispatch.com/articles/nvidia-opens-probe-into-alleged-chinese-espionage-targeting-jensen-huang Chip Dispatch en 2026-11-11T07:44:35.708Z Nvidia Opens Probe Into Alleged Chinese Espionage Targeting Jensen Huang https://chipdispatch.com/articles/d-wave-q3-revenue-beats-at-4-5m-but-bookings-fall-19-to-1-9m Chip Dispatch en 2026-11-11T07:39:35.393Z D-Wave Q3 Revenue Beats at $4.5M, but Bookings Fall 19% to $1.9M https://chipdispatch.com/articles/nvidia-scandal-and-us-ai-selloff-put-india-s-neocloud-boom-to-twin-tests Chip Dispatch en 2026-11-11T07:39:35.393Z NVIDIA Scandal and US AI Selloff Put India's Neocloud Boom to Twin Tests https://chipdispatch.com/articles/d-wave-beats-q3-revenue-at-4-51m-yet-qbts-falls-11-on-weak-bookings Chip Dispatch en 2026-11-11T07:14:26.750Z D-Wave Beats Q3 Revenue at $4.51M, Yet QBTS Falls 11% on Weak Bookings https://chipdispatch.com/articles/gemini-robotics-2-5-reaches-96-success-on-mercedes-benz-lines Chip Dispatch en 2026-11-11T05:44:27.832Z Gemini Robotics 2.5 reaches 96% success on Mercedes-Benz lines https://chipdispatch.com/articles/ring-launches-1-000-security-rover-and-270-indoor-drone Chip Dispatch en 2026-11-11T05:44:27.832Z Ring launches $1,000 security rover and $270 indoor drone https://chipdispatch.com/articles/meta-puts-muse-ai-agent-on-apple-watch-and-android-wear-os Chip Dispatch en 2026-11-11T05:44:27.832Z Meta Puts Muse AI Agent on Apple Watch and Android Wear OS https://chipdispatch.com/articles/amd-data-center-nearly-doubles-as-helios-venice-face-a-margin-test Chip Dispatch en 2026-11-11T05:44:27.832Z AMD Data Center Nearly Doubles as Helios, Venice Face a Margin Test https://chipdispatch.com/articles/alphaproof-code-proves-signal-properties-down-to-machine-code Chip Dispatch en 2026-11-11T05:44:27.832Z AlphaProof Code Proves Signal Properties Down to Machine Code https://chipdispatch.com/articles/sanmina-s-ai-bet-pays-off-revenue-up-79-to-14-53b-zt-systems-drives-fy27-push Chip Dispatch en 2026-11-11T05:44:27.832Z Sanmina's AI Bet Pays Off: Revenue Up 79% to $14.53B, ZT Systems Drives FY27 Push https://chipdispatch.com/articles/anthropic-sets-70-78-ipo-range-offering-up-to-64-35b Chip Dispatch en 2026-11-11T05:44:27.832Z Anthropic Sets $70-$78 IPO Range, Offering Up to $64.35B https://chipdispatch.com/articles/nebius-faces-9-25b-debt-wall-as-microsoft-pulls-back Chip Dispatch en 2026-11-11T05:44:27.832Z Nebius Faces $9.25B Debt Wall as Microsoft Pulls Back https://chipdispatch.com/articles/secretlab-s-179-ergoarch-monitor-light-bar-goes-on-sale-globally Chip Dispatch en 2026-11-11T05:44:27.832Z Secretlab's $179 ErgoArch Monitor Light Bar Goes on Sale Globally https://chipdispatch.com/articles/three-workers-die-in-toxic-gas-incident-at-tatas-hosur-plant Chip Dispatch en 2026-11-11T05:44:27.832Z Three Workers Die in Toxic-Gas Incident at Tata’s Hosur Plant https://chipdispatch.com/articles/z-ai-plans-hk-4-billion-buyback-after-84-share-slide Chip Dispatch en 2026-11-11T05:44:27.832Z Z.ai Plans HK$4 Billion Buyback After 84% Share Slide https://chipdispatch.com/articles/senate-clears-73-25-hurdle-for-data-center-power-bill Chip Dispatch en 2026-11-11T05:44:27.832Z Senate Clears 73-25 Hurdle for Data Center Power Bill https://chipdispatch.com/articles/report-links-alice-huang-to-7-5b-nvidia-gpu-imports Chip Dispatch en 2026-11-11T05:44:27.832Z Report links Alice Huang to $7.5B Nvidia GPU imports https://chipdispatch.com/articles/kt-commits-to-1-gw-of-ai-data-centers-leased Chip Dispatch en 2026-11-11T05:44:27.832Z KT commits to 1 GW of AI data centers by 2031, 80% leased https://chipdispatch.com/articles/new-york-launches-first-state-program-to-independently-test-ai-systems Chip Dispatch en 2026-11-11T05:44:27.832Z New York Launches First State Program to Independently Test AI Systems https://chipdispatch.com/articles/google-opens-gemini-4-carbon-at-2-per-million-input-tokens Chip Dispatch en 2026-11-11T05:44:27.832Z Google opens Gemini 4 Carbon at $2 per million input tokens https://chipdispatch.com/articles/anthropic-prices-ipo-at-70-78-aiming-for-1-404-trillion-valuation Chip Dispatch en 2026-11-11T05:44:27.832Z Anthropic Prices IPO at $70–$78, Aiming for $1.404 Trillion Valuation https://chipdispatch.com/articles/mosaic-intelligence-labs-raises-47-million-for-semi-autonomous-surgical-catheter Chip Dispatch en 2026-11-11T05:44:27.832Z Mosaic Intelligence Labs Raises $47 Million for Semi-Autonomous Surgical Catheters https://chipdispatch.com/articles/fiber-costs-jump-six-to-tenfold-for-ukraine-s-drone-makers Chip Dispatch en 2026-11-11T05:44:27.832Z Fiber Costs Jump Six- to Tenfold for Ukraine's Drone Makers https://chipdispatch.com/articles/adobe-previews-local-mcp-access-and-firefly-builder-at-max Chip Dispatch en 2026-11-11T05:44:27.832Z Adobe previews local MCP access and Firefly Builder at MAX https://chipdispatch.com/articles/whatsapp-s-3-billion-users-drive-kunal-shah-s-simpler-product-push Chip Dispatch en 2026-11-11T05:44:27.832Z WhatsApp's 3 Billion Users Drive Kunal Shah's Simpler-Product Push https://chipdispatch.com/articles/infineon-processes-first-300-mm-silicon-carbide-power-chips Chip Dispatch en 2026-11-11T05:44:27.832Z Infineon Processes First 300 mm Silicon Carbide Power Chips https://chipdispatch.com/articles/yandex-confirms-2-84-of-cloud-customer-data-lost-strikes Chip Dispatch en 2026-11-11T05:44:27.832Z Yandex Confirms 2.84% of Cloud Customer Data Lost After October Strikes https://chipdispatch.com/articles/sundrop-turns-baby-photo-floods-into-recaps-and-time-lapses-no-cloud-ai Chip Dispatch en 2026-11-11T05:44:27.832Z Sundrop Turns Baby Photo Floods Into Recaps and Time-Lapses, No Cloud AI https://chipdispatch.com/articles/ring-launches-249-99-indoor-drone-and-999-99-patrol-robot Chip Dispatch en 2026-11-11T05:44:27.832Z Ring launches $249.99 indoor drone and $999.99 patrol robot https://chipdispatch.com/articles/anthropic-s-claude-fable-5-2-tops-remote-labor-index-at-41-3 Chip Dispatch en 2026-11-11T05:44:27.832Z Anthropic's Claude Fable 5.2 tops Remote Labor Index at 41.3% https://chipdispatch.com/articles/amds-256-core-venice-cpu-challenges-purpose-built-agentic-ai-claims Chip Dispatch en 2026-11-11T05:44:27.832Z AMD’s 256-core Venice CPU challenges purpose-built agentic AI claims https://chipdispatch.com/articles/moonshot-disputes-filings-on-32-nvidia-b300-servers-in-china Chip Dispatch en 2026-11-11T05:44:27.832Z Moonshot disputes filings on 32 Nvidia B300 servers in China https://chipdispatch.com/articles/ibm-and-microsoft-ship-imagine-enterprise-with-6-000-pre-built-agents Chip Dispatch en 2026-11-11T05:44:27.832Z IBM and Microsoft Ship Imagine Enterprise With 6,000 Pre-Built Agents https://chipdispatch.com/articles/kora-brings-local-ai-agents-to-snapdragon-x2-elite Chip Dispatch en 2026-11-11T05:44:27.832Z KORA brings local AI agents to Snapdragon X2 Elite in 2027 https://chipdispatch.com/articles/apple-ships-sign-language-interpretation-as-a-native-tvos-setting-not-a-separate Chip Dispatch en 2026-11-11T05:44:27.832Z Apple Ships Sign Language Interpretation as a Native tvOS Setting, Not a Separate Stream https://chipdispatch.com/articles/intel-s-18a-yield-gains-put-tsmc-s-2nm-scale-to-the-test Chip Dispatch en 2026-11-11T05:44:27.832Z Intel's 18A Yield Gains Put TSMC's 2nm Scale to the Test https://chipdispatch.com/articles/ai-revenue-rises-but-bitcoin-miners-keep-selling-coins Chip Dispatch en 2026-11-11T05:39:32.336Z AI Revenue Rises, but Bitcoin Miners Keep Selling Coins https://chipdispatch.com/articles/nvidia-probe-sends-ai-server-stocks-lower-dell-drops-6 Chip Dispatch en 2026-11-11T05:39:32.336Z NVIDIA Probe Sends AI Server Stocks Lower; Dell Drops 6% https://chipdispatch.com/articles/microsoft-reclaims-4-trillion-now-just-266-billion-behind-nvidia Chip Dispatch en 2026-11-11T05:39:32.336Z Microsoft Reclaims $4 Trillion, Now Just $266 Billion Behind Nvidia https://chipdispatch.com/articles/ark-buys-90-443-nvidia-shares-as-huang-probe-selloff-hits Chip Dispatch en 2026-11-11T05:39:32.336Z ARK Buys 90,443 Nvidia Shares as Huang Probe Selloff Hits https://chipdispatch.com/articles/fed-s-goolsbee-calls-ai-data-center-boom-old-fashioned-overheating Chip Dispatch en 2026-11-11T05:39:32.336Z Fed's Goolsbee Calls AI Data Center Boom 'Old-Fashioned Overheating' https://chipdispatch.com/articles/ambiq-micro-doubles-sales-to-38-1-million-on-edge-ai-demand Chip Dispatch en 2026-11-11T05:39:32.336Z Ambiq Micro Doubles Sales to $38.1 Million on Edge AI Demand https://chipdispatch.com/articles/google-cloud-revenue-doubled-to-30-7-billion-on-locked-in-power Chip Dispatch en 2026-11-11T05:39:32.336Z Google Cloud Revenue Doubled to $30.7 Billion on Locked-In Power https://chipdispatch.com/articles/amd-venice-epyc-targets-1-9x-throughput-for-agentic-ai Chip Dispatch en 2026-11-11T05:39:32.336Z AMD Venice EPYC Targets 1.9x Throughput for Agentic AI https://chipdispatch.com/articles/nvidia-donates-openshell-agent-security-runtime-to-cncf-ships-ai-factory-kuberne Chip Dispatch en 2026-11-11T05:39:32.336Z Nvidia Donates OpenShell Agent-Security Runtime to CNCF, Ships AI-Factory Kubernetes Tools https://chipdispatch.com/articles/quantum-commission-calls-for-national-foundry-program-to-hold-off-china Chip Dispatch en 2026-11-11T05:39:32.336Z Quantum Commission Calls for National Foundry Program to Hold Off China https://chipdispatch.com/articles/alleged-nvidia-7-5-billion-china-export-control-gap Chip Dispatch en 2026-11-11T05:39:32.336Z Alleged Nvidia $7.5 Billion China Export-Control Gap https://chipdispatch.com/articles/korea-ftc-flags-10-of-12-overlaps-in-naver-s-14-9-billion-upbit-deal Chip Dispatch en 2026-11-11T05:39:32.336Z Korea FTC Flags 10 of 12 Overlaps in Naver's $14.9 Billion Upbit Deal https://chipdispatch.com/articles/alibaba-s-t-head-filed-confidentially-for-hong-kong-ipo Chip Dispatch en 2026-11-11T05:39:32.336Z Alibaba's T-Head Filed Confidentially for Hong Kong IPO in September https://chipdispatch.com/articles/iren-cuts-hit-after-microsoft-delay-and-6-billion-funding-gap Chip Dispatch en 2026-11-11T05:39:32.336Z IREN Cuts Hit After Microsoft Delay and $6 Billion Funding Gap https://chipdispatch.com/articles/ast-spacemobile-targets-45-satellites-by-mid-as-revenue-triples Chip Dispatch en 2026-11-11T05:39:32.336Z AST SpaceMobile Targets 45 Satellites by Mid-2027 as Revenue Triples https://chipdispatch.com/articles/d-wave-beats-on-revenue-but-costs-drive-a-7-stock-decline Chip Dispatch en 2026-11-11T05:39:32.336Z D-Wave beats on revenue, but costs drive a 7% stock decline https://chipdispatch.com/articles/nvidia-china-chip-sales-report-puts-figure-at-7-5-billion Chip Dispatch en 2026-11-11T05:39:32.336Z Nvidia China Chip Sales Report Puts Figure at $7.5 Billion https://chipdispatch.com/articles/seven-tech-suppliers-report-26-billion-anthropic-ipo-placement Chip Dispatch en 2026-11-11T05:39:32.336Z Seven Tech Suppliers Report $26 Billion Anthropic IPO Placement https://chipdispatch.com/articles/mac-studio-m5-ultra-beats-dgx-spark-on-speed-and-energy-in-local-ai-tests Chip Dispatch en 2026-11-11T05:39:32.336Z Mac Studio M5 Ultra Beats DGX Spark on Speed and Energy in Local AI Tests https://chipdispatch.com/articles/spacex-seeks-tax-break-for-24-billion-starbase-project Chip Dispatch en 2026-11-11T05:39:32.336Z SpaceX Seeks Tax Break for $24 Billion Starbase Project https://chipdispatch.com/articles/reddit-packages-10-000-product-chats-into-ai-generated-reviews