https://chipdispatch.com/articles/intel-s-ai-server-boom-meets-a-cash-burning-reality-check Chip Dispatch en 2026-11-13T09:09:38.997Z Intel's AI Server Boom Meets a Cash-Burning 2027 Reality Check https://chipdispatch.com/articles/nvidia-told-congress-chip-tracking-is-feasible-congressman-says Chip Dispatch en 2026-11-13T09:04:38.635Z Nvidia Told Congress Chip Tracking Is Feasible, Congressman Says https://chipdispatch.com/articles/synchron-halts-stentrode-brain-implant-trials-over-faulty-lead-cable Chip Dispatch en 2026-11-13T09:04:38.635Z Synchron Halts Stentrode Brain Implant Trials Over Faulty Lead Cable https://chipdispatch.com/articles/unpatched-windows-zero-day-signdrop-hands-attackers-system-rights Chip Dispatch en 2026-11-13T09:04:38.635Z Unpatched Windows Zero-Day 'SignDrop' Hands Attackers SYSTEM Rights https://chipdispatch.com/articles/rowan-lines-up-1-5-billion-in-credit-for-5-5-gw-data-center-push Chip Dispatch en 2026-11-13T09:04:38.635Z Rowan Lines Up $1.5 Billion in Credit for 5.5 GW Data Center Push https://chipdispatch.com/articles/norwest-closes-4-billion-fund-its-largest-to-deepen-ai-push Chip Dispatch en 2026-11-13T09:04:38.635Z Norwest Closes $4 Billion Fund, Its Largest, to Deepen AI Push https://chipdispatch.com/articles/doj-probes-reach-nvidia-as-chip-curbs-advance-after-huang-exit Chip Dispatch en 2026-11-13T09:04:38.635Z DOJ probes reach Nvidia as chip curbs advance after Huang exit https://chipdispatch.com/articles/white-house-weighs-lutnick-s-exit-after-nvidia-export-scandal Chip Dispatch en 2026-11-13T09:04:38.635Z White House Weighs Lutnick's Exit After Nvidia Export Scandal https://chipdispatch.com/articles/google-deepmind-staff-move-to-force-union-vote-for-1-000-uk-workers Chip Dispatch en 2026-11-13T09:04:38.635Z Google DeepMind Staff Move to Force Union Vote for 1,000 UK Workers https://chipdispatch.com/articles/sandisk-s-4-8-billion-data-center-surge-meets-doubtful-investors Chip Dispatch en 2026-11-13T08:59:39.784Z Sandisk's $4.8 Billion Data Center Surge Meets Doubtful Investors https://chipdispatch.com/articles/memory-stocks-slide-3-as-jensen-huang-s-exit-rattles-ai-suppliers Chip Dispatch en 2026-11-13T08:29:37.285Z Memory Stocks Slide 3% as Jensen Huang's Exit Rattles AI Suppliers https://chipdispatch.com/articles/democrats-open-probe-into-nvidia-h200-china-sales-and-trump-revenue-cut Chip Dispatch en 2026-11-13T08:24:37.444Z Democrats Open Probe Into Nvidia H200 China Sales and Trump Revenue Cut https://chipdispatch.com/articles/nvidia-falls-4-3-as-huang-resigns-amd-and-broadcom-rally Chip Dispatch en 2026-11-13T08:14:40.842Z Nvidia falls 4.3% as Huang resigns; AMD and Broadcom rally https://chipdispatch.com/articles/anthropic-launches-claude-for-manufacturing-with-17-skills Chip Dispatch en 2026-11-13T08:14:40.842Z Anthropic launches Claude for Manufacturing with 17 skills https://chipdispatch.com/articles/nonprofits-sue-openai-google-meta-anthropic-over-ai-risks Chip Dispatch en 2026-11-13T08:09:37.278Z Nonprofits Sue OpenAI, Google, Meta, Anthropic Over AI Risks https://chipdispatch.com/articles/spacex-commits-over-74-billion-to-ai-supercomputing-campuses Chip Dispatch en 2026-11-13T08:09:37.278Z SpaceX Commits Over $74 Billion to AI Supercomputing Campuses https://chipdispatch.com/articles/applied-materials-posts-record-10-4-billion-quarter-as-dram-tools-surge Chip Dispatch en 2026-11-13T08:09:37.278Z Applied Materials Posts Record $10.4 Billion Quarter as DRAM Tools Surge https://chipdispatch.com/articles/amd-takes-equity-stake-in-psiquantum-widens-quantum-deal Chip Dispatch en 2026-11-13T08:09:37.278Z AMD Takes Equity Stake in PsiQuantum, Widens Quantum Deal https://chipdispatch.com/articles/corvex-hits-8-mw-gpu-capacity-target-lifts-ai-cloud-revenue-31 Chip Dispatch en 2026-11-13T08:09:37.278Z Corvex Hits 8 MW GPU Capacity Target, Lifts AI Cloud Revenue 31% https://chipdispatch.com/articles/cisco-lifts-hyperscaler-ai-revenue-target-to-9-billion Chip Dispatch en 2026-11-13T08:09:37.278Z Cisco Lifts Hyperscaler AI Revenue Target to $9 Billion https://chipdispatch.com/articles/cerebras-lifts-outlook-to-960m-as-cloud-revenue-nearly-quadruples Chip Dispatch en 2026-11-13T08:09:37.278Z Cerebras Lifts 2026 Outlook to $960M as Cloud Revenue Nearly Quadruples https://chipdispatch.com/articles/google-ships-gemini-4-hydrogen-claims-2-5x-speed-and-a-search-upgrade Chip Dispatch en 2026-11-13T08:09:37.278Z Google Ships Gemini 4 Hydrogen, Claims 2.5x Speed and a Search Upgrade https://chipdispatch.com/articles/nvidia-loses-huang-gains-a-federal-inquiry-and-a-700-billion-question Chip Dispatch en 2026-11-13T08:04:37.268Z NVIDIA Loses Huang, Gains a Federal Inquiry and a $700 Billion Question https://chipdispatch.com/articles/ai-capex-powers-3-4-gdp-growth-as-energy-takes-center-stage Chip Dispatch en 2026-11-13T07:24:37.287Z AI CapEx Powers 3.4% GDP Growth as Energy Takes Center Stage https://chipdispatch.com/articles/meta-s-muse-ai-now-calls-u-s-businesses-but-only-for-paying-subscribers Chip Dispatch en 2026-11-13T07:24:37.287Z Meta's Muse AI Now Calls U.S. Businesses — But Only for Paying Subscribers https://chipdispatch.com/articles/nvidia-s-4-34-drop-sends-two-2x-etfs-in-opposite-directions Chip Dispatch en 2026-11-13T07:04:37.414Z Nvidia's 4.34% Drop Sends Two 2x ETFs in Opposite Directions https://chipdispatch.com/articles/nebius-falls-18-after-q3-beat-gives-way-slippage Chip Dispatch en 2026-11-13T06:59:38.426Z Nebius Falls 18% After Q3 Beat Gives Way to 2026 Slippage https://chipdispatch.com/articles/musk-says-hiring-ousted-nvidia-ceo-jensen-huang-would-be-an-honor Chip Dispatch en 2026-11-13T06:49:37.408Z Musk Says Hiring Ousted Nvidia CEO Jensen Huang 'Would Be an Honor' https://chipdispatch.com/articles/musk-s-1-trillion-terafab-anchors-him-in-texas-says-dan-ives Chip Dispatch en 2026-11-13T06:29:37.966Z Musk's $1 Trillion Terafab Anchors Him in Texas, Says Dan Ives https://chipdispatch.com/articles/sub-millisecond-reflexes-not-smarter-ai-will-decide-robotics-next-phase Chip Dispatch en 2026-11-13T05:19:37.280Z Sub-Millisecond Reflexes, Not Smarter AI, Will Decide Robotics' Next Phase https://chipdispatch.com/articles/nebius-bets-40-billion-while-microsoft-slips-away Chip Dispatch en 2026-11-13T04:44:52.456Z Nebius Bets $40 Billion on 2027 While Microsoft Slips Away https://chipdispatch.com/articles/coreweave-posts-3-66-billion-quarter-but-debt-climbs-to-42-7-billion Chip Dispatch en 2026-11-13T04:44:52.456Z CoreWeave Posts $3.66 Billion Quarter, but Debt Climbs to $42.7 Billion https://chipdispatch.com/articles/nvidia-shares-sink-on-jensen-huang-s-sudden-resignation Chip Dispatch en 2026-11-13T03:39:37.127Z Nvidia Shares Sink on Jensen Huang's Sudden Resignation https://chipdispatch.com/articles/huang-out-at-nvidia-shares-down-30-roadmap-intact Chip Dispatch en 2026-11-13T03:14:37.112Z Huang Out at NVIDIA: Shares Down 30%, Roadmap Intact https://chipdispatch.com/articles/vertiv-grows-revenue-61-yet-the-stock-chart-tells-a-harsher-story Chip Dispatch en 2026-11-13T03:04:37.623Z Vertiv Grows Revenue 61%, Yet the Stock Chart Tells a Harsher Story https://chipdispatch.com/articles/540-bytes-of-firmware-turn-a-45-usb-c-hub-into-a-switch-2-dock Chip Dispatch en 2026-11-13T02:39:38.177Z 540 Bytes of Firmware Turn a $45 USB-C Hub Into a Switch 2 Dock https://chipdispatch.com/articles/spacex-orders-hjt-solar-lines-from-singulus-and-a-325-person-firm-doubles Chip Dispatch en 2026-11-13T02:29:37.325Z SpaceX Orders HJT Solar Lines From Singulus, and a 325-Person Firm Doubles https://chipdispatch.com/articles/hesai-guides-q4-revenue-to-164m-172m-below-190m-consensus Chip Dispatch en 2026-11-13T02:29:37.325Z Hesai guides Q4 2026 revenue to $164M–$172M, below $190M consensus https://chipdispatch.com/articles/applied-materials-reports-tonight-with-stock-down-21-and-on-the-line Chip Dispatch en 2026-11-13T02:29:37.325Z Applied Materials Reports Tonight With Stock Down 21% and 2027 on the Line https://chipdispatch.com/articles/nvidias-3-8-trillion-interim-handoff-puts-colette-kress-in-charge Chip Dispatch en 2026-11-13T02:24:37.185Z Nvidia’s $3.8 Trillion Interim Handoff Puts Colette Kress in Charge https://chipdispatch.com/articles/alibaba-q2-ai-cloud-growth-meets-rmb-190-billion-capex Chip Dispatch en 2026-11-13T02:24:37.185Z Alibaba Q2 AI Cloud Growth Meets RMB 190 Billion Capex https://chipdispatch.com/articles/d-wave-backlog-jumps-1-221-to-38-3m-but-quarterly-bookings-fall-19 Chip Dispatch en 2026-11-13T02:24:37.185Z D-Wave Backlog Jumps 1,221% to $38.3M, But Quarterly Bookings Fall 19% https://chipdispatch.com/articles/korean-voice-ai-startup-voinosis-wins-seoul-pitch-for-techcrunch-battlefield-slo Chip Dispatch en 2026-11-13T02:24:37.185Z Korean Voice-AI Startup Voinosis Wins Seoul Pitch for TechCrunch Battlefield Slot https://chipdispatch.com/articles/nvidia-faces-earnings-test-after-huang-exit-drags-stock-era-streak Chip Dispatch en 2026-11-13T02:24:37.185Z Nvidia Faces Earnings Test After Huang Exit Drags Stock to 2012-Era Streak https://chipdispatch.com/articles/coreweave-q3-revenue-hits-3-66b-as-bond-panic-proves-unfounded Chip Dispatch en 2026-11-13T02:24:37.185Z CoreWeave Q3 Revenue Hits $3.66B as Bond Panic Proves Unfounded https://chipdispatch.com/articles/chinese-ai-firms-race-to-reserve-overseas-nvidia-capacity-before-us-rule