Chip Dispatch en 2026-11-11T05:39:32.336Z Reddit Packages 10,000 Product Chats Into AI-Generated Reviews https://chipdispatch.com/articles/researchers-remotely-unlocked-and-started-cars-at-two-unnamed-automakers Chip Dispatch en 2026-11-11T05:39:32.336Z Researchers Remotely Unlocked and Started Cars at Two Unnamed Automakers https://chipdispatch.com/articles/eight-governments-sign-paris-ai-shutdown-call-with-frontier-labs Chip Dispatch en 2026-11-11T05:39:32.336Z Eight governments sign Paris AI shutdown call with frontier labs https://chipdispatch.com/articles/netcompany-pays-dkk-325-million-for-23-7-of-gefion-operator-dcai Chip Dispatch en 2026-11-11T05:39:32.336Z Netcompany Pays DKK 325 Million for 23.7% of Gefion Operator DCAI https://chipdispatch.com/articles/tsmcs-october-revenue-sets-a-record-above-its-q4-pace Chip Dispatch en 2026-11-11T05:39:32.336Z TSMC’s October Revenue Sets a Record Above Its Q4 Pace https://chipdispatch.com/articles/hedge-funds-dumped-tech-at-near-record-pace-then-chips-jumped-7 Chip Dispatch en 2026-11-11T05:39:32.336Z Hedge Funds Dumped Tech at Near-Record Pace, Then Chips Jumped 7% https://chipdispatch.com/articles/amds-record-quarter-extends-a-142-rally-into-supply-tests Chip Dispatch en 2026-11-11T05:39:32.336Z AMD’s Record Quarter Extends a 142% Rally Into Supply Tests https://chipdispatch.com/articles/adobe-turns-its-ai-agent-loose-on-photoshop-premiere-and-firefly Chip Dispatch en 2026-11-11T05:39:32.336Z Adobe turns its AI agent loose on Photoshop, Premiere and Firefly https://chipdispatch.com/articles/openai-s-control-room-can-halt-ai-workloads-in-35-seconds Chip Dispatch en 2026-11-11T05:39:32.336Z OpenAI's Control Room Can Halt AI Workloads in 35 Seconds https://chipdispatch.com/articles/cyanogen-co-founder-targets-windows-with-ai-native-linux-os Chip Dispatch en 2026-11-11T05:39:32.336Z Cyanogen Co-Founder Targets Windows With AI-Native Linux OS in 2027 https://chipdispatch.com/articles/coreweave-and-applied-digital-one-lease-two-fragile-balance-sheets Chip Dispatch en 2026-11-11T05:39:32.336Z CoreWeave and Applied Digital: One Lease, Two Fragile Balance Sheets https://chipdispatch.com/articles/ebay-blocks-ai-shopping-agents-as-uber-reports-four-agent-rides Chip Dispatch en 2026-11-11T05:39:32.336Z eBay Blocks AI Shopping Agents as Uber Reports Four Agent Rides https://chipdispatch.com/articles/s-p-500-jumps-2-35-to-7-549-94-while-nvidia-drops-on-probe Chip Dispatch en 2026-11-11T05:39:32.336Z S&P 500 Jumps 2.35% to 7,549.94 While Nvidia Drops on Probe https://chipdispatch.com/articles/stmicroelectronics-launches-three-stm32a-safety-mcus-for-automotive Chip Dispatch en 2026-11-11T05:39:32.336Z STMicroelectronics launches three STM32A safety MCUs for automotive https://chipdispatch.com/articles/openai-deploys-control-room-with-35-second-shutdown-target Chip Dispatch en 2026-11-11T05:39:32.336Z OpenAI deploys Control Room with 35-second shutdown target https://chipdispatch.com/articles/sentient-foundation-names-julie-beliao-as-vp-of-product Chip Dispatch en 2026-11-11T05:39:32.336Z Sentient Foundation Names Julie Belião as VP of Product https://chipdispatch.com/articles/apple-turned-1-000-into-13-805-in-ten-years-3-45x-the-s-p-500 Chip Dispatch en 2026-11-11T05:39:32.336Z Apple Turned $1,000 Into $13,805 in Ten Years, 3.45x the S&P 500 https://chipdispatch.com/articles/spotify-gives-its-ai-dj-new-voices-and-a-quieter-mode-for-94m-users Chip Dispatch en 2026-11-11T05:39:32.336Z Spotify Gives Its AI DJ New Voices and a Quieter Mode for 94M Users https://chipdispatch.com/articles/digital-turbine-revenue-rises-27-but-stock-falls-23 Chip Dispatch en 2026-11-11T05:39:32.336Z Digital Turbine revenue rises 27%, but stock falls 23% https://chipdispatch.com/articles/bell-labs-speech-coding-pioneer-bishnu-atal-dies-at-93 Chip Dispatch en 2026-11-11T05:39:32.336Z Bell Labs Speech Coding Pioneer Bishnu Atal Dies at 93 https://chipdispatch.com/articles/meituan-open-sources-1-6-trillion-parameter-longcat-2-5-under-mit-license Chip Dispatch en 2026-11-11T05:39:32.336Z Meituan Open-Sources 1.6-Trillion-Parameter LongCat-2.5 Under MIT License https://chipdispatch.com/articles/ai-data-centers-squeeze-automotive-chip-supply-say-nexperia-and-stmicroelectroni Chip Dispatch en 2026-11-11T05:39:32.336Z AI Data Centers Squeeze Automotive Chip Supply, Say Nexperia and STMicroelectronics https://chipdispatch.com/articles/sharechat-parent-s-fy26-net-loss-widens-79-to-1-978-4-cr Chip Dispatch en 2026-11-11T05:39:32.336Z ShareChat Parent's FY26 Net Loss Widens 79% to ₹1,978.4 Cr https://chipdispatch.com/articles/microns-54-23-billion-quarter-meets-a-650-support-test Chip Dispatch en 2026-11-11T05:39:32.336Z Micron’s $54.23 Billion Quarter Meets a $650 Support Test https://chipdispatch.com/articles/amd-s-zen-6-epyc-venice-beats-nvidia-s-vera-in-first-tests Chip Dispatch en 2026-11-11T05:39:32.336Z AMD's Zen 6 EPYC 'Venice' Beats Nvidia's Vera in First Tests https://chipdispatch.com/articles/broadcom-s-1-53-trillion-comeback-is-a-sector-bet-not-a-turn Chip Dispatch en 2026-11-11T05:39:32.336Z Broadcom's $1.53 Trillion Comeback Is a Sector Bet, Not a Turn https://chipdispatch.com/articles/intels-test-server-growth-meets-pc-and-cash-strain Chip Dispatch en 2026-11-11T05:39:32.336Z Intel’s 2027 Test: Server Growth Meets PC and Cash Strain https://chipdispatch.com/articles/ge-vernova-leads-6-ai-power-pullback-as-vertiv-quanta-fall Chip Dispatch en 2026-11-11T05:39:32.336Z GE Vernova Leads 6% AI Power Pullback as Vertiv, Quanta Fall https://chipdispatch.com/articles/sandisk-trades-at-3-6x-forward-earnings-after-nand-blowout Chip Dispatch en 2026-11-11T05:39:32.336Z Sandisk Trades at 3.6x Forward Earnings After NAND Blowout https://chipdispatch.com/articles/microsoft-lobbies-against-ban-on-chinese-optical-transceivers Chip Dispatch en 2026-11-11T05:39:32.336Z Microsoft Lobbies Against Ban on Chinese Optical Transceivers https://chipdispatch.com/articles/steam-store-adds-average-fps-data-so-buyers-can-judge-performance Chip Dispatch en 2026-11-11T05:39:32.336Z Steam Store Adds Average FPS Data So Buyers Can Judge Performance https://chipdispatch.com/articles/culper-flagged-huang-s-megaspeed-ties-six-months-before-scandal Chip Dispatch en 2026-11-11T05:39:32.336Z Culper Flagged Huang's Megaspeed Ties Six Months Before Scandal https://chipdispatch.com/articles/usa-rare-earth-q3-revenue-hits-3m-stock-drops-11-after-miss Chip Dispatch en 2026-11-11T05:39:32.336Z USA Rare Earth Q3 revenue hits $3M, stock drops 11% after miss https://chipdispatch.com/articles/nvidia-falls-4-as-huang-probe-tests-108-billion-guidance Chip Dispatch en 2026-11-11T05:39:32.336Z NVIDIA Falls 4% as Huang Probe Tests $108 Billion Guidance https://chipdispatch.com/articles/off-grid-data-centers-gain-fans-but-permits-still-govern Chip Dispatch en 2026-11-11T05:39:32.336Z Off-Grid Data Centers Gain Fans, but Permits Still Govern https://chipdispatch.com/articles/binance-warns-ios-flaw-can-expose-crypto-seed-phrases Chip Dispatch en 2026-11-11T05:39:32.336Z Binance Warns iOS Flaw Can Expose Crypto Seed Phrases https://chipdispatch.com/articles/frontier-model-forum-unveils-cvss-style-rating-scale-for-ai-jailbreaks Chip Dispatch en 2026-11-11T05:39:32.336Z Frontier Model Forum Unveils CVSS-Style Rating Scale for AI Jailbreaks https://chipdispatch.com/articles/anthropic-caps-ipo-valuation-at-1-02-trillion-as-ai-appetite-cools Chip Dispatch en 2026-11-11T05:39:32.336Z Anthropic Caps IPO Valuation at $1.02 Trillion as AI Appetite Cools https://chipdispatch.com/articles/nvidia-faces-senate-chip-curbs-with-little-china-revenue-at-stake Chip Dispatch en 2026-11-11T05:39:32.336Z Nvidia Faces Senate Chip Curbs With Little China Revenue at Stake https://chipdispatch.com/articles/amds-11-rebound-tests-440-after-record-13-4b-quarter Chip Dispatch en 2026-11-11T05:39:32.336Z AMD’s 11% Rebound Tests $440 After Record $13.4B Quarter https://chipdispatch.com/articles/softbank-grab-and-petros-commit-1-85-billion-to-malaysian-ai-data-centers Chip Dispatch en 2026-11-11T05:39:32.336Z SoftBank, Grab and PETROS Commit $1.85 Billion to Malaysian AI Data Centers https://chipdispatch.com/articles/hbm-boom-reaches-the-machine-makers-towa-orders-up-125-8 Chip Dispatch en 2026-11-11T05:34:27.489Z HBM Boom Reaches the Machine Makers: TOWA Orders Up 125.8% https://chipdispatch.com/articles/broadcom-to-pour-1-billion-into-anthropic-ipo-placement Chip Dispatch en 2026-11-11T03:04:28.887Z Broadcom to Pour $1 Billion Into Anthropic IPO Placement https://chipdispatch.com/articles/coreweave-s-q3-beat-masks-46-9-billion-debt-squeeze Chip Dispatch en 2026-11-11T02:29:26.530Z CoreWeave's Q3 Beat Masks $46.9 Billion Debt Squeeze https://chipdispatch.com/articles/nvidia-s-279-billion-supply-bet-fuels-cramer-s-data-center-warning Chip Dispatch en 2026-11-11T02:09:27.437Z Nvidia's $279 Billion Supply Bet Fuels Cramer's Data Center Warning https://chipdispatch.com/articles/seven-edited-neurons-produced-payloads-in-98-8-of-triggered-ai-tests Chip Dispatch en 2026-11-11T01:39:26.694Z Seven edited neurons produced payloads in 98.8% of triggered AI tests https://chipdispatch.com/articles/energy-vault-backlog-hits-2-3b-revenue-guide-is-600m-700m Chip Dispatch en 2026-11-11T01:39:26.694Z Energy Vault backlog hits $2.3B; 2027 revenue guide is $600M-$700M https://chipdispatch.com/articles/hyliion-lifts-guidance-as-navy-delivery-schedule-slips Chip Dispatch en 2026-11-11T01:39:26.694Z Hyliion lifts 2026 guidance as Navy delivery schedule slips https://chipdispatch.com/articles/claroc-found-35-578-grok-build-apps-open-without-sign Chip Dispatch en 2026-11-11T01:39:26.694Z Claroc found 35,578 Grok Build apps open without sign-in https://chipdispatch.com/articles/silicon-labs-swings-to-profit-on-record-medical-sales-ahead-of-ti-takeover Chip Dispatch en 2026-11-11T01:34:26.496Z Silicon Labs Swings to Profit on Record Medical Sales Ahead of TI Takeover https://chipdispatch.com/articles/amprius-lifts-outlook-to-145-million-after-83-sales-jump Chip Dispatch en 2026-11-11T01:34:26.496Z Amprius Lifts 2026 Outlook to $145 Million After 83% Sales Jump https://chipdispatch.com/articles/resideo-cuts-1-1-billion-of-debt-after-adi-global-spinoff Chip Dispatch en 2026-11-11T01:34:26.496Z Resideo Cuts $1.1 Billion of Debt After ADI Global Spinoff https://chipdispatch.com/articles/swarmer-posts-9-3m-loss-on-25-554-revenue-as-ratel-deal-nears-close Chip Dispatch en 2026-11-11T01:34:26.496Z Swarmer posts $9.3M loss on $25,554 revenue as Ratel deal nears close https://chipdispatch.com/articles/iren-s-ai-ambition-meets-the-hard-test-of-cash-generation Chip Dispatch en 2026-11-11T01:34:26.496Z IREN's AI Ambition Meets the Hard Test of Cash Generation https://chipdispatch.com/articles/netlist-books-85-4-million-as-samsung-fees-land-micron-next Chip Dispatch en 2026-11-11T01:34:26.496Z Netlist Books $85.4 Million as Samsung Fees Land, Micron Next https://chipdispatch.com/articles/kopin-s-revenue-jumps-52-to-18-2m-on-microled-and-fabric-ai-funding Chip Dispatch en 2026-11-11T01:34:26.496Z Kopin's Revenue Jumps 52% to $18.2M on MicroLED and Fabric.AI Funding https://chipdispatch.com/articles/daylight-lands-80m-series-b-after-40-fold-revenue-surge Chip Dispatch en 2026-11-11T01:34:26.496Z Daylight Lands $80M Series B After 40-Fold Revenue Surge https://chipdispatch.com/articles/lightpath-backlog-hits-132-9-million-on-counter-drone-optics-orders Chip Dispatch en 2026-11-11T01:09:27.396Z LightPath backlog hits $132.9 million on counter-drone optics orders https://chipdispatch.com/articles/anthropics-seven-founders-plan-250-million-plus-ipo-sales Chip Dispatch en 2026-11-11T01:09:27.396Z Anthropic’s seven founders plan $250 million-plus IPO sales https://chipdispatch.com/articles/nextnav-holds-290-9-million-and-awaits-fcc-action-on-900-mhz Chip Dispatch en 2026-11-11T01:09:27.396Z NextNav holds $290.9 million and awaits FCC action on 900 MHz https://chipdispatch.com/articles/amd-venice-epyc-spans-31-skus-256-cores-and-14-904 Chip Dispatch en 2026-11-11T01:09:27.396Z AMD Venice EPYC spans 31 SKUs, 256 cores and $14,904 https://chipdispatch.com/articles/oura-to-acquire-counsel-health-for-625-million-in-cash Chip Dispatch en 2026-11-11T01:09:27.396Z Oura to acquire Counsel Health for $625 million in cash https://chipdispatch.com/articles/acromag-carrier-supports-four-vita-93-qmc-modules-on-pcie Chip Dispatch en 2026-11-11T01:09:27.396Z Acromag carrier supports four VITA 93 QMC modules on PCIe https://chipdispatch.com/articles/shield-ais-hivemind-flies-two-fq-44a-fury-drones-in-simulation Chip Dispatch en 2026-11-11T01:09:27.396Z Shield AI’s Hivemind flies two FQ-44A Fury drones in simulation https://chipdispatch.com/articles/rigetti-q3-revenue-drops-28-20-million-target-hinges-on-c-dac Chip Dispatch en 2026-11-11T01:09:27.396Z Rigetti Q3 revenue drops 28%; $20 million target hinges on C-DAC https://chipdispatch.com/articles/openai-s-reported-q3-revenue-rose-50-to-about-10-billion Chip Dispatch en 2026-11-11T01:09:27.396Z OpenAI's reported Q3 revenue rose 50% to about $10 billion https://chipdispatch.com/articles/anthropic-launches-claude-sheets-and-meetings-in-office-push Chip Dispatch en 2026-11-11T01:09:27.396Z Anthropic launches Claude Sheets and Meetings in office push https://chipdispatch.com/articles/anthropics-34-9-billion-lambda-deal-is-now-terminable Chip Dispatch en 2026-11-11T01:09:27.396Z Anthropic’s $34.9 Billion Lambda Deal Is Now Terminable https://chipdispatch.com/articles/sonos-posts-89-6-million-profit-authorizes-150-million-buyback Chip Dispatch en 2026-11-11T01:09:27.396Z Sonos posts $89.6 million profit, authorizes $150 million buyback https://chipdispatch.com/articles/nvidia-s-470-billion-two-day-rout-shakes-market-ranking Chip Dispatch en 2026-11-11T01:09:27.396Z Nvidia's $470 Billion Two-Day Rout Shakes Market Ranking https://chipdispatch.com/articles/gopro-sees-41-revenue-drop-warns-loan-default-could-kill-starman-merger Chip Dispatch en 2026-11-11T01:04:26.485Z GoPro Sees 41% Revenue Drop, Warns Loan Default Could Kill Starman Merger https://chipdispatch.com/articles/marvell-ceo-says-top-shareholders-back-115b-lumentum-deal-after-51-stock-slide Chip Dispatch en 2026-11-11T01:04:26.485Z Marvell CEO Says Top Shareholders Back $115B Lumentum Deal After 51% Stock Slide https://chipdispatch.com/articles/rackspace-raises-66-million-for-gpu-buildout-as-cloud-revenue-sinks Chip Dispatch en 2026-11-11T01:04:26.485Z Rackspace Raises $66 Million for GPU Buildout as Cloud Revenue Sinks https://chipdispatch.com/articles/e-sharp-s-probe-makes-ai-cite-its-evidence-or-stay-silent-in-pcb-review Chip Dispatch en 2026-11-11T01:04:26.485Z E-Sharp's Probe Makes AI Cite Its Evidence or Stay Silent in PCB Review https://chipdispatch.com/articles/eu-quantum-act-draft-tilts-public-buying-toward-eu-suppliers Chip Dispatch en 2026-11-11T00:59:28.068Z EU Quantum Act draft tilts public buying toward EU suppliers https://chipdispatch.com/articles/anthropic-s-900-9-billion-compute-bill-meets-an-81-billion-run-rate Chip Dispatch en 2026-11-11T00:59:28.068Z Anthropic's $900.9 Billion Compute Bill Meets an $81 Billion Run-Rate https://chipdispatch.com/articles/qualcomm-starts-india-job-cuts-as-handset-revenue-falls-26 Chip Dispatch en 2026-11-11T00:59:28.068Z Qualcomm Starts India Job Cuts as Handset Revenue Falls 26% https://chipdispatch.com/articles/psi-reports-proof-of-18-year-old-quantum-conjecture Chip Dispatch en 2026-11-11T00:59:28.068Z PSI Reports Proof of 18-Year-Old Quantum Conjecture https://chipdispatch.com/articles/openai-opens-chatgpt-business-profiles-and-buys-odessia Chip Dispatch en 2026-11-11T00:59:28.068Z OpenAI Opens ChatGPT Business Profiles and Buys Odessia https://chipdispatch.com/articles/mercor-raises-750m-at-20b-valuation-for-ai-agent-evals Chip Dispatch en 2026-11-11T00:59:28.068Z Mercor Raises $750M at $20B Valuation for AI Agent Evals https://chipdispatch.com/articles/anduril-details-first-orbital-satellite-and-infrared-tracking-mission Chip Dispatch en 2026-11-11T00:54:26.497Z Anduril details first orbital satellite and infrared tracking mission https://chipdispatch.com/articles/ai-debt-may-exceed-800-billion-as-bowman-flags-equity-risk Chip Dispatch en 2026-11-11T00:54:26.497Z AI debt may exceed $800 billion as Bowman flags equity risk https://chipdispatch.com/articles/coreweave-raises-outlook-as-q3-revenue-hits-3-66-billion Chip Dispatch en 2026-11-11T00:54:26.497Z CoreWeave raises 2026 outlook as Q3 revenue hits $3.66 billion https://chipdispatch.com/articles/new-york-opens-raise-act-portal-for-frontier-ai-labs Chip Dispatch en 2026-11-11T00:54:26.497Z New York opens RAISE Act portal for frontier AI labs https://chipdispatch.com/articles/nscale-weighs-delaying-new-york-ipo-as-30-billion-target-meets-a-colder-market Chip Dispatch en 2026-11-11T00:54:26.497Z Nscale Weighs Delaying New York IPO as $30 Billion Target Meets a Colder Market https://chipdispatch.com/articles/integra-s-8-billion-quanah-data-center-filing-raises-cost-questions Chip Dispatch en 2026-11-11T00:49:26.487Z Integra's $8 Billion Quanah Data Center Filing Raises Cost Questions https://chipdispatch.com/articles/booz-allen-moves-to-nvidia-s-nemotron-openrouter-share-under-1 Chip Dispatch en 2026-11-11T00:44:27.230Z Booz Allen Moves to Nvidia's Nemotron; OpenRouter Share Under 1% https://chipdispatch.com/articles/baillie-gifford-sells-a-quarter-of-spacex-buys-chip-equipment-makers Chip Dispatch en 2026-11-11T00:44:27.230Z Baillie Gifford Sells a Quarter of SpaceX, Buys Chip-Equipment Makers https://chipdispatch.com/articles/tsmc-director-buys-300-000-of-stock-as-chip-index-falls-12 Chip Dispatch en 2026-11-11T00:44:27.230Z TSMC Director Buys $300,000 of Stock as Chip Index Falls 12% https://chipdispatch.com/articles/openai-launches-business-hub-pushing-chatgpt-toward-google-territory Chip Dispatch en 2026-11-11T00:44:27.230Z OpenAI Launches Business Hub, Pushing ChatGPT Toward Google Territory https://chipdispatch.com/articles/whitefiber-signs-300-million-morgan-stanley-loan-for-nc-ai-data-center Chip Dispatch en 2026-11-11T00:44:27.230Z WhiteFiber Signs $300 Million Morgan Stanley Loan for NC AI Data Center https://chipdispatch.com/articles/nakamura-s-blue-laser-fusion-registers-2-35-million-shares-for-resale Chip Dispatch en 2026-11-11T00:44:27.230Z Nakamura's Blue Laser Fusion Registers 2.35 Million Shares for Resale https://chipdispatch.com/articles/adtran-ceo-buys-600-900-of-stock-after-q3-earnings-report Chip Dispatch en 2026-11-11T00:44:27.230Z ADTRAN CEO buys $600,900 of stock after Q3 earnings report https://chipdispatch.com/articles/trump-was-briefed-on-huang-spy-link-before-china-trip-times-reports Chip Dispatch en 2026-11-11T00:39:38.709Z Trump Was Briefed on Huang Spy Link Before China Trip, Times Reports https://chipdispatch.com/articles/proximal-ventures-raises-27-5-million-for-ai-drug-development Chip Dispatch en 2026-11-11T00:39:38.709Z Proximal Ventures raises $27.5 million for AI drug development https://chipdispatch.com/articles/new-york-opens-ai-safety-registration-portal-with-1m-fines Chip Dispatch en 2026-11-11T00:39:38.709Z New York opens AI safety registration portal with $1M fines https://chipdispatch.com/articles/wall-streets-nearly-150-billion-ipo-year-faces-a-hangover Chip Dispatch en 2026-11-11T00:34:38.473Z Wall Street’s Nearly $150 Billion IPO Year Faces a 2027 Hangover https://chipdispatch.com/articles/3d-systems-revenue-recovers-as-free-cash-flow-stays-negative Chip Dispatch en 2026-11-11T00:34:38.473Z 3D Systems revenue recovers as free cash flow stays negative https://chipdispatch.com/articles/global-goods-trade-grows-3-as-ownership-risks-loom Chip Dispatch en 2026-11-11T00:34:38.473Z Global Goods Trade Grows 3% in 2027 as Ownership Risks Loom https://chipdispatch.com/articles/amd-launches-256-core-zen-6-epyc-venice-cpus-for-sp7 Chip Dispatch en 2026-11-11T00:34:38.473Z AMD Launches 256-Core Zen 6 EPYC Venice CPUs for SP7 https://chipdispatch.com/articles/softbank-vision-fund-2-books-394-mn-gains-on-lenskart-and-meesho Chip Dispatch en 2026-11-11T00:34:38.473Z SoftBank Vision Fund 2 Books $394 Mn Gains on Lenskart and Meesho https://chipdispatch.com/articles/eia-sees-u-s-power-records-through-as-commercial-use-grows Chip Dispatch en 2026-11-11T00:34:38.473Z EIA Sees U.S. Power Records Through 2027 as Commercial Use Grows https://chipdispatch.com/articles/anthropics-1-4-trillion-ipo-faces-a-compute-cost-problem Chip Dispatch en 2026-11-11T00:29:27.547Z Anthropic’s $1.4 Trillion IPO Faces a Compute-Cost Problem https://chipdispatch.com/articles/anthropic-brings-claude-to-meetings-sheets-and-whiteboards Chip Dispatch en 2026-11-11T00:29:27.547Z Anthropic Brings Claude to Meetings, Sheets and Whiteboards https://chipdispatch.com/articles/microsofts-neocloud-pullback-targets-execution-not-ai-demand Chip Dispatch en 2026-11-11T00:29:27.547Z Microsoft’s Neocloud Pullback Targets Execution, Not AI Demand https://chipdispatch.com/articles/mara-posts-632m-net-income-on-885m-bitcoin-gain-despite-revenue-slump Chip Dispatch en 2026-11-11T00:29:27.547Z MARA Posts $632M Net Income on $885M Bitcoin Gain Despite Revenue Slump https://chipdispatch.com/articles/entegris-sets-6-billion-revenue-goal-on-ai-materials-demand Chip Dispatch en 2026-11-11T00:29:27.547Z Entegris Sets $6 Billion Revenue Goal on AI Materials Demand https://chipdispatch.com/articles/microsoft-urges-fcc-against-chinese-optical-transceiver-ban Chip Dispatch en 2026-11-11T00:29:27.547Z Microsoft urges FCC against Chinese optical transceiver ban https://chipdispatch.com/articles/anthropic-expands-claude-into-meetings-whiteboards-and-sheets Chip Dispatch en 2026-11-11T00:29:27.547Z Anthropic expands Claude into meetings, whiteboards and sheets https://chipdispatch.com/articles/iqm-books-42-2m-as-pasqal-posts-no-qpu-hardware-sales Chip Dispatch en 2026-11-11T00:29:27.547Z IQM books €42.2M as Pasqal posts no QPU hardware sales https://chipdispatch.com/articles/electronica-3-500-exhibitors-new-semiconductor-hall Chip Dispatch en 2026-11-11T00:29:27.547Z electronica 2026: 3,500 Exhibitors, New Semiconductor Hall https://chipdispatch.com/articles/amd-shares-rebound-13-3-as-google-taps-epyc-turin-for-next-gen-tpus Chip Dispatch en 2026-11-11T00:29:27.547Z AMD Shares Rebound 13.3% as Google Taps EPYC Turin for Next-Gen TPUs https://chipdispatch.com/articles/coreweave-q3-test-104-2b-backlog-8-94-debt-to-equity-ratio Chip Dispatch en 2026-11-11T00:24:26.556Z CoreWeave Q3 Test: $104.2B Backlog, 8.94 Debt-to-Equity Ratio https://chipdispatch.com/articles/anthropic-retracts-70-80-ipo-range-after-filing-leak Chip Dispatch en 2026-11-10T16:49:26.436Z Anthropic Retracts $70-$80 IPO Range After Filing Leak https://chipdispatch.com/articles/apple-closes-above-350-as-market-value-returns-to-5-trillion