Chip Dispatch en 2026-11-13T02:24:37.185Z Chinese AI Firms Race to Reserve Overseas Nvidia Capacity Before US Rule https://chipdispatch.com/articles/tsmc-employee-data-appears-online-matched-to-cloud-systems Chip Dispatch en 2026-11-13T02:24:37.185Z TSMC Employee Data Appears Online, Matched to Cloud Systems https://chipdispatch.com/articles/vishay-puts-56-4-million-into-indian-packaging-venture-with-kaynes Chip Dispatch en 2026-11-13T02:24:37.185Z Vishay Puts $56.4 Million Into Indian Packaging Venture With Kaynes https://chipdispatch.com/articles/apple-s-299-homeview-display-and-299-apple-tv-4k-hit-shelves Chip Dispatch en 2026-11-13T02:19:37.113Z Apple's $299 HomeView Display and $299 Apple TV 4K Hit Shelves Nov. 13 https://chipdispatch.com/articles/upwork-expands-restructuring-to-cut-about-37-of-its-workforce Chip Dispatch en 2026-11-13T02:19:37.113Z Upwork Expands Restructuring to Cut About 37% of Its Workforce https://chipdispatch.com/articles/hackers-ran-espionage-campaign-with-ai-agent-built-on-deepseek Chip Dispatch en 2026-11-13T02:19:37.113Z Hackers Ran Espionage Campaign With AI Agent Built on DeepSeek https://chipdispatch.com/articles/volkswagen-kills-gamechanger-factory-plan-and-wolfsburg-mega-casting-site Chip Dispatch en 2026-11-13T02:19:37.113Z Volkswagen Kills 'Gamechanger' Factory Plan and Wolfsburg Mega-Casting Site https://chipdispatch.com/articles/enovix-guides-revenue-to-85-million-exits-smartphone-race Chip Dispatch en 2026-11-13T02:19:37.113Z Enovix Guides 2027 Revenue to $85 Million, Exits Smartphone Race https://chipdispatch.com/articles/boost-run-s-gpu-cloud-backlog-hits-2-7-billion-as-revenue-jumps-sixfold Chip Dispatch en 2026-11-13T02:19:37.113Z Boost Run's GPU Cloud Backlog Hits $2.7 Billion as Revenue Jumps Sixfold https://chipdispatch.com/articles/nebius-revenue-up-571-to-981m-but-colocation-delays-hit Chip Dispatch en 2026-11-13T02:19:37.113Z Nebius Revenue Up 571% to $981M, But Colocation Delays Hit 2026 https://chipdispatch.com/articles/ci-secret-stealer-hit-1-835-github-repos-in-a-day Chip Dispatch en 2026-11-13T02:19:37.113Z CI Secret Stealer Hit 1,835 GitHub Repos in a Day https://chipdispatch.com/articles/nvidia-stock-falls-33-as-jensen-huang-exits-ceo-role-before-earnings Chip Dispatch en 2026-11-13T02:09:41.561Z Nvidia Stock Falls 33% as Jensen Huang Exits CEO Role Before Earnings https://chipdispatch.com/articles/amazon-s-anthropic-stake-worth-271-8-billion-at-ipo-pricing Chip Dispatch en 2026-11-13T02:09:41.561Z Amazon's Anthropic Stake Worth $271.8 Billion at IPO Pricing https://chipdispatch.com/articles/stratasys-turns-cash-positive-in-q3-but-trims-full-year-guidance Chip Dispatch en 2026-11-13T02:09:41.561Z Stratasys Turns Cash-Positive in Q3, But Trims Full-Year Guidance https://chipdispatch.com/articles/norwest-raises-4-billion-fund-eighteen-its-largest-to-widen-ai-bets Chip Dispatch en 2026-11-13T02:09:41.561Z Norwest Raises $4 Billion Fund Eighteen, Its Largest, to Widen AI Bets https://chipdispatch.com/articles/fireworks-ai-breach-exposed-notion-customer-chat-transcripts Chip Dispatch en 2026-11-13T02:09:41.561Z Fireworks AI Breach Exposed Notion Customer Chat Transcripts https://chipdispatch.com/articles/hugging-face-ceo-pledges-to-fight-on-after-jensen-huang-exits-nvidia Chip Dispatch en 2026-11-13T02:09:41.561Z Hugging Face CEO Pledges to Fight On After Jensen Huang Exits Nvidia https://chipdispatch.com/articles/aws-opens-chile-cloud-region-in-early-access-backed-by-4-billion-investment Chip Dispatch en 2026-11-13T02:09:41.561Z AWS Opens Chile Cloud Region in Early Access, Backed by $4 Billion Investment https://chipdispatch.com/articles/european-chips-slump-8-on-nvidia-ceo-exit-defensives-lift-dax Chip Dispatch en 2026-11-13T02:09:41.561Z European Chips Slump 8% on Nvidia CEO Exit; Defensives Lift DAX https://chipdispatch.com/articles/google-puts-gemini-4-hydrogen-into-search-promises-smarter-answers Chip Dispatch en 2026-11-13T01:59:38.027Z Google Puts Gemini 4 Hydrogen Into Search, Promises Smarter Answers https://chipdispatch.com/articles/mips-ships-risc-v-reference-hardware-for-physical-ai-robots Chip Dispatch en 2026-11-13T01:34:36.986Z MIPS Ships RISC-V Reference Hardware for Physical AI Robots https://chipdispatch.com/articles/40-of-game-developers-now-use-generative-ai-at-work-gdc-survey-finds Chip Dispatch en 2026-11-13T01:24:38.953Z 40% of Game Developers Now Use Generative AI at Work, GDC Survey Finds https://chipdispatch.com/articles/filings-show-huang-s-870-6-million-nvidia-shares-sit-in-joint-family-trusts Chip Dispatch en 2026-11-13T01:24:38.953Z Filings Show Huang's 870.6 Million Nvidia Shares Sit in Joint Family Trusts https://chipdispatch.com/articles/phota-labs-raises-5-6m-to-let-ai-reshoot-your-camera-roll Chip Dispatch en 2026-11-13T01:24:38.953Z Phota Labs Raises $5.6M to Let AI Reshoot Your Camera Roll https://chipdispatch.com/articles/q-ctrl-raises-290-million-series-c-claims-quantum-unicorn-status Chip Dispatch en 2026-11-13T01:24:38.953Z Q-CTRL Raises $290 Million Series C, Claims Quantum Unicorn Status https://chipdispatch.com/articles/softbank-books-7-1-billion-loss-as-gas-turbine-bet-sours Chip Dispatch en 2026-11-13T01:24:38.953Z SoftBank Books $7.1 Billion Loss as Gas Turbine Bet Sours https://chipdispatch.com/articles/nectar-s-ai-creator-agent-searches-300-million-profiles-for-brands Chip Dispatch en 2026-11-13T01:14:36.976Z Nectar's AI Creator Agent Searches 300 Million Profiles for Brands https://chipdispatch.com/articles/foxconn-profit-jumps-34-to-2-35-billion-as-ai-racks-reshape-its-books Chip Dispatch en 2026-11-13T01:04:38.641Z Foxconn Profit Jumps 34% to $2.35 Billion as AI Racks Reshape Its Books https://chipdispatch.com/articles/smic-revenue-jumps-34-as-utilization-hits-97-3-and-china-takes-91-of-sales Chip Dispatch en 2026-11-13T01:04:38.641Z SMIC Revenue Jumps 34% as Utilization Hits 97.3% and China Takes 91% of Sales https://chipdispatch.com/articles/nvidia-s-286-billion-commitment-book-passes-to-colette-kress Chip Dispatch en 2026-11-13T00:59:36.969Z Nvidia's $286 Billion Commitment Book Passes to Colette Kress https://chipdispatch.com/articles/nvidias-4-trillion-valuation-faces-an-in-house-chip-threat Chip Dispatch en 2026-11-13T00:49:36.969Z Nvidia’s $4 Trillion Valuation Faces an In-House Chip Threat https://chipdispatch.com/articles/nvidias-25-fall-raises-the-stakes-for-the-s-p-500 Chip Dispatch en 2026-11-13T00:44:37.035Z Nvidia’s 25% Fall Raises the Stakes for the S&P 500 https://chipdispatch.com/articles/android-xr-glasses-open-preorders-at-395-without-a-display Chip Dispatch en 2026-11-13T00:44:37.035Z Android XR glasses open preorders at $395, without a display https://chipdispatch.com/articles/congress-builds-consensus-on-chip-export-limits-as-nvidia-crisis-accelerates-bil Chip Dispatch en 2026-11-13T00:44:37.035Z Congress Builds Consensus on Chip Export Limits as Nvidia Crisis Accelerates Bills https://chipdispatch.com/articles/openai-raises-15-billion-at-a-1-25-trillion-valuation Chip Dispatch en 2026-11-13T00:44:37.035Z OpenAI raises $15 billion at a $1.25 trillion valuation https://chipdispatch.com/articles/nvidias-huang-exit-leaves-ai-policy-and-financing-weaker Chip Dispatch en 2026-11-13T00:44:37.035Z Nvidia’s Huang exit leaves AI policy and financing weaker https://chipdispatch.com/articles/jensen-huang-to-testify-before-congress-on-nvidia-export-controls Chip Dispatch en 2026-11-13T00:44:37.035Z Jensen Huang to testify before Congress on Nvidia export controls https://chipdispatch.com/articles/microsofts-49-2b-anthropic-deal-meets-a-117b-capacity-plan Chip Dispatch en 2026-11-13T00:39:37.521Z Microsoft’s $49.2B Anthropic Deal Meets a $117B Capacity Plan https://chipdispatch.com/articles/huang-resignation-leaves-nvidia-s-19-billion-open-source-bet-in-limbo Chip Dispatch en 2026-11-13T00:34:38.447Z Huang Resignation Leaves Nvidia's $19 Billion Open Source Bet in Limbo https://chipdispatch.com/articles/nvidia-opens-7-lower-after-reported-huang-resignation Chip Dispatch en 2026-11-13T00:29:39.449Z NVIDIA Opens 7% Lower After Reported Huang Resignation https://chipdispatch.com/articles/irens-4b-arr-target-moves-to-early-after-microsoft-delay Chip Dispatch en 2026-11-13T00:29:39.449Z IREN’s $4B ARR target moves to early 2027 after Microsoft delay https://chipdispatch.com/articles/softbank-s-3-7b-turbine-write-off-meets-a-no-default-denial Chip Dispatch en 2026-11-13T00:24:38.161Z SoftBank's $3.7B Turbine Write-Off Meets a 'No Default' Denial https://chipdispatch.com/articles/jensen-huang-resigns-as-nvidia-ceo-colette-kress-named-interim-chief Chip Dispatch en 2026-11-13T00:24:38.161Z Jensen Huang Resigns as Nvidia CEO; Colette Kress Named Interim Chief https://chipdispatch.com/articles/jensen-huang-resigns-as-nvidia-ceo-amid-smuggling-probe-questions Chip Dispatch en 2026-11-13T00:24:38.161Z Jensen Huang Resigns as Nvidia CEO Amid Smuggling Probe Questions https://chipdispatch.com/articles/amprius-grew-revenue-83-in-q3-yet-the-stock-fell-7-5-why Chip Dispatch en 2026-11-13T00:19:37.929Z Amprius Grew Revenue 83% in Q3, Yet the Stock Fell 7.5%: Why https://chipdispatch.com/articles/anthropics-ipo-puts-future-vision-at-the-center-of-valuation Chip Dispatch en 2026-11-13T00:19:37.929Z Anthropic’s IPO Puts Future Vision at the