Chip Dispatch en 2026-11-10T16:44:26.983Z Apple Closes Above $350 as Market Value Returns to $5 Trillion https://chipdispatch.com/articles/binance-flags-ios-flaw-that-may-expose-crypto-wallet-keys Chip Dispatch en 2026-11-10T16:44:26.983Z Binance Flags iOS Flaw That May Expose Crypto Wallet Keys https://chipdispatch.com/articles/hacking-wave-threatens-to-close-open-source-ai-platforms Chip Dispatch en 2026-11-10T16:44:26.983Z Hacking Wave Threatens to Close Open-Source AI Platforms https://chipdispatch.com/articles/musk-s-terafab-aims-for-1-million-wafers-monthly Chip Dispatch en 2026-11-10T16:29:26.305Z Musk's Terafab Aims for 1 Million Wafers Monthly After 2032 https://chipdispatch.com/articles/nvidia-trades-at-rare-discount-as-election-selloff-tests-ai-moat Chip Dispatch en 2026-11-10T16:29:26.305Z Nvidia Trades at Rare Discount as Election Selloff Tests AI Moat https://chipdispatch.com/articles/sglang-flaw-let-attacker-into-near-ai-servers-exposing-100-users Chip Dispatch en 2026-11-10T16:14:25.635Z SGLang Flaw Let Attacker Into NEAR AI Servers, Exposing 100 Users https://chipdispatch.com/articles/microsoft-to-default-uk-copilot-tenants-to-claude Chip Dispatch en 2026-11-10T16:14:25.635Z Microsoft to default UK Copilot tenants to Claude on Dec. 9, 2026 https://chipdispatch.com/articles/hive-posts-78-7m-loss-as-ai-cloud-revenue-climbs-71 Chip Dispatch en 2026-11-10T16:14:25.635Z HIVE Posts $78.7M Loss as AI Cloud Revenue Climbs 71% https://chipdispatch.com/articles/equinix-opens-290-million-sg6-data-center-in-singapore Chip Dispatch en 2026-11-10T16:14:25.635Z Equinix Opens $290 Million SG6 Data Center in Singapore https://chipdispatch.com/articles/anthropics-ipo-range-implies-1-02-trillion-on-outstanding-shares Chip Dispatch en 2026-11-10T16:14:25.635Z Anthropic’s IPO Range Implies $1.02 Trillion on Outstanding Shares https://chipdispatch.com/articles/cisco-jumps-5-ahead-of-earnings-that-have-swung-the-stock-8-three-times Chip Dispatch en 2026-11-10T16:14:25.635Z Cisco Jumps 5% Ahead of Earnings That Have Swung the Stock 8% Three Times https://chipdispatch.com/articles/google-ai-agents-cut-quantum-algorithm-resource-costs-by-up-to-290x Chip Dispatch en 2026-11-10T16:14:25.635Z Google AI Agents Cut Quantum Algorithm Resource Costs by Up to 290x https://chipdispatch.com/articles/d-wave-backlog-jumps-to-38-3-million-as-revenue-rises-21 Chip Dispatch en 2026-11-10T16:14:25.635Z D-Wave Backlog Jumps to $38.3 Million as Revenue Rises 21% https://chipdispatch.com/articles/palladyne-ai-lifts-revenue-floor-to-25-million-after-record-quarter Chip Dispatch en 2026-11-10T16:14:25.635Z Palladyne AI Lifts 2026 Revenue Floor to $25 Million After Record Quarter https://chipdispatch.com/articles/venture-global-lifts-ebitda-outlook-to-10-billion-targets-5-gw-for-ai-data-cente Chip Dispatch en 2026-11-10T16:14:25.635Z Venture Global Lifts 2026 EBITDA Outlook to $10 Billion, Targets 5 GW for AI Data Centers https://chipdispatch.com/articles/palantir-rises-5-5-on-tester-hire-as-wyden-signals-subpoenas Chip Dispatch en 2026-11-10T16:09:26.673Z Palantir Rises 5.5% on Tester Hire as Wyden Signals Subpoenas https://chipdispatch.com/articles/elmos-lifts-nine-month-revenue-16-4-as-8-inch-supply-stays-tight Chip Dispatch en 2026-11-10T15:54:26.821Z Elmos lifts nine-month revenue 16.4% as 8-inch supply stays tight https://chipdispatch.com/articles/celestica-trades-at-9-6x-earnings-targets-after-sharp-sell-off Chip Dispatch en 2026-11-10T15:54:26.821Z Celestica Trades at 9.6x 2027 Earnings Targets After Sharp Sell-Off https://chipdispatch.com/articles/a-10-ch341a-programmer-can-unlock-bios-locked-thinkpads Chip Dispatch en 2026-11-10T15:54:26.821Z A $10 CH341A Programmer Can Unlock BIOS-Locked ThinkPads https://chipdispatch.com/articles/one-week-23-bugs-researcher-achieves-remote-code-execution-on-prusa-mk4s Chip Dispatch en 2026-11-10T15:54:26.821Z One Week, 23 Bugs: Researcher Achieves Remote Code Execution on Prusa MK4S https://chipdispatch.com/articles/nvidia-shed-192-billion-as-huang-lost-6-47-billion Chip Dispatch en 2026-11-10T15:39:25.617Z Nvidia Shed $192 Billion as Huang Lost $6.47 Billion https://chipdispatch.com/articles/trump-backs-huang-after-spying-allegations-rock-nvidia Chip Dispatch en 2026-11-10T15:39:25.617Z Trump Backs Huang After Spying Allegations Rock NVIDIA https://chipdispatch.com/articles/nasdaq-100-rallies-3-4-as-chip-stocks-surge-and-nvidia-sinks Chip Dispatch en 2026-11-10T15:39:25.617Z Nasdaq-100 Rallies 3.4% as Chip Stocks Surge and Nvidia Sinks https://chipdispatch.com/articles/alphabet-and-amazons-custom-silicon-bets-face-a-margin-test Chip Dispatch en 2026-11-10T15:39:25.617Z Alphabet and Amazon’s Custom Silicon Bets Face a Margin Test https://chipdispatch.com/articles/micron-s-record-capex-meets-a-memory-cycle-that-may-be-turning Chip Dispatch en 2026-11-10T15:39:25.617Z Micron's record capex meets a memory cycle that may be turning https://chipdispatch.com/articles/unicorn-board-hits-1-900-companies-adds-96-billion Chip Dispatch en 2026-11-10T15:39:25.617Z Unicorn Board Hits 1,900 Companies as October Adds $96 Billion https://chipdispatch.com/articles/founders-file-patents-with-ai-the-cheapest-draft-may-cost-the-most Chip Dispatch en 2026-11-10T15:39:25.617Z Founders File Patents With AI. The Cheapest Draft May Cost the Most https://chipdispatch.com/articles/kalshi-prices-nvidia-ceo-exit-odds-at-55 Chip Dispatch en 2026-11-10T15:39:25.617Z Kalshi Prices Nvidia CEO Exit Odds at 55% Before 2029 https://chipdispatch.com/articles/amd-guides-17-billion-quarter-as-margin-test-looms Chip Dispatch en 2026-11-10T15:24:26.243Z AMD Guides $17 Billion Quarter as Margin Test Looms https://chipdispatch.com/articles/shareholder-suit-accuses-nvidia-and-jensen-huang-of-securities-fraud Chip Dispatch en 2026-11-10T15:04:25.591Z Shareholder Suit Accuses Nvidia and Jensen Huang of Securities Fraud https://chipdispatch.com/articles/nvidia-board-investigates-jensen-huang-as-ai-stocks-shed-billions Chip Dispatch en 2026-11-10T14:49:26.713Z Nvidia Board Investigates Jensen Huang as AI Stocks Shed Billions https://chipdispatch.com/articles/google-patches-chrome-s-eighth-actively-exploited-zero-day Chip Dispatch en 2026-11-10T14:39:25.627Z Google Patches Chrome's Eighth Actively Exploited Zero-Day of 2026 https://chipdispatch.com/articles/tsmc-books-record-nt-587-billion-as-ai-chips-fill-fabs Chip Dispatch en 2026-11-10T14:39:25.627Z TSMC Books Record NT$587 Billion in October as AI Chips Fill Fabs https://chipdispatch.com/articles/nvidia-s-general-counsel-called-commerce-before-megaspeed-probe-stalled Chip Dispatch en 2026-11-10T14:39:25.627Z Nvidia's General Counsel Called Commerce Before Megaspeed Probe Stalled https://chipdispatch.com/articles/bloomberg-nvidia-counsel-called-commerce-before-chip-probe-stalled Chip Dispatch en 2026-11-10T14:39:25.627Z Bloomberg: Nvidia Counsel Called Commerce Before Chip Probe Stalled https://chipdispatch.com/articles/chrome-s-eighth-exploited-zero-day-patched-amid-attacks Chip Dispatch en 2026-11-10T14:39:25.627Z Chrome's Eighth Exploited Zero-Day of 2026 Patched Amid Attacks https://chipdispatch.com/articles/hardcoded-admin-credentials-let-hackers-unlock-and-start-connected-cars Chip Dispatch en 2026-11-10T14:14:26.152Z Hardcoded Admin Credentials Let Hackers Unlock and Start Connected Cars https://chipdispatch.com/articles/seagate-s-firecuda-forge-revives-hybrid-drives-at-699-for-8tb Chip Dispatch en 2026-11-10T14:14:26.152Z Seagate's FireCuda Forge Revives Hybrid Drives at $699 for 8TB https://chipdispatch.com/articles/infineon-guides-to-20-billion-as-data-center-power-nears-4-billion Chip Dispatch en 2026-11-10T14:04:26.031Z Infineon Guides to €20 Billion as Data-Center Power Nears €4 Billion https://chipdispatch.com/articles/anthropic-retracts-70-billion-ipo-document-days-before-roadshow Chip Dispatch en 2026-11-10T13:24:27.055Z Anthropic Retracts $70 Billion IPO Document Days Before Roadshow https://chipdispatch.com/articles/nvidia-board-opens-probe-of-jensen-huangs-reported-china-ties Chip Dispatch en 2026-11-10T13:04:25.542Z Nvidia Board Opens Probe of Jensen Huang’s Reported China Ties https://chipdispatch.com/articles/kospi-surges-4-39-as-samsung-and-sk-hynix-lead-chip-rebound Chip Dispatch en 2026-11-10T12:59:25.893Z Kospi Surges 4.39% as Samsung and SK Hynix Lead Chip Rebound https://chipdispatch.com/articles/hesai-q3-revenue-up-34-but-below-guidance-as-robotics-lidar-slips Chip Dispatch en 2026-11-10T12:39:25.937Z Hesai Q3 Revenue Up 34% but Below Guidance as Robotics Lidar Slips https://chipdispatch.com/articles/australia-to-build-ai-safety-regulator-after-openai-agent-breach Chip Dispatch en 2026-11-10T12:39:25.937Z Australia to build AI safety regulator after OpenAI agent breach https://chipdispatch.com/articles/bt-holds-starlink-launch-until-ukraine-row-fades-ceo-says Chip Dispatch en 2026-11-10T12:39:25.937Z BT Holds Starlink Launch Until Ukraine Row Fades, CEO Says https://chipdispatch.com/articles/riken-upgrades-reimei-to-56-qubit-h2-signs-new-quantinuum-mou Chip Dispatch en 2026-11-10T12:39:25.937Z RIKEN Upgrades Reimei to 56-Qubit H2, Signs New Quantinuum MoU https://chipdispatch.com/articles/denglin-falls-7-in-hong-kong-debut-as-chip-packager-xinde-jumps-22 Chip Dispatch en 2026-11-10T12:39:25.937Z Denglin Falls 7% in Hong Kong Debut as Chip Packager Xinde Jumps 22% https://chipdispatch.com/articles/softbank-posts-7-billion-quarterly-loss-on-power-write-off-and-intel-hedges Chip Dispatch en 2026-11-10T12:39:25.937Z SoftBank Posts $7 Billion Quarterly Loss on Power Write-Off and Intel Hedges https://chipdispatch.com/articles/anthropic-s-3-4-billion-generator-grab-puts-caterpillar-back-in-the-ai-trade Chip Dispatch en 2026-11-10T12:34:27.619Z Anthropic's $3.4 Billion Generator Grab Puts Caterpillar Back in the AI Trade https://chipdispatch.com/articles/vertivs-61-revenue-gain-meets-an-uneasy-ai-market Chip Dispatch en 2026-11-10T12:24:25.821Z Vertiv’s 61% Revenue Gain Meets an Uneasy AI Market https://chipdispatch.com/articles/which-passing-chips-deserve-another-look-before-they-ship Chip Dispatch en 2026-11-10T12:14:25.524Z Which Passing Chips Deserve Another Look Before They Ship https://chipdispatch.com/articles/streaming-scan-network-takes-pcie-into-production-test Chip Dispatch en 2026-11-10T12:14:25.524Z Streaming Scan Network Takes PCIe Into Production Test https://chipdispatch.com/articles/study-fan-out-panel-packaging-reaches-86-substrate-utilization Chip Dispatch en 2026-11-10T12:14:25.524Z Study: fan-out panel packaging reaches 86% substrate utilization https://chipdispatch.com/articles/50-nm-defects-hybrid-bonding-pushes-inspection-to-its-limits Chip Dispatch en 2026-11-10T12:09:26.037Z 50 nm Defects: Hybrid Bonding Pushes Inspection to Its Limits https://chipdispatch.com/articles/test-intensity-has-doubled-as-ai-chips-outpace-test-strategies Chip Dispatch en 2026-11-10T12:09:26.037Z Test Intensity Has Doubled as AI Chips Outpace Test Strategies https://chipdispatch.com/articles/china-s-chip-exports-surge-137-as-ai-demand-reshapes-trade Chip Dispatch en 2026-11-10T11:59:26.010Z China's Chip Exports Surge 137% as AI Demand Reshapes Trade https://chipdispatch.com/articles/sarvam-hires-google-cloud-india-md-as-president-in-enterprise-push Chip Dispatch en 2026-11-10T11:44:25.506Z Sarvam Hires Google Cloud India MD as President in Enterprise Push https://chipdispatch.com/articles/otter-ai-expands-to-31-languages-with-multilingual-meeting-transcription Chip Dispatch en 2026-11-10T11:04:28.046Z Otter AI expands to 31 languages with multilingual meeting transcription https://chipdispatch.com/articles/microsoft-closed-at-545-18-up-2-75-percent-within-reach-of-high Chip Dispatch en 2026-11-10T11:04:28.046Z Microsoft Closed at $545.18, Up 2.75 Percent, Within Reach of High https://chipdispatch.com/articles/openai-s-control-room-kill-switch-takes-35-seconds-to-stop-a-model Chip Dispatch en 2026-11-10T10:59:26.110Z OpenAI's Control Room Kill Switch Takes 35 Seconds to Stop a Model https://chipdispatch.com/articles/globalfoundries-eyes-1-billion-silicon-photonics-run-rate Chip Dispatch en 2026-11-10T10:54:25.486Z GlobalFoundries Eyes $1 Billion Silicon Photonics Run Rate by 2027 https://chipdispatch.com/articles/china-s-trade-surplus-passes-1-trillion-as-ai-hardware-fuels-exports Chip Dispatch en 2026-11-10T09:59:26.075Z China's Trade Surplus Passes $1 Trillion as AI Hardware Fuels Exports https://chipdispatch.com/articles/f5-enters-fy2027-with-ai-demand-and-margin-pressure Chip Dispatch en 2026-11-10T09:59:26.075Z F5 Enters FY2027 With AI Demand and Margin Pressure https://chipdispatch.com/articles/democratic-congress-win-hits-chip-stocks-trump-veto-limits-real-damage Chip Dispatch en 2026-11-10T09:24:25.696Z Democratic Congress Win Hits Chip Stocks; Trump Veto Limits Real Damage https://chipdispatch.com/articles/gas-turbine-shortage-turns-used-power-plants-into-premium-assets Chip Dispatch en 2026-11-10T08:44:27.414Z Gas Turbine Shortage Turns Used Power Plants Into Premium Assets https://chipdispatch.com/articles/cipher-digital-s-16-6-billion-in-signed-leases-survives-the-stock-slide Chip Dispatch en 2026-11-10T07:44:25.376Z Cipher Digital's $16.6 Billion in Signed Leases Survives the Stock Slide https://chipdispatch.com/articles/six-pallets-of-nvidia-hardware-reportedly-worth-11-4-million-vanish Chip Dispatch en 2026-11-10T07:09:27.107Z Six pallets of Nvidia hardware reportedly worth $11.4 million vanish https://chipdispatch.com/articles/nvidia-spy-scandal-revives-push-to-put-china-chip-curbs-in-defense-bill Chip Dispatch en 2026-11-10T07:04:25.536Z Nvidia Spy Scandal Revives Push to Put China Chip Curbs in Defense Bill https://chipdispatch.com/articles/amd-reverses-17-crash-and-adds-nearly-100-billion Chip Dispatch en 2026-11-10T06:39:27.911Z AMD Reverses 17% Crash and Adds Nearly $100 Billion https://chipdispatch.com/articles/anthropic-launches-mythos-5-2-cuts-fable-price-amid-rsi-questions Chip Dispatch en 2026-11-10T06:39:27.911Z Anthropic Launches Mythos 5.2, Cuts Fable Price Amid RSI Questions https://chipdispatch.com/articles/anthropic-retracts-70-80-ipo-range-that-would-raise-up-to-69-3-billion Chip Dispatch en 2026-11-10T06:19:25.673Z Anthropic Retracts $70-$80 IPO Range That Would Raise Up to $69.3 Billion https://chipdispatch.com/articles/winbond-chairman-memory-prices-have-peaked-ai-buildout-funded-through Chip Dispatch en 2026-11-10T06:19:25.673Z Winbond Chairman: Memory Prices Have Peaked, AI Buildout Funded Through 2028 https://chipdispatch.com/articles/nikkei-reclaims-60-000-as-softbank-jumps-11-percent-in-chip-rally Chip Dispatch en 2026-11-10T06:19:25.673Z Nikkei Reclaims 60,000 as SoftBank Jumps 11 Percent in Chip Rally https://chipdispatch.com/articles/ppl-lifts-capital-plan-to-25-billion-as-data-center-load-requests-hit-50-gw Chip Dispatch en 2026-11-10T06:04:25.967Z PPL lifts capital plan to $25 billion as data center load requests hit 50 GW https://chipdispatch.com/articles/alphabet-s-wing-commits-125-million-to-fort-worth-drone-factory Chip Dispatch en 2026-11-10T05:49:25.377Z Alphabet's Wing Commits $125 Million to Fort Worth Drone Factory https://chipdispatch.com/articles/mavria-raises-130-million-at-1-billion-valuation-to-build-data-centers-in-factor Chip Dispatch en 2026-11-10T05:39:26.243Z Mavria Raises $130 Million at $1 Billion Valuation to Build Data Centers in Factories https://chipdispatch.com/articles/anthropic-s-roadshow-week-arrives-with-no-ipo-price-range-on-file Chip Dispatch en 2026-11-10T04:54:40.472Z Anthropic's Roadshow Week Arrives With No IPO Price Range on File https://chipdispatch.com/articles/anthropic-moves-toward-ipo-as-investors-push-below-1-5t Chip Dispatch en 2026-11-10T04:49:33.327Z Anthropic Moves Toward IPO as Investors Push Below $1.5T https://chipdispatch.com/articles/coreweave-debt-swells-to-35-1-billion-as-bond-yields-top-16 Chip Dispatch en 2026-11-10T04:44:26.434Z CoreWeave Debt Swells to $35.1 Billion as Bond Yields Top 16% https://chipdispatch.com/articles/broadcom-at-293-69-three-credit-caps-not-a-broken-ai-order-book Chip Dispatch en 2026-11-10T04:39:26.158Z Broadcom at $293.69: Three Credit Caps, Not a Broken AI Order Book https://chipdispatch.com/articles/nvidia-s-235-billion-buyback-cannot-resolve-its-governance-risk Chip Dispatch en 2026-11-10T03:49:27.037Z Nvidia's $235 Billion Buyback Cannot Resolve Its Governance Risk https://chipdispatch.com/articles/trump-says-doj-threatened-to-jail-an-unnamed-ai-executive Chip Dispatch en 2026-11-10T03:49:27.037Z Trump says DOJ threatened to jail an unnamed AI executive https://chipdispatch.com/articles/nvidia-investigates-huang-espionage-report-apate-ai-battles-scammers Chip Dispatch en 2026-11-10T03:49:27.037Z Nvidia Investigates Huang Espionage Report; Apate.ai Battles Scammers https://chipdispatch.com/articles/shareholder-suit-hits-nvidia-and-huang-over-megaspeed-disclosures Chip Dispatch en 2026-11-10T03:44:27.591Z Shareholder suit hits Nvidia and Huang over Megaspeed disclosures https://chipdispatch.com/articles/meta-builds-ai-sales-army-courts-consultants-to-sell-muse-to-businesses Chip Dispatch en 2026-11-10T03:39:25.249Z Meta Builds AI Sales Army, Courts Consultants to Sell Muse to Businesses https://chipdispatch.com/articles/oracles-121-cloud-growth-faces-a-160-valuation-test Chip Dispatch en 2026-11-10T03:39:25.249Z Oracle’s 121% Cloud Growth Faces a $160 Valuation Test https://chipdispatch.com/articles/lyntris-q3-growth-revives-confidence-despite-a-cautious-outlook Chip Dispatch en 2026-11-10T03:39:25.249Z Lyntris Q3 growth revives confidence despite a cautious outlook https://chipdispatch.com/articles/coreweave-signs-multi-year-blackwell-deal-with-wayve Chip Dispatch en 2026-11-10T03:39:25.249Z CoreWeave Signs Multi-Year Blackwell Deal With Wayve https://chipdispatch.com/articles/ex-doj-antitrust-chief-raises-6-4m-to-sell-ai-to-big-tech-s-opponents Chip Dispatch en 2026-11-10T03:29:25.879Z Ex-DOJ Antitrust Chief Raises $6.4M to Sell AI to Big Tech's Opponents https://chipdispatch.com/articles/anthropic-buys-3-4b-in-gas-turbines-as-ai-power-crunch-bites Chip Dispatch en 2026-11-10T03:29:25.879Z Anthropic Buys $3.4B in Gas Turbines as AI Power Crunch Bites https://chipdispatch.com/articles/uber-launches-parking-service-from-13-000-location-spothero-network Chip Dispatch en 2026-11-10T03:24:25.882Z Uber launches parking service from 13,000-location SpotHero network https://chipdispatch.com/articles/monday-coms-ai-reset-trims-fourth-quarter-growth-outlook-to-14 Chip Dispatch en 2026-11-10T03:24:25.882Z monday.com’s AI reset trims fourth-quarter growth outlook to 14% https://chipdispatch.com/articles/recycled-dram-may-reach-9-of-smartphones-trendforce-says Chip Dispatch en 2026-11-10T03:24:25.882Z Recycled DRAM May Reach 9% of Smartphones by 2027, TrendForce Says https://chipdispatch.com/articles/china-extends-24-tariff-suspension-as-shenzhen-summit-looms Chip Dispatch en 2026-11-10T03:19:25.581Z China Extends 24% Tariff Suspension to Jan. 10 as Shenzhen Summit Looms https://chipdispatch.com/articles/automattic-launches-spacefast-to-host-apps-built-by-ai-coding-agents Chip Dispatch en 2026-11-10T03:19:25.581Z Automattic Launches Spacefast to Host Apps Built by AI Coding Agents https://chipdispatch.com/articles/nvidia-courts-bankruptcy-haunted-brightspeed-for-1-gw-ai-inference-grid Chip Dispatch en 2026-11-10T03:19:25.581Z Nvidia Courts Bankruptcy-Haunted Brightspeed for 1 GW AI Inference Grid https://chipdispatch.com/articles/automattic-launches-spacefast-for-agent-built-websites-and-apps Chip Dispatch en 2026-11-10T03:19:25.581Z Automattic launches Spacefast for agent-built websites and apps https://chipdispatch.com/articles/two-500w-rtx-pro-6000-cables-show-signs-of-heat-damage Chip Dispatch en 2026-11-10T03:14:26.624Z Two 500W RTX PRO 6000 cables show signs of heat damage https://chipdispatch.com/articles/deepx-dx-m1-npu-runs-cool-enough-to-keep-a-butter-heatsink-solid Chip Dispatch en 2026-11-10T03:14:26.624Z DEEPX DX-M1 NPU Runs Cool Enough to Keep a Butter Heatsink Solid https://chipdispatch.com/articles/hackers-breached-german-host-mittwald-via-its-mcp-server Chip Dispatch en 2026-11-10T03:14:26.624Z Hackers Breached German Host Mittwald via Its MCP Server https://chipdispatch.com/articles/google-ppa-lifts-fervo-to-1-054-mw-and-11-9-billion-in-contracted-geothermal-rev Chip Dispatch en 2026-11-10T03:09:25.831Z Google PPA lifts Fervo to 1,054 MW and $11.9 billion in contracted geothermal revenue https://chipdispatch.com/articles/mediums-tk-puts-an-ai-assistant-inside-the-writing-process Chip Dispatch en 2026-11-10T03:09:25.831Z Medium’s TK puts an AI assistant inside the writing process https://chipdispatch.com/articles/polymarket-puts-15-odds-on-nvidia-ceo-jensen-huang-leaving Chip Dispatch en 2026-11-10T02:59:25.300Z Polymarket puts 15% odds on Nvidia CEO Jensen Huang leaving https://chipdispatch.com/articles/nvidia-loses-half-a-trillion-in-value-as-board-probes-jensen-huang-affair Chip Dispatch en 2026-11-10T02:59:25.300Z Nvidia Loses Half a Trillion in Value as Board Probes Jensen Huang Affair https://chipdispatch.com/articles/d-wave-faces-41-7m-revenue-test-after-shionogi-win Chip Dispatch en 2026-11-10T02:54:26.616Z D-Wave Faces $41.7M Revenue Test After Shionogi Win https://chipdispatch.com/articles/nvidia-trails-chip-rally-as-wall-street-rebounds-on-lower-oil Chip Dispatch en 2026-11-10T02:54:26.616Z Nvidia trails chip rally as Wall Street rebounds on lower oil https://chipdispatch.com/articles/nvidia-board-probe-weighs-on-tech-as-oil-drop-lifts-dow-rebound Chip Dispatch en 2026-11-10T02:49:25.511Z Nvidia Board Probe Weighs on Tech as Oil Drop Lifts Dow Rebound https://chipdispatch.com/articles/tsmc-weighs-3d-dram-entry-after-report-of-nvidia-request Chip Dispatch en 2026-11-10T02:44:25.812Z TSMC Weighs 3D DRAM Entry After Report of NVIDIA Request https://chipdispatch.com/articles/nvidia-at-186-64-doubled-revenue-meets-congress-and-a-spy-probe Chip Dispatch en 2026-11-10T02:44:25.812Z Nvidia at $186.64: Doubled Revenue Meets Congress and a Spy Probe https://chipdispatch.com/articles/nvidia-shares-fall-nearly-5-as-trump-backs-huang-amid-board-probe Chip Dispatch en 2026-11-10T02:44:25.812Z Nvidia Shares Fall Nearly 5% as Trump Backs Huang Amid Board Probe https://chipdispatch.com/articles/meta-and-amazon-jump-5-as-jpmorgan-reshuffles-its-top-picks Chip Dispatch en 2026-11-10T02:39:25.513Z Meta and Amazon Jump 5% as JPMorgan Reshuffles Its Top Picks https://chipdispatch.com/articles/jpmorgan-drops-alphabet-from-focus-list-over-ai-spending-monetization Chip Dispatch en 2026-11-10T02:39:25.513Z JPMorgan Drops Alphabet From Focus List Over AI Spending, Monetization https://chipdispatch.com/articles/dell-and-hpe-enter-ai-earnings-test-after-sharp-selloff Chip Dispatch en 2026-11-10T02:34:26.507Z