Center of Valuation https://chipdispatch.com/articles/corsair-s-transparent-hx1000i-shift-crystal-1000w-platinum-psu-tested Chip Dispatch en 2026-11-13T00:19:37.929Z Corsair's Transparent HX1000i Shift Crystal: 1000W Platinum PSU Tested https://chipdispatch.com/articles/32-dram-etf-drop-favors-roundhill-over-kurv-rival Chip Dispatch en 2026-11-13T00:19:37.929Z 32% DRAM ETF Drop Favors Roundhill Over Kurv Rival https://chipdispatch.com/articles/oklo-secures-haleu-for-1-2-gw-meta-backed-ohio-campus Chip Dispatch en 2026-11-13T00:09:37.321Z Oklo secures HALEU for 1.2 GW Meta-backed Ohio campus https://chipdispatch.com/articles/super-micros-298-revenue-surge-tests-its-cash-flow Chip Dispatch en 2026-11-13T00:09:37.321Z Super Micro’s 298% Revenue Surge Tests Its Cash Flow https://chipdispatch.com/articles/runway-opens-27b-praxis-1-world-action-model-under-apache-2-0 Chip Dispatch en 2026-11-13T00:09:37.321Z Runway opens 27B Praxis-1 world-action model under Apache 2.0 https://chipdispatch.com/articles/coreweave-s-132-5-billion-backlog-raises-ai-infrastructure-stakes Chip Dispatch en 2026-11-13T00:09:37.321Z CoreWeave's $132.5 Billion Backlog Raises AI Infrastructure Stakes https://chipdispatch.com/articles/marvell-adds-three-directors-amid-115b-lumentum-deal-backlash Chip Dispatch en 2026-11-13T00:09:37.321Z Marvell adds three directors amid $115B Lumentum deal backlash https://chipdispatch.com/articles/stratasys-q3-revenue-hits-142-6-million-as-outlook-is-cut Chip Dispatch en 2026-11-13T00:09:37.321Z Stratasys Q3 revenue hits $142.6 million as outlook is cut https://chipdispatch.com/articles/four-insiders-bought-2-7-million-in-company-stock Chip Dispatch en 2026-11-13T00:09:37.321Z Four Insiders Bought $2.7 Million in Company Stock Nov. 12 https://chipdispatch.com/articles/foundation-in-talks-for-1-000-israeli-military-robots Chip Dispatch en 2026-11-13T00:09:37.321Z Foundation in talks for 1,000 Israeli military robots https://chipdispatch.com/articles/cisco-q1-fy27-preview-18-1b-revenue-meets-a-premium-valuation Chip Dispatch en 2026-11-13T00:09:37.321Z Cisco Q1 FY27 Preview: $18.1B Revenue Meets a Premium Valuation https://chipdispatch.com/articles/whoop-launches-social-network-as-membership-nears-4-million Chip Dispatch en 2026-11-13T00:09:37.321Z Whoop launches social network as membership nears 4 million https://chipdispatch.com/articles/trump-proposes-tim-cook-to-succeed-jensen-huang-at-nvidia Chip Dispatch en 2026-11-13T00:09:37.321Z Trump proposes Tim Cook to succeed Jensen Huang at Nvidia https://chipdispatch.com/articles/trump-names-tim-cook-as-jensen-huang-s-nvidia-successor Chip Dispatch en 2026-11-13T00:09:37.321Z Trump names Tim Cook as Jensen Huang's Nvidia successor https://chipdispatch.com/articles/cisco-posts-9-3-billion-in-ai-orders-ahead-of-q1-fy2027-earnings Chip Dispatch en 2026-11-12T21:49:36.744Z Cisco Posts $9.3 Billion in AI Orders Ahead of Q1 FY2027 Earnings https://chipdispatch.com/articles/nebius-beats-revenue-estimates-then-raises-capex-to-27-billion Chip Dispatch en 2026-11-12T21:49:36.744Z Nebius Beats Revenue Estimates, then Raises Capex to $27 Billion https://chipdispatch.com/articles/cerebras-q3-test-25-4-billion-backlog-meets-margin-risk Chip Dispatch en 2026-11-12T21:49:36.744Z Cerebras Q3 Test: $25.4 Billion Backlog Meets Margin Risk https://chipdispatch.com/articles/nvidia-board-weighs-jensen-huang-s-future-as-governance-crisis-deepens Chip Dispatch en 2026-11-12T21:44:36.817Z Nvidia Board Weighs Jensen Huang's Future as Governance Crisis Deepens https://chipdispatch.com/articles/noctua-s-24-95-carbon-nanotube-thermal-pad-hits-retail-for-am5-and-am4 Chip Dispatch en 2026-11-12T21:39:36.928Z Noctua's $24.95 Carbon Nanotube Thermal Pad Hits Retail for AM5 and AM4 https://chipdispatch.com/articles/g7-warns-on-taiwan-patrols-and-advanced-chip-shipping-risk Chip Dispatch en 2026-11-12T21:39:36.928Z G7 warns on Taiwan patrols and advanced-chip shipping risk https://chipdispatch.com/articles/cotton-demands-cxmt-entity-listing-as-senators-corner-lutnick Chip Dispatch en 2026-11-12T21:39:36.928Z Cotton Demands CXMT Entity Listing as Senators Corner Lutnick https://chipdispatch.com/articles/mp-materials-insiders-buy-3-35-million-of-stock-after-gm-magnet-milestone Chip Dispatch en 2026-11-12T21:39:36.928Z MP Materials Insiders Buy $3.35 Million of Stock After GM Magnet Milestone https://chipdispatch.com/articles/taiwan-revokes-entry-permit-for-alice-huang-as-megaspeed-breaks-silence Chip Dispatch en 2026-11-12T21:39:36.928Z Taiwan Revokes Entry Permit for Alice Huang as Megaspeed Breaks Silence https://chipdispatch.com/articles/jd-com-closes-1-4-billion-ceconomy-deal-under-eu-curbs Chip Dispatch en 2026-11-12T21:39:36.928Z JD.com Closes $1.4 Billion Ceconomy Deal Under EU Curbs https://chipdispatch.com/articles/bernstein-cuts-nvidia-target-in-half-to-200-as-board-report-hits Chip Dispatch en 2026-11-12T21:39:36.928Z Bernstein Cuts Nvidia Target in Half to $200 as Board Report Hits https://chipdispatch.com/articles/legence-q3-revenue-jumps-85-as-data-center-backlog-reaches-5-9b Chip Dispatch en 2026-11-12T21:39:36.928Z Legence Q3 revenue jumps 85% as data-center backlog reaches $5.9B https://chipdispatch.com/articles/suspected-spy-in-nvidia-affair-surfaces-in-beijing-as-scrutiny-mounts Chip Dispatch en 2026-11-12T21:39:36.928Z Suspected Spy in Nvidia Affair Surfaces in Beijing as Scrutiny Mounts https://chipdispatch.com/articles/coreweave-jumps-24-7-says-it-is-largely-sold-out-through Chip Dispatch en 2026-11-12T21:39:36.928Z CoreWeave Jumps 24.7%, Says It Is Largely Sold Out Through 2027 https://chipdispatch.com/articles/forgent-power-lifts-fiscal-outlook-as-q1-revenue-jumps-69-to-478-6m Chip Dispatch en 2026-11-12T21:39:36.928Z Forgent Power lifts fiscal 2027 outlook as Q1 revenue jumps 69% to $478.6M https://chipdispatch.com/articles/gainsight-cuts-about-270-roles-in-ai-led-business-shift Chip Dispatch en 2026-11-12T21:39:36.928Z Gainsight Cuts About 270 Roles in AI-Led Business Shift https://chipdispatch.com/articles/ai-borrowers-take-44-of-long-dated-us-investment-grade-bonds Chip Dispatch en 2026-11-12T21:39:36.928Z AI Borrowers Take 44% of Long-Dated US Investment-Grade Bonds https://chipdispatch.com/articles/adi-global-cuts-outlook-after-659-million-write-down Chip Dispatch en 2026-11-12T21:39:36.928Z ADI Global cuts 2026 outlook after $659 million write-down https://chipdispatch.com/articles/fermi-lands-200m-prepayment-for-600-mw-voids-tensorwave-lease Chip Dispatch en 2026-11-12T21:39:36.928Z Fermi lands $200M prepayment for 600 MW, voids TensorWave lease https://chipdispatch.com/articles/coherent-ceo-jim-anderson-buys-1-million-of-stock-after-q1-beat Chip Dispatch en 2026-11-12T21:39:36.928Z Coherent CEO Jim Anderson Buys $1 Million of Stock After Q1 Beat https://chipdispatch.com/articles/nvidia-board-weighs-ousting-jensen-huang-stock-down-8-on-report Chip Dispatch en 2026-11-12T21:39:36.928Z Nvidia Board Weighs Ousting Jensen Huang; Stock Down 8% on Report https://chipdispatch.com/articles/magna-targets-15-annual-adjusted-eps-growth-through Chip Dispatch en 2026-11-12T21:39:36.928Z Magna Targets 15% Annual Adjusted EPS Growth Through 2030 https://chipdispatch.com/articles/iren-targets-4-billion-arr-by-q3-as-debt-hits-10-billion Chip Dispatch en 2026-11-12T21:34:37.488Z IREN Targets $4 Billion ARR by Q3 2027 as Debt Hits $10 Billion https://chipdispatch.com/articles/openai-launches-india-api-inference-residency-for-enterprises Chip Dispatch en 2026-11-12T21:34:37.488Z OpenAI launches India API inference residency for enterprises https://chipdispatch.com/articles/linux-foundation-hosts-dns-based-ai-agent-identity-standard Chip Dispatch en 2026-11-12T21:29:37.800Z Linux Foundation hosts DNS-based AI agent identity standard https://chipdispatch.com/articles/reddit-visits-fall-13-amid-dispute-over-google-s-ai-search-referrals Chip Dispatch en 2026-11-12T21:29:37.800Z Reddit visits fall 13% amid dispute over Google's AI search referrals https://chipdispatch.com/articles/nvidias-huang-exit-scenario-points-to-a-16-8-billion-terafab Chip Dispatch en 2026-11-12T21:29:37.800Z Nvidia’s Huang Exit Scenario Points to a $16.8 Billion Terafab https://chipdispatch.com/articles/nvidias-362-billion-after-hours-drop-complicates-succession-search Chip Dispatch en 2026-11-12T21:29:37.800Z Nvidia’s $362 Billion After-Hours Drop Complicates Succession Search https://chipdispatch.com/articles/seagates-ai-storage-bet-faces-a-december-quarter-test Chip Dispatch en 2026-11-12T21:29:37.800Z Seagate’s AI Storage Bet Faces a December-Quarter Test https://chipdispatch.com/articles/apples-cash-advantage-meets-alphabets-ai-capex-test Chip Dispatch en 2026-11-12T21:24:36.786Z Apple’s cash advantage meets Alphabet’s AI capex test https://chipdispatch.com/articles/166-899-apps-removed-expose-platform-revenue-risk Chip Dispatch en 2026-11-12T21:24:36.786Z 166,899 Apps Removed in 2025 Expose Platform Revenue Risk https://chipdispatch.com/articles/nvidia-exit-odds-reach-52-after-new-huang-allegations Chip Dispatch en 2026-11-12T21:19:38.517Z Nvidia Exit Odds Reach 52% After New Huang Allegations https://chipdispatch.com/articles/ai-compute-sold-out-as-data-center-spending-estimate-falls Chip Dispatch en 2026-11-12T21:04:36.797Z AI Compute Sold Out as Data-Center Spending Estimate Falls https://chipdispatch.com/articles/amd-jumps-4-3-after-hours-as-nvidia-sinks-8-6-on-huang-report Chip Dispatch en 2026-11-12T20:54:37.756Z AMD Jumps 4.3% After Hours as Nvidia Sinks 8.6% on Huang Report https://chipdispatch.com/articles/google-doubles-tpu-8i-silicon-for-ai-agents-and-adds-secure-variant Chip Dispatch en 2026-11-12T20:49:36.977Z Google Doubles TPU 8i Silicon for AI Agents and Adds Secure Variant https://chipdispatch.com/articles/voltage-glitch-unlocks-80gb-from-nvidia-cmp-170hx-card Chip Dispatch en 2026-11-12T20:44:38.606Z Voltage Glitch Unlocks 80GB From Nvidia CMP-170HX Card https://chipdispatch.com/articles/chinas-gas-turbine-push-targets-overseas-ai-data-centers Chip Dispatch en 2026-11-12T20:44:38.606Z China’s Gas-Turbine Push Targets Overseas AI Data Centers https://chipdispatch.com/articles/coreweave-s-132-5-billion-backlog-turns-a-distressed-rout-into-a-bull-case Chip Dispatch en 2026-11-12T20:44:38.606Z CoreWeave's $132.5 Billion Backlog Turns a Distressed Rout Into a Bull Case https://chipdispatch.com/articles/certified-class-seeks-ieepa-refunds-for-330-000-importers Chip Dispatch en 2026-11-12T20:39:38.756Z Certified class seeks IEEPA refunds for 330,000 importers https://chipdispatch.com/articles/china-s-rare-earth-pause-extends-as-shipment-delays-persist Chip Dispatch en 2026-11-12T20:39:38.756Z China's rare-earth pause extends to Jan. 10 as shipment delays persist https://chipdispatch.com/articles/eu-court-adviser-says-google-s-1-7-billion-adsense-fine-should-return Chip Dispatch en 2026-11-12T20:39:38.756Z EU Court Adviser Says Google's $1.7 Billion AdSense Fine Should Return https://chipdispatch.com/articles/agile-robots-raises-500-million-at-8-5-billion-valuation Chip Dispatch en 2026-11-12T20:39:38.756Z Agile Robots Raises $500 Million at $8.5 Billion Valuation https://chipdispatch.com/articles/knowles-rebases-8-10-growth-target-from-688-million Chip Dispatch en 2026-11-12T20:39:38.756Z Knowles Rebases 8-10% Growth Target to 2029 From $688 Million https://chipdispatch.com/articles/databricks-launches-always-on-genie-agents-for-enterprise-work Chip Dispatch en 2026-11-12T20:39:38.756Z Databricks launches always-on Genie agents for enterprise work https://chipdispatch.com/articles/amicro-jumps-38-in-hong-kong-debut-while-chip-stocks-defy-selloff Chip Dispatch en 2026-11-12T20:39:38.756Z Amicro Jumps 38% in Hong Kong Debut While Chip Stocks Defy Selloff https://chipdispatch.com/articles/xanadu-s-quantum-revenues-stay-tiny-as-loss-widens-to-32-million Chip Dispatch en 2026-11-12T20:39:38.756Z Xanadu's Quantum Revenues Stay Tiny as Loss Widens to $32 Million https://chipdispatch.com/articles/nvidia-slides-7-as-board-weighs-jensen-huangs-future Chip Dispatch en 2026-11-12T20:39:38.756Z Nvidia slides 7% as board weighs Jensen Huang’s future https://chipdispatch.com/articles/canaans-mining-rig-revenue-falls-96-as-buybacks-draw-on-crypto Chip Dispatch en 2026-11-12T20:39:38.756Z Canaan’s mining-rig revenue falls 96% as buybacks draw on crypto https://chipdispatch.com/articles/anterix-swings-to-5-million-loss-as-fcc-weighs-900-mhz-expansion Chip Dispatch en 2026-11-12T20:39:38.756Z Anterix swings to $5 million loss as FCC weighs 900 MHz expansion https://chipdispatch.com/articles/uforce-raises-700-million-at-6-billion-valuation-in-record-round Chip Dispatch en 2026-11-12T20:39:38.756Z UFORCE Raises $700 Million at $6 Billion Valuation in Record Round https://chipdispatch.com/articles/samsung-starts-onyang-hbm-packaging-fab-46-trillion-won-total Chip Dispatch en 2026-11-12T20:39:38.756Z Samsung Starts Onyang HBM Packaging Fab, 46 Trillion Won Total https://chipdispatch.com/articles/altman-warns-samsung-of-ai-memory-demand-volatility Chip Dispatch en 2026-11-12T20:39:38.756Z Altman warns Samsung of AI memory demand volatility https://chipdispatch.com/articles/global-ev-sales-hit-2-09-million-up-8-percent Chip Dispatch en 2026-11-12T20:39:38.756Z Global EV Sales Hit 2.09 Million in October, Up 8 Percent https://chipdispatch.com/articles/velo3d-lifts-revenue-50-but-moves-profit-target Chip Dispatch en 2026-11-12T20:39:38.756Z Velo3D lifts revenue 50%, but moves profit target to 2028 https://chipdispatch.com/articles/nvidia-succession-inside-the-boardroom-race-to-replace-jensen-huang Chip Dispatch en 2026-11-12T20:39:38.756Z Nvidia succession: inside the boardroom race to replace Jensen Huang https://chipdispatch.com/articles/cannabis-growers-pivot-to-ai-data-centers-as-weed-prices-collapse Chip Dispatch en 2026-11-12T20:29:38.286Z Cannabis Growers Pivot to AI Data Centers as Weed Prices Collapse https://chipdispatch.com/articles/tesla-will-end-cybertruck-and-hand-its-line-to-cybercab Chip Dispatch en 2026-11-12T20:24:38.089Z Tesla Will End Cybertruck in 2027 and Hand Its Line to Cybercab https://chipdispatch.com/articles/ai-inference-turns-the-memory-wall-into-a-system-problem Chip Dispatch en 2026-11-12T19:34:37.232Z AI Inference Turns the Memory Wall Into a System Problem https://chipdispatch.com/articles/applied-materials-jumps-24-in-four-sessions-into-earnings Chip Dispatch en 2026-11-12T19:34:37.232Z Applied Materials Jumps 24% in Four Sessions Into Earnings https://chipdispatch.com/articles/risc-v-for-ai-inference-is-a-flat-out-bad-idea-says-quadric Chip Dispatch en 2026-11-12T19:34:37.232Z RISC-V for AI Inference Is a 'Flat-Out Bad Idea,' Says Quadric https://chipdispatch.com/articles/thousands-of-ip-blocks-nowhere-to-track-them-soc-integration-pain-grows Chip Dispatch en 2026-11-12T19:34:37.232Z Thousands of IP Blocks, Nowhere to Track Them: SoC Integration Pain Grows https://chipdispatch.com/articles/siemens-lifts-mid-term-targets-after-record-108-billion-orders Chip Dispatch en 2026-11-12T19:19:36.682Z Siemens Lifts Mid-Term Targets After Record €108 Billion Orders https://chipdispatch.com/articles/diodes-signals-analog-recovery-as-gross-margin-guidance-hits-37 Chip Dispatch en 2026-11-12T19:09:38.060Z Diodes Signals Analog Recovery as Gross Margin Guidance Hits 37% https://chipdispatch.com/articles/taiex-falls-2-63-as-nvidia-board-turmoil-hits-asia-s-chip-stocks Chip Dispatch en 2026-11-12T18:44:37.422Z Taiex Falls 2.63% as Nvidia Board Turmoil Hits Asia's Chip Stocks https://chipdispatch.com/articles/nvidia-shares-slide-8-6-percent-on-report-board-may-oust-huang Chip Dispatch en 2026-11-12T18:39:37.236Z Nvidia Shares Slide 8.6 Percent on Report Board May Oust Huang https://chipdispatch.com/articles/coreweave-answers-its-debt-question-no-new-unsecured-borrowing-through Chip Dispatch en 2026-11-12T18:24:36.649Z CoreWeave Answers Its Debt Question: No New Unsecured Borrowing Through 2027 https://chipdispatch.com/articles/ttm-technologies-trades-at-7-8x-eps-as-europe-deal-looms Chip Dispatch en 2026-11-12T18:14:38.233Z TTM Technologies Trades at 7.8x 2027 EPS as Europe Deal Looms https://chipdispatch.com/articles/sandisk-gaps-16-higher-as-call-buyers-bet-on-flash-stock-rebound Chip Dispatch en 2026-11-12T18:14:38.233Z Sandisk Gaps 16% Higher as Call Buyers Bet on Flash Stock Rebound https://chipdispatch.com/articles/micron-analysts-see-35-upside-as-hbm-repricing-looms Chip Dispatch en 2026-11-12T18:14:38.233Z Micron Analysts See 35% Upside as HBM Repricing Looms for 2027 https://chipdispatch.com/articles/amat-options-traders-pile-into-calls-ahead-of-earnings Chip Dispatch en 2026-11-12T18:14:38.233Z AMAT Options Traders Pile Into Calls Ahead of Earnings https://chipdispatch.com/articles/kbw-downgrades-riot-over-anthropic-lease-risk-despite-28-billion-deal Chip Dispatch en 2026-11-12T18:14:38.233Z KBW Downgrades Riot Over Anthropic Lease Risk Despite $28 Billion Deal https://chipdispatch.com/articles/micron-shares-gap-13-higher-as-call-premium-hits-94-of-flow Chip Dispatch en 2026-11-12T18:14:38.233Z Micron Shares Gap 13% Higher as Call Premium Hits 94% of Flow https://chipdispatch.com/articles/tendrils-raises-30-million-to-build-a-cpu-with-thousands-of-cores Chip Dispatch en 2026-11-12T18:14:38.233Z Tendrils Raises $30 Million to Build a CPU With Thousands of Cores https://chipdispatch.com/articles/nvidia-at-96-2-billion-a-quarter-analyst-sees-hold-not-a-buy Chip Dispatch en 2026-11-12T18:14:38.233Z Nvidia at $96.2 Billion a Quarter: Analyst Sees Hold, Not a Buy https://chipdispatch.com/articles/databricks-genie-agent-now-handles-multi-step-work-unsupervised Chip Dispatch en 2026-11-12T18:09:36.703Z Databricks' Genie Agent Now Handles Multi-Step Work Unsupervised https://chipdispatch.com/articles/rumble-posts-record-96-6m-quarter-as-quake-ai-reshapes-the-business Chip Dispatch en 2026-11-12T17:59:37.179Z Rumble Posts Record $96.6M Quarter as Quake AI Reshapes the Business https://chipdispatch.com/articles/kraft-group-proposes-16-billion-900-mw-data-center-campus-in-sutton Chip Dispatch en 2026-11-12T17:34:38.090Z Kraft Group Proposes $16 Billion, 900 MW Data Center Campus in Sutton https://chipdispatch.com/articles/siri-co-founder-dag-kittlaus-backs-helix-a-6m-voice-identity-startup Chip Dispatch en 2026-11-12T17:29:37.265Z Siri Co-Founder Dag Kittlaus Backs Helix, a $6M Voice-Identity Startup https://chipdispatch.com/articles/bessent-confronted-lutnick-in-situation-room-over-megaspeed-blacklist Chip Dispatch en 2026-11-12T17:24:38.163Z Bessent Confronted Lutnick in Situation Room Over Megaspeed Blacklist https://chipdispatch.com/articles/spacex-builds-kessel-rack-with-72-nvidia-rubin-gpus-for-orbital-data-centers Chip Dispatch en 2026-11-12T17:24:38.163Z SpaceX Builds 'Kessel' Rack with 72 Nvidia Rubin GPUs for Orbital Data Centers https://chipdispatch.com/articles/indian-retail-smartphone-volumes-fell-20-in-diwali-season-aimra Chip Dispatch en 2026-11-12T17:19:36.712Z Indian Retail Smartphone Volumes Fell 20% in Diwali Season: AIMRA https://chipdispatch.com/articles/synopsys-at-459-95-rising-estimates-meet-a-falling-share-price Chip Dispatch en 2026-11-12T17:19:36.712Z Synopsys at $459.95: Rising Estimates Meet a Falling Share Price https://chipdispatch.com/articles/aws-revenue-hits-45-98-billion-up-39-in-fastest-growth Chip Dispatch en 2026-11-12T17:09:38.289Z AWS Revenue Hits $45.98 Billion, Up 39% in Fastest Growth Since 2021 https://chipdispatch.com/articles/nvidia-doubles-to-96-2b-as-congress-circles-amd-chases-with-helios Chip Dispatch en 2026-11-12T17:09:38.289Z Nvidia Doubles to $96.2B as Congress Circles, AMD Chases With Helios https://chipdispatch.com/articles/naver-s-q3-operating-profit-falls-21-as-ai-infrastructure-costs-rise-29 Chip Dispatch en 2026-11-12T16:14:37.567Z Naver's Q3 Operating Profit Falls 21% as AI Infrastructure Costs Rise 29% https://chipdispatch.com/articles/amd-s-data-center-engine-grows-97-but-analyst-still-calls-shares-overvalued Chip Dispatch en 2026-11-12T14:59:37.377Z AMD's Data Center Engine Grows 97%, but Analyst Still Calls Shares Overvalued https://chipdispatch.com/articles/coreweave-rated-a-sell-analyst-sees-too-many-leaps-of-faith-in-neoclouds Chip Dispatch en 2026-11-12T14:54:37.360Z CoreWeave Rated a Sell: Analyst Sees Too Many Leaps of Faith in Neoclouds https://chipdispatch.com/articles/cerebras-faces-228-million-insider-sales-and-cut-price-targets Chip Dispatch en 2026-11-12T14:04:36.534Z Cerebras Faces $228 Million Insider Sales and Cut Price Targets https://chipdispatch.com/articles/jgt2-revives-550-million-ai-data-center-plan-at-closed-maine-mill Chip Dispatch en 2026-11-12T12:54:39.487Z JGT2 Revives $550 Million AI Data Center Plan at Closed Maine Mill https://chipdispatch.com/articles/attackers-run-open-source-ai-pentest-agent-antifox-to-steal-aws-secrets Chip Dispatch en 2026-11-12T12:54:39.487Z Attackers Run Open-Source AI Pentest Agent AntiFox to Steal AWS Secrets https://chipdispatch.com/articles/usa-rare-earth-rebounds-11-after-3-million-quarter-exposed-supply-squeeze Chip Dispatch en 2026-11-12T12:04:37.521Z USA Rare Earth Rebounds 11% After $3 Million Quarter Exposed Supply Squeeze https://chipdispatch.com/articles/aehr-test-systems-triples-revenue-to-33-million-lifts-outlook Chip Dispatch en 2026-11-12T12:04:37.521Z Aehr Test Systems Triples Revenue to $33 Million, Lifts Outlook https://chipdispatch.com/articles/coreweave-raises-guidance-to-13-billion-lifting-ai-data-center-stocks Chip Dispatch en 2026-11-12T12:04:37.521Z CoreWeave Raises 2026 Guidance to $13 Billion, Lifting AI Data Center Stocks https://chipdispatch.com/articles/jensen-huang-s-odds-of-survival-sit-at-30-on-kalshi Chip Dispatch en 2026-11-12T12:04:37.521Z Jensen Huang's Odds of Survival Sit at 30% on Kalshi https://chipdispatch.com/articles/coreweave-results-send-optical-stocks-up-aaoi-12-lumentum-11 Chip Dispatch en 2026-11-12T12:04:37.521Z CoreWeave Results Send Optical Stocks Up: AAOI +12%, Lumentum +11% https://chipdispatch.com/articles/rigetti-falls-5-as-q3-revenue-drops-28-and-guidance-lags Chip Dispatch en 2026-11-12T11:54:38.556Z Rigetti Falls 5% as Q3 Revenue Drops 28% and 2026 Guidance Lags https://chipdispatch.com/articles/rumble-jumps-6-on-96-58-million-q3-revenue-beat Chip Dispatch en 2026-11-12T11:54:38.556Z Rumble Jumps 6% on $96.58 Million Q3 Revenue Beat https://chipdispatch.com/articles/coreweave-s-13-billion-guide-sends-bloom-energy-up-15-percent Chip Dispatch en 2026-11-12T11:54:38.556Z CoreWeave's $13 Billion Guide Sends Bloom Energy Up 15 Percent https://chipdispatch.com/articles/anthropic-ipo-could-price-above-range-pushing-valuation-past-1-5-trillion Chip Dispatch en 2026-11-12T11:29:37.082Z Anthropic IPO Could Price Above Range, Pushing Valuation Past $1.5 Trillion https://chipdispatch.com/articles/dell-jumps-11-to-370-25-as-ai-server-makers-rebound Chip Dispatch en 2026-11-12T11:24:37.221Z Dell Jumps 11% to $370.25 as AI Server Makers Rebound https://chipdispatch.com/articles/apple-rose-nearly-3-000-after-jobs-cramer-asks-if-nvidia-needs-huang Chip Dispatch en 2026-11-12T11:09:36.528Z Apple Rose Nearly 3,000% After Jobs; Cramer Asks If Nvidia Needs Huang https://chipdispatch.com/articles/gokwik-esop-clause-puts-vested-options-at-risk-across-nine-rivals Chip Dispatch en 2026-11-12T10:59:36.608Z GoKwik ESOP Clause Puts Vested Options at Risk Across Nine Rivals https://chipdispatch.com/articles/korean-retail-investors-put-74-of-us-stock-buying-into-3x-chip-etf-soxl Chip Dispatch en 2026-11-12T08:19:37.354Z Korean Retail Investors Put 74% of US Stock Buying Into 3x Chip ETF SOXL https://chipdispatch.com/articles/prusa-s-56-99-esd-filament-undercuts-rivals-on-electronics-factory-floors Chip Dispatch en 2026-11-12T08:19:37.354Z Prusa's $56.99 ESD Filament Undercuts Rivals on Electronics Factory Floors https://chipdispatch.com/articles/google-s-gemini-decision-1-scores-1-000-questions-in-one-pass Chip Dispatch en 2026-11-12T08:19:37.354Z Google's Gemini Decision 1 Scores 1,000 Questions in One Pass https://chipdispatch.com/articles/nvidia-loses-673-billion-in-a-week-and-eyes-ian-buck Chip Dispatch en 2026-11-12T07:54:37.701Z Nvidia Loses $673 Billion in a Week and Eyes Ian Buck https://chipdispatch.com/articles/taiwan-ai-server-makers-double-october-revenue-to-nt-1-07-trillion Chip Dispatch en 2026-11-12T07:54:37.701Z Taiwan AI Server Makers Double October Revenue to NT$1.07 Trillion https://chipdispatch.com/articles/nvidia-board-moves-to-oust-jensen-huang-as-ceo Chip Dispatch en 2026-11-12T07:24:36.799Z Nvidia Board Moves to Oust Jensen Huang as CEO https://chipdispatch.com/articles/texas-a-m-proposes-5g-radio-inside-gpu-package-to-block-chip-smuggling Chip Dispatch en 2026-11-12T07:14:37.725Z Texas A&M Proposes 5G Radio Inside GPU Package to Block Chip Smuggling https://chipdispatch.com/articles/us-business-ai-spending-hit-record-up-just-1-65 Chip Dispatch en 2026-11-12T07:09:36.298Z US Business AI Spending Hit Record in October, Up Just 1.65% https://chipdispatch.com/articles/coreweave-raises-gpu-prices-25-as-shortages-lift-vintage-chips Chip Dispatch en 2026-11-12T07:09:36.298Z CoreWeave Raises GPU Prices 25% as Shortages Lift Vintage Chips https://chipdispatch.com/articles/nvidia-falls-7-9-as-board-weighs-ousting-huang-and-openai-maps-chip-exit Chip Dispatch en 2026-11-12T06:44:36.472Z Nvidia Falls 7.9% as Board Weighs Ousting Huang and OpenAI Maps Chip Exit https://chipdispatch.com/articles/kospi-and-nikkei-open-higher-as-asia-s-chip-stocks-shrug-off-nvidia-s-8-fall Chip Dispatch en 2026-11-12T06:44:36.472Z Kospi and Nikkei Open Higher as Asia's Chip Stocks Shrug Off Nvidia's 8% Fall https://chipdispatch.com/articles/eqt-matches-3-700-yen-in-kakaku-com-bidding-war-extends-offer Chip Dispatch en 2026-11-12T06:44:36.472Z EQT matches 3,700 yen in Kakaku.com bidding war, extends offer to Nov 26 https://chipdispatch.com/articles/nvidia-falls-7-4-amid-report-on-jensen-huangs-future Chip Dispatch en 2026-11-12T06:29:36.801Z Nvidia falls 7.4% amid report on Jensen Huang’s future https://chipdispatch.com/articles/coreweave-beat-eases-ai-spending-fears-nvidia-hit-by-scandal-reports Chip Dispatch en 2026-11-12T06:29:36.801Z CoreWeave Beat Eases AI Spending Fears; Nvidia Hit by Scandal Reports https://chipdispatch.com/articles/nvidia-board-prepares-to-oust-jensen-huang-after-two-affairs-surface Chip Dispatch en 2026-11-12T06:29:36.801Z Nvidia Board Prepares to Oust Jensen Huang After Two Affairs Surface https://chipdispatch.com/articles/nvidia-board-moves-to-oust-ceo-jensen-huang-wall-street-journal-reports Chip Dispatch en 2026-11-12T06:24:37.143Z Nvidia Board Moves to Oust CEO Jensen Huang, Wall Street Journal Reports https://chipdispatch.com/articles/nvidia-board-prepares-to-oust-jensen-huang-as-shares-fall-8 Chip Dispatch en 2026-11-12T06:19:39.175Z Nvidia Board Prepares to Oust Jensen Huang as Shares Fall 8% https://chipdispatch.com/articles/bloom-energy-jumps-13-as-coreweave-calms-data-center-fears Chip Dispatch en 2026-11-12T06:19:39.175Z Bloom Energy Jumps 13% as CoreWeave Calms Data Center Fears https://chipdispatch.com/articles/nvidia-board-weighs-removing-ceo-jensen-huang-shares-slide-8 Chip Dispatch en 2026-11-12T06:19:39.175Z Nvidia Board Weighs Removing CEO Jensen Huang; Shares Slide 8% https://chipdispatch.com/articles/coreweave-s-q3-revenue-rose-168-to-3-66b-easing-ai-sector-fears Chip Dispatch en 2026-11-12T06:14:36.406Z CoreWeave's Q3 Revenue Rose 168% to $3.66B, Easing AI Sector Fears https://chipdispatch.com/articles/gilat-cuts-revenue-outlook-by-45-million-on-launch-delays Chip Dispatch en 2026-11-12T06:09:36.947Z Gilat cuts 2026 revenue outlook by $45 million on launch delays https://chipdispatch.com/articles/cramer-backs-micron-over-sandisk-as-memory-stocks-rebound Chip Dispatch en 2026-11-12T05:44:36.363Z Cramer Backs Micron Over SanDisk as Memory Stocks Rebound https://chipdispatch.com/articles/nvidia-doubles-revenue-to-96-2b-but-cash-conversion-lags Chip Dispatch en 2026-11-12T05:44:36.363Z NVIDIA Doubles Revenue to $96.2B, but Cash Conversion Lags https://chipdispatch.com/articles/aws-emulator-goes-free-200-service-local-cloud-built-by-ai-agents Chip Dispatch en 2026-11-12T05:29:36.688Z AWS Emulator Goes Free: 200-Service Local Cloud Built by AI Agents https://chipdispatch.com/articles/house-republicans-prepare-subpoena-for-nvidia-ceo-jensen-huang Chip Dispatch en 2026-11-12T05:24:37.922Z House Republicans Prepare Subpoena for Nvidia CEO Jensen Huang https://chipdispatch.com/articles/oxford-instruments-order-book-rises-8-semiconductors-drive-growth Chip Dispatch en 2026-11-12T04:59:44.776Z Oxford Instruments Order Book Rises 8%, Semiconductors Drive Growth https://chipdispatch.com/articles/amd-s-venice-x-hits-5-3-ghz-and-returns-3d-v-cache-to-servers Chip Dispatch en 2026-11-12T04:59:44.776Z AMD's Venice-X hits 5.3 GHz and returns 3D V-Cache to servers https://chipdispatch.com/articles/siemens-energy-and-coreweave-drive-european-stocks-to-record-close Chip Dispatch en 2026-11-12T04:44:44.888Z Siemens Energy and CoreWeave Drive European Stocks to Record Close https://chipdispatch.com/articles/seoul-slows-its-350-billion-us-investment-pledge-project-by-project Chip Dispatch en 2026-11-12T04:44:44.888Z Seoul Slows Its $350 Billion US Investment Pledge, Project by Project https://chipdispatch.com/articles/yttrium-costs-125-times-more-in-europe-than-china-as-export-curbs-bite Chip Dispatch en 2026-11-12T04:44:44.888Z Yttrium Costs 125 Times More in Europe Than China as Export Curbs Bite https://chipdispatch.com/articles/fed-boe-and-ecb-signal-december-hikes-as-inflation-runs-hot Chip Dispatch en 2026-11-12T04:44:44.888Z Fed, BoE and ECB Signal December Hikes as Inflation Runs Hot https://chipdispatch.com/articles/fed-s-bowman-ai-accounts-for-a-quarter-of-u-s-excess-inflation Chip Dispatch en 2026-11-12T04:39:36.958Z Fed's Bowman: AI Accounts for a Quarter of U.S. Excess Inflation https://chipdispatch.com/articles/amazon-and-google-hold-a-411-billion-anthropic-position Chip Dispatch en 2026-11-12T04:04:36.965Z Amazon and Google Hold a $411 Billion Anthropic Position https://chipdispatch.com/articles/aaon-raises-growth-guidance-to-75-as-data-center-cooling-sales-triple Chip Dispatch en 2026-11-12T03:59:36.222Z AAON Raises 2026 Growth Guidance to 75% as Data Center Cooling Sales Triple https://chipdispatch.com/articles/d-wave-rises-rigetti-falls-as-quantum-rivals-miss-estimates Chip Dispatch en 2026-11-12T03:59:36.222Z D-Wave Rises, Rigetti Falls as Quantum Rivals Miss Estimates https://chipdispatch.com/articles/amd-s-epyc-embedded-9006-sp7-scales-to-256-zen-6-cores Chip Dispatch en 2026-11-12T03:49:38.694Z AMD's EPYC Embedded 9006 SP7 Scales to 256 Zen 6 Cores https://chipdispatch.com/articles/rox-raises-100-million-at-1-3-billion-valuation-to-attack-salesforce Chip Dispatch en 2026-11-12T03:34:36.266Z Rox Raises $100 Million at $1.3 Billion Valuation to Attack Salesforce https://chipdispatch.com/articles/verne-builds-berlin-operation-but-robotaxi-permit-remains-absent Chip Dispatch en 2026-11-12T03:34:36.266Z Verne builds Berlin operation, but robotaxi permit remains absent https://chipdispatch.com/articles/openai-faces-georgia-rico-suit-over-20-billion-project-camellia-site Chip Dispatch en 2026-11-12T03:34:36.266Z OpenAI Faces Georgia RICO Suit Over $20 Billion Project Camellia Site https://chipdispatch.com/articles/cognichip-claims-ai-compressed-20-weeks-of-chip-design-into-10-days Chip Dispatch en 2026-11-12T03:34:36.266Z Cognichip Claims AI Compressed 20 Weeks of Chip Design Into 10 Days https://chipdispatch.com/articles/washington-now-owns-stakes-in-41-companies-and-congress-wants-answers Chip Dispatch en 2026-11-12T03:34:36.266Z Washington Now Owns Stakes in 41 Companies — and Congress Wants Answers https://chipdispatch.com/articles/german-military-drops-chinese-drones-after-mad-finds-data-leaks Chip Dispatch en 2026-11-12T03:34:36.266Z German Military Drops Chinese Drones After MAD Finds Data Leaks https://chipdispatch.com/articles/google-tests-gemini-hydrogen-on-internal-jetski-platform Chip Dispatch en 2026-11-12T03:34:36.266Z Google Tests Gemini 'Hydrogen' on Internal Jetski Platform https://chipdispatch.com/articles/lydian-s-600-mwh-utah-battery-goes-live-to-back-meta-data-center Chip Dispatch en 2026-11-12T03:34:36.266Z Lydian's 600 MWh Utah Battery Goes Live to Back Meta Data Center https://chipdispatch.com/articles/ibm-targets-1-040-qubit-system-as-nighthawk-r3-design-unveiled Chip Dispatch en 2026-11-12T03:34:36.266Z IBM Targets 1,040-Qubit System in 2027 as Nighthawk r3 Design Unveiled https://chipdispatch.com/articles/senator-demands-jensen-huang-resign-as-nvidia-loses-429-billion Chip Dispatch en 2026-11-12T03:19:36.192Z Senator Demands Jensen Huang Resign as NVIDIA Loses $429 Billion https://chipdispatch.com/articles/anthropic-s-run-rate-revenue-hits-81-billion-ahead-of-ipo Chip Dispatch en 2026-11-12T03:19:36.192Z Anthropic's Run-Rate Revenue Hits $81 Billion Ahead of IPO https://chipdispatch.com/articles/anthropic-s-ipo-priced-at-70-78-as-traders-recall-spacex-s-fade Chip Dispatch en 2026-11-12T03:14:36.542Z Anthropic's IPO Priced at $70-$78 as Traders Recall SpaceX's Fade https://chipdispatch.com/articles/constellation-opens-20-year-270-mw-nuclear-deal-under-new-peak-product Chip Dispatch en 2026-11-12T02:59:38.127Z Constellation opens 20-year, 270 MW nuclear deal under new Peak+ product https://chipdispatch.com/articles/coreweave-funds-ai-buildout-with-prepayments-and-2-6-billion-loan Chip Dispatch en 2026-11-12T02:59:38.127Z CoreWeave Funds AI Buildout With Prepayments and $2.6 Billion Loan https://chipdispatch.com/articles/redblue-capital-raises-second-fund-as-first-time-managers-hit-decade-low Chip Dispatch en 2026-11-12T02:59:38.127Z RedBlue Capital Raises Second Fund as First-Time Managers Hit Decade Low https://chipdispatch.com/articles/google-labs-starts-tabletop-waitlist-for-collaborative-ai-planning-apps Chip Dispatch en 2026-11-12T02:54:36.293Z Google Labs starts Tabletop waitlist for collaborative AI planning apps https://chipdispatch.com/articles/applied-intuition-seeks-30-billion-valuation-double-its-june-price Chip Dispatch en 2026-11-12T02:49:37.384Z Applied Intuition Seeks $30 Billion Valuation, Double Its June Price https://chipdispatch.com/articles/nvidia-erases-913-billion-in-five-sessions-its-worst-run Chip Dispatch en 2026-11-12T02:34:36.493Z Nvidia Erases $913 Billion in Five Sessions, Its Worst Run Since 2022 https://chipdispatch.com/articles/arista-co-founder-bechtolsheim-has-sold-668-million-of-stock Chip Dispatch en 2026-11-12T02:34:36.493Z Arista Co-Founder Bechtolsheim Has Sold $668 Million of Stock Since May https://chipdispatch.com/articles/nvidia-trades-below-12x-forward-earnings-as-huang-scandal-erases-428-billion Chip Dispatch en 2026-11-12T02:29:37.424Z Nvidia Trades Below 12x Forward Earnings as Huang Scandal Erases $428 Billion https://chipdispatch.com/articles/fractile-raises-720m-series-c-to-challenge-ai-inference-chip-leaders Chip Dispatch en 2026-11-12T02:19:37.118Z Fractile Raises $720M Series C to Challenge AI Inference Chip Leaders https://chipdispatch.com/articles/efficient-ai-models-emerge-as-nvidia-s-biggest-long-term-threat Chip Dispatch en 2026-11-12T02:14:36.770Z Efficient AI Models Emerge as Nvidia's Biggest Long-Term Threat https://chipdispatch.com/articles/anthropics-1-5-trillion-ipo-ambition-and-ais-medical-promise Chip Dispatch en 2026-11-12T02:09:36.161Z Anthropic’s $1.5 Trillion IPO Ambition and AI’s Medical Promise https://chipdispatch.com/articles/apples-defensive-ai-strategy-after-the-u-s-midterms Chip Dispatch en 2026-11-12T02:09:36.161Z Apple’s Defensive AI Strategy After the U.S. Midterms https://chipdispatch.com/articles/hawley-becomes-first-senate-republican-to-back-data-center-moratorium Chip Dispatch en 2026-11-12T01:49:36.315Z Hawley Becomes First Senate Republican to Back Data Center Moratorium https://chipdispatch.com/articles/datadog-and-cloudflare-jump-5-as-coreweave-results-lift-software Chip Dispatch en 2026-11-12T01:49:36.315Z Datadog and Cloudflare Jump 5% as CoreWeave Results Lift Software https://chipdispatch.com/articles/roku-exits-smart-home-hardware-days-after-fox-s-22-billion-takeover Chip Dispatch en 2026-11-12T01:49:36.315Z Roku Exits Smart Home Hardware Days After Fox's $22 Billion Takeover https://chipdispatch.com/articles/rivian-pays-premium-prices-for-memory-as-ai-data-centers-squeeze-supply Chip Dispatch en 2026-11-12T01:49:36.315Z Rivian Pays Premium Prices for Memory as AI Data Centers Squeeze Supply https://chipdispatch.com/articles/applied-materials-jumps-8-to-403-ahead-of-q4-earnings Chip Dispatch en 2026-11-12T01:49:36.315Z Applied Materials Jumps 8% to $403 Ahead of Q4 Earnings https://chipdispatch.com/articles/hut-8-climbs-9-to-61-78-while-analysts-cut-targets-on-ai-miners Chip Dispatch en 2026-11-12T01:49:36.315Z Hut 8 Climbs 9% to $61.78 While Analysts Cut Targets on AI Miners https://chipdispatch.com/articles/meta-infrastructure-chief-santosh-janardhan-to-exit-handover Chip Dispatch en 2026-11-12T01:49:36.315Z Meta Infrastructure Chief Santosh Janardhan to Exit in 2027 Handover https://chipdispatch.com/articles/coreweave-lifts-revenue-outlook-to-13-3b-pulling-nvidia-up-3-8 Chip Dispatch en 2026-11-12T01:44:36.152Z CoreWeave Lifts 2026 Revenue Outlook to $13.3B, Pulling Nvidia Up 3.8% https://chipdispatch.com/articles/georgia-residents-sue-openai-over-30-billion-data-center-plan Chip Dispatch en 2026-11-12T01:44:36.152Z Georgia residents sue OpenAI over $30 billion data center plan https://chipdispatch.com/articles/rum-group-revenue-jumps-290-as-quake-ai-drives-growth Chip Dispatch en 2026-11-12T01:44:36.152Z RUM Group revenue jumps 290% as Quake AI drives growth https://chipdispatch.com/articles/nvidia-shares-down-31-peak-traders-watch-164 Chip Dispatch en 2026-11-12T01:44:36.152Z NVIDIA Shares Down 31% From October Peak; Traders Watch $164 https://chipdispatch.com/articles/nvidia-honeypot-case-raises-a-wider-semiconductor-espionage-question Chip Dispatch en 2026-11-12T01:44:36.152Z Nvidia Honeypot Case Raises a Wider Semiconductor Espionage Question https://chipdispatch.com/articles/viavi-solutions-ai-pivot-earns-a-strong-buy-upgrade Chip Dispatch en 2026-11-12T01:44:36.152Z Viavi Solutions’ AI pivot earns a Strong Buy upgrade https://chipdispatch.com/articles/ionq-quadrupled-revenue-d-wave-rigetti-and-qci-did-not Chip Dispatch en 2026-11-12T01:44:36.152Z IonQ Quadrupled Revenue; D-Wave, Rigetti and QCi Did Not https://chipdispatch.com/articles/quantumscapes-osprey-solid-state-cell-hits-1-000-cycles Chip Dispatch en 2026-11-11T18:34:35.863Z QuantumScape’s Osprey solid-state cell hits 1,000 cycles https://chipdispatch.com/articles/coreweave-s-3-66-billion-quarter-sparks-7-rally-in-marvell-and-intel Chip Dispatch en 2026-11-11T18:34:35.863Z CoreWeave's $3.66 Billion Quarter Sparks 7% Rally in Marvell and Intel https://chipdispatch.com/articles/google-boeing-join-u-s-delegation-jensen-huang-unlikely-at-summit Chip Dispatch en 2026-11-11T18:34:35.863Z Google, Boeing Join U.S. Delegation; Jensen Huang Unlikely at Summit https://chipdispatch.com/articles/berkeley-and-nvidia-open-robot-programming-tools-for-ai-agents Chip Dispatch en 2026-11-11T18:34:35.863Z Berkeley and Nvidia open robot-programming tools for AI agents https://chipdispatch.com/articles/torus-raises-500-million-ships-ai-inference-to-spare-grid-power Chip Dispatch en 2026-11-11T18:34:35.863Z Torus Raises $500 Million, Ships AI Inference to Spare Grid Power https://chipdispatch.com/articles/qualcomm-to-supply-starlink-mobile-s-planned-u-s-5g-ground-network Chip Dispatch en 2026-11-11T18:34:35.863Z Qualcomm to Supply Starlink Mobile's Planned U.S. 5G Ground Network https://chipdispatch.com/articles/ivanti-and-zoom-patch-critical-flaws-as-citrix-and-asus-ship-fixes Chip Dispatch en 2026-11-11T18:34:35.863Z Ivanti and Zoom Patch Critical Flaws as Citrix and Asus Ship Fixes https://chipdispatch.com/articles/european-founders-trust-ai-providers-more-than-their-governments Chip Dispatch en 2026-11-11T18:34:35.863Z European Founders Trust AI Providers More Than Their Governments https://chipdispatch.com/articles/deepl-launches-aure-across-eight-languages-for-live-voice-translation Chip Dispatch en 2026-11-11T18:34:35.863Z DeepL launches Aure across eight languages for live voice translation https://chipdispatch.com/articles/nvidia-and-unity-join-emulate-s-700m-round-at-3-7b-valuation Chip Dispatch en 2026-11-11T18:34:35.863Z Nvidia and Unity Join Emulate's $700M Round at $3.7B Valuation https://chipdispatch.com/articles/fractile-raises-over-500-million-at-5-billion-plus-valuation Chip Dispatch en 2026-11-11T18:34:35.863Z Fractile Raises Over £500 Million at £5 Billion-Plus Valuation https://chipdispatch.com/articles/meta-and-tiktok-join-google-against-indonesia-s-ai-copyright-bill Chip Dispatch en 2026-11-11T18:34:35.863Z Meta and TikTok Join Google Against Indonesia's AI Copyright Bill https://chipdispatch.com/articles/coreweave-lifts-chip-stocks-as-funding-doubts-linger Chip Dispatch en 2026-11-11T18:34:35.863Z CoreWeave lifts chip stocks as funding doubts linger https://chipdispatch.com/articles/apple-tests-harbor-ai-clustering-across-thunderbolt-5-macs Chip Dispatch en 2026-11-11T18:34:35.863Z Apple Tests Harbor AI Clustering Across Thunderbolt 5 Macs https://chipdispatch.com/articles/anthropic-says-its-mythos-model-ported-claude-to-amd-gpus-in-three-days Chip Dispatch en 2026-11-11T18:34:35.863Z Anthropic Says Its Mythos Model Ported Claude to AMD GPUs in Three Days https://chipdispatch.com/articles/chinese-ai-labs-buy-500m-in-u-s-data-despite-an-export-gap Chip Dispatch en 2026-11-11T18:34:35.863Z Chinese AI Labs Buy $500M in U.S. Data Despite an Export Gap https://chipdispatch.com/articles/nvidia-reportedly-drops-24gb-rtx-5080-plan-as-gddr7-costs-rise Chip Dispatch en 2026-11-11T18:34:35.863Z Nvidia reportedly drops 24GB RTX 5080 plan as GDDR7 costs rise https://chipdispatch.com/articles/credo-shares-fell-16-to-114-56-but-analysts-see-284-ahead Chip Dispatch en 2026-11-11T18:34:35.863Z Credo Shares Fell 16% to $114.56, but Analysts See $284 Ahead https://chipdispatch.com/articles/spacex-orders-heterojunction-solar-cell-line-from-singulus-for-over-60-million Chip Dispatch en 2026-11-11T18:29:35.439Z SpaceX Orders Heterojunction Solar Cell Line From Singulus for Over €60 Million https://chipdispatch.com/articles/softbank-books-3-7-billion-loss-after-canceling-13-gw-of-turbine-orders Chip Dispatch en 2026-11-11T18:29:35.439Z SoftBank Books $3.7 Billion Loss After Canceling 13 GW of Turbine Orders https://chipdispatch.com/articles/us-and-china-open-super-intelligence-dialogue-bessent-says Chip Dispatch en 2026-11-11T18:29:35.439Z US and China Open 'Super Intelligence' Dialogue, Bessent Says https://chipdispatch.com/articles/memory-buyers-secure-only-65-of-needs-vaneck-manager-reports Chip Dispatch en 2026-11-11T18:24:35.466Z Memory Buyers Secure Only 65% of Needs, VanEck Manager Reports https://chipdispatch.com/articles/asrock-ships-new-radeon-rx-7900-firmware-after-bricked-gpu-uproar Chip Dispatch en 2026-11-11T18:19:35.776Z ASRock Ships New Radeon RX 7900 Firmware After Bricked-GPU Uproar https://chipdispatch.com/articles/nvidia-holds-166-as-traders-await-180-confirmation Chip Dispatch en 2026-11-11T18:14:35.640Z NVIDIA Holds $166 as Traders Await $180 Confirmation https://chipdispatch.com/articles/nvidia-climbs-4-to-175-23-after-baird-cut-and-huang-doubts Chip Dispatch en 2026-11-11T18:14:35.640Z NVIDIA Climbs 4% to $175.23 After Baird Cut and Huang Doubts https://chipdispatch.com/articles/seagate-jumps-9-as-coreweave-results-revive-the-ai-storage-trade Chip Dispatch en 2026-11-11T18:14:35.640Z Seagate Jumps 9% as CoreWeave Results Revive the AI Storage Trade https://chipdispatch.com/articles/coreweave-jumps-16-as-3-66-billion-quarter-calms-debt-fears Chip Dispatch en 2026-11-11T18:14:35.640Z CoreWeave Jumps 16% as $3.66 Billion Quarter Calms Debt Fears https://chipdispatch.com/articles/plurai-raises-13m-seed-to-simulate-ai-agents-like-self-driving-cars Chip Dispatch en 2026-11-11T18:04:35.433Z Plurai Raises $13M Seed to Simulate AI Agents Like Self-Driving Cars https://chipdispatch.com/articles/jd-s-ai-shopping-assistant-drew-nearly-80-million-singles-day-users Chip Dispatch en 2026-11-11T18:04:35.433Z JD's AI Shopping Assistant Drew Nearly 80 Million Singles Day Users https://chipdispatch.com/articles/montech-king-95-3d-pro-review-three-glass-panels-seven-fans-199-90 Chip Dispatch en 2026-11-11T18:04:35.433Z Montech King 95 3D Pro Review: Three Glass Panels, Seven Fans, $199.90 https://chipdispatch.com/articles/india-bans-export-of-lithium-ion-battery-black-mass-with-immediate-effect Chip Dispatch en 2026-11-11T18:04:35.433Z India Bans Export of Lithium-Ion Battery Black Mass With Immediate Effect https://chipdispatch.com/articles/nvidia-faces-fbi-probe-of-jensen-huang-as-valuation-hits-multi-year-lows Chip Dispatch en 2026-11-11T17:59:36.337Z Nvidia Faces FBI Probe of Jensen Huang as Valuation Hits Multi-Year Lows https://chipdispatch.com/articles/micron-sold-off-24-on-regulatory-fear-not-on-weak-numbers Chip Dispatch en 2026-11-11T17:59:36.337Z Micron Sold Off 24% on Regulatory Fear, Not on Weak Numbers https://chipdispatch.com/articles/nvidia-down-30-peak-analyst-sees-upside-into-q3-earnings Chip Dispatch en 2026-11-11T17:59:36.337Z Nvidia Down 30% Since October Peak, Analyst Sees Upside Into Q3 Earnings https://chipdispatch.com/articles/baird-cuts-nvidia-target-from-500-to-200-on-huang-and-export-risks Chip Dispatch en 2026-11-11T17:54:35.518Z Baird cuts Nvidia target from $500 to $200 on Huang and export risks https://chipdispatch.com/articles/nintendo-takes-down-144-github-repositories-hosting-switch-modchip-firmware Chip Dispatch en 2026-11-11T17:54:35.518Z Nintendo Takes Down 144 GitHub Repositories Hosting Switch Modchip Firmware https://chipdispatch.com/articles/synopsys-reports-42-revenue-growth-as-ai-chip-designs-multiply Chip Dispatch en 2026-11-11T17:49:35.450Z Synopsys Reports 42% Revenue Growth as AI Chip Designs Multiply https://chipdispatch.com/articles/huawei-to-launch-new-osta-phone-brand-six-years-after-honor-sale Chip Dispatch en 2026-11-11T17:49:35.450Z Huawei to Launch New Osta Phone Brand on Nov. 20, Six Years After Honor Sale https://chipdispatch.com/articles/anthropic-s-1-41-trillion-ipo-turns-cloud-giants-into-dual-winners Chip Dispatch en 2026-11-11T17:49:35.450Z Anthropic's $1.41 Trillion IPO Turns Cloud Giants Into Dual Winners https://chipdispatch.com/articles/fortinet-patches-100-flaws-17-critical-found-with-frontier-ai-models Chip Dispatch en 2026-11-11T17:49:35.450Z Fortinet Patches 100 Flaws, 17 Critical, Found With Frontier AI Models https://chipdispatch.com/articles/google-s-10-million-spirit-airlines-data-deal-clears-union-hurdle Chip Dispatch en 2026-11-11T17:49:35.450Z Google's $10 Million Spirit Airlines Data Deal Clears Union Hurdle https://chipdispatch.com/articles/house-chair-mast-ready-to-subpoena-nvidia-s-huang-over-briefing Chip Dispatch en 2026-11-11T17:49:35.450Z House Chair Mast Ready to Subpoena Nvidia's Huang Over Briefing https://chipdispatch.com/articles/amd-claims-mext-software-halves-server-dram-at-95-performance Chip Dispatch en 2026-11-11T17:49:35.450Z AMD Claims MEXT Software Halves Server DRAM at 95% Performance https://chipdispatch.com/articles/rivian-ceo-targets-80-robot-labor-in-plants-starting-at-20 Chip Dispatch en 2026-11-11T17:49:35.450Z Rivian CEO Targets 80% Robot Labor in Plants, Starting at 20% https://chipdispatch.com/articles/iron-mountain-lifts-dividend-15-as-data-center-revenue-jumps-34 Chip Dispatch en 2026-11-11T17:49:35.450Z Iron Mountain Lifts Dividend 15% as Data Center Revenue Jumps 34% https://chipdispatch.com/articles/cerebras-enters-q3-print-at-93-66-49-below-ipo-price Chip Dispatch en 2026-11-11T17:49:35.450Z Cerebras Enters Q3 Print at $93.66, 49% Below IPO Price https://chipdispatch.com/articles/micron-nears-769-premarket-after-anthropic-names-it-in-26-billion-placement Chip Dispatch en 2026-11-11T17:49:35.450Z Micron Nears $769 Premarket After Anthropic Names It in $26 Billion Placement https://chipdispatch.com/articles/cognichip-claims-10-day-rtl-turnaround-but-the-spec-was-already-written Chip Dispatch en 2026-11-11T17:44:35.401Z Cognichip claims 10-day RTL turnaround, but the spec was already written https://chipdispatch.com/articles/cisco-s-ai-revenue-seen-hitting-7-5-billion-by-fy2027 Chip Dispatch en 2026-11-11T17:39:35.983Z Cisco's AI Revenue Seen Hitting $7.5 Billion by FY2027 https://chipdispatch.com/articles/congress-threatens-nvidia-s-jensen-huang-with-subpoena-over-china-ties Chip Dispatch en 2026-11-11T17:34:35.968Z Congress threatens Nvidia's Jensen Huang with subpoena over China ties https://chipdispatch.com/articles/soxl-s-59-bounce-follows-worst-day-ever-what-the-math-says-next Chip Dispatch en 2026-11-11T17:24:35.451Z SOXL's 59% Bounce Follows Worst Day Ever: What the Math Says Next https://chipdispatch.com/articles/kora-os-runs-gemma-4-26b-at-25-tokens-per-second-on-snapdragon-npu Chip Dispatch en 2026-11-11T17:14:35.398Z Kora OS runs Gemma 4 26B at 25 tokens per second on Snapdragon NPU https://chipdispatch.com/articles/one-strong-sell-against-45-buys-the-lone-micron-bear-case Chip Dispatch en 2026-11-11T16:59:35.620Z One Strong Sell Against 45 Buys: The Lone Micron Bear Case https://chipdispatch.com/articles/custom-silicon-can-t-break-alphabet-and-amazon-from-nvidia Chip Dispatch en 2026-11-11T16:59:35.620Z Custom Silicon Can't Break Alphabet and Amazon From Nvidia https://chipdispatch.com/articles/nvidia-supply-commitments-jump-to-279-billion-amid-governance-probe Chip Dispatch en 2026-11-11T16:59:35.620Z Nvidia Supply Commitments Jump to $279 Billion Amid Governance Probe https://chipdispatch.com/articles/nvidia-down-22-6-in-a-month-as-hedge-funds-unwind-the-ai-trade Chip Dispatch en 2026-11-11T16:59:35.620Z Nvidia Down 22.6% in a Month as Hedge Funds Unwind the AI Trade https://chipdispatch.com/articles/s-p-500-rebound-faces-test-as-ai-data-center-costs-and-rates-bite Chip Dispatch en 2026-11-11T16:54:35.357Z S&P 500 Rebound Faces Test as AI Data-Center Costs and Rates Bite https://chipdispatch.com/articles/western-digital-storage-purchases-rose-20-on-ai-demand Chip Dispatch en 2026-11-11T16:49:35.806Z Western Digital Storage Purchases Rose 20% on AI Demand https://chipdispatch.com/articles/amd-says-mext-keeps-95-of-server-speed-on-half-the-dram Chip Dispatch en 2026-11-11T16:24:36.613Z AMD says MEXT keeps 95% of server speed on half the DRAM https://chipdispatch.com/articles/spacex-eyes-24-billion-gas-fired-supercomputer-site-in-starbase-texas Chip Dispatch en 2026-11-11T15:59:35.715Z SpaceX Eyes $24 Billion Gas-Fired Supercomputer Site in Starbase, Texas https://chipdispatch.com/articles/atomarine-raises-19-million-for-ship-based-ai-data-centers Chip Dispatch en 2026-11-11T15:49:35.314Z Atomarine raises $19 million for ship-based AI data centers https://chipdispatch.com/articles/finland-clears-teslas-supervised-self-driving-system-for-its-roads Chip Dispatch en 2026-11-11T15:49:35.314Z Finland clears Tesla’s supervised self-driving system for its roads https://chipdispatch.com/articles/iea-over-90-of-chinas-major-solar-makers-lose-money Chip Dispatch en 2026-11-11T15:49:35.314Z IEA: Over 90% of China’s major solar makers lose money https://chipdispatch.com/articles/ai-data-center-boom-drives-fiber-cable-prices-up-10x-starving-ukraine-s-drone-li Chip Dispatch en 2026-11-11T15:39:35.311Z AI Data Center Boom Drives Fiber Cable Prices Up 10X, Starving Ukraine's Drone Line https://chipdispatch.com/articles/microsoft-tells-ai-builders-prove-data-centers-pay-off-for-locals Chip Dispatch en 2026-11-11T14:59:35.501Z Microsoft Tells AI Builders: Prove Data Centers Pay Off for Locals https://chipdispatch.com/articles/openai-downgrades-stargate-argentina-to-potential-offtaker-status Chip Dispatch en 2026-11-11T14:59:35.501Z OpenAI downgrades Stargate Argentina to 'potential offtaker' status https://chipdispatch.com/articles/coreweave-jumps-11-on-raised-outlook-dragging-chip-stocks-higher Chip Dispatch en 2026-11-11T14:59:35.501Z CoreWeave Jumps 11% on Raised 2026 Outlook, Dragging Chip Stocks Higher https://chipdispatch.com/articles/alphabet-targets-3-billion-in-first-hong-kong-and-singapore-dollar-bonds Chip Dispatch en 2026-11-11T14:59:35.501Z Alphabet Targets $3 Billion in First Hong Kong and Singapore Dollar Bonds https://chipdispatch.com/articles/blacklisted-pla-linked-university-bought-nvidia-h200s-for-123-000 Chip Dispatch en 2026-11-11T14:59:35.501Z Blacklisted PLA-Linked University Bought Nvidia H200s for $123,000 https://chipdispatch.com/articles/amd-jumps-13-to-508-58-on-oppenheimer-upgrade-but-chart-says-not-so-fast Chip Dispatch en 2026-11-11T14:59:35.501Z AMD Jumps 13% to $508.58 on Oppenheimer Upgrade, But Chart Says Not So Fast https://chipdispatch.com/articles/ai-investment-outpaces-eurozone-capital-formation-s-p-data-shows Chip Dispatch en 2026-11-11T14:19:35.270Z AI Investment Outpaces Eurozone Capital Formation, S&P Data Shows https://chipdispatch.com/articles/anthropic-s-1-5-trillion-ipo-meets-investor-cold-feet Chip Dispatch en 2026-11-11T13:54:35.378Z Anthropic's $1.5 Trillion IPO Meets Investor Cold Feet https://chipdispatch.com/articles/interconnects-and-ai-constraints-lead-blog-roundup Chip Dispatch en 2026-11-11T13:39:35.589Z Interconnects and AI Constraints Lead Nov. 11 Blog Roundup https://chipdispatch.com/articles/europe-s-share-of-us-ai-equipment-imports-halves-to-5-7 Chip Dispatch en 2026-11-11T13:09:35.256Z Europe's Share of US AI Equipment Imports Halves to 5.7% https://chipdispatch.com/articles/intel-shares-down-39-since-q4-guidance-shock-bull-case-points-to-18a-cost-cuts Chip Dispatch en 2026-11-11T13:09:35.256Z Intel Shares Down 39% Since Q4 Guidance Shock; Bull Case Points to 18A Cost Cuts https://chipdispatch.com/articles/nvidias-board-investigates-huang-as-shares-lose-9-5 Chip Dispatch en 2026-11-11T12:54:35.236Z Nvidia’s board investigates Huang as shares lose 9.5% https://chipdispatch.com/articles/coreweave-beats-on-revenue-raises-guide-to-13-3-billion-interest-bill-triples Chip Dispatch en 2026-11-11T12:29:35.693Z CoreWeave Beats on Revenue, Raises Guide to $13.3 Billion — Interest Bill Triples https://chipdispatch.com/articles/nvidia-down-30-from-its-high-but-the-sell-off-shows-signs-of-stalling Chip Dispatch en 2026-11-11T12:29:35.693Z Nvidia Down 30% From Its High, but the Sell-Off Shows Signs of Stalling https://chipdispatch.com/articles/chip-routing-reports-cut-400-billion-from-nvidia-in-two-days Chip Dispatch en 2026-11-11T11:44:35.207Z Chip Routing Reports Cut $400 Billion From Nvidia in Two Days https://chipdispatch.com/articles/simplismart-cuts-inference-costs-53-as-indian-startups-chase-ai-serving Chip Dispatch en 2026-11-11T11:34:35.195Z Simplismart Cuts Inference Costs 53% as Indian Startups Chase AI Serving https://chipdispatch.com/articles/nvidia-falls-toward-52-week-lows-after-30-drawdown Chip Dispatch en 2026-11-11T11:29:35.569Z Nvidia Falls Toward 52-Week Lows After 30% Drawdown https://chipdispatch.com/articles/acm-research-s-2-5b-backlog-collides-with-851m-inventory-pile Chip Dispatch en 2026-11-11T11:29:35.569Z ACM Research's $2.5B Backlog Collides With $851M Inventory Pile https://chipdispatch.com/articles/helsing-unveils-ai-targeting-software-in-berlin-as-palantir-rival Chip Dispatch en 2026-11-11T10:59:35.173Z Helsing Unveils AI Targeting Software in Berlin as Palantir Rival https://chipdispatch.com/articles/anthropic-ipo-bankers-weigh-pricing-above-78-range-at-1-5-trillion-valuation Chip Dispatch en 2026-11-11T10:59:35.173Z Anthropic IPO Bankers Weigh Pricing Above $78 Range at $1.5 Trillion Valuation