Dell and HPE Enter AI Earnings Test After Sharp Selloff https://chipdispatch.com/articles/micron-rises-6-before-a-35-16-billion-buyback-starts Chip Dispatch en 2026-11-10T02:34:26.507Z Micron Rises 6% Before a $35.16 Billion Buyback Starts December 9 https://chipdispatch.com/articles/ionq-raises-revenue-outlook-to-515-million-and-lifts-peers Chip Dispatch en 2026-11-10T02:34:26.507Z IonQ Raises 2026 Revenue Outlook to $515 Million and Lifts Peers https://chipdispatch.com/articles/amd-stock-reclaims-pre-rout-level-as-oppenheimer-upgrades-to-600-target Chip Dispatch en 2026-11-10T02:34:26.507Z AMD Stock Reclaims Pre-Rout Level as Oppenheimer Upgrades to $600 Target https://chipdispatch.com/articles/democratic-congress-2-9-trillion-selloff-gavels-and-gridlock Chip Dispatch en 2026-11-10T02:34:26.507Z Democratic Congress: $2.9 Trillion Selloff, Gavels and Gridlock https://chipdispatch.com/articles/cloudflare-jumps-11-to-297-as-ai-cloud-stocks-defy-nvidia-s-5-slide Chip Dispatch en 2026-11-10T02:34:26.507Z Cloudflare Jumps 11% to $297 as AI Cloud Stocks Defy NVIDIA's 5% Slide https://chipdispatch.com/articles/irens-6-billion-funding-test-meets-ai-data-center-credit-strain Chip Dispatch en 2026-11-10T02:34:26.507Z IREN’s $6 Billion Funding Test Meets AI Data-Center Credit Strain https://chipdispatch.com/articles/cerebras-lock-up-ends-before-214m-216m-q3-results Chip Dispatch en 2026-11-10T02:34:26.507Z Cerebras lock-up ends before $214M-$216M Q3 results https://chipdispatch.com/articles/nvidias-235-billion-buyback-authorization-faces-ceo-review Chip Dispatch en 2026-11-10T02:34:26.507Z Nvidia’s $235 Billion Buyback Authorization Faces CEO Review https://chipdispatch.com/articles/applied-materials-rises-11-ahead-earnings Chip Dispatch en 2026-11-10T02:34:26.507Z Applied Materials Rises 11% Ahead of November 12 Earnings https://chipdispatch.com/articles/coherent-leads-13-optical-rally-as-ai-demand-returns Chip Dispatch en 2026-11-10T02:34:26.507Z Coherent Leads 13% Optical Rally as AI Demand Returns https://chipdispatch.com/articles/infineon-demonstrates-functional-sic-devices-on-300-mm-wafers Chip Dispatch en 2026-11-10T02:34:26.507Z Infineon demonstrates functional SiC devices on 300-mm wafers https://chipdispatch.com/articles/room-temperature-supersolid-light-observed-in-liquid-crystal-microcavity Chip Dispatch en 2026-11-10T02:29:25.600Z Room-Temperature Supersolid Light Observed in Liquid-Crystal Microcavity https://chipdispatch.com/articles/acer-s-2-774-helios-neo-16s-ai-rtx-5070-ti-power-240-hz-oled-weak-battery Chip Dispatch en 2026-11-10T02:29:25.600Z Acer's $2,774 Helios Neo 16S AI: RTX 5070 Ti Power, 240 Hz OLED, Weak Battery https://chipdispatch.com/articles/nvidia-board-investigates-its-own-ceo-nine-days-before-earnings Chip Dispatch en 2026-11-10T02:29:25.600Z Nvidia Board Investigates Its Own CEO Nine Days Before Earnings https://chipdispatch.com/articles/gartner-sees-datacenter-hardware-spend-hitting-1-73-trillion Chip Dispatch en 2026-11-10T01:39:25.410Z Gartner Sees Datacenter Hardware Spend Hitting $1.73 Trillion in 2027 https://chipdispatch.com/articles/texas-bills-would-end-3-3-billion-data-center-tax-break Chip Dispatch en 2026-11-10T01:29:25.140Z Texas Bills Would End $3.3 Billion Data Center Tax Break https://chipdispatch.com/articles/73-25-senate-vote-advances-data-center-grid-cost-permitting-bill Chip Dispatch en 2026-11-10T01:29:25.140Z 73-25 Senate vote advances data-center grid-cost permitting bill https://chipdispatch.com/articles/openai-s-control-room-halts-model-jobs-in-35-seconds Chip Dispatch en 2026-11-10T01:19:25.466Z OpenAI's Control Room Halts Model Jobs in 35 Seconds https://chipdispatch.com/articles/usa-rare-earth-sells-first-stillwater-magnets-as-q3-loss-widens-to-126m Chip Dispatch en 2026-11-10T01:19:25.466Z USA Rare Earth sells first Stillwater magnets as Q3 loss widens to $126M https://chipdispatch.com/articles/nvidia-s-gr00t-2-hits-95-task-success-after-five-demos Chip Dispatch en 2026-11-10T01:19:25.466Z Nvidia's GR00T 2 hits 95% task success after five demos https://chipdispatch.com/articles/culpers-report-questioned-nvidia-ceos-megaspeed-ties Chip Dispatch en 2026-11-10T01:14:25.123Z Culper’s May 13 report questioned Nvidia CEO’s Megaspeed ties https://chipdispatch.com/articles/arlo-downgraded-as-subscriptions-rise-and-channel-inventory-builds Chip Dispatch en 2026-11-10T01:14:25.123Z Arlo Downgraded as Subscriptions Rise and Channel Inventory Builds https://chipdispatch.com/articles/nvidia-ceo-huang-withdraws-from-elevenlabs-events-amid-turmoil Chip Dispatch en 2026-11-10T01:09:26.709Z Nvidia CEO Huang withdraws from ElevenLabs events amid turmoil https://chipdispatch.com/articles/ai-infrastructure-funding-demand-holds-despite-credit-stress Chip Dispatch en 2026-11-10T01:09:26.709Z AI infrastructure funding demand holds despite credit stress https://chipdispatch.com/articles/nintendo-down-42-in-a-year-but-analyst-still-cuts-stock-to-hold Chip Dispatch en 2026-11-10T01:09:26.709Z Nintendo Down 42% in a Year, But Analyst Still Cuts Stock to Hold https://chipdispatch.com/articles/october-cpi-split-fed-and-ai-earnings-stack-into-one-market-week Chip Dispatch en 2026-11-10T01:09:26.709Z October CPI, Split Fed and AI Earnings Stack Into One Market Week https://chipdispatch.com/articles/eisman-warns-openai-failure-could-push-us-into-immediate-recession Chip Dispatch en 2026-11-10T01:09:26.709Z Eisman Warns OpenAI Failure Could Push US Into Immediate Recession https://chipdispatch.com/articles/impossible-metals-robot-harvests-seabed-nodules-below-4-000-meters Chip Dispatch en 2026-11-10T01:09:26.709Z Impossible Metals Robot Harvests Seabed Nodules Below 4,000 Meters https://chipdispatch.com/articles/sanmina-soars-19-on-17-5b-ai-driven-outlook-microvast-collapses-53 Chip Dispatch en 2026-11-10T01:09:26.709Z Sanmina Soars 19% on $17.5B AI-Driven Outlook; Microvast Collapses 53% https://chipdispatch.com/articles/meta-s-muse-ember-undercuts-rivals-at-0-10-per-million-tokens Chip Dispatch en 2026-11-10T01:09:26.709Z Meta's Muse Ember Undercuts Rivals at $0.10 Per Million Tokens https://chipdispatch.com/articles/ast-spacemobile-revenue-up-187-to-42-3m-45-satellites-targeted-by-mid Chip Dispatch en 2026-11-10T01:04:25.166Z AST SpaceMobile Revenue Up 187% to $42.3M, 45 Satellites Targeted by Mid-2027 https://chipdispatch.com/articles/babcock-wilcox-revenue-doubles-to-290-8-million-on-data-center-power Chip Dispatch en 2026-11-10T01:04:25.166Z Babcock & Wilcox Revenue Doubles to $290.8 Million on Data-Center Power https://chipdispatch.com/articles/roblox-bookings-fell-12-hold-rating-despite-the-adult-gamer-bet Chip Dispatch en 2026-11-10T01:04:25.166Z Roblox bookings fell 12%; Hold rating despite the adult-gamer bet https://chipdispatch.com/articles/microvast-warns-cash-won-t-cover-debts-as-q3-revenue-falls-63 Chip Dispatch en 2026-11-10T01:04:25.166Z Microvast Warns Cash Won't Cover Debts as Q3 Revenue Falls 63% https://chipdispatch.com/articles/rackspace-lifts-capex-to-104-million-as-public-cloud-sales-drop-17 Chip Dispatch en 2026-11-10T01:04:25.166Z Rackspace lifts capex to $104 million as public cloud sales drop 17% https://chipdispatch.com/articles/exodus-targets-30-million-in-cuts-as-payments-lift-revenue-24 Chip Dispatch en 2026-11-10T01:04:25.166Z Exodus Targets $30 Million in Cuts as Payments Lift Revenue 24% https://chipdispatch.com/articles/otter-24c-radio-fault-ends-nasas-15-million-servicing-test Chip Dispatch en 2026-11-10T00:59:25.141Z Otter 24C radio fault ends NASA’s $15 million servicing test https://chipdispatch.com/articles/bytedance-seedream-5-5-targets-100-round-production-edits Chip Dispatch en 2026-11-10T00:59:25.141Z ByteDance Seedream 5.5 targets 100-round production edits https://chipdispatch.com/articles/claude-code-s-don-t-ask-again-leaked-2-539-secrets-onto-github Chip Dispatch en 2026-11-10T00:59:25.141Z Claude Code's 'Don't Ask Again' Leaked 2,539 Secrets Onto GitHub https://chipdispatch.com/articles/nominal-raises-240-million-at-a-3-billion-valuation Chip Dispatch en 2026-11-10T00:59:25.141Z Nominal raises $240 million at a $3 billion valuation https://chipdispatch.com/articles/ai-infrastructure-reset-tests-semiconductor-investment-cycle Chip Dispatch en 2026-11-10T00:59:25.141Z AI Infrastructure Reset Tests Semiconductor Investment Cycle https://chipdispatch.com/articles/france-blames-iran-for-cyberattacks-on-thousands-of-cold-chain-units Chip Dispatch en 2026-11-10T00:59:25.141Z France blames Iran for cyberattacks on thousands of cold-chain units https://chipdispatch.com/articles/anthropic-launches-claude-fable-and-mythos-5-2-models Chip Dispatch en 2026-11-10T00:59:25.141Z Anthropic Launches Claude Fable and Mythos 5.2 Models https://chipdispatch.com/articles/nvidia-caps-chinese-cloud-gpu-rentals-at-49-as-b300-racks-hit-2-8m Chip Dispatch en 2026-11-10T00:59:25.141Z Nvidia Caps Chinese Cloud GPU Rentals at 49% as B300 Racks Hit $2.8M https://chipdispatch.com/articles/boston-dynamics-puts-atlas-on-scooter-wheels-for-rl-testing Chip Dispatch en 2026-11-10T00:59:25.141Z Boston Dynamics Puts Atlas on Scooter Wheels for RL Testing https://chipdispatch.com/articles/apple-sells-49-99-ai-packs-as-samsung-tests-a-4-99-tier Chip Dispatch en 2026-11-10T00:59:25.141Z Apple sells $49.99 AI packs as Samsung tests a $4.99 tier https://chipdispatch.com/articles/nvidia-shares-fall-4-as-huang-inquiry-spawns-investor-probes Chip Dispatch en 2026-11-10T00:59:25.141Z Nvidia shares fall 4% as Huang inquiry spawns investor probes https://chipdispatch.com/articles/megaspeed-inquiry-pulls-nvidia-deeper-into-geopolitical-scrutiny Chip Dispatch en 2026-11-10T00:59:25.141Z Megaspeed inquiry pulls Nvidia deeper into geopolitical scrutiny https://chipdispatch.com/articles/chatgpt-enterprise-reaches-aws-marketplace-via-billing Chip Dispatch en 2026-11-10T00:59:25.141Z ChatGPT Enterprise reaches AWS Marketplace via billing https://chipdispatch.com/articles/eu-draft-law-threatens-fines-up-to-6-of-global-turnover-over-dark-patterns Chip Dispatch en 2026-11-10T00:54:31.006Z EU Draft Law Threatens Fines Up to 6% of Global Turnover Over Dark Patterns https://chipdispatch.com/articles/tat-posts-20-revenue-growth-as-operating-income-jumps-72 Chip Dispatch en 2026-11-10T00:54:31.006Z TAT posts 20% revenue growth as operating income jumps 72% https://chipdispatch.com/articles/rakuten-ast-targets-service-with-up-to-1-billion-in-support Chip Dispatch en 2026-11-10T00:44:28.664Z Rakuten AST targets 2029 service with up to $1 billion in support https://chipdispatch.com/articles/nvidia-traders-priced-the-sunday-news-in-perpetual-futures Chip Dispatch en 2026-11-10T00:44:28.664Z Nvidia traders priced the Sunday news in perpetual futures https://chipdispatch.com/articles/judge-lets-three-claims-proceed-over-anthropic-claude-max-advertising Chip Dispatch en 2026-11-10T00:44:28.664Z Judge lets three claims proceed over Anthropic Claude Max advertising https://chipdispatch.com/articles/slower-ai-buildout-reshapes-markets-and-hyperscaler-race Chip Dispatch en 2026-11-10T00:44:28.664Z Slower AI Buildout Reshapes Markets and Hyperscaler Race https://chipdispatch.com/articles/onto-innovation-revenue-hits-409-7m-as-backlog-tops-1-3b Chip Dispatch en 2026-11-10T00:39:25.166Z Onto Innovation revenue hits $409.7M as backlog tops $1.3B https://chipdispatch.com/articles/aaon-restates-two-quarters-as-data-center-cooling-surges Chip Dispatch en 2026-11-10T00:39:25.166Z AAON Restates Two Quarters as Data Center Cooling Surges https://chipdispatch.com/articles/take-two-bookings-fall-18-with-gta-vi-launch-in-10-days Chip Dispatch en 2026-11-10T00:39:25.166Z Take-Two bookings fall 18% with GTA VI launch in 10 days https://chipdispatch.com/articles/anthropics-fable-5-2-designs-three-hardware-prototypes Chip Dispatch en 2026-11-10T00:39:25.166Z Anthropic’s Fable 5.2 designs three hardware prototypes https://chipdispatch.com/articles/fireworks-ai-faces-a-second-more-serious-reported-hack Chip Dispatch en 2026-11-10T00:39:25.166Z Fireworks AI Faces a Second, More Serious Reported Hack https://chipdispatch.com/articles/nvidia-shares-lose-over-10-as-regulatory-and-security-concerns-build Chip Dispatch en 2026-11-10T00:39:25.166Z Nvidia Shares Lose Over 10% as Regulatory and Security Concerns Build https://chipdispatch.com/articles/ninth-circuit-blocks-california-s-climate-risk-disclosure-law Chip Dispatch en 2026-11-10T00:39:25.166Z Ninth Circuit Blocks California's Climate-Risk Disclosure Law https://chipdispatch.com/articles/diraq-runs-8-qubit-silicon-spin-quantum-computer-in-sydney-data-center Chip Dispatch en 2026-11-10T00:39:25.166Z Diraq Runs 8-Qubit Silicon Spin Quantum Computer in Sydney Data Center https://chipdispatch.com/articles/sanmina-posts-84-revenue-jump-guides-fy2027-to-17-5b-19-5b Chip Dispatch en 2026-11-10T00:39:25.166Z Sanmina posts 84% revenue jump, guides FY2027 to $17.5B-$19.5B https://chipdispatch.com/articles/france-accuses-iran-refrigerator-cyberattacks Chip Dispatch en 2026-11-10T00:39:25.166Z France Accuses Iran Over October Refrigerator Cyberattacks https://chipdispatch.com/articles/quantum-computing-inc-interest-income-exceeds-q3-revenue Chip Dispatch en 2026-11-10T00:39:25.166Z Quantum Computing Inc. interest income exceeds Q3 revenue https://chipdispatch.com/articles/amerescos-7-2-billion-backlog-includes-200-million-for-data-centers Chip Dispatch en 2026-11-10T00:39:25.166Z Ameresco’s $7.2 billion backlog includes $200 million for data centers https://chipdispatch.com/articles/nasdaq-correction-puts-ai-buildout-on-capital-watch Chip Dispatch en 2026-11-10T00:34:25.341Z Nasdaq Correction Puts AI Buildout on Capital Watch https://chipdispatch.com/articles/korea-fund-trades-at-13-nav-discount-as-chip-cycle-bets-cool Chip Dispatch en 2026-11-10T00:34:25.341Z Korea Fund Trades at 13% NAV Discount as Chip Cycle Bets Cool https://chipdispatch.com/articles/microsofts-ai-numbers-show-customer-reach-and-monetization-gap Chip Dispatch en 2026-11-10T00:34:25.341Z Microsoft’s AI numbers show customer reach and monetization gap https://chipdispatch.com/articles/meta-muse-ember-priced-at-10-cents-per-million-input-tokens Chip Dispatch en 2026-11-10T00:29:25.091Z Meta Muse Ember Priced at 10 Cents per Million Input Tokens https://chipdispatch.com/articles/huangs-alleged-spy-affair-complicates-nvidias-china-push Chip Dispatch en 2026-11-10T00:29:25.091Z Huang’s Alleged Spy Affair Complicates Nvidia’s China Push https://chipdispatch.com/articles/apples-record-earnings-meet-a-rising-margin-problem Chip Dispatch en 2026-11-10T00:29:25.091Z Apple’s record earnings meet a rising margin problem https://chipdispatch.com/articles/nvidia-s-5-5-trillion-valuation-meets-a-governance-crisis Chip Dispatch en 2026-11-10T00:29:25.091Z Nvidia's $5.5 Trillion Valuation Meets a Governance Crisis https://chipdispatch.com/articles/nvidia-has-no-named-successor-as-board-reviews-jensen-huang Chip Dispatch en 2026-11-10T00:29:25.091Z Nvidia Has No Named Successor as Board Reviews Jensen Huang https://chipdispatch.com/articles/nhtsa-probes-2-895-waymo-robotaxis-over-school-bus-passes Chip Dispatch en 2026-11-10T00:29:25.091Z NHTSA probes 2,895 Waymo robotaxis over school-bus passes https://chipdispatch.com/articles/pentagon-conditionally-commits-450-million-to-neros-drone-production Chip Dispatch en 2026-11-10T00:29:25.091Z Pentagon conditionally commits $450 million to Neros drone production https://chipdispatch.com/articles/sony-renames-portal-and-adds-storage-at-the-same-39-980-price Chip Dispatch en 2026-11-10T00:29:25.091Z Sony renames Portal and adds storage at the same ¥39,980 price https://chipdispatch.com/articles/spines-raises-64-million-for-u-k-canada-and-australia-expansion Chip Dispatch en 2026-11-10T00:29:25.091Z Spines Raises $64 Million for U.K., Canada and Australia Expansion https://chipdispatch.com/articles/ai-stocks-face-pressure-as-investors-question-future-returns Chip Dispatch en 2026-11-10T00:29:25.091Z AI Stocks Face Pressure as Investors Question Future Returns https://chipdispatch.com/articles/nasdaq-s-black-thursday-misses-the-point-nvidia-s-real-risk-is-jensen-huang Chip Dispatch en 2026-11-10T00:24:26.375Z NASDAQ's 'Black Thursday' Misses the Point: Nvidia's Real Risk Is Jensen Huang https://chipdispatch.com/articles/fervos-contracted-geothermal-revenue-reaches-11-9-billion Chip Dispatch en 2026-11-10T00:24:26.375Z Fervo’s contracted geothermal revenue reaches $11.9 billion https://chipdispatch.com/articles/google-refashions-tpu-8-chips-for-inference-as-amd-lands-a-socket Chip Dispatch en 2026-11-10T00:24:26.375Z Google Refashions TPU 8 Chips for Inference as AMD Lands a Socket https://chipdispatch.com/articles/vertiv-s-51-collapse-didn-t-kill-the-cyclical-risk-analyst-says Chip Dispatch en 2026-11-10T00:24:26.375Z Vertiv's 51% Collapse Didn't Kill the Cyclical Risk, Analyst Says https://chipdispatch.com/articles/amd-sell-rating-sticks-analyst-sees-stock-56-overvalued-at-196-72 Chip Dispatch en 2026-11-10T00:24:26.375Z AMD Sell Rating Sticks: Analyst Sees Stock 56% Overvalued at $196.72 https://chipdispatch.com/articles/micron-trades-42-below-peak-yet-analyst-sees-no-margin-of-safety Chip Dispatch en 2026-11-10T00:24:26.375Z Micron Trades 42% Below Peak, Yet Analyst Sees No Margin of Safety https://chipdispatch.com/articles/anthropic-cuts-claude-fable-5-2-prices-20-before-possible-ipo Chip Dispatch en 2026-11-10T00:24:26.375Z Anthropic cuts Claude Fable 5.2 prices 20% before possible IPO https://chipdispatch.com/articles/tesla-to-end-cybertruck-output-in-about-eight-months-refund-deposits Chip Dispatch en 2026-11-09T16:14:24.313Z Tesla to End Cybertruck Output in About Eight Months, Refund Deposits https://chipdispatch.com/articles/via-lifts-outlook-as-quarterly-revenue-reaches-143-5m Chip Dispatch en 2026-11-09T16:14:24.313Z Via lifts 2026 outlook as quarterly revenue reaches $143.5M https://chipdispatch.com/articles/envision-s-galaxy-ai-campus-delivered-120-mw-targets-800-mw Chip Dispatch en 2026-11-09T16:14:24.313Z Envision's Galaxy AI campus delivered 120 MW, targets 800 MW https://chipdispatch.com/articles/huawei-launches-7nm-class-kirin-x90-harmonyos-enterprise-desktops Chip Dispatch en 2026-11-09T16:14:24.313Z Huawei launches 7nm-class Kirin X90 HarmonyOS enterprise desktops https://chipdispatch.com/articles/reballed-memory-set-to-double-in-smartphones-trendforce-says Chip Dispatch en 2026-11-09T16:09:25.017Z Reballed memory set to double in smartphones by 2027, TrendForce says https://chipdispatch.com/articles/google-doubles-down-on-tpus-8tx-for-confidential-ai-two-chip-8i-max Chip Dispatch en 2026-11-09T16:09:25.017Z Google Doubles Down on TPUs: 8tx for Confidential AI, Two-Chip 8i Max https://chipdispatch.com/articles/constellation-raises-guidance-as-nuclear-power-contracts-expand Chip Dispatch en 2026-11-09T16:09:25.017Z Constellation raises guidance as nuclear power contracts expand https://chipdispatch.com/articles/samsung-s-harman-launches-drops-a-tiktok-style-app-for-sharing-music Chip Dispatch en 2026-11-09T16:09:25.017Z Samsung's Harman Launches Drops, a TikTok-Style App for Sharing Music https://chipdispatch.com/articles/cve-123158-exploited-on-musl-linux-openssh-10-6p2-fixes-it Chip Dispatch en 2026-11-09T16:09:25.017Z CVE-2026-123158 exploited on musl Linux; OpenSSH 10.6p2 fixes it https://chipdispatch.com/articles/nvidia-falls-5-as-board-review-tests-its-founder-led-ai-strategy Chip Dispatch en 2026-11-09T16:09:25.017Z NVIDIA Falls 5% as Board Review Tests Its Founder-Led AI Strategy https://chipdispatch.com/articles/uniti-lifts-outlook-on-1-9m-hyperscaler-fiber-bookings Chip Dispatch en 2026-11-09T16:09:25.017Z Uniti lifts 2026 outlook on $1.9M hyperscaler fiber bookings https://chipdispatch.com/articles/kodiak-raises-guidance-as-west-texas-power-project-starts Chip Dispatch en 2026-11-09T16:09:25.017Z Kodiak raises 2026 guidance as West Texas power project starts https://chipdispatch.com/articles/akamai-plans-2-2-billion-convertible-notes-for-cloud-build-out Chip Dispatch en 2026-11-09T16:09:25.017Z Akamai Plans $2.2 Billion Convertible Notes for Cloud Build-Out https://chipdispatch.com/articles/automattic-launches-spacefast-to-deploy-vibe-coded-apps Chip Dispatch en 2026-11-09T16:09:25.017Z Automattic Launches Spacefast to Deploy Vibe-Coded Apps https://chipdispatch.com/articles/micron-at-690-distribution-puts-year-end-range-at-433-to-917 Chip Dispatch en 2026-11-09T16:09:25.017Z Micron at $690: Distribution Puts Year-End Range at $433 to $917 https://chipdispatch.com/articles/nominal-raised-240-million-at-3-billion-valuation Chip Dispatch en 2026-11-09T16:09:25.017Z Nominal Raised $240 Million at $3 Billion Valuation https://chipdispatch.com/articles/apple-intelligence-registered-in-china-for-macs-and-ipads Chip Dispatch en 2026-11-09T16:09:25.017Z Apple Intelligence registered in China for Macs and iPads https://chipdispatch.com/articles/tesla-opens-275-square-mile-robotaxi-zone-in-san-antonio Chip Dispatch en 2026-11-09T16:09:25.017Z Tesla opens 275-square-mile Robotaxi zone in San Antonio https://chipdispatch.com/articles/disney-signs-adobe-ai-deal-spanning-parks-studio-and-espn Chip Dispatch en 2026-11-09T16:09:25.017Z Disney signs Adobe AI deal spanning parks, studio and ESPN https://chipdispatch.com/articles/ceva-royalties-rise-18-to-12-7-million-on-modem-ramp Chip Dispatch en 2026-11-09T16:09:25.017Z Ceva royalties rise 18% to $12.7 million on modem ramp https://chipdispatch.com/articles/anthropic-buys-1-7-gw-of-gas-generators-for-ai-data-centers Chip Dispatch en 2026-11-09T16:04:24.475Z Anthropic buys 1.7 GW of gas generators for AI data centers https://chipdispatch.com/articles/tektronix-1-series-brings-tekscope-ui-to-450-entry-level-oscilloscopes Chip Dispatch en 2026-11-09T15:59:24.247Z Tektronix 1 Series Brings TekScope UI to $450 Entry-Level Oscilloscopes https://chipdispatch.com/articles/d-wave-and-rigetti-face-cash-burn-tests Chip Dispatch en 2026-11-09T15:59:24.247Z D-Wave and Rigetti Face Cash-Burn Tests on November 10 https://chipdispatch.com/articles/oracle-held-at-116-50-as-microsoft-winds-down-ai-rental-deal Chip Dispatch en 2026-11-09T15:54:24.326Z Oracle Held at $116.50 as Microsoft Winds Down 2023 AI Rental Deal https://chipdispatch.com/articles/google-s-tpu-8tx-and-8i-max-lift-alphabet-3-pre-market-to-293 Chip Dispatch en 2026-11-09T15:54:24.326Z Google's TPU 8tx and 8i Max Lift Alphabet 3% Pre-Market to $293 https://chipdispatch.com/articles/eight-used-tesla-v100-gpus-deliver-215-tokens-per-second Chip Dispatch en 2026-11-09T15:54:24.326Z Eight Used Tesla V100 GPUs Deliver 215 Tokens per Second https://chipdispatch.com/articles/marvell-bounces-5-7-to-141-20-as-call-buyers-bet-on-recovery Chip Dispatch en 2026-11-09T15:54:24.326Z Marvell Bounces 5.7% to $141.20 as Call Buyers Bet on Recovery https://chipdispatch.com/articles/envision-builds-120-mw-toward-800-mw-galaxy-ai-data-center Chip Dispatch en 2026-11-09T15:44:24.637Z Envision builds 120 MW toward 800 MW Galaxy AI data center https://chipdispatch.com/articles/washington-chases-a-find-my-for-ai-chips-as-smuggling-persists Chip Dispatch en 2026-11-09T15:44:24.637Z Washington Chases a 'Find My' for AI Chips as Smuggling Persists https://chipdispatch.com/articles/coherent-value-case-rests-on-growth-and-lumentum-customer-shift Chip Dispatch en 2026-11-09T15:39:24.235Z Coherent Value Case Rests on Growth and Lumentum Customer Shift https://chipdispatch.com/articles/asmls-delivery-gap-puts-its-pricing-plan-on-trial Chip Dispatch en 2026-11-09T15:34:24.240Z ASML’s Delivery Gap Puts Its 2028 Pricing Plan on Trial https://chipdispatch.com/articles/ibm-switches-on-120-qubit-nighthawk-system-two-in-chicago Chip Dispatch en 2026-11-09T15:34:24.240Z IBM Switches On 120-Qubit Nighthawk System Two in Chicago https://chipdispatch.com/articles/nvidias-4-1-drop-puts-a-price-on-jensen-huangs-risk Chip Dispatch en 2026-11-09T15:29:25.064Z Nvidia’s 4.1% Drop Puts a Price on Jensen Huang’s Risk https://chipdispatch.com/articles/huawei-qinyun-desktops-debut-10-core-20-thread-kirin-x90 Chip Dispatch en 2026-11-09T15:29:25.064Z Huawei Qinyun desktops debut 10-core, 20-thread Kirin X90 https://chipdispatch.com/articles/paper-unicorns-are-cheap-building-1b-ai-revenue-needs-multimarket-investors Chip Dispatch en 2026-11-09T15:29:25.064Z Paper Unicorns Are Cheap: Building $1B AI Revenue Needs Multimarket Investors https://chipdispatch.com/articles/series-a-capital-surges-60-to-42-billion-but-deal-count-stalls Chip Dispatch en 2026-11-09T15:24:26.229Z Series A Capital Surges 60% to $42 Billion, But Deal Count Stalls https://chipdispatch.com/articles/bloom-grew-revenue-138-last-quarter-ge-vernova-booked-29-3b-in-orders Chip Dispatch en 2026-11-09T15:24:26.229Z Bloom Grew Revenue 138% Last Quarter; GE Vernova Booked $29.3B in Orders https://chipdispatch.com/articles/amazon-and-alphabet-put-custom-silicon-against-grid-constraints Chip Dispatch en 2026-11-09T15:24:26.229Z Amazon and Alphabet put custom silicon against grid constraints https://chipdispatch.com/articles/apples-145-10-billion-cash-flow-faces-memory-costs Chip Dispatch en 2026-11-09T15:24:26.229Z Apple’s $145.10 Billion Cash Flow Faces Memory Costs https://chipdispatch.com/articles/one-sell-rating-against-59-buys-nvidia-s-lone-bear-case Chip Dispatch en 2026-11-09T15:24:26.229Z One Sell Rating Against 59 Buys: Nvidia's Lone Bear Case https://chipdispatch.com/articles/nvidias-huang-faces-50-50-survival-odds-after-board-inquiry Chip Dispatch en 2026-11-09T15:19:24.242Z Nvidia’s Huang faces 50-50 survival odds after board inquiry https://chipdispatch.com/articles/sanders-warns-big-tech-no-bailout-for-3-trillion-ai-bet Chip Dispatch en 2026-11-09T15:14:24.572Z Sanders Warns Big Tech: No Bailout for $3 Trillion AI Bet https://chipdispatch.com/articles/amd-investigates-reported-continuous-radeon-ssd-writes Chip Dispatch en 2026-11-09T15:14:24.572Z AMD Investigates Reported Continuous Radeon SSD Writes https://chipdispatch.com/articles/sleep-headband-makers-harvest-millions-of-eeg-hours-to-train-ai Chip Dispatch en 2026-11-09T15:14:24.572Z Sleep Headband Makers Harvest Millions of EEG Hours to Train AI https://chipdispatch.com/articles/tesla-starts-san-antonio-robotaxi-service-at-5-a-m-monday Chip Dispatch en 2026-11-09T15:09:24.254Z Tesla starts San Antonio robotaxi service at 5 a.m. Monday https://chipdispatch.com/articles/nvidia-inquiry-meets-a-10-billion-lunar-contracting-push Chip Dispatch en 2026-11-09T15:04:24.337Z Nvidia inquiry meets a $10 billion lunar contracting push https://chipdispatch.com/articles/rtings-finds-edge-rot-in-87-5-of-tested-lg-woled-tvs Chip Dispatch en 2026-11-09T14:44:26.447Z RTings finds edge rot in 87.5% of tested LG WOLED TVs https://chipdispatch.com/articles/synaptics-cites-two-uk-patents-against-open-source-linux-driver Chip Dispatch en 2026-11-09T14:39:24.682Z Synaptics cites two UK patents against open-source Linux driver https://chipdispatch.com/articles/ntt-to-sell-entire-4-9-nec-stake-as-alliance-continues Chip Dispatch en 2026-11-09T14:39:24.682Z NTT to Sell Entire 4.9% NEC Stake as Alliance Continues https://chipdispatch.com/articles/ai-servers-lift-japanese-chip-materials-profit-forecasts Chip Dispatch en 2026-11-09T14:39:24.682Z AI servers lift Japanese chip-materials profit forecasts https://chipdispatch.com/articles/google-warns-australia-age-rules-could-exclude-under-18s-from-gmail Chip Dispatch en 2026-11-09T14:39:24.682Z Google warns Australia age rules could exclude under-18s from Gmail https://chipdispatch.com/articles/amd-radeon-drivers-write-to-ssds-around-the-clock-fix-targets-adrenalin-26-11-1 Chip Dispatch en 2026-11-09T14:39:24.682Z AMD Radeon Drivers Write to SSDs Around the Clock; Fix Targets Adrenalin 26.11.1 https://chipdispatch.com/articles/ardian-raises-1-billion-for-semiconductor-buyouts Chip Dispatch en 2026-11-09T14:39:24.682Z Ardian raises €1 billion for semiconductor buyouts https://chipdispatch.com/articles/synaptics-targets-vino-in-dispute-over-open-source-displaylink-driver Chip Dispatch en 2026-11-09T14:09:25.501Z Synaptics targets Vino in dispute over open-source DisplayLink driver https://chipdispatch.com/articles/renault-infotainment-clock-fix-required-linux-kernel-exploit Chip Dispatch en 2026-11-09T13:49:24.178Z Renault Infotainment Clock Fix Required Linux Kernel Exploit https://chipdispatch.com/articles/server-shipments-forecast-to-rise-5-5-as-arm-gains-ground Chip Dispatch en 2026-11-09T13:44:24.242Z Server shipments forecast to rise 5.5% as Arm gains ground https://chipdispatch.com/articles/ai-agents-cut-the-cost-of-attacking-legacy-1024-bit-rsa Chip Dispatch en 2026-11-09T13:29:24.198Z AI agents cut the cost of attacking legacy 1024-bit RSA https://chipdispatch.com/articles/taiwan-october-exports-hit-record-96-76-billion-on-ai-server-surge Chip Dispatch en 2026-11-09T13:29:24.198Z Taiwan October Exports Hit Record $96.76 Billion on AI Server Surge https://chipdispatch.com/articles/trump-says-doj-threatened-a-major-ai-leader-with-jail Chip Dispatch en 2026-11-09T13:29:24.198Z Trump says DOJ threatened a major AI leader with jail https://chipdispatch.com/articles/norway-australia-and-texas-hit-the-brakes-on-data-center-grid-deals Chip Dispatch en 2026-11-09T13:29:24.198Z Norway, Australia and Texas hit the brakes on data center grid deals https://chipdispatch.com/articles/china-extends-rare-earth-export-control-pause-through Chip Dispatch en 2026-11-09T13:29:24.198Z China extends rare-earth export-control pause through Jan. 10, 2027 https://chipdispatch.com/articles/t-head-reportedly-plans-hong-kong-ipo-raising-up-to-3-billion Chip Dispatch en 2026-11-09T12:54:24.141Z T-Head reportedly plans 2027 Hong Kong IPO raising up to $3 billion https://chipdispatch.com/articles/terafab-targets-1-million-wafers-a-month Chip Dispatch en 2026-11-09T12:54:24.141Z Terafab Targets 1 Million Wafers a Month From 2032 https://chipdispatch.com/articles/apples-5-trillion-test-services-slow-as-memory-costs-rise Chip Dispatch en 2026-11-09T12:54:24.141Z Apple’s $5 Trillion Test: Services Slow as Memory Costs Rise https://chipdispatch.com/articles/nvidia-sk-telecom-and-rebellions-plan-korean-npu-systems Chip Dispatch en 2026-11-09T12:54:24.141Z Nvidia, SK Telecom and Rebellions plan 2028 Korean NPU systems https://chipdispatch.com/articles/sakana-ai-s-reported-ipo-could-exceed-680-billion Chip Dispatch en 2026-11-09T12:54:24.141Z Sakana AI's reported 2027 IPO could exceed ¥680 billion https://chipdispatch.com/articles/nvidia-opens-independent-probe-as-shares-slip-before-results Chip Dispatch en 2026-11-09T12:24:24.322Z Nvidia Opens Independent Probe as Shares Slip Before Results https://chipdispatch.com/articles/nvidia-probe-brings-trumps-5-million-stock-purchase-into-focus Chip Dispatch en 2026-11-09T12:14:24.292Z NVIDIA Probe Brings Trump’s $5 Million Stock Purchase Into Focus https://chipdispatch.com/articles/nasdaq-s-5-5-plunge-exposes-the-ai-trade-s-concentrated-core Chip Dispatch en 2026-11-09T12:09:26.247Z Nasdaq's 5.5% Plunge Exposes the AI Trade's Concentrated Core https://chipdispatch.com/articles/nvidia-falls-5-64-as-board-probes-foreign-intelligence-targeting-of-huang Chip Dispatch en 2026-11-09T11:24:24.334Z Nvidia Falls 5.64% as Board Probes Foreign-Intelligence Targeting of Huang https://chipdispatch.com/articles/ai-capex-doubts-put-semiconductor-stocks-at-center-of-market-stress Chip Dispatch en 2026-11-09T11:24:24.334Z AI Capex Doubts Put Semiconductor Stocks at Center of Market Stress https://chipdispatch.com/articles/soxl-s-83-slide-makes-the-case-for-avoiding-3x-leverage Chip Dispatch en 2026-11-09T11:24:24.334Z SOXL's 83% Slide Makes the Case for Avoiding 3X Leverage https://chipdispatch.com/articles/oci-msa-gen-1-specifies-200g-per-fiber-for-ai-scale-up Chip Dispatch en 2026-11-09T11:14:27.750Z OCI-MSA Gen 1 Specifies 200G per Fiber for AI Scale-Up https://chipdispatch.com/articles/china-clears-savvys-6-billion-moonton-acquisition Chip Dispatch en 2026-11-09T10:49:24.579Z China Clears Savvy’s $6 Billion Moonton Acquisition https://chipdispatch.com/articles/pentagon-offers-halo-75m-conditional-sic-loan-commitment Chip Dispatch en 2026-11-09T10:44:24.590Z Pentagon Offers Halo $75M Conditional SiC Loan Commitment https://chipdispatch.com/articles/mitsui-and-dbj-agree-to-buy-jsr-for-1-84-trillion-from-jic Chip Dispatch en 2026-11-09T10:44:24.590Z Mitsui and DBJ agree to buy JSR for ¥1.84 trillion from JIC https://chipdispatch.com/articles/trump-opens-to-ai-guardrails-after-election-data-center-backlash Chip Dispatch en 2026-11-09T10:44:24.590Z Trump opens to AI guardrails after election data center backlash https://chipdispatch.com/articles/wiwynn-posts-record-q3-revenue-approves-450-million-capital Chip Dispatch en 2026-11-09T10:44:24.590Z Wiwynn posts record Q3 revenue, approves $450 million capital https://chipdispatch.com/articles/taiwans-taiex-jumps-4-94-as-chip-rebound-splits-asia Chip Dispatch en 2026-11-09T10:44:24.590Z Taiwan’s Taiex jumps 4.94% as chip rebound splits Asia https://chipdispatch.com/articles/spacexs-24b-starbase-power-compute-plan-faces-hearing Chip Dispatch en 2026-11-09T10:44:24.590Z SpaceX’s $24B Starbase Power, Compute Plan Faces Hearing https://chipdispatch.com/articles/china-mobiles-procurement-plan-exceeds-500-billion-yuan Chip Dispatch en 2026-11-09T10:44:24.590Z China Mobile’s 2027 Procurement Plan Exceeds 500 Billion Yuan https://chipdispatch.com/articles/tesla-cybertruck-production-to-end-in-about-eight-months-musk-says Chip Dispatch en 2026-11-09T10:44:24.590Z Tesla Cybertruck production to end in about eight months, Musk says https://chipdispatch.com/articles/gas-turbine-orders-top-100-gw-as-ai-power-supply-tightens Chip Dispatch en 2026-11-09T10:44:24.590Z Gas Turbine Orders Top 100 GW as AI Power Supply Tightens https://chipdispatch.com/articles/smee-says-90-of-key-parts-in-new-scanners-are-domestic Chip Dispatch en 2026-11-09T10:44:24.590Z SMEE Says >90% of Key Parts in New Scanners Are Domestic https://chipdispatch.com/articles/76-of-u-s-voters-reject-local-data-centers-as-backlash-spreads-worldwide Chip Dispatch en 2026-11-09T10:34:24.157Z 76% of U.S. Voters Reject Local Data Centers as Backlash Spreads